https://www.nashnova.com/feed/special/ferc-orders-pjm-to-revise-cost-allocation-plan-for-data-center-power-demand-13910 nashnova en 2026-09-30T19:01:14.937Z FERC Orders PJM to Revise Cost Allocation Plan for Data Center Power Demand https://www.nashnova.com/feed/special/synopsys-signs-multi-year-deal-with-openai-to-jointly-develop-chip-design-models-13909 nashnova en 2026-09-30T18:46:08.499Z Synopsys Signs Multi-Year Deal with OpenAI to Jointly Develop Chip Design Models https://www.nashnova.com/feed/special/fords-ai-energy-storage-rally-fades-45-percent-year-to-date-gains-fully-erased-13908 nashnova en 2026-09-30T18:27:15.400Z Ford's AI Energy Storage Rally Fades — 45% Year-to-Date Gains Fully Erased https://www.nashnova.com/feed/special/ackman-plans-to-bring-in-outside-capital-driving-howard-hughes-transformation-13907 nashnova en 2026-09-30T18:26:19.844Z Ackman Plans to Bring in Outside Capital, Driving Howard Hughes' Transformation into Asset Management https://www.nashnova.com/feed/special/openai-accuses-moonshot-of-large-scale-data-extraction-from-gpt-models-13906 nashnova en 2026-09-30T17:53:42.430Z OpenAI Accuses Moonshot of Large-Scale Data Extraction from GPT Models https://www.nashnova.com/feed/special/lagarde-does-not-rule-out-leaving-ecb-months-ahead-of-schedule-13905 nashnova en 2026-09-30T17:52:35.700Z Lagarde Does Not Rule Out Leaving ECB Months Ahead of Schedule https://www.nashnova.com/feed/special/reddit-announces-termination-of-rss-and-public-api-access-to-combat-ai-scraper-13904 nashnova en 2026-09-30T17:52:22.355Z Reddit Announces Termination of RSS and Public API Access to Combat AI Scraper Abuse https://www.nashnova.com/feed/special/eu-plans-to-halve-capital-requirements-for-safest-securitized-products-13903 nashnova en 2026-09-30T17:51:31.811Z EU Plans to Halve Capital Requirements for Safest Securitized Products https://www.nashnova.com/feed/special/court-rules-calpers-shareholder-lawsuit-against-unitedhealth-can-proceed-13902 nashnova en 2026-09-30T17:51:20.919Z Court Rules CalPERS Shareholder Lawsuit Against UnitedHealth Can Proceed https://www.nashnova.com/feed/special/tanker-stocks-outperform-ai-this-year-as-geopolitical-conflicts-drive-up-freight-13901 nashnova en 2026-09-30T17:36:41.132Z Tanker Stocks Outperform AI This Year as Geopolitical Conflicts Drive Up Freight Rates https://www.nashnova.com/feed/special/iran-war-disrupts-oil-market-as-u-s-shale-executives-slam-surging-planning-13900 nashnova en 2026-09-30T17:36:15.490Z Iran War Disrupts Oil Market as U.S. Shale Executives Slam Surging Planning Difficulties https://www.nashnova.com/feed/special/global-stocks-surge-over-12-percent-in-q3-as-u-s-treasury-yields-break-5-percent-13899 nashnova en 2026-09-30T17:21:47.328Z Global Stocks Surge Over 12% in Q3 as U.S. Treasury Yields Break 5%, Hitting Highest Since 2007 https://www.nashnova.com/feed/special/fed-inspector-general-headquarters-renovation-mismanaged-no-illegal-conduct-13898 nashnova en 2026-09-30T17:11:58.764Z Fed Inspector General: Headquarters Renovation Mismanaged, No Illegal Conduct Found https://www.nashnova.com/feed/special/wells-fargo-analyst-ai-impact-on-bank-stocks-is-overpriced-13897 nashnova en 2026-09-30T16:31:30.610Z Wells Fargo Analyst: AI Impact on Bank Stocks Is Overpriced https://www.nashnova.com/feed/special/ford-and-gm-maintain-china-ev-partnerships-trading-technology-for-13896 nashnova en 2026-09-30T16:17:11.639Z Ford and GM Maintain China EV Partnerships, Trading Technology for Competitiveness https://www.nashnova.com/feed/special/carry-trade-unwind-makes-mexican-peso-the-worlds-worst-performing-currency-13895 nashnova en 2026-09-30T16:16:30.953Z Carry Trade Unwind Makes Mexican Peso the World's Worst-Performing Currency https://www.nashnova.com/feed/special/us-trade-representative-launches-milwaukee-framework-to-coordinate-global-13894 nashnova en 2026-09-30T16:16:10.752Z US Trade Representative Launches "Milwaukee Framework" to Coordinate Global Response to Steel Overcapacity https://www.nashnova.com/feed/special/pimco-co-founder-hold-no-bonds-be-cautious-on-stocks-13893 nashnova en 2026-09-30T16:02:19.650Z PIMCO Co-Founder: Hold No Bonds, Be Cautious on Stocks https://www.nashnova.com/feed/special/ecbs-schnabel-inflation-expectations-and-demand-resilience-are-key-to-next-rate-13892 nashnova en 2026-09-30T16:01:39.339Z ECB's Schnabel: Inflation Expectations and Demand Resilience Are Key to Next Rate Hike Decision https://www.nashnova.com/feed/special/bank-of-korea-buys-physical-gold-for-first-time-in-13-years-acquiring-1-ton-in-13891 nashnova en 2026-09-30T15:46:53.631Z Bank of Korea Buys Physical Gold for First Time in 13 Years, Acquiring ~1 Ton in December https://www.nashnova.com/feed/special/cboe-equity-put-call-ratio-drops-to-0-38-downside-protection-demand-falls-to-13890 nashnova en 2026-09-30T15:46:09.568Z CBOE Equity Put/Call Ratio Drops to 0.38, Downside Protection Demand Falls to Multi-Year Lows https://www.nashnova.com/feed/special/ai-capital-expenditure-surpasses-cash-flow-rewriting-the-definition-of-quality-13889 nashnova en 2026-09-30T15:31:53.046Z AI Capital Expenditure Surpasses Cash Flow, Rewriting the Definition of Quality Stocks https://www.nashnova.com/feed/special/u-s-midwest-gasoline-inventories-hit-record-low-oil-prices-rise-to-intraday-high-13888 nashnova en 2026-09-30T15:27:08.071Z U.S. Midwest Gasoline Inventories Hit Record Low, Oil Prices Rise to Intraday High https://www.nashnova.com/feed/special/stripe-visa-and-over-100-companies-join-forces-to-launch-usd-stablecoin-ousd-13887 nashnova en 2026-09-30T15:26:38.134Z Stripe, Visa, and Over 100 Companies Join Forces to Launch USD Stablecoin OUSD https://www.nashnova.com/feed/special/hong-kong-and-malaysia-regulators-officially-launch-dual-listing-single-13886 nashnova en 2026-09-30T15:16:15.901Z Hong Kong and Malaysia Regulators Officially Launch Dual-Listing Single Submission Framework https://www.nashnova.com/feed/special/lower-rated-ai-borrowers-face-financing-hurdles-as-u-s-high-yield-market-demand-13885 nashnova en 2026-09-30T14:36:42.841Z Lower-Rated AI Borrowers Face Financing Hurdles as U.S. High-Yield Market Demand Concentrates on Higher-Quality Assets https://www.nashnova.com/feed/special/paramounts-30-billion-investment-grade-bond-pricing-tightens-as-orders-exceed-3-13884 nashnova en 2026-09-30T14:31:55.932Z Paramount's $30 Billion Investment-Grade Bond Pricing Tightens as Orders Exceed 3.6x Oversubscription https://www.nashnova.com/feed/special/nike-q1-earnings-preview-wall-street-expects-11-3b-in-revenue-as-eps-estimates-13883 nashnova en 2026-09-30T14:31:08.573Z Nike Q1 Earnings Preview: Wall Street Expects $11.3B in Revenue as EPS Estimates Continue to Decline https://www.nashnova.com/feed/special/mexico-u-s-steel-and-auto-tariff-negotiations-turn-optimistic-13882 nashnova en 2026-09-30T14:26:40.434Z Mexico-U.S. Steel and Auto Tariff Negotiations Turn Optimistic