https://www.nashnova.com/feed/special/two-large-bearish-options-trades-emerge-as-u-s-stocks-hit-all-time-highs-14398 nashnova en 2026-10-07T14:10:22.095Z Two Large Bearish Options Trades Emerge as U.S. Stocks Hit All-Time Highs https://www.nashnova.com/feed/special/all-three-major-u-s-indexes-fall-intraday-as-treasury-yields-rise-across-the-14397 nashnova en 2026-10-07T14:00:28.146Z All Three Major U.S. Indexes Fall Intraday as Treasury Yields Rise Across the Board https://www.nashnova.com/feed/special/u-s-30-year-mortgage-rate-rises-to-7-49-percent-hitting-nearly-3-year-high-after-14396 nashnova en 2026-10-07T13:44:41.191Z U.S. 30-Year Mortgage Rate Rises to 7.49%, Hitting Nearly 3-Year High After Seven Consecutive Weekly Increases https://www.nashnova.com/feed/special/dutch-court-rules-mercks-keytruda-subcutaneous-injection-infringes-patent-sales-14395 nashnova en 2026-10-07T13:26:16.669Z Dutch Court Rules Merck's Keytruda Subcutaneous Injection Infringes Patent, Sales Banned in Eight Countries https://www.nashnova.com/feed/special/sk-hynix-lock-up-expiry-looms-as-adr-premium-of-38-percent-faces-pressure-test-14394 nashnova en 2026-10-07T13:25:16.356Z SK Hynix Lock-Up Expiry Looms as ADR Premium of 38% Faces Pressure Test https://www.nashnova.com/feed/special/bofa-analog-chip-upcycle-continues-adi-stmicro-and-texas-instruments-lead-the-14393 nashnova en 2026-10-07T13:10:07.708Z BofA: Analog Chip Upcycle Continues — ADI, STMicro, and Texas Instruments Lead the Pack https://www.nashnova.com/feed/special/robinhood-makes-first-25-million-bitcoin-purchase-for-its-balance-sheet-14392 nashnova en 2026-10-07T12:54:40.196Z Robinhood Makes First $25 Million Bitcoin Purchase for Its Balance Sheet https://www.nashnova.com/feed/special/google-and-unity-reach-strategic-ai-gaming-partnership-unity-surges-nearly-6-14391 nashnova en 2026-10-07T12:25:23.197Z Google and Unity Reach Strategic AI Gaming Partnership, Unity Surges Nearly 6% Pre-Market https://www.nashnova.com/feed/special/da-davidson-raises-micron-price-target-to-3-000-bullish-on-ai-memory-demand-14390 nashnova en 2026-10-07T11:54:55.523Z DA Davidson Raises Micron Price Target to $3,000, Bullish on AI Memory Demand https://www.nashnova.com/feed/special/imf-warns-of-hedge-fund-leverage-risks-as-assets-reach-13-trillion-14389 nashnova en 2026-10-07T11:31:10.615Z IMF Warns of Hedge Fund Leverage Risks as Assets Reach $13 Trillion https://www.nashnova.com/feed/special/who-issues-first-childhood-obesity-guidelines-excluding-glp-1-weight-loss-drugs-14388 nashnova en 2026-10-07T11:29:52.888Z WHO Issues First Childhood Obesity Guidelines, Excluding GLP-1 Weight-Loss Drugs https://www.nashnova.com/feed/special/morgan-stanley-closed-door-meeting-banks-eye-recovery-property-sales-14387 nashnova en 2026-10-07T11:01:03.421Z Morgan Stanley Closed-Door Meeting: Banks Eye Recovery, Property Sales Verification Pending, Tanker Shipping Bets on Freight Rates, Unitree Gets Neutral Rating https://www.nashnova.com/feed/special/boeing-sweeps-u-s-militarys-next-gen-naval-and-air-fighter-contracts-14386 nashnova en 2026-10-07T10:15:10.016Z Boeing Sweeps U.S. Military's Next-Gen Naval and Air Fighter Contracts https://www.nashnova.com/feed/special/hang-seng-tech-index-expands-to-50-constituents-focusing-on-ai-and-robotics-14385 nashnova en 2026-10-07T09:59:54.202Z Hang Seng Tech Index Expands to 50 Constituents, Focusing on AI and Robotics https://www.nashnova.com/feed/special/nvidia-director-stevens-and-bezos-top-q3-insider-selling-list-14384 nashnova en 2026-10-07T09:37:36.732Z NVIDIA Director Stevens and Bezos Top Q3 Insider Selling List https://www.nashnova.com/feed/special/micron-taiwan-union-authorized-to-strike-as-bonus-dispute-remains-unresolved-14383 nashnova en 2026-10-07T09:36:11.269Z Micron Taiwan Union Authorized to Strike as Bonus Dispute Remains Unresolved