Arm: Lowering full-year royalty revenue expectations (FY25Q1 conference call minutes)ARM: Guidance cools down, AI faith encounters challengesToday's Important News Review | Dolphin Investment ResearchMeta: What drives the high Ads growth in Q3? (Minutes of 2Q24)Mag 7 Performed Badly, can Meta Still Hang in There?Qualcomm: Mobile phones remain steady, AI carries new hopesNew Oriental: Optimistic about the trend of profit margin improvement without looking at East Buy (4Q24FY conference call)New Oriental: Riding the live streaming trend, while education is heating upToday's Important News Review | Dolphin Investment ResearchAMD: MI350 to compete with Blackwell (24Q2 conference call minutes)Microsoft: How to control the pace of AI investmentMicrosoft: Great efforts but no miracles, is the AI dream stranded?AMD: Major manufacturers hoarding goods, AI guidance to move up againLuckin Coffee: Will adjust store opening speed according to competition (2Q24 conference call)Cotti "not dead", Luckin "already old"?Today's Important News Review | Dolphin Investment ResearchThe U.S. stock market and consumer economy are doing quite well. Will the Fed really cut rates in September and implement three consecutive cuts?Today's Important News Review | Dolphin Investment ResearchCATL 2Q24 Conference Call Minutes