https://www.nashnova.com/feed/special/new-world-development-posts-three-consecutive-years-of-losses-fy2026-loss-widens-13881 nashnova en 2026-09-30T14:26:22.964Z New World Development Posts Three Consecutive Years of Losses, FY2026 Loss Widens to HK$28.1 Billion https://www.nashnova.com/feed/special/coreweave-expands-compute-product-line-and-launches-partner-network-13880 nashnova en 2026-09-30T14:16:22.057Z CoreWeave Expands Compute Product Line and Launches Partner Network https://www.nashnova.com/feed/special/u-s-federal-trade-commission-launches-regulatory-investigations-into-anthropic-13879 nashnova en 2026-09-30T14:06:09.194Z U.S. Federal Trade Commission Launches Regulatory Investigations into Anthropic and OpenAI https://www.nashnova.com/feed/special/south-korea-plans-to-allocate-funds-from-54-billion-investment-package-to-13878 nashnova en 2026-09-30T14:01:31.999Z South Korea Plans to Allocate Funds from $54 Billion Investment Package to Support Alaska LNG Project https://www.nashnova.com/feed/special/nuclear-startup-applies-to-build-456-small-modular-reactors-on-u-s-federal-land-13877 nashnova en 2026-09-30T13:57:39.126Z Nuclear Startup Applies to Build 456 Small Modular Reactors on U.S. Federal Land https://www.nashnova.com/feed/special/china-extends-two-trade-barrier-investigations-against-the-u-s-to-december-27-13876 nashnova en 2026-09-30T13:56:29.669Z China Extends Two Trade Barrier Investigations Against the U.S. to December 27 https://www.nashnova.com/feed/special/u-s-september-chicago-pmi-rises-to-55-8-significantly-beating-expectations-13875 nashnova en 2026-09-30T13:56:14.690Z U.S. September Chicago PMI Rises to 55.8, Significantly Beating Expectations https://www.nashnova.com/feed/special/synopsys-signs-multi-year-chip-design-agreement-worth-over-1-billion-with-amazon-13874 nashnova en 2026-09-30T13:46:28.858Z Synopsys Signs Multi-Year Chip Design Agreement Worth Over $1 Billion with Amazon AWS https://www.nashnova.com/feed/special/hayes-bullish-on-bitcoin-to-1m-ethereum-target-10k-crypto-stocks-rally-in-tandem-13873 nashnova en 2026-09-30T13:41:29.928Z Hayes Bullish on Bitcoin to $1M, Ethereum Target $10K, Crypto Stocks Rally in Tandem https://www.nashnova.com/feed/special/tesla-introduces-default-voting-mechanism-for-new-shareholders-lowering-barriers-13872 nashnova en 2026-09-30T13:36:27.473Z Tesla Introduces Default Voting Mechanism for New Shareholders, Lowering Barriers to SpaceX Acquisition https://www.nashnova.com/feed/special/fed-approves-stress-test-overhaul-6-to-1-marking-major-policy-win-for-wall-13871 nashnova en 2026-09-30T13:21:27.877Z Fed Approves Stress Test Overhaul 6-to-1, Marking Major Policy Win for Wall Street Giants https://www.nashnova.com/feed/special/bmw-capital-markets-day-ai-to-cut-20-percent-of-management-2028-margin-target-at-13870 nashnova en 2026-09-30T13:17:12.086Z BMW Capital Markets Day: AI to Cut 20% of Management, 2028 Margin Target at 3% to 5% https://www.nashnova.com/feed/special/mongodb-raises-atlas-three-year-growth-guidance-to-25-percent-multiple-firms-13869 nashnova en 2026-09-30T13:16:32.730Z MongoDB Raises Atlas Three-Year Growth Guidance to 25%; Multiple Firms Maintain Buy Ratings https://www.nashnova.com/feed/special/germany-plans-to-block-cosco-shippings-acquisition-of-hamburg-freight-company-13868 nashnova en 2026-09-30T13:11:23.126Z Germany Plans to Block COSCO Shipping's Acquisition of Hamburg Freight Company https://www.nashnova.com/feed/special/skyworks-acquisition-of-qorvo-receives-all-regulatory-approvals-deal-to-close-13867 nashnova en 2026-09-30T13:06:02.255Z Skyworks' Acquisition of Qorvo Receives All Regulatory Approvals, Deal to Close This Week https://www.nashnova.com/feed/special/chiles-copper-output-hits-15-year-low-tightening-global-supply-13866 nashnova en 2026-09-30T12:56:17.884Z Chile's Copper Output Hits 15-Year Low, Tightening Global Supply https://www.nashnova.com/feed/special/piper-sandler-raises-microsoft-price-target-to-610-bullish-on-copilot-and-m365-13865 nashnova en 2026-09-30T12:51:25.083Z Piper Sandler Raises Microsoft Price Target to $610, Bullish on Copilot and M365 E7 Upgrade https://www.nashnova.com/feed/special/u-s-august-goods-trade-deficit-widens-to-132-6-billion-largest-since-early-2025-13864 nashnova en 2026-09-30T12:46:06.381Z U.S. August Goods Trade Deficit Widens to $132.6 Billion, Largest Since Early 2025 https://www.nashnova.com/feed/special/u-s-august-pce-at-3-4-percent-yoy-core-pce-at-3-0-percent-yoy-both-below-13863 nashnova en 2026-09-30T12:41:30.002Z U.S. August PCE at 3.4% YoY, Core PCE at 3.0% YoY, Both Below Expectations https://www.nashnova.com/feed/special/u-s-q2-real-gdp-final-reading-revised-up-to-2-2-percent-beating-expected-13862 nashnova en 2026-09-30T12:41:09.559Z U.S. Q2 Real GDP Final Reading Revised Up to 2.2%, Beating Expected Preliminary Estimate https://www.nashnova.com/feed/special/u-s-september-adp-private-payrolls-rise-by-90-000-highest-in-three-months-13861 nashnova en 2026-09-30T12:36:46.015Z U.S. September ADP Private Payrolls Rise by 90,000, Highest in Three Months https://www.nashnova.com/feed/special/analysts-raise-2026-oil-price-forecasts-brent-average-expected-near-90-13860 nashnova en 2026-09-30T12:01:39.422Z Analysts Raise 2026 Oil Price Forecasts, Brent Average Expected Near $90 https://www.nashnova.com/feed/special/bullish-options-positioning-dominates-ahead-of-micron-earnings-as-traders-bet-on-13859 nashnova en 2026-09-30T11:51:59.339Z Bullish Options Positioning Dominates Ahead of Micron Earnings as Traders Bet on 7% Move https://www.nashnova.com/feed/special/hpe-secures-1-2-billion-amd-server-order-from-vultr-13858 nashnova en 2026-09-30T11:51:21.227Z HPE Secures $1.2 Billion AMD Server Order from Vultr https://www.nashnova.com/feed/special/russia-issues-nuclear-threat-to-nato-will-use-full-force-if-kaliningrad-is-13857 nashnova en 2026-09-30T11:47:49.571Z Russia Issues Nuclear Threat to NATO: Will Use Full Force If Kaliningrad Is Blockaded https://www.nashnova.com/feed/special/panama-plans-to-restart-cobre-copper-mine-through-national-joint-venture-13856 nashnova en 2026-09-30T11:46:59.862Z Panama Plans to Restart Cobre Copper Mine Through National Joint Venture https://www.nashnova.com/feed/special/jabils-quarterly-revenue-beats-expectations-by-over-800m-full-year-guidance-13855 nashnova en 2026-09-30T11:46:34.308Z Jabil's Quarterly Revenue Beats Expectations by Over $800M, Full-Year Guidance Above Market Consensus https://www.nashnova.com/feed/special/credit-cracks-widen-in-u-s-junk-bond-lower-ratings-as-equity-volatility-lags-13854 nashnova en 2026-09-30T11:40:28.211Z Credit Cracks Widen in U.S. Junk Bond Lower Ratings as Equity Volatility Lags Behind https://www.nashnova.com/feed/special/phison-ceo-ai-demand-may-drive-storage-shortage-lasting-years-13853 nashnova en 2026-09-30T11:39:51.505Z Phison CEO: AI Demand May Drive Storage Shortage Lasting Years