https://www.nashnova.com/feed/special/google-ordered-to-halt-construction-at-two-finland-data-centers-over-incomplete-14382 nashnova en 2026-10-07T09:35:08.624Z Google Ordered to Halt Construction at Two Finland Data Centers Over Incomplete Environmental Assessments https://www.nashnova.com/feed/special/gundlach-the-fed-is-trapped-in-a-waterbed-dilemma-no-way-out-of-the-deficit-14381 nashnova en 2026-10-07T09:25:41.263Z Gundlach: The Fed Is Trapped in a "Waterbed Dilemma" — No Way Out of the Deficit-Inflation Deadlock https://www.nashnova.com/feed/special/shell-q3-refining-margins-hit-record-42-barrel-far-exceeding-historical-peaks-14380 nashnova en 2026-10-07T09:19:56.885Z Shell Q3 Refining Margins Hit Record $42/Barrel, Far Exceeding Historical Peaks https://www.nashnova.com/feed/special/treasury-yields-rise-as-market-awaits-10-year-auction-and-fomc-minutes-14379 nashnova en 2026-10-07T08:40:12.139Z Treasury Yields Rise as Market Awaits 10-Year Auction and FOMC Minutes https://www.nashnova.com/feed/special/eu-plans-import-caps-on-chinese-plug-in-hybrid-vehicles-14378 nashnova en 2026-10-07T08:25:07.034Z EU Plans Import Caps on Chinese Plug-in Hybrid Vehicles https://www.nashnova.com/feed/special/tesla-leverages-defect-safety-data-to-advance-european-fsd-as-regulatory-14377 nashnova en 2026-10-07T08:19:52.939Z Tesla Leverages Defect Safety Data to Advance European FSD as Regulatory Barriers May Ease https://www.nashnova.com/feed/special/hormuz-blockade-devastates-oil-revenue-iraq-devalues-dinar-by-13-percent-14376 nashnova en 2026-10-07T08:15:04.507Z Hormuz Blockade Devastates Oil Revenue, Iraq Devalues Dinar by 13% https://www.nashnova.com/feed/special/morgan-stanley-u-s-data-center-power-gap-reaches-32gw-rising-order-risks-for-14375 nashnova en 2026-10-07T07:25:02.368Z Morgan Stanley: U.S. Data Center Power Gap Reaches 32GW, Rising Order Risks for ASICs and Memory Components https://www.nashnova.com/feed/special/imf-chief-ai-energy-and-debt-pose-triple-global-risk-14374 nashnova en 2026-10-07T06:26:25.990Z IMF Chief: AI, Energy, and Debt Pose Triple Global Risk https://www.nashnova.com/feed/special/germanys-august-industrial-output-posts-largest-gain-in-17-months-14373 nashnova en 2026-10-07T06:25:00.879Z Germany's August Industrial Output Posts Largest Gain in 17 Months https://www.nashnova.com/feed/special/bernstein-1gw-ai-compute-capex-at-35-40-billion-detailed-cost-breakdown-by-14372 nashnova en 2026-10-07T05:40:41.845Z Bernstein: 1GW AI Compute Capex at $35-40 Billion, Detailed Cost Breakdown by Architecture https://www.nashnova.com/feed/special/hsbc-uk-wealth-division-major-layoffs-70-percent-advisor-cuts-management-halved-14371 nashnova en 2026-10-07T05:20:05.384Z HSBC UK Wealth Division Major Layoffs: 70% Advisor Cuts, Management Halved https://www.nashnova.com/feed/special/claude-proves-70-year-probability-theory-conjecture-ai-cracks-fields-medal-level-14370 nashnova en 2026-10-07T05:06:53.068Z Claude Proves 70-Year Probability Theory Conjecture, AI Cracks Fields Medal-Level Problem for the First Time https://www.nashnova.com/feed/special/largest-reform-in-topix-history-around-680-stocks-may-be-removed-14369 nashnova en 2026-10-07T04:50:27.818Z Largest Reform in TOPIX History: Around 680 Stocks May Be Removed https://www.nashnova.com/feed/special/temasek-cio-ai-trade-reversal-and-inflation-are-the-two-major-market-risks-by-14368 nashnova en 2026-10-07T04:47:24.285Z Temasek CIO: AI Trade Reversal and Inflation Are the Two Major Market Risks by 2027 https://www.nashnova.com/feed/special/reserve-bank-of-india-raises-rates-by-25-basis-points-to-5-50-percent-first-hike-14367 nashnova en 2026-10-07T04:46:01.933Z Reserve Bank of India Raises Rates by 25 Basis Points to 5.50% — First Hike in Three Years https://www.nashnova.com/feed/special/dalio-ai-is-a-classic-bubble-approaching-the-bursting-point-14366 