Hi, I am Dolphin Research!US TikTok revamp done: what did ByteDance lose vs. gain?GOOGL vs. NVDA: Is the comeback thesis credible?MSFT, GOOGL and other giants rally behind US 'Project Genesis'; TikTok US plan finalized | Daily News RecapBABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News RecapMU (analyst huddle): Cash prioritized for capacity expansion; HBM4 yield ramping fasterMU (Trans): GPM will continue to expand, but the pace will moderate.MU: AI Ignites Memory; Supercycle Starting?Meitu: Can Vertical SaaS Survive the AI Wave?Xiaomi commits RMB 200 bn to R&D; BYD ramps up internal testing for L3 mass production | Daily News RecapCoreWeave: Can NVDA's 'godson' really ride its coattails?XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap2026's Harsh AI Question: after bns AI Capex, Where will Returns Come From?First L3 autonomous-driving models approved; retail sales growth retests the lows | Daily News RecapNov. Retail Sales: YoY growth below 2%, a post-Covid low — what's behind the slowdown?COST (Trans): Confident on inflation; plans to open 30 warehouses annually.US Gov. Shutdown Casualty? COST's Last Dip?LULU (Trans): New styles to account for 35% of the Spring 2026 lineupAVGO (Trans): Anthropic adds another 10bn; 73bn order is the floorLULU: Comeback or Flash in the Pan?AVGO vs. NVDA: Did the challenger blink first?Horizon Robotics: Can China’s AD substitute chips unseat NVDA?Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News RecapMemory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News RecapH200 Greenlight: The Breakout Catalyst on NVDA's Path to $6tn?HKEX debuts flagship Tech Index; NVDA H200 cleared for China exports | Daily News Recap