https://www.nashnova.com/feed/special/volkswagen-plans-to-terminate-wage-agreement-as-german-union-warns-of-year-end-13852 nashnova en 2026-09-30T11:39:04.753Z Volkswagen Plans to Terminate Wage Agreement as German Union Warns of Year-End Confrontation Escalation https://www.nashnova.com/feed/special/meta-classified-ai-data-centers-as-experimental-to-claim-billions-in-tax-credits-13851 nashnova en 2026-09-30T11:38:07.143Z Meta Classified AI Data Centers as "Experimental" to Claim Billions in Tax Credits https://www.nashnova.com/feed/special/nearly-1-trillion-gap-in-ai-investment-stanford-economist-warns-of-bubble-risk-13850 nashnova en 2026-09-30T11:36:48.186Z Nearly $1 Trillion Gap in AI Investment: Stanford Economist Warns of Bubble Risk https://www.nashnova.com/feed/special/bank-of-japan-shifts-to-inflation-fighting-mode-rate-hike-pace-may-accelerate-13849 nashnova en 2026-09-30T11:35:25.753Z Bank of Japan Shifts to Inflation-Fighting Mode, Rate Hike Pace May Accelerate https://www.nashnova.com/feed/special/sec-proposes-expanding-retail-investor-access-to-private-market-assets-13848 nashnova en 2026-09-30T11:34:09.024Z SEC Proposes Expanding Retail Investor Access to Private Market Assets https://www.nashnova.com/feed/special/iraqs-october-crude-discount-widens-to-37-surpassing-levels-since-august-13847 nashnova en 2026-09-30T11:32:57.181Z Iraq's October Crude Discount Widens to $37, Surpassing Levels Since August https://www.nashnova.com/feed/special/japans-mof-confirms-suspension-of-intervention-yen-at-156-93-13846 nashnova en 2026-09-30T11:24:30.097Z Japan's MOF Confirms Suspension of Intervention; Yen at 156.93 https://www.nashnova.com/feed/special/william-blair-bullish-on-both-coreweave-and-nebius-projects-new-cloud-market-to-13845 nashnova en 2026-09-30T11:23:17.719Z William Blair Bullish on Both CoreWeave and Nebius, Projects New Cloud Market to Reach $300 Billion by 2031 https://www.nashnova.com/feed/special/apple-a20-pro-ditches-pop-packaging-for-wmcm-side-mounted-memory-architecture-13844 nashnova en 2026-09-30T11:20:29.685Z Apple A20 Pro Ditches PoP Packaging for WMCM Side-Mounted Memory Architecture https://www.nashnova.com/feed/special/pwc-refuses-to-sign-off-on-nidecs-accounts-major-uncertainty-remains-over-6-3-13843 nashnova en 2026-09-30T11:19:09.073Z PwC Refuses to Sign Off on Nidec's Accounts; Major Uncertainty Remains Over $6.3 Billion Impairment https://www.nashnova.com/feed/special/takaichi-sanae-to-pledge-flexible-response-to-market-disruptions-bond-issuance-13842 nashnova en 2026-09-30T11:17:57.397Z Takaichi Sanae to Pledge Flexible Response to Market Disruptions, Bond Issuance Scale to Track Interest Rate Trends https://www.nashnova.com/feed/special/france-germany-bond-spread-breaks-120-basis-points-hitting-highest-level-since-13841 nashnova en 2026-09-30T11:13:25.792Z France-Germany Bond Spread Breaks 120 Basis Points, Hitting Highest Level Since 2012 https://www.nashnova.com/feed/special/russia-extends-diesel-export-ban-through-end-of-october-13840 nashnova en 2026-09-30T11:02:53.274Z Russia Extends Diesel Export Ban Through End of October https://www.nashnova.com/feed/special/citi-downgrades-moderna-to-sell-target-price-implies-60-percent-downside-13839 nashnova en 2026-09-30T10:48:00.811Z Citi Downgrades Moderna to Sell, Target Price Implies 60% Downside https://www.nashnova.com/feed/special/apple-to-launch-smart-home-hub-on-october-13-first-major-product-test-for-new-13838 nashnova en 2026-09-30T10:38:10.751Z Apple to Launch Smart Home Hub on October 13, First Major Product Test for New CEO https://www.nashnova.com/feed/special/market-chill-and-ai-safety-controversy-deal-heavy-blow-to-wall-street-ipo-season-13837 nashnova en 2026-09-30T10:28:05.919Z Market Chill and AI Safety Controversy Deal Heavy Blow to Wall Street IPO Season https://www.nashnova.com/feed/special/chinas-battery-five-year-plan-pivots-solid-state-batteries-to-begin-mass-13836 nashnova en 2026-09-30T10:25:50.609Z China's Battery Five-Year Plan Pivots: Solid-State Batteries to Begin Mass Production by 2030, Quality Controls Tightened https://www.nashnova.com/feed/special/anomaly-in-brent-options-market-put-demand-surges-as-call-premium-fades-13835 nashnova en 2026-09-30T10:24:35.742Z Anomaly in Brent Options Market: Put Demand Surges as Call Premium Fades https://www.nashnova.com/feed/special/bytedance-accounts-for-one-fifth-of-chinas-ai-data-center-capacity-13834 nashnova en 2026-09-30T10:23:24.418Z ByteDance Accounts for One-Fifth of China's AI Data Center Capacity https://www.nashnova.com/feed/special/jpmorgan-total-commodity-positioning-drops-to-2-trillion-as-copper-net-longs-13833 nashnova en 2026-09-30T10:20:40.936Z JPMorgan: Total Commodity Positioning Drops to $2 Trillion as Copper Net Longs Buck the Trend with $5 Billion Increase https://www.nashnova.com/feed/special/accenture-stock-down-34-percent-ytd-as-ai-transformation-pressure-sparks-13832 nashnova en 2026-09-30T10:19:08.754Z Accenture Stock Down 34% YTD as AI Transformation Pressure Sparks Investor Skepticism https://www.nashnova.com/feed/special/hedge-funds-leveraged-ai-bet-nearly-implodes-exposing-wall-streets-leverage-13831 nashnova en 2026-09-30T10:17:58.369Z Hedge Fund's Leveraged AI Bet Nearly Implodes, Exposing Wall Street's Leverage Risks https://www.nashnova.com/feed/special/chinas-generative-ai-users-surpass-700-million-with-penetration-rate-exceeding-13830 nashnova en 2026-09-30T10:12:23.622Z China's Generative AI Users Surpass 700 Million with Penetration Rate Exceeding 50% https://www.nashnova.com/feed/special/southbound-net-inflow-reaches-hk-6-864b-tencent-sees-over-hk-1-4b-in-net-buying-13829 nashnova en 2026-09-30T10:11:12.861Z Southbound Net Inflow Reaches HK$6.864B; Tencent Sees Over HK$1.4B in Net Buying https://www.nashnova.com/feed/special/u-s-treasury-yields-retreat-global-bond-markets-briefly-stabilize-13828 nashnova en 2026-09-30T10:09:44.463Z U.S. Treasury Yields Retreat, Global Bond Markets Briefly Stabilize https://www.nashnova.com/feed/special/scottish-mortgage-trust-cuts-china-exposure-to-11-percent-over-six-years-13827 nashnova en 2026-09-30T10:08:25.369Z Scottish Mortgage Trust Cuts China Exposure to 11% Over Six Years https://www.nashnova.com/feed/special/trumps-third-round-of-tariffs-faces-new-court-challenge-citing-the-trade-act-of-13826 nashnova en 2026-09-30T10:07:27.556Z Trump's Third Round of Tariffs Faces New Court Challenge, Citing the Trade Act of 1974 https://www.nashnova.com/feed/special/u-s-house-democrats-question-amazon-and-other-tech-giants-over-ai-data-center-13825 nashnova en 2026-09-30T10:06:17.170Z U.S. House Democrats Question Amazon and Other Tech Giants Over AI Data Center Non-Disclosure Agreements https://www.nashnova.com/feed/special/fed-dovish-signals-lower-rate-hike-expectations-u-s-treasury-yields-retreat-13824 nashnova en 2026-09-30T10:05:06.887Z Fed Dovish Signals Lower Rate Hike