nashnova en 2026-10-07T04:45:04.430Z Dalio: AI Is a Classic Bubble, Approaching the Bursting Point https://www.nashnova.com/feed/special/bitcoin-falls-below-84-000-as-oil-prices-rise-on-iran-tanker-attack-14365 nashnova en 2026-10-07T04:09:55.363Z Bitcoin Falls Below $84,000 as Oil Prices Rise on Iran Tanker Attack https://www.nashnova.com/feed/special/amd-ceo-lisa-su-visits-south-korea-to-meet-samsung-chip-chief-as-memory-shortage-14364 nashnova en 2026-10-07T03:49:59.104Z AMD CEO Lisa Su Visits South Korea to Meet Samsung Chip Chief as Memory Shortage Continues to Pressure AI Expansion https://www.nashnova.com/feed/special/oil-prices-rise-over-1-percent-as-saudi-houthi-conflict-escalates-and-storm-14363 nashnova en 2026-10-07T03:48:39.070Z Oil Prices Rise Over 1% as Saudi-Houthi Conflict Escalates and Storm Disruptions Mount; Asian Stocks Weaken https://www.nashnova.com/feed/special/japans-manufacturing-sentiment-hits-near-five-year-high-as-services-confidence-14362 nashnova en 2026-10-07T03:47:14.051Z Japan's Manufacturing Sentiment Hits Near Five-Year High as Services Confidence Plunges https://www.nashnova.com/feed/special/boj-board-member-sato-supports-gradual-rate-hikes-says-inflation-risks-tilted-to-14361 nashnova en 2026-10-07T03:46:01.673Z BOJ Board Member Sato Supports Gradual Rate Hikes, Says Inflation Risks Tilted to the Upside https://www.nashnova.com/feed/special/hubspot-cuts-7-percent-of-workforce-denies-link-to-ai-replacement-14360 nashnova en 2026-10-07T03:44:54.876Z HubSpot Cuts 7% of Workforce, Denies Link to AI Replacement https://www.nashnova.com/feed/special/japans-rapidus-bets-15-billion-chip-fab-on-customer-acquisition-battle-14359 nashnova en 2026-10-07T03:35:46.558Z Japan's Rapidus Bets $15 Billion Chip Fab on Customer Acquisition Battle https://www.nashnova.com/feed/special/kioxias-nand-share-lags-behind-enterprise-ssd-revenue-accounts-for-only-43-14358 nashnova en 2026-10-07T03:25:46.057Z Kioxia's NAND Share Lags Behind, Enterprise SSD Revenue Accounts for Only 43% https://www.nashnova.com/feed/special/korean-retail-investors-lose-over-2-3-billion-on-leveraged-etfs-14357 nashnova en 2026-10-07T03:20:05.929Z Korean Retail Investors Lose Over $2.3 Billion on Leveraged ETFs https://www.nashnova.com/feed/special/ai-server-cpu-to-accelerator-ratio-set-to-rise-significantly-nearly-doubling-per-14356 nashnova en 2026-10-07T03:05:25.828Z AI Server CPU-to-Accelerator Ratio Set to Rise Significantly, Nearly Doubling per Accelerator Chip by 2027 https://www.nashnova.com/feed/special/fico-cuts-15-percent-of-workforce-in-ai-restructuring-as-stock-drops-58-percent-14355 nashnova en 2026-10-07T03:01:05.928Z FICO Cuts 15% of Workforce in AI Restructuring as Stock Drops 58% YTD https://www.nashnova.com/feed/special/gf-hong-kong-feds-current-cycle-is-a-brief-preemptive-rate-hike-global-risk-14354 nashnova en 2026-10-07T03:00:05.618Z GF Hong Kong: Fed's Current Cycle Is a Brief Preemptive Rate Hike; Global Risk Asset Opportunities May Emerge by Late Q4 https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-for-23rd-consecutive-month-14353 nashnova en 2026-10-07T02:19:33.747Z China's Central Bank Increases Gold Holdings for 23rd Consecutive Month https://www.nashnova.com/feed/special/oracles-1-3gw-wisconsin-data-center-stalled-by-grid-approval-full-power-supply-14352 nashnova en 2026-10-07T01:50:27.620Z Oracle's 1.3GW Wisconsin Data Center Stalled by Grid Approval, Full Power Supply Potentially Delayed to 2029 https://www.nashnova.com/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-45-percent-biopharma-stocks-14351 nashnova en 2026-10-07T01:29:26.297Z Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.45%, Biopharma Stocks Lead Decline https://www.nashnova.com/feed/special/openai-publishes-722-mathematical-manuscripts-including-a-proposed-proof-of-the-14350 nashnova en 2026-10-07T01:25:20.876Z OpenAI Publishes 722 Mathematical Manuscripts, Including a Proposed Proof of the Riemann Hypothesis https://www.nashnova.com/feed/special/samsung-electronics-expected-to-post-record-quarterly-profit-investors-focus-14349 nashnova en 2026-10-07T00:00:24.531Z Samsung Electronics Expected to Post Record Quarterly Profit; Investors Focus More on 2027 Earnings Sustainability https://www.nashnova.com/feed/special/japans-real-wages-rise-for-8-consecutive-months-marking-longest-streak-in-nearly-14348 nashnova en 2026-10-06T23:55:14.656Z Japan's Real Wages Rise for 8 Consecutive Months, Marking Longest Streak in Nearly a Decade https://www.nashnova.com/feed/special/spacex-plans-40-billion-financing-to-purchase-nvidia-chips-14347 nashnova en 2026-10-06T23:10:06.135Z SpaceX Plans $40 Billion Financing to Purchase Nvidia Chips https://www.nashnova.com/feed/special/apollo-seeks-to-expand-government-lending-role-targeting-europes-debt-gap-14346 nashnova en 2026-10-06T22:45:25.979Z Apollo Seeks to Expand Government Lending Role, Targeting Europe's Debt Gap https://www.nashnova.com/feed/special/bnp-paribas-warns-abolishing-20-year-treasuries-could-push-yields-higher-14345 nashnova en 2026-10-06T21:09:58.778Z BNP Paribas Warns: Abolishing 20-Year Treasuries Could Push Yields Higher https://www.nashnova.com/feed/special/constellation-energy-signs-nuclear-power-deal-with-google-stock-surges-12-14344 nashnova en 2026-10-06T20:45:05.129Z Constellation Energy Signs Nuclear Power Deal with Google, Stock Surges 12% in a Single Day https://www.nashnova.com/feed/special/bofa-nasdaq-100-tops-bubble-risk-rankings-recommends-replacing-stock-holdings-14343 nashnova en 2026-10-06T18:50:13.896Z BofA: Nasdaq 100 Tops Bubble Risk Rankings, Recommends Replacing Stock Holdings with Options https://www.nashnova.com/feed/special/jpmorgan-u-s-deeply-distressed-loans-rise-to-highest-since-the-pandemic-14342 nashnova en 2026-10-06T18:35:15.740Z JPMorgan: U.S. Deeply Distressed Loans Rise to Highest Since the Pandemic https://www.nashnova.com/feed/special/ny-fed-tariff-driven-consumer-price-increases-may-persist-with-peak-inflation-14341 nashnova en 2026-10-06T18:05:09.664Z NY Fed: Tariff-Driven Consumer Price Increases May Persist, With Peak Inflation Contribution Near 3% https://www.nashnova.com/feed/special/tokyo-electron-cfo-ai-driven-fy2026-operating-profit-expected-to-hit-record-14340 nashnova en 2026-10-06T17:39:48.758Z Tokyo Electron CFO: AI-Driven FY2026 Operating Profit Expected to Hit Record-Breaking ¥1 Trillion https://www.nashnova.com/feed/special/fed-plans-to-restructure-bank-supervisory-framework-and-dynamically-adjust-asset-14339 nashnova en 2026-10-06T17:10:37.023Z Fed Plans to Restructure Bank Supervisory Framework and Dynamically Adjust Asset Thresholds https://www.nashnova.com/feed/special/marvell-technology-surges-over-10-percent-after-investor-day-guidance-14338 nashnova en 2026-10-06T16:10:00.351Z Marvell Technology Surges Over 10% After Investor Day Guidance Significantly Raised https://www.nashnova.com/feed/special/san-francisco-fed-president-ai-tariffs-and-energy-could-keep-inflation-elevated-14337 nashnova en 2026-10-06T16:05:42.213Z San Francisco Fed President: AI, Tariffs, and Energy Could Keep Inflation Elevated Longer Than Expected https://www.nashnova.com/feed/special/wells-fargo-raises-meta-price-target-to-1-000-bullish-on-muse-driven-ai-growth-14336 nashnova en 2026-10-06T15:40:06.343Z Wells Fargo Raises Meta Price Target to $1,000, Bullish on Muse-Driven AI Growth https://www.nashnova.com/feed/special/ubs-ceo-frances-debt-crisis-demands-tough-measures-as-franco-german-spread-14335 nashnova en 2026-10-06T15:21:11.097Z UBS CEO: France's Debt Crisis Demands Tough Measures as Franco-German Spread Breaks 140 Basis Points https://www.nashnova.com/feed/special/jpmorgans-dimon-anthropics-mythos-could-amplify-cyber-threats-by-roughly-10x-14334 