Expectations, U.S. Treasury Yields Retreat Across the Board https://www.nashnova.com/feed/special/zhoushan-port-fuel-waiting-times-extend-to-two-weeks-prices-hit-highest-since-13823 nashnova en 2026-09-30T10:04:05.915Z Zhoushan Port Fuel Waiting Times Extend to Two Weeks, Prices Hit Highest Since March https://www.nashnova.com/feed/special/goldman-sachs-cross-asset-moves-on-september-30-were-the-most-unsettling-day-in-13822 nashnova en 2026-09-30T10:02:59.212Z Goldman Sachs: Cross-Asset Moves on September 30 Were the Most Unsettling Day in Recent Memory https://www.nashnova.com/feed/special/barclays-quant-funds-propping-up-u-s-stocks-year-end-rally-hinges-on-oil-price-13821 nashnova en 2026-09-30T10:00:21.588Z Barclays: Quant Funds Propping Up U.S. Stocks; Year-End Rally Hinges on Oil Price Decline https://www.nashnova.com/feed/special/asml-and-tsmc-earnings-approaching-can-they-serve-as-market-catalysts-13820 nashnova en 2026-09-30T09:59:13.526Z ASML and TSMC Earnings Approaching: Can They Serve as Market Catalysts? https://www.nashnova.com/feed/special/novo-nordisk-oral-wegovy-real-world-data-weight-loss-continues-after-switching-13819 nashnova en 2026-09-30T09:58:01.089Z Novo Nordisk Oral Wegovy Real-World Data: Weight Loss Continues After Switching from Injectable https://www.nashnova.com/feed/special/g7-military-spending-could-reach-8-trillion-over-the-next-decade-pressuring-bond-13818 nashnova en 2026-09-30T09:54:09.421Z G7 Military Spending Could Reach $8 Trillion Over the Next Decade, Pressuring Bond Markets https://www.nashnova.com/feed/special/u-s-100-percent-pharmaceutical-tariffs-take-effect-small-and-mid-cap-biotech-13817 nashnova en 2026-09-30T09:49:11.122Z U.S. 100% Pharmaceutical Tariffs Take Effect, Small and Mid-Cap Biotech Companies Under Pressure https://www.nashnova.com/feed/special/bank-of-england-warns-of-risk-of-sharper-correction-in-ai-valuations-13816 nashnova en 2026-09-30T09:48:05.968Z Bank of England Warns of Risk of Sharper Correction in AI Valuations https://www.nashnova.com/feed/special/goldman-sachs-strategist-accelerating-bond-selloff-to-pressure-equities-13815 nashnova en 2026-09-30T09:37:59.860Z Goldman Sachs Strategist: Accelerating Bond Selloff to Pressure Equities https://www.nashnova.com/feed/special/pboc-conducts-1-2-trillion-yuan-outright-reverse-repo-on-october-8-13814 nashnova en 2026-09-30T09:27:55.749Z PBOC Conducts 1.2 Trillion Yuan Outright Reverse Repo on October 8 https://www.nashnova.com/feed/special/jpmorgan-nvidia-vru-rack-cooling-value-could-rise-nearly-49-percent-13813 nashnova en 2026-09-30T09:23:19.073Z JPMorgan: NVIDIA VRU Rack Cooling Value Could Rise Nearly 49% https://www.nashnova.com/feed/special/goldman-sachs-asia-cdmos-entering-structural-growth-cycle-with-peptides-adcs-and-13812 nashnova en 2026-09-30T08:23:24.767Z Goldman Sachs: Asia CDMOs Entering Structural Growth Cycle with Peptides, ADCs, and Oligonucleotides as New Engines https://www.nashnova.com/feed/special/germanys-september-unemployment-rate-holds-steady-at-6-4-percent-13811 nashnova en 2026-09-30T08:07:25.004Z Germany's September Unemployment Rate Holds Steady at 6.4% https://www.nashnova.com/zh/feed/special/tanker-stocks-outperform-ai-this-year-as-geopolitical-conflicts-drive-up-freight-13901 nashnova zh-cn 2026-09-30T17:36:41.132Z 油轮股年内涨幅超AI 地缘冲突推高运费 https://www.nashnova.com/zh/feed/special/iran-war-disrupts-oil-market-as-u-s-shale-executives-slam-surging-planning-13900 nashnova zh-cn 2026-09-30T17:36:15.490Z 伊朗战争扰乱油市,美国页岩油高管批规划难度骤升 https://www.nashnova.com/zh/feed/special/global-stocks-surge-over-12-percent-in-q3-as-u-s-treasury-yields-break-5-percent-13899 nashnova zh-cn 2026-09-30T17:21:47.328Z 全球股市Q3涨逾12%,美债收益率破5%创2007年来新高 https://www.nashnova.com/zh/feed/special/fed-inspector-general-headquarters-renovation-mismanaged-no-illegal-conduct-13898 nashnova zh-cn 2026-09-30T17:11:58.764Z 美联储监察长:总部翻修管理失当,未发现违法行为 https://www.nashnova.com/zh/feed/special/wells-fargo-analyst-ai-impact-on-bank-stocks-is-overpriced-13897 nashnova zh-cn 2026-09-30T16:31:30.610Z 富国银行分析师:AI冲击银行股被过度定价 https://www.nashnova.com/zh/feed/special/ford-and-gm-maintain-china-ev-partnerships-trading-technology-for-13896 nashnova zh-cn 2026-09-30T16:17:11.639Z 福特通用维持中国电动车合作,以技术换竞争力 https://www.nashnova.com/zh/feed/special/carry-trade-unwind-makes-mexican-peso-the-worlds-worst-performing-currency-13895 nashnova zh-cn 2026-09-30T16:16:30.953Z 套利交易撤离,墨西哥比索成全球最差货币 https://www.nashnova.com/zh/feed/special/us-trade-representative-launches-milwaukee-framework-to-coordinate-global-13894 nashnova zh-cn 2026-09-30T16:16:10.752Z 美国贸易代表推出"密尔沃基框架"协调各国应对钢铁产能过剩 https://www.nashnova.com/zh/feed/special/pimco-co-founder-hold-no-bonds-be-cautious-on-stocks-13893 nashnova zh-cn 2026-09-30T16:02:19.650Z 太平洋投资管理公司联创:不持债券、谨慎持股 https://www.nashnova.com/zh/feed/special/ecbs-schnabel-inflation-expectations-and-demand-resilience-are-key-to-next-rate-13892 nashnova zh-cn 2026-09-30T16:01:39.339Z 欧洲央行施纳贝尔:通胀预期与需求韧性是下一步加息关键 https://www.nashnova.com/zh/feed/special/bank-of-korea-buys-physical-gold-for-first-time-in-13-years-acquiring-1-ton-in-13891 nashnova zh-cn 2026-09-30T15:46:53.631Z 韩国央行时隔13年首购实物黄金,12月入市约1吨 https://www.nashnova.com/zh/feed/special/cboe-equity-put-call-ratio-drops-to-0-38-downside-protection-demand-falls-to-13890 nashnova zh-cn 2026-09-30T15:46:09.568Z CBOE股票看跌看涨比率降至0.38,下行保护需求降至近年低位 https://www.nashnova.com/zh/feed/special/ai-capital-expenditure-surpasses-cash-flow-rewriting-the-definition-of-quality-13889 nashnova zh-cn 2026-09-30T15:31:53.046Z AI资本支出超越现金流,质量股定义正在重写 https://www.nashnova.com/zh/feed/special/u-s-midwest-gasoline-inventories-hit-record-low-oil-prices-rise-to-intraday-high-13888 nashnova zh-cn 2026-09-30T15:27:08.071Z 美国中西部汽油库存创历史新低,油价升至日内高点 https://www.nashnova.com/zh/feed/special/stripe-visa-and-over-100-companies-join-forces-to-launch-usd-stablecoin-ousd-13887 nashnova zh-cn 2026-09-30T15:26:38.134Z Stripe、Visa等百余家企业联合推出美元稳定币OUSD https://www.nashnova.com/zh/feed/special/hong-kong-and-malaysia-regulators-officially-launch-dual-listing-single-13886 nashnova zh-cn 2026-09-30T15:16:15.901Z 港马监管机构正式落地双重上市单一提交安排 https://www.nashnova.com/zh/feed/special/lower-rated-ai-borrowers-face-financing-hurdles-as-u-s-high-yield-market-demand-13885 nashnova zh-cn 2026-09-30T14:36:42.841Z AI低评级借款人融资受阻,美国高收益市场需求集中高质量资产 https://www.nashnova.com/zh/feed/special/paramounts-30-billion-investment-grade-bond-pricing-tightens-as-orders-exceed-3-13884 nashnova zh-cn 2026-09-30T14:31:55.932Z Paramount 300亿美元投资级债券定价收窄,订单超3.6倍 https://www.nashnova.com/zh/feed/special/nike-q1-earnings-preview-wall-street-expects-11-3b-in-revenue-as-eps-estimates-13883 nashnova zh-cn 2026-09-30T14:31:08.573Z 耐克Q1财报前瞻:华尔街预期收入113亿美元,EPS预估持续下调 https://www.nashnova.com/zh/feed/special/mexico-u-s-steel-and-auto-tariff-negotiations-turn-optimistic-13882 nashnova zh-cn 2026-09-30T14:26:40.434Z 墨西哥对美钢铁汽车关税谈判趋于乐观 https://www.nashnova.com/zh/feed/special/new-world-development-posts-three-consecutive-years-of-losses-fy2026-loss-widens-13881 nashnova zh-cn 2026-09-30T14:26:22.964Z 新世界发展连亏三年,FY2026亏损扩至港币281亿 https://www.nashnova.com/zh/feed/special/coreweave-expands-compute-product-line-and-launches-partner-network-13880 nashnova zh-cn 2026-09-30T14:16:22.057Z CoreWeave扩展算力产品线并推出合作伙伴网络 https://www.nashnova.com/zh/feed/special/u-s-federal-trade-commission-launches-regulatory-investigations-into-anthropic-13879 nashnova zh-cn 2026-09-30T14:06:09.194Z 美国联邦贸易委员会对Anthropic和OpenAI启动监管调查 https://www.nashnova.com/zh/feed/special/south-korea-plans-to-allocate-funds-from-54-billion-investment-package-to-13878 nashnova zh-cn 2026-09-30T14:01:31.999Z 韩国拟从540亿美元投资包中拨款支持阿拉斯加LNG项目 https://www.nashnova.com/zh/feed/special/nuclear-startup-applies-to-build-456-small-modular-reactors-on-u-s-federal-land-13877 nashnova zh-cn 2026-09-30T13:57:39.126Z 核电初创申请在美国联邦土地建456座小堆 https://www.nashnova.com/zh/feed/special/china-extends-two-trade-barrier-investigations-against-the-u-s-to-december-27-13876 nashnova zh-cn 2026-09-30T13:56:29.669Z 中国延长对美两项贸易壁垒调查至12月27日 https://www.nashnova.com/zh/feed/special/u-s-september-chicago-pmi-rises-to-55-8-significantly-beating-expectations-13875 nashnova zh-cn 2026-09-30T13:56:14.690Z 美国9月芝加哥PMI升至55.8,大幅超预期 https://www.nashnova.com/zh/feed/special/synopsys-signs-multi-year-chip-design-agreement-worth-over-1-billion-with-amazon-13874 nashnova zh-cn 2026-09-30T13:46:28.858Z 新思科技与亚马逊AWS签超10亿美元芯片设计多年协议 https://www.nashnova.com/zh/feed/special/hayes-bullish-on-bitcoin-to-1m-ethereum-target-10k-crypto-stocks-rally-in-tandem-13873 nashnova zh-cn 2026-09-30T13:41:29.928Z Hayes看多比特币至百万美元 以太坊目标价1万美元 加密股联动上涨 https://www.nashnova.com/zh/feed/special/tesla-introduces-default-voting-mechanism-for-new-shareholders-lowering-barriers-13872 nashnova zh-cn 2026-09-30T13:36:27.473Z 特斯拉新增股东预设投票机制,并购SpaceX障碍降低 https://www.nashnova.com/zh/feed/special/fed-approves-stress-test-overhaul-6-to-1-marking-major-policy-win-for-wall-13871 nashnova zh-cn 2026-09-30T13:21:27.877Z 美联储6比1通过压力测试改革,华尔街大行获重大政策胜利 https://www.nashnova.com/zh/feed/special/bmw-capital-markets-day-ai-to-cut-20-percent-of-management-2028-margin-target-at-13870 nashnova zh-cn 2026-09-30T13:17:12.086Z 宝马资本市场日:AI裁减20%管理层,2028年利润率目标3%至5% https://www.nashnova.com/zh/feed/special/mongodb-raises-atlas-three-year-growth-guidance-to-25-percent-multiple-firms-13869 nashnova zh-cn 2026-09-30T13:16:32.730Z MongoDB上调Atlas三年增长指引至25%,多家机构维持买入 https://www.nashnova.com/zh/feed/special/germany-plans-to-block-cosco-shippings-acquisition-of-hamburg-freight-company-13868 nashnova zh-cn 2026-09-30T13:11:23.126Z 德国拟阻止中远海运收购汉堡货运公司 https://www.nashnova.com/zh/feed/special/skyworks-acquisition-of-qorvo-receives-all-regulatory-approvals-deal-to-close-13867 nashnova zh-cn 2026-09-30T13:06:02.255Z Skyworks收购Qorvo获全部监管批准,交易本周完成 https://www.nashnova.com/zh/feed/special/chiles-copper-output-hits-15-year-low-tightening-global-supply-13866 nashnova zh-cn 2026-09-30T12:56:17.884Z 智利铜产量创15年新低,全球供应趋紧 https://www.nashnova.com/zh/feed/special/piper-sandler-raises-microsoft-price-target-to-610-bullish-on-copilot-and-m365-13865 nashnova zh-cn 2026-09-30T12:51:25.083Z 派珀·桑德勒上调微软目标价至610美元,看好Copilot与M365 E7升级 https://www.nashnova.com/zh/feed/special/u-s-august-goods-trade-deficit-widens-to-132-6-billion-largest-since-early-2025-13864 nashnova zh-cn 2026-09-30T12:46:06.381Z 美国8月商品贸易逆差扩至1326亿美元,创2025年初以来最大 https://www.nashnova.com/zh/feed/special/u-s-august-pce-at-3-4-percent-yoy-core-pce-at-3-0-percent-yoy-both-below-13863 nashnova zh-cn 2026-09-30T12:41:30.002Z 美国8月PCE同比3.4%、核心PCE同比3.0%,双双低于预期 https://www.nashnova.com/zh/feed/special/u-s-q2-real-gdp-final-reading-revised-up-to-2-2-percent-beating-expected-13862 nashnova zh-cn 2026-09-30T12:41:09.559Z 美国二季度实际GDP终值升至2.2%,超预期初值 https://www.nashnova.com/zh/feed/special/u-s-september-adp-private-payrolls-rise-by-90-000-highest-in-three-months-13861 nashnova zh-cn 2026-09-30T12:36:46.015Z 美国9月ADP新增就业9万人,三个月来最高 https://www.nashnova.com/zh/feed/special/analysts-raise-2026-oil-price-forecasts-brent-average-expected-near-90-13860 nashnova zh-cn 2026-09-30T12:01:39.422Z 分析师上调2026年油价预测,布伦特均价料近90美元 https://www.nashnova.com/zh/feed/special/bullish-options-positioning-dominates-ahead-of-micron-earnings-as-traders-bet-on-13859 nashnova zh-cn 2026-09-30T11:51:59.339Z 美光财报前期权持仓偏多,交易员押注7%波动 https://www.nashnova.com/zh/feed/special/hpe-secures-1-2-billion-amd-server-order-from-vultr-13858 nashnova zh-cn 2026-09-30T11:51:21.227Z HPE获Vultr 12亿美元AMD服务器订单 https://www.nashnova.com/zh/feed/special/russia-issues-nuclear-threat-to-nato-will-use-full-force-if-kaliningrad-is-13857 nashnova zh-cn 2026-09-30T11:47:49.571Z 俄罗斯向北约发出核威胁:若封锁加里宁格勒将动用全部武力 https://www.nashnova.com/zh/feed/special/panama-plans-to-restart-cobre-copper-mine-through-national-joint-venture-13856 nashnova zh-cn 2026-09-30T11:46:59.862Z 巴拿马拟以国家合资方式重启科布雷铜矿 https://www.nashnova.com/zh/feed/special/jabils-quarterly-revenue-beats-expectations-by-over-800m-full-year-guidance-13855 nashnova zh-cn 2026-09-30T11:46:34.308Z Jabil季报营收超预期逾8亿美元,全年指引高于市场预期 https://www.nashnova.com/zh/feed/special/credit-cracks-widen-in-u-s-junk-bond-lower-ratings-as-equity-volatility-lags-13854 nashnova zh-cn 2026-09-30T11:40:28.211Z 美国垃圾债低评级信用裂缝扩大,股市波动率未跟进 https://www.nashnova.com/zh/feed/special/phison-ceo-ai-demand-may-drive-storage-shortage-lasting-years-13853 nashnova zh-cn 2026-09-30T11:39:51.505Z 群联CEO:AI需求致存储短缺或持续数年 https://www.nashnova.com/zh/feed/special/volkswagen-plans-to-terminate-wage-agreement-as-german-union-warns-of-year-end-13852 nashnova zh-cn 2026-09-30T11:39:04.753Z 大众拟终止工资协议,德国工会警告年末对抗升级 https://www.nashnova.com/zh/feed/special/meta-classified-ai-data-centers-as-experimental-to-claim-billions-in-tax-credits-13851 nashnova zh-cn 2026-09-30T11:38:07.143Z Meta将AI数据中心申报为"试验品"套取数十亿美元税收抵免 https://www.nashnova.com/zh/feed/special/nearly-1-trillion-gap-in-ai-investment-stanford-economist-warns-of-bubble-risk-13850 nashnova zh-cn 2026-09-30T11:36:48.186Z AI投资近万亿美元缺口,斯坦福经济学家警告泡沫风险 https://www.nashnova.com/zh/feed/special/bank-of-japan-shifts-to-inflation-fighting-mode-rate-hike-pace-may-accelerate-13849 nashnova zh-cn 2026-09-30T11:35:25.753Z 日本央行转向抗通胀模式,加息节奏或提速 https://www.nashnova.com/zh/feed/special/sec-proposes-expanding-retail-investor-access-to-private-market-assets-13848 nashnova zh-cn 2026-09-30T11:34:09.024Z 美国证监会拟扩大零售投资者参与私募资产渠道 https://www.nashnova.com/zh/feed/special/iraqs-october-crude-discount-widens-to-37-surpassing-levels-since-august-13847 nashnova zh-cn 2026-09-30T11:32:57.181Z 伊拉克10月原油折扣扩至37美元,超越8月以来水平 https://www.nashnova.com/zh/feed/special/japans-mof-confirms-suspension-of-intervention-yen-at-156-93-13846 nashnova zh-cn 2026-09-30T11:24:30.097Z 日本财务省确认暂停干预,日元报156.93 https://www.nashnova.com/zh/feed/special/william-blair-bullish-on-both-coreweave-and-nebius-projects-new-cloud-market-to-13845 nashnova zh-cn 2026-09-30T11:23:17.719Z 威廉布莱尔双双看好CoreWeave与Nebius,预计新云市场2031年达3000亿美元 