nashnova en 2026-10-06T15:20:04.565Z JPMorgan's Dimon: Anthropic's Mythos Could Amplify Cyber Threats by Roughly 10x https://www.nashnova.com/feed/special/venture-global-in-lng-long-term-contract-negotiations-with-petrochina-and-at-14333 nashnova en 2026-10-06T15:10:16.406Z Venture Global in LNG Long-Term Contract Negotiations with PetroChina and at Least Three Other Chinese Buyers https://www.nashnova.com/feed/special/u-s-ccc-rated-bond-spreads-hit-4-year-high-as-credit-stress-spreads-14332 nashnova en 2026-10-06T15:00:17.717Z U.S. CCC-Rated Bond Spreads Hit 4-Year High as Credit Stress Spreads https://www.nashnova.com/feed/special/bofa-warns-of-asmls-entry-into-hybrid-bonding-downgrades-besi-and-halves-target-14331 nashnova en 2026-10-06T14:15:13.626Z BofA Warns of ASML's Entry into Hybrid Bonding, Downgrades Besi and Halves Target Price https://www.nashnova.com/feed/special/skydance-officially-launches-with-70b-annual-revenue-listed-on-nyse-under-ticker-14330 nashnova en 2026-10-06T14:05:41.894Z Skydance Officially Launches with ~$70B Annual Revenue, Listed on NYSE Under Ticker SKYD https://www.nashnova.com/feed/special/micron-pays-netlist-600-million-in-five-year-patent-license-deal-to-settle-14329 nashnova en 2026-10-06T13:45:03.124Z Micron Pays Netlist $600 Million in Five-Year Patent License Deal to Settle Litigation https://www.nashnova.com/feed/special/jpmorgan-ai-cooling-per-rack-value-approaching-100-000-14328 nashnova en 2026-10-06T13:18:13.563Z JPMorgan: AI Cooling Per-Rack Value Approaching $100,000 https://www.nashnova.com/feed/special/altman-ai-extinction-risk-is-non-zero-open-source-models-will-trigger-a-14327 nashnova en 2026-10-06T13:17:36.455Z Altman: AI Extinction Risk Is Non-Zero; Open-Source Models Will Trigger a Cybersecurity Tsunami https://www.nashnova.com/feed/special/money-fund-inflows-plunge-as-short-end-treasury-yield-spreads-widen-14326 nashnova en 2026-10-06T13:06:47.907Z Money Fund Inflows Plunge as Short-End Treasury Yield Spreads Widen https://www.nashnova.com/feed/special/u-s-august-trade-deficit-widens-to-105-6-billion-far-exceeding-expectations-14325 nashnova en 2026-10-06T12:41:25.582Z U.S. August Trade Deficit Widens to $105.6 Billion, Far Exceeding Expectations https://www.nashnova.com/feed/special/google-uk-faces-class-action-lawsuit-play-store-accused-of-monopolistic-14324 nashnova en 2026-10-06T12:27:51.939Z Google UK Faces Class Action Lawsuit: Play Store Accused of Monopolistic Practices, £1.2 Billion in Damages Sought https://www.nashnova.com/feed/special/chinas-commerce-ministry-criticizes-france-and-germany-for-pushing-eu-to-14323 nashnova en 2026-10-06T12:26:42.412Z China's Commerce Ministry Criticizes France and Germany for Pushing EU to Strengthen Trade Protectionist Tools https://www.nashnova.com/feed/special/all-three-u-s-stock-futures-rise-brent-crude-falls-below-100-treasury-yields-14322 nashnova en 2026-10-06T12:22:30.959Z All Three U.S. Stock Futures Rise, Brent Crude Falls Below $100, Treasury Yields Retreat https://www.nashnova.com/feed/special/citi-raises-amd-price-target-to-800-forecasts-cpu-market-to-reach-300-billion-by-14321 nashnova en 2026-10-06T12:02:03.721Z Citi Raises AMD Price Target to $800, Forecasts CPU Market to Reach $300 Billion by 2030 https://www.nashnova.com/feed/special/seagate-reportedly-bidding-for-tdks-hdd-head-business-competing-against-toshiba-14320 nashnova en 2026-10-06T11:51:31.578Z Seagate Reportedly Bidding for TDK's HDD Head Business, Competing Against Toshiba https://www.nashnova.com/feed/special/can-apples-foldable-iphone-duo-revive-a-sluggish-iphone-cycle-14319 nashnova en 2026-10-06T11:47:07.147Z Can Apple's Foldable iPhone Duo Revive a Sluggish iPhone Cycle? https://www.nashnova.com/feed/special/middle-east-export-recovery-pressures-oil-prices-as-strait-of-hormuz-attacks-14318 