https://www.nashnova.com/zh/feed/special/apple-a20-pro-ditches-pop-packaging-for-wmcm-side-mounted-memory-architecture-13844 nashnova zh-cn 2026-09-30T11:20:29.685Z 苹果A20 Pro弃用PoP封装,改用WMCM内存侧置方案 https://www.nashnova.com/zh/feed/special/pwc-refuses-to-sign-off-on-nidecs-accounts-major-uncertainty-remains-over-6-3-13843 nashnova zh-cn 2026-09-30T11:19:09.073Z 普华永道拒绝为日本电产账目签字,63亿美元减值仍存重大不确定性 https://www.nashnova.com/zh/feed/special/takaichi-sanae-to-pledge-flexible-response-to-market-disruptions-bond-issuance-13842 nashnova zh-cn 2026-09-30T11:17:57.397Z 高市早苗将承诺灵活应对市场异动,债券发行规模盯住利率走势 https://www.nashnova.com/zh/feed/special/france-germany-bond-spread-breaks-120-basis-points-hitting-highest-level-since-13841 nashnova zh-cn 2026-09-30T11:13:25.792Z 法债对德利差突破120基点,创2012年来新高 https://www.nashnova.com/zh/feed/special/russia-extends-diesel-export-ban-through-end-of-october-13840 nashnova zh-cn 2026-09-30T11:02:53.274Z 俄罗斯将柴油出口禁令延长至10月底 https://www.nashnova.com/zh/feed/special/citi-downgrades-moderna-to-sell-target-price-implies-60-percent-downside-13839 nashnova zh-cn 2026-09-30T10:48:00.811Z 花旗下调Moderna至卖出,目标价暗示下跌60% https://www.nashnova.com/zh/feed/special/apple-to-launch-smart-home-hub-on-october-13-first-major-product-test-for-new-13838 nashnova zh-cn 2026-09-30T10:38:10.751Z 苹果10月13日发布智能家居中枢,新任CEO首次重大产品考验 https://www.nashnova.com/zh/feed/special/market-chill-and-ai-safety-controversy-deal-heavy-blow-to-wall-street-ipo-season-13837 nashnova zh-cn 2026-09-30T10:28:05.919Z 市场寒意与AI安全争议重挫华尔街IPO季 https://www.nashnova.com/zh/feed/special/chinas-battery-five-year-plan-pivots-solid-state-batteries-to-begin-mass-13836 nashnova zh-cn 2026-09-30T10:25:50.609Z 中国电池五年规划转向:固态电池2030年初步量产,质量管控升级 https://www.nashnova.com/zh/feed/special/anomaly-in-brent-options-market-put-demand-surges-as-call-premium-fades-13835 nashnova zh-cn 2026-09-30T10:24:35.742Z 布伦特期权市场出现异常:看跌需求激增,看涨溢价消退 https://www.nashnova.com/zh/feed/special/bytedance-accounts-for-one-fifth-of-chinas-ai-data-center-capacity-13834 nashnova zh-cn 2026-09-30T10:23:24.418Z 字节跳动占中国AI数据中心五分之一容量 https://www.nashnova.com/zh/feed/special/jpmorgan-total-commodity-positioning-drops-to-2-trillion-as-copper-net-longs-13833 nashnova zh-cn 2026-09-30T10:20:40.936Z 摩根大通:大宗商品持仓总值降至2万亿美元,铜净多头逆势增50亿 https://www.nashnova.com/zh/feed/special/accenture-stock-down-34-percent-ytd-as-ai-transformation-pressure-sparks-13832 nashnova zh-cn 2026-09-30T10:19:08.754Z 埃森哲股价年内跌34%,AI转型压力引发投资者质疑 https://www.nashnova.com/zh/feed/special/hedge-funds-leveraged-ai-bet-nearly-implodes-exposing-wall-streets-leverage-13831 nashnova zh-cn 2026-09-30T10:17:58.369Z 对冲基金借贷押注AI险崩盘,华尔街杠杆风险浮现 https://www.nashnova.com/zh/feed/special/chinas-generative-ai-users-surpass-700-million-with-penetration-rate-exceeding-13830 nashnova zh-cn 2026-09-30T10:12:23.622Z 中国生成式AI用户破7亿,渗透率超50% https://www.nashnova.com/zh/feed/special/southbound-net-inflow-reaches-hk-6-864b-tencent-sees-over-hk-1-4b-in-net-buying-13829 nashnova zh-cn 2026-09-30T10:11:12.861Z 北水净买入68.64亿,腾讯获增持逾14亿港元 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-retreat-global-bond-markets-briefly-stabilize-13828 nashnova zh-cn 2026-09-30T10:09:44.463Z 美债收益率回落,全球债市短暂企稳 https://www.nashnova.com/zh/feed/special/scottish-mortgage-trust-cuts-china-exposure-to-11-percent-over-six-years-13827 nashnova zh-cn 2026-09-30T10:08:25.369Z 苏格兰抵押贷款信托六年内将中国敞口削减至11% https://www.nashnova.com/zh/feed/special/trumps-third-round-of-tariffs-faces-new-court-challenge-citing-the-trade-act-of-13826 nashnova zh-cn 2026-09-30T10:07:27.556Z 特朗普第三轮关税再遭法院挑战,援引1974年贸易法 https://www.nashnova.com/zh/feed/special/u-s-house-democrats-question-amazon-and-other-tech-giants-over-ai-data-center-13825 nashnova zh-cn 2026-09-30T10:06:17.170Z 美众议员质询亚马逊等科技巨头AI数据中心保密协议 https://www.nashnova.com/zh/feed/special/fed-dovish-signals-lower-rate-hike-expectations-u-s-treasury-yields-retreat-13824 nashnova zh-cn 2026-09-30T10:05:06.887Z 美联储鸽派信号压低加息预期,美债收益率全线回落 https://www.nashnova.com/zh/feed/special/zhoushan-port-fuel-waiting-times-extend-to-two-weeks-prices-hit-highest-since-13823 nashnova zh-cn 2026-09-30T10:04:05.915Z 舟山港燃料等待时间延至两周,价格创3月以来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-cross-asset-moves-on-september-30-were-the-most-unsettling-day-in-13822 nashnova zh-cn 2026-09-30T10:02:59.212Z 高盛:9月30日跨资产走势是近期最令人不安的一天 https://www.nashnova.com/zh/feed/special/barclays-quant-funds-propping-up-u-s-stocks-year-end-rally-hinges-on-oil-price-13821 nashnova zh-cn 2026-09-30T10:00:21.588Z 巴克莱:量化基金撑起美股,年末反弹有赖油价回落 https://www.nashnova.com/zh/feed/special/asml-and-tsmc-earnings-approaching-can-they-serve-as-market-catalysts-13820 nashnova zh-cn 2026-09-30T09:59:13.526Z ASML与台积电财报将至,市场关注能否成催化剂 https://www.nashnova.com/zh/feed/special/novo-nordisk-oral-wegovy-real-world-data-weight-loss-continues-after-switching-13819 nashnova zh-cn 2026-09-30T09:58:01.089Z 诺和诺德Wegovy口服片真实世界数据:从注射剂切换后仍可减重 https://www.nashnova.com/zh/feed/special/g7-military-spending-could-reach-8-trillion-over-the-next-decade-pressuring-bond-13818 nashnova zh-cn 2026-09-30T09:54:09.421Z G7十年军备支出或达8万亿美元,债券市场承压 https://www.nashnova.com/zh/feed/special/u-s-100-percent-pharmaceutical-tariffs-take-effect-small-and-mid-cap-biotech-13817 nashnova zh-cn 2026-09-30T09:49:11.122Z 美国百分百药品关税落地,中小生物科技公司承压 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https://www.nashnova.com/zh/feed/special/germanys-september-unemployment-rate-holds-steady-at-6-4-percent-13811 nashnova zh-cn 2026-09-30T08:07:25.004Z 德国9月失业率维持6.4%不变 https://www.nashnova.com/zh/feed/special/13810 nashnova zh-cn 2026-09-30T07:28:24.210Z 特朗普否认伊朗制裁豁免,卡塔尔斡旋推动油价上行 https://www.nashnova.com/zh/feed/special/aidd-13809 nashnova zh-cn 2026-09-30T05:23:08.475Z 伯恩斯坦:中国AIDD赛道价值将流向数据与纵向整合者 https://www.nashnova.com/zh/feed/special/13808 nashnova zh-cn 2026-09-30T04:33:07.479Z 富士康发布垂直整合机器人战略,覆盖零部件至量产全链 https://www.nashnova.com/zh/feed/special/13807 nashnova zh-cn 2026-09-30T04:24:49.697Z 布伦特破百背后:霍尔木兹通道恢复,市场押注伊朗升级 https://www.nashnova.com/zh/feed/special/foundry-2-0-q2-42-percent-13806 nashnova zh-cn 2026-09-30T04:23:37.134Z 全球Foundry 2.0营收Q2创纪录,台积电占比42% https://www.nashnova.com/zh/feed/special/13805 nashnova zh-cn 2026-09-30T04:13:30.233Z 汇丰押注中国财富外流,亚洲战略风险几何 https://www.nashnova.com/zh/feed/special/cro-mrna-13804 nashnova zh-cn 2026-09-30T04:08:00.694Z 港股午评:恒指微跌,CRO及mRNA概念股领涨 https://www.nashnova.com/zh/feed/special/ai-13803 nashnova zh-cn 2026-09-30T03:48:23.307Z 高盛:代理式AI重构电商意图入口,赢家由五项能力决定 https://www.nashnova.com/zh/feed/special/25-percent-13802 nashnova zh-cn 2026-09-30T03:33:33.455Z 中国锂碳酸盐期货单月跌25%,电池需求韧性遭质疑 https://www.nashnova.com/zh-hant/feed/special/tanker-stocks-outperform-ai-this-year-as-geopolitical-conflicts-drive-up-freight-13901 nashnova zh-tw 2026-09-30T17:36:41.132Z 油輪股年內漲幅超AI 地緣衝突推高運費 https://www.nashnova.com/zh-hant/feed/special/iran-war-disrupts-oil-market-as-u-s-shale-executives-slam-surging-planning-13900 nashnova zh-tw 2026-09-30T17:36:15.490Z 伊朗戰爭擾亂油市,美國頁岩油高管批規劃難度驟升 https://www.nashnova.com/zh-hant/feed/special/global-stocks-surge-over-12-percent-in-q3-as-u-s-treasury-yields-break-5-percent-13899 nashnova zh-tw 2026-09-30T17:21:47.328Z 全球股市Q3漲逾12%,美債收益率破5%創2007年來新高 https://www.nashnova.com/zh-hant/feed/special/fed-inspector-general-headquarters-renovation-mismanaged-no-illegal-conduct-13898 nashnova zh-tw 2026-09-30T17:11:58.764Z 美聯儲監察長:總部翻修管理失當,未發現違法行為 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-analyst-ai-impact-on-bank-stocks-is-overpriced-13897 nashnova zh-tw 2026-09-30T16:31:30.610Z 富國銀行分析師:AI衝擊銀行股被過度定價 https://www.nashnova.com/zh-hant/feed/special/ford-and-gm-maintain-china-ev-partnerships-trading-technology-for-13896 nashnova zh-tw 2026-09-30T16:17:11.639Z 福特通用維持中國電動車合作,以技術換競爭力 https://www.nashnova.com/zh-hant/feed/special/carry-trade-unwind-makes-mexican-peso-the-worlds-worst-performing-currency-13895 nashnova zh-tw 2026-09-30T16:16:30.953Z 套利交易撤離,墨西哥比索成全球最差貨幣 https://www.nashnova.com/zh-hant/feed/special/us-trade-representative-launches-milwaukee-framework-to-coordinate-global-13894 nashnova zh-tw 2026-09-30T16:16:10.752Z 美國貿易代表推出「密爾沃基框架」協調各國應對鋼鐵產能過剩 https://www.nashnova.com/zh-hant/feed/special/pimco-co-founder-hold-no-bonds-be-cautious-on-stocks-13893 nashnova zh-tw 2026-09-30T16:02:19.650Z 太平洋投資管理公司聯創:不持債券、謹慎持股 https://www.nashnova.com/zh-hant/feed/special/ecbs-schnabel-inflation-expectations-and-demand-resilience-are-key-to-next-rate-13892 nashnova zh-tw 2026-09-30T16:01:39.339Z 歐洲央行施納貝爾:通膨預期與需求韌性是下一步加息關鍵 https://www.nashnova.com/zh-hant/feed/special/bank-of-korea-buys-physical-gold-for-first-time-in-13-years-acquiring-1-ton-in-13891 nashnova zh-tw 2026-09-30T15:46:53.631Z 韓國央行時隔13年首購實物黃金,12月入市約1噸 https://www.nashnova.com/zh-hant/feed/special/cboe-equity-put-call-ratio-drops-to-0-38-downside-protection-demand-falls-to-13890 nashnova zh-tw 2026-09-30T15:46:09.568Z CBOE股票看跌看漲比率降至0.38,下行保護需求降至近年低位 https://www.nashnova.com/zh-hant/feed/special/ai-capital-expenditure-surpasses-cash-flow-rewriting-the-definition-of-quality-13889 nashnova zh-tw 2026-09-30T15:31:53.046Z AI資本支出超越現金流,質量股定義正在重寫 https://www.nashnova.com/zh-hant/feed/special/u-s-midwest-gasoline-inventories-hit-record-low-oil-prices-rise-to-intraday-high-13888 nashnova zh-tw 2026-09-30T15:27:08.071Z 美國中西部汽油庫存創歷史新低,油價升至日內高點 https://www.nashnova.com/zh-hant/feed/special/stripe-visa-and-over-100-companies-join-forces-to-launch-usd-stablecoin-ousd-13887 nashnova zh-tw 2026-09-30T15:26:38.134Z Stripe、Visa等百餘家企業聯合推出美元穩定幣OUSD https://www.nashnova.com/zh-hant/feed/special/hong-kong-and-malaysia-regulators-officially-launch-dual-listing-single-13886 nashnova zh-tw 2026-09-30T15:16:15.901Z 港馬監管機構正式落地雙重上市單一提交安排 https://www.nashnova.com/zh-hant/feed/special/lower-rated-ai-borrowers-face-financing-hurdles-as-u-s-high-yield-market-demand-13885 nashnova zh-tw 2026-09-30T14:36:42.841Z AI低評級借款人融資受阻,美國高收益市場需求集中高質量資產 https://www.nashnova.com/zh-hant/feed/special/paramounts-30-billion-investment-grade-bond-pricing-tightens-as-orders-exceed-3-13884 nashnova zh-tw 2026-09-30T14:31:55.932Z Paramount 300億美元投資級債券定價收窄,訂單超3.6倍 https://www.nashnova.com/zh-hant/feed/special/nike-q1-earnings-preview-wall-street-expects-11-3b-in-revenue-as-eps-estimates-13883 nashnova zh-tw 2026-09-30T14:31:08.573Z Nike Q1財報前瞻:華爾街預期營收113億美元,EPS預估持續下調 https://www.nashnova.com/zh-hant/feed/special/mexico-u-s-steel-and-auto-tariff-negotiations-turn-optimistic-13882 nashnova zh-tw 2026-09-30T14:26:40.434Z 墨西哥對美鋼鐵汽車關稅談判趨於樂觀 https://www.nashnova.com/zh-hant/feed/special/new-world-development-posts-three-consecutive-years-of-losses-fy2026-loss-widens-13881 nashnova zh-tw 2026-09-30T14:26:22.964Z 新世界發展連虧三年,FY2026虧損擴至港幣281億 https://www.nashnova.com/zh-hant/feed/special/coreweave-expands-compute-product-line-and-launches-partner-network-13880 nashnova zh-tw 2026-09-30T14:16:22.057Z CoreWeave擴展算力產品線並推出合作夥伴網絡 https://www.nashnova.com/zh-hant/feed/special/u-s-federal-trade-commission-launches-regulatory-investigations-into-anthropic-13879 nashnova zh-tw 2026-09-30T14:06:09.194Z 美國聯邦貿易委員會對Anthropic和OpenAI啟動監管調查 https://www.nashnova.com/zh-hant/feed/special/south-korea-plans-to-allocate-funds-from-54-billion-investment-package-to-13878 nashnova zh-tw 2026-09-30T14:01:31.999Z 韓國擬從540億美元投資包中撥款支持阿拉斯加LNG項目 https://www.nashnova.com/zh-hant/feed/special/nuclear-startup-applies-to-build-456-small-modular-reactors-on-u-s-federal-land-13877 nashnova zh-tw 2026-09-30T13:57:39.126Z 核電初創申請在美國聯邦土地建456座小堆 https://www.nashnova.com/zh-hant/feed/special/china-extends-two-trade-barrier-investigations-against-the-u-s-to-december-27-13876 nashnova zh-tw 2026-09-30T13:56:29.669Z 中國延長對美兩項貿易壁壘調查至12月27日 https://www.nashnova.com/zh-hant/feed/special/u-s-september-chicago-pmi-rises-to-55-8-significantly-beating-expectations-13875 nashnova zh-tw 2026-09-30T13:56:14.690Z 美國9月芝加哥PMI升至55.8,大幅超預期 https://www.nashnova.com/zh-hant/feed/special/synopsys-signs-multi-year-chip-design-agreement-worth-over-1-billion-with-amazon-13874 nashnova zh-tw 2026-09-30T13:46:28.858Z 新思科技與亞馬遜AWS簽署超10億美元晶片設計多年協議 https://www.nashnova.com/zh-hant/feed/special/hayes-bullish-on-bitcoin-to-1m-ethereum-target-10k-crypto-stocks-rally-in-tandem-13873 nashnova zh-tw 2026-09-30T13:41:29.928Z Hayes看多比特幣至百萬美元 以太坊目標價1萬美元 加密股聯動上漲 https://www.nashnova.com/zh-hant/feed/special/tesla-introduces-default-voting-mechanism-for-new-shareholders-lowering-barriers-13872 nashnova zh-tw 2026-09-30T13:36:27.473Z 特斯拉新增股東預設投票機制,併購SpaceX障礙降低 https://www.nashnova.com/zh-hant/feed/special/fed-approves-stress-test-overhaul-6-to-1-marking-major-policy-win-for-wall-13871 nashnova zh-tw 2026-09-30T13:21:27.877Z 美聯儲6比1通過壓力測試改革,華爾街大行獲重大政策勝利 https://www.nashnova.com/zh-hant/feed/special/bmw-capital-markets-day-ai-to-cut-20-percent-of-management-2028-margin-target-at-13870 nashnova zh-tw 2026-09-30T13:17:12.086Z 寶馬資本市場日:AI裁減20%管理層,2028年利潤率目標3%至5% https://www.nashnova.com/zh-hant/feed/special/mongodb-raises-atlas-three-year-growth-guidance-to-25-percent-multiple-firms-13869 nashnova zh-tw 2026-09-30T13:16:32.730Z MongoDB上調Atlas三年增長指引至25%,多家機構維持買入 https://www.nashnova.com/zh-hant/feed/special/germany-plans-to-block-cosco-shippings-acquisition-of-hamburg-freight-company-13868 nashnova zh-tw 2026-09-30T13:11:23.126Z 德國擬阻止中遠海運收購漢堡貨運公司 https://www.nashnova.com/zh-hant/feed/special/skyworks-acquisition-of-qorvo-receives-all-regulatory-approvals-deal-to-close-13867 nashnova zh-tw 2026-09-30T13:06:02.255Z Skyworks收購Qorvo獲全部監管批准,交易本週完成 https://www.nashnova.com/zh-hant/feed/special/chiles-copper-output-hits-15-year-low-tightening-global-supply-13866 nashnova zh-tw 2026-09-30T12:56:17.884Z 智利銅產量創15年新低,全球供應趨緊 https://www.nashnova.com/zh-hant/feed/special/piper-sandler-raises-microsoft-price-target-to-610-bullish-on-copilot-and-m365-13865 nashnova zh-tw 2026-09-30T12:51:25.083Z 派珀·桑德勒上調微軟目標價至610美元,看好Copilot與M365 E7升級 https://www.nashnova.com/zh-hant/feed/special/u-s-august-goods-trade-deficit-widens-to-132-6-billion-largest-since-early-2025-13864 nashnova zh-tw 2026-09-30T12:46:06.381Z 