nashnova en 2026-10-06T11:27:01.776Z Middle East Export Recovery Pressures Oil Prices as Strait of Hormuz Attacks Continue to Disrupt https://www.nashnova.com/feed/special/samsung-electro-mechanics-plans-5-billion-substrate-expansion-with-customer-co-14317 nashnova en 2026-10-06T11:22:16.298Z Samsung Electro-Mechanics Plans $5 Billion Substrate Expansion with Customer Co-Investment to Lock in Long-Term Orders https://www.nashnova.com/feed/special/u-s-treasury-yields-retreat-from-2002-highs-as-bessent-pledges-to-rein-in-debt-14316 nashnova en 2026-10-06T11:09:58.944Z U.S. Treasury Yields Retreat from 2002 Highs as Bessent Pledges to Rein in Debt Trajectory https://www.nashnova.com/feed/special/burry-warns-stock-market-is-in-a-2000-2008-style-denial-phase-14315 nashnova en 2026-10-06T11:08:47.136Z Burry Warns Stock Market Is in a 2000/2008-Style "Denial" Phase https://www.nashnova.com/feed/special/indias-sebi-accuses-jane-street-of-stalling-investigation-by-demanding-excessive-14314 nashnova en 2026-10-06T11:07:22.866Z India's SEBI Accuses Jane Street of Stalling Investigation by Demanding Excessive Documents https://www.nashnova.com/feed/special/s-and-p-500-correlation-with-top-stocks-drops-to-15-year-low-14313 nashnova en 2026-10-06T11:02:03.114Z S&P 500 Correlation with Top Stocks Drops to 15-Year Low https://www.nashnova.com/feed/special/goldman-sachs-toshiba-hdd-expansion-to-pressure-seagate-and-western-digital-14312 nashnova en 2026-10-06T10:12:03.053Z Goldman Sachs: Toshiba HDD Expansion to Pressure Seagate and Western Digital Valuations Mid-Term, Upstream Japanese Supply Chain to Benefit https://www.nashnova.com/feed/special/ecb-governing-council-member-middle-east-energy-shock-has-not-yet-transmitted-to-14311 nashnova en 2026-10-06T09:46:32.600Z ECB Governing Council Member: Middle East Energy Shock Has Not Yet Transmitted to Wages, 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Expected to Hit Record High Near HK$500 Billion https://www.nashnova.com/zh/feed/special/two-large-bearish-options-trades-emerge-as-u-s-stocks-hit-all-time-highs-14398 nashnova zh-cn 2026-10-07T14:10:22.095Z 美股创历史新高之际,期权市场现两笔大规模看空交易 https://www.nashnova.com/zh/feed/special/all-three-major-u-s-indexes-fall-intraday-as-treasury-yields-rise-across-the-14397 nashnova zh-cn 2026-10-07T14:00:28.146Z 美股盘中三大指数齐跌,美债收益率全线走高 https://www.nashnova.com/zh/feed/special/u-s-30-year-mortgage-rate-rises-to-7-49-percent-hitting-nearly-3-year-high-after-14396 nashnova zh-cn 2026-10-07T13:44:41.191Z 美国30年期抵押贷款利率升至7.49%,连涨七周创近三年新高 https://www.nashnova.com/zh/feed/special/dutch-court-rules-mercks-keytruda-subcutaneous-injection-infringes-patent-sales-14395 nashnova zh-cn 2026-10-07T13:26:16.669Z 荷兰法院裁定默克Keytruda皮下注射剂侵权,八国遭禁售 https://www.nashnova.com/zh/feed/special/sk-hynix-lock-up-expiry-looms-as-adr-premium-of-38-percent-faces-pressure-test-14394 nashnova zh-cn 2026-10-07T13:25:16.356Z SK海力士锁定期到期,ADR溢价38%面临压力测试 https://www.nashnova.com/zh/feed/special/bofa-analog-chip-upcycle-continues-adi-stmicro-and-texas-instruments-lead-the-14393 nashnova zh-cn 2026-10-07T13:10:07.708Z 美银:模拟芯片上行周期延续,ADI/意法/德州仪器表现最强 https://www.nashnova.com/zh/feed/special/robinhood-makes-first-25-million-bitcoin-purchase-for-its-balance-sheet-14392 nashnova zh-cn 2026-10-07T12:54:40.196Z Robinhood首次购入2500万美元比特币纳入资产负债表 https://www.nashnova.com/zh/feed/special/google-and-unity-reach-strategic-ai-gaming-partnership-unity-surges-nearly-6-14391 nashnova zh-cn 2026-10-07T12:25:23.197Z 谷歌与Unity达成AI游戏战略合作,Unity盘前涨近6% https://www.nashnova.com/zh/feed/special/da-davidson-raises-micron-price-target-to-3-000-bullish-on-ai-memory-demand-14390 nashnova zh-cn 2026-10-07T11:54:55.523Z DA Davidson上调美光目标价至3000美元,看涨AI存储需求 https://www.nashnova.com/zh/feed/special/imf-warns-of-hedge-fund-leverage-risks-as-assets-reach-13-trillion-14389 nashnova zh-cn 2026-10-07T11:31:10.615Z