美國8月商品貿易逆差擴至1326億美元,創2025年初以來最大 https://www.nashnova.com/zh-hant/feed/special/u-s-august-pce-at-3-4-percent-yoy-core-pce-at-3-0-percent-yoy-both-below-13863 nashnova zh-tw 2026-09-30T12:41:30.002Z 美國8月PCE同比3.4%、核心PCE同比3.0%,雙雙低於預期 https://www.nashnova.com/zh-hant/feed/special/u-s-q2-real-gdp-final-reading-revised-up-to-2-2-percent-beating-expected-13862 nashnova zh-tw 2026-09-30T12:41:09.559Z 美國二季度實際GDP終值升至2.2%,超預期初值 https://www.nashnova.com/zh-hant/feed/special/u-s-september-adp-private-payrolls-rise-by-90-000-highest-in-three-months-13861 nashnova zh-tw 2026-09-30T12:36:46.015Z 美國9月ADP新增就業9萬人,三個月來最高 https://www.nashnova.com/zh-hant/feed/special/analysts-raise-2026-oil-price-forecasts-brent-average-expected-near-90-13860 nashnova zh-tw 2026-09-30T12:01:39.422Z 分析師上調2026年油價預測,布蘭特均價料近90美元 https://www.nashnova.com/zh-hant/feed/special/bullish-options-positioning-dominates-ahead-of-micron-earnings-as-traders-bet-on-13859 nashnova zh-tw 2026-09-30T11:51:59.339Z 美光財報前期權持倉偏多,交易員押注7%波動 https://www.nashnova.com/zh-hant/feed/special/hpe-secures-1-2-billion-amd-server-order-from-vultr-13858 nashnova zh-tw 2026-09-30T11:51:21.227Z HPE獲Vultr 12億美元AMD伺服器訂單 https://www.nashnova.com/zh-hant/feed/special/russia-issues-nuclear-threat-to-nato-will-use-full-force-if-kaliningrad-is-13857 nashnova zh-tw 2026-09-30T11:47:49.571Z 俄羅斯向北約發出核威脅:若封鎖加里寧格勒將動用全部武力 https://www.nashnova.com/zh-hant/feed/special/panama-plans-to-restart-cobre-copper-mine-through-national-joint-venture-13856 nashnova zh-tw 2026-09-30T11:46:59.862Z 巴拿馬擬以國家合資方式重啟科布雷銅礦 https://www.nashnova.com/zh-hant/feed/special/jabils-quarterly-revenue-beats-expectations-by-over-800m-full-year-guidance-13855 nashnova zh-tw 2026-09-30T11:46:34.308Z Jabil季報營收超預期逾8億美元,全年指引高於市場預期 https://www.nashnova.com/zh-hant/feed/special/credit-cracks-widen-in-u-s-junk-bond-lower-ratings-as-equity-volatility-lags-13854 nashnova zh-tw 2026-09-30T11:40:28.211Z 美國垃圾債低評級信用裂縫擴大,股市波動率未跟進 https://www.nashnova.com/zh-hant/feed/special/phison-ceo-ai-demand-may-drive-storage-shortage-lasting-years-13853 nashnova zh-tw 2026-09-30T11:39:51.505Z 群聯CEO:AI需求致儲存短缺或持續數年 https://www.nashnova.com/zh-hant/feed/special/volkswagen-plans-to-terminate-wage-agreement-as-german-union-warns-of-year-end-13852 nashnova zh-tw 2026-09-30T11:39:04.753Z 大眾擬終止工資協議,德國工會警告年末對抗升級 https://www.nashnova.com/zh-hant/feed/special/meta-classified-ai-data-centers-as-experimental-to-claim-billions-in-tax-credits-13851 nashnova zh-tw 2026-09-30T11:38:07.143Z Meta將AI數據中心申報為「試驗品」套取數十億美元稅收抵免 https://www.nashnova.com/zh-hant/feed/special/nearly-1-trillion-gap-in-ai-investment-stanford-economist-warns-of-bubble-risk-13850 nashnova zh-tw 2026-09-30T11:36:48.186Z AI投資近萬億美元缺口,史丹佛經濟學家警告泡沫風險 https://www.nashnova.com/zh-hant/feed/special/bank-of-japan-shifts-to-inflation-fighting-mode-rate-hike-pace-may-accelerate-13849 nashnova zh-tw 2026-09-30T11:35:25.753Z 日本央行轉向抗通膨模式,加息節奏或提速 https://www.nashnova.com/zh-hant/feed/special/sec-proposes-expanding-retail-investor-access-to-private-market-assets-13848 nashnova zh-tw 2026-09-30T11:34:09.024Z 美國證監會擬擴大零售投資者參與私募資產渠道 https://www.nashnova.com/zh-hant/feed/special/iraqs-october-crude-discount-widens-to-37-surpassing-levels-since-august-13847 nashnova zh-tw 2026-09-30T11:32:57.181Z 伊拉克10月原油折扣擴至37美元,超越8月以來水平 https://www.nashnova.com/zh-hant/feed/special/japans-mof-confirms-suspension-of-intervention-yen-at-156-93-13846 nashnova zh-tw 2026-09-30T11:24:30.097Z 日本財務省確認暫停干預,日圓報156.93 https://www.nashnova.com/zh-hant/feed/special/william-blair-bullish-on-both-coreweave-and-nebius-projects-new-cloud-market-to-13845 nashnova zh-tw 2026-09-30T11:23:17.719Z 威廉布萊爾雙雙看好CoreWeave與Nebius,預計新雲市場2031年達3000億美元 https://www.nashnova.com/zh-hant/feed/special/apple-a20-pro-ditches-pop-packaging-for-wmcm-side-mounted-memory-architecture-13844 nashnova zh-tw 2026-09-30T11:20:29.685Z 蘋果A20 Pro棄用PoP封裝,改用WMCM記憶體側置方案 https://www.nashnova.com/zh-hant/feed/special/pwc-refuses-to-sign-off-on-nidecs-accounts-major-uncertainty-remains-over-6-3-13843 nashnova zh-tw 2026-09-30T11:19:09.073Z 普華永道拒絕為日本電產帳目簽字,63億美元減值仍存重大不確定性 https://www.nashnova.com/zh-hant/feed/special/takaichi-sanae-to-pledge-flexible-response-to-market-disruptions-bond-issuance-13842 nashnova zh-tw 2026-09-30T11:17:57.397Z 高市早苗將承諾靈活應對市場異動,債券發行規模盯住利率走勢 https://www.nashnova.com/zh-hant/feed/special/france-germany-bond-spread-breaks-120-basis-points-hitting-highest-level-since-13841 nashnova zh-tw 2026-09-30T11:13:25.792Z 法債對德利差突破120基點,創2012年來新高 https://www.nashnova.com/zh-hant/feed/special/russia-extends-diesel-export-ban-through-end-of-october-13840 nashnova zh-tw 2026-09-30T11:02:53.274Z 俄羅斯將柴油出口禁令延長至10月底 https://www.nashnova.com/zh-hant/feed/special/citi-downgrades-moderna-to-sell-target-price-implies-60-percent-downside-13839 nashnova zh-tw 2026-09-30T10:48:00.811Z 花旗下調Moderna至賣出,目標價暗示下跌60% https://www.nashnova.com/zh-hant/feed/special/apple-to-launch-smart-home-hub-on-october-13-first-major-product-test-for-new-13838 nashnova zh-tw 2026-09-30T10:38:10.751Z 蘋果10月13日發布智慧家居中樞,新任CEO首次重大產品考驗 https://www.nashnova.com/zh-hant/feed/special/market-chill-and-ai-safety-controversy-deal-heavy-blow-to-wall-street-ipo-season-13837 nashnova zh-tw 2026-09-30T10:28:05.919Z 市場寒意與AI安全爭議重挫華爾街IPO季 https://www.nashnova.com/zh-hant/feed/special/chinas-battery-five-year-plan-pivots-solid-state-batteries-to-begin-mass-13836 nashnova zh-tw 2026-09-30T10:25:50.609Z 中國電池五年規劃轉向:固態電池2030年初步量產,質量管控升級 https://www.nashnova.com/zh-hant/feed/special/anomaly-in-brent-options-market-put-demand-surges-as-call-premium-fades-13835 nashnova zh-tw 2026-09-30T10:24:35.742Z 布倫特期權市場出現異常:看跌需求激增,看漲溢價消退 https://www.nashnova.com/zh-hant/feed/special/bytedance-accounts-for-one-fifth-of-chinas-ai-data-center-capacity-13834 nashnova zh-tw 2026-09-30T10:23:24.418Z 字節跳動佔中國AI數據中心五分之一容量 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-total-commodity-positioning-drops-to-2-trillion-as-copper-net-longs-13833 nashnova zh-tw 2026-09-30T10:20:40.936Z 摩根大通:大宗商品持倉總值降至2萬億美元,銅淨多頭逆勢增50億 https://www.nashnova.com/zh-hant/feed/special/accenture-stock-down-34-percent-ytd-as-ai-transformation-pressure-sparks-13832 nashnova zh-tw 2026-09-30T10:19:08.754Z 埃森哲股價年內跌34%,AI轉型壓力引發投資者質疑 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-leveraged-ai-bet-nearly-implodes-exposing-wall-streets-leverage-13831 nashnova zh-tw 2026-09-30T10:17:58.369Z 對沖基金借貸押注AI險崩盤,華爾街槓桿風險浮現 https://www.nashnova.com/zh-hant/feed/special/chinas-generative-ai-users-surpass-700-million-with-penetration-rate-exceeding-13830 nashnova zh-tw 2026-09-30T10:12:23.622Z 中國生成式AI用戶破7億,滲透率超50% https://www.nashnova.com/zh-hant/feed/special/southbound-net-inflow-reaches-hk-6-864b-tencent-sees-over-hk-1-4b-in-net-buying-13829 nashnova zh-tw 2026-09-30T10:11:12.861Z 北水淨買入68.64億,騰訊獲增持逾14億港元 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-retreat-global-bond-markets-briefly-stabilize-13828 nashnova zh-tw 2026-09-30T10:09:44.463Z 美債收益率回落,全球債市短暫企穩 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