IMF警告对冲基金杠杆风险,资产规模已达13万亿美元 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https://www.nashnova.com/zh/feed/special/micron-taiwan-union-authorized-to-strike-as-bonus-dispute-remains-unresolved-14383 nashnova zh-cn 2026-10-07T09:36:11.269Z 美光台湾工会获授权罢工,奖金争议悬而未决 https://www.nashnova.com/zh/feed/special/google-ordered-to-halt-construction-at-two-finland-data-centers-over-incomplete-14382 nashnova zh-cn 2026-10-07T09:35:08.624Z 谷歌芬兰两处数据中心被令停工,环评未完成是主因 https://www.nashnova.com/zh/feed/special/gundlach-the-fed-is-trapped-in-a-waterbed-dilemma-no-way-out-of-the-deficit-14381 nashnova zh-cn 2026-10-07T09:25:41.263Z 冈拉克:美联储陷"水床困局",赤字与通胀两难无解 https://www.nashnova.com/zh/feed/special/shell-q3-refining-margins-hit-record-42-barrel-far-exceeding-historical-peaks-14380 nashnova zh-cn 2026-10-07T09:19:56.885Z 壳牌Q3炼油利润率创纪录,每桶42美元远超历史峰值 https://www.nashnova.com/zh/feed/special/treasury-yields-rise-as-market-awaits-10-year-auction-and-fomc-minutes-14379 nashnova zh-cn 2026-10-07T08:40:12.139Z 美债收益率走高,市场等待10年期拍卖与FOMC纪要 https://www.nashnova.com/zh/feed/special/eu-plans-import-caps-on-chinese-plug-in-hybrid-vehicles-14378 nashnova zh-cn 2026-10-07T08:25:07.034Z 欧盟拟对中国混动车设进口上限 https://www.nashnova.com/zh/feed/special/tesla-leverages-defect-safety-data-to-advance-european-fsd-as-regulatory-14377 nashnova zh-cn 2026-10-07T08:19:52.939Z 特斯拉借缺陷安全数据推进欧洲FSD 监管或松动 https://www.nashnova.com/zh/feed/special/hormuz-blockade-devastates-oil-revenue-iraq-devalues-dinar-by-13-percent-14376 nashnova zh-cn 2026-10-07T08:15:04.507Z 霍尔木兹封锁重创石油收入,伊拉克将第纳尔贬值13% https://www.nashnova.com/zh/feed/special/morgan-stanley-u-s-data-center-power-gap-reaches-32gw-rising-order-risks-for-14375 nashnova zh-cn 2026-10-07T07:25:02.368Z 摩根士丹利:美国数据中心电力缺口达32GW,ASIC及存储组件订单风险上升 https://www.nashnova.com/zh/feed/special/imf-chief-ai-energy-and-debt-pose-triple-global-risk-14374 nashnova zh-cn 2026-10-07T06:26:25.990Z IMF总裁:AI、能源与债务构成全球三重风险 https://www.nashnova.com/zh/feed/special/germanys-august-industrial-output-posts-largest-gain-in-17-months-14373 nashnova zh-cn 2026-10-07T06:25:00.879Z 德国8月工业产出创17个月最大涨幅 https://www.nashnova.com/zh/feed/special/bernstein-1gw-ai-compute-capex-at-35-40-billion-detailed-cost-breakdown-by-14372 nashnova zh-cn 2026-10-07T05:40:41.845Z 伯恩斯坦:1GW AI算力资本支出350亿至400亿美元,各架构成本拆分详解 https://www.nashnova.com/zh/feed/special/hsbc-uk-wealth-division-major-layoffs-70-percent-advisor-cuts-management-halved-14371 nashnova zh-cn 2026-10-07T05:20:05.384Z 汇丰英国财富部门大裁员:顾问削减70%,管理层减半 https://www.nashnova.com/zh/feed/special/claude-proves-70-year-probability-theory-conjecture-ai-cracks-fields-medal-level-14370 nashnova zh-cn 2026-10-07T05:06:53.068Z Claude证明概率论70年悬案,AI首破菲尔兹奖级难题 https://www.nashnova.com/zh/feed/special/largest-reform-in-topix-history-around-680-stocks-may-be-removed-14369 nashnova zh-cn 2026-10-07T04:50:27.818Z 东证指数史上最大改革:约680只股票或遭剔除 https://www.nashnova.com/zh/feed/special/temasek-cio-ai-trade-reversal-and-inflation-are-the-two-major-market-risks-by-14368 nashnova zh-cn 2026-10-07T04:47:24.285Z 淡马锡CIO:AI交易逆转与通胀是2027年两大市场风险 https://www.nashnova.com/zh/feed/special/reserve-bank-of-india-raises-rates-by-25-basis-points-to-5-50-percent-first-hike-14367 nashnova zh-cn 2026-10-07T04:46:01.933Z 印度央行三年来首次加息25基点至5.50% https://www.nashnova.com/zh/feed/special/dalio-ai-is-a-classic-bubble-approaching-the-bursting-point-14366 nashnova zh-cn 2026-10-07T04:45:04.430Z 达利欧:AI是经典泡沫,正接近破裂临界点 https://www.nashnova.com/zh/feed/special/bitcoin-falls-below-84-000-as-oil-prices-rise-on-iran-tanker-attack-14365 nashnova zh-cn 2026-10-07T04:09:55.363Z 比特币跌破84000美元,油价因伊朗袭击油轮上涨 https://www.nashnova.com/zh/feed/special/amd-ceo-lisa-su-visits-south-korea-to-meet-samsung-chip-chief-as-memory-shortage-14364 nashnova zh-cn 2026-10-07T03:49:59.104Z AMD苏姿丰赴韩会见三星芯片负责人,存储短缺持续施压AI扩张 https://www.nashnova.com/zh/feed/special/oil-prices-rise-over-1-percent-as-saudi-houthi-conflict-escalates-and-storm-14363 nashnova zh-cn 2026-10-07T03:48:39.070Z 沙特胡塞冲突升级叠加风暴扰动,油价涨逾1%亚股走弱 https://www.nashnova.com/zh/feed/special/japans-manufacturing-sentiment-hits-near-five-year-high-as-services-confidence-14362 nashnova zh-cn 2026-10-07T03:47:14.051Z 日本制造业景气近五年高点,服务业信心骤降 https://www.nashnova.com/zh/feed/special/boj-board-member-sato-supports-gradual-rate-hikes-says-inflation-risks-tilted-to-14361 nashnova zh-cn 2026-10-07T03:46:01.673Z 日本央行委员佐藤支持分阶段加息,称通胀风险偏上行 https://www.nashnova.com/zh/feed/special/hubspot-cuts-7-percent-of-workforce-denies-link-to-ai-replacement-14360 nashnova zh-cn 2026-10-07T03:44:54.876Z HubSpot裁员7%,否认与AI替代有关 https://www.nashnova.com/zh/feed/special/japans-rapidus-bets-15-billion-chip-fab-on-customer-acquisition-battle-14359 nashnova zh-cn 2026-10-07T03:35:46.558Z 日本Rapidus 150亿美元芯片厂押注客户争夺战 https://www.nashnova.com/zh/feed/special/kioxias-nand-share-lags-behind-enterprise-ssd-revenue-accounts-for-only-43-14358 nashnova zh-cn 2026-10-07T03:25:46.057Z 铠侠NAND份额落后,企业级SSD营收占比仅43% https://www.nashnova.com/zh/feed/special/korean-retail-investors-lose-over-2-3-billion-on-leveraged-etfs-14357 nashnova zh-cn 2026-10-07T03:20:05.929Z 韩国散户杠杆ETF亏损逾170亿元人民币 https://www.nashnova.com/zh/feed/special/ai-server-cpu-to-accelerator-ratio-set-to-rise-significantly-nearly-doubling-per-14356 nashnova zh-cn 2026-10-07T03:05:25.828Z AI服务器CPU配比将大幅提升,2027年每加速芯片对应CPU数近翻倍 https://www.nashnova.com/zh/feed/special/fico-cuts-15-percent-of-workforce-in-ai-restructuring-as-stock-drops-58-percent-14355 nashnova zh-cn 2026-10-07T03:01:05.928Z FICO裁员15%推进AI重组,股价年内已跌58% https://www.nashnova.com/zh/feed/special/gf-hong-kong-feds-current-cycle-is-a-brief-preemptive-rate-hike-global-risk-14354 nashnova zh-cn 2026-10-07T03:00:05.618Z 广发香港:美联储此轮为短暂预防式加息,四季度末或现全球风险资产机会 https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-holdings-for-23rd-consecutive-month-14353 nashnova zh-cn 2026-10-07T02:19:33.747Z 中国央行连续第23个月增持黄金 https://www.nashnova.com/zh/feed/special/oracles-1-3gw-wisconsin-data-center-stalled-by-grid-approval-full-power-supply-14352 nashnova zh-cn 2026-10-07T01:50:27.620Z 甲骨文威斯康星1.3GW数据中心因电网审批受阻,全功率供电或推迟至2029年 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-45-percent-biopharma-stocks-14351 nashnova zh-cn 2026-10-07T01:29:26.297Z 港股低开:恒生指数跌0.45%,生物医药股领跌 https://www.nashnova.com/zh/feed/special/openai-publishes-722-mathematical-manuscripts-including-a-proposed-proof-of-the-14350 nashnova zh-cn 2026-10-07T01:25:20.876Z OpenAI公开722份数学手稿,含拟黎曼猜想证明 https://www.nashnova.com/zh/feed/special/samsung-electronics-expected-to-post-record-quarterly-profit-investors-focus-14349 nashnova zh-cn 2026-10-07T00:00:24.531Z 三星电子季度利润料创纪录 投资者更关注2027年盈利持续性 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https://www.nashnova.com/zh/feed/special/jpmorgan-ai-cooling-per-rack-value-approaching-100-000-14328 nashnova zh-cn 2026-10-06T13:18:13.563Z 摩根大通:AI散热单柜价值量逼近10万美元 https://www.nashnova.com/zh/feed/special/altman-ai-extinction-risk-is-non-zero-open-source-models-will-trigger-a-14327 nashnova zh-cn 2026-10-06T13:17:36.455Z 奥特曼:AI灭绝风险非零,开源模型将引发网络安全海啸 https://www.nashnova.com/zh/feed/special/money-fund-inflows-plunge-as-short-end-treasury-yield-spreads-widen-14326 nashnova zh-cn 2026-10-06T13:06:47.907Z 货币基金流入骤降,美债短端收益率溢价走阔 https://www.nashnova.com/zh/feed/special/u-s-august-trade-deficit-widens-to-105-6-billion-far-exceeding-expectations-14325 nashnova zh-cn 2026-10-06T12:41:25.582Z 美国8月贸易逆差扩至1056亿美元,远超预期 https://www.nashnova.com/zh/feed/special/google-uk-faces-class-action-lawsuit-play-store-accused-of-monopolistic-14324 nashnova zh-cn 2026-10-06T12:27:51.939Z 谷歌英国遭集体诉讼:Play Store涉嫌垄断,索赔12亿英镑 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https://www.nashnova.com/zh-hant/feed/special/germanys-august-industrial-output-posts-largest-gain-in-17-months-14373 nashnova zh-tw 2026-10-07T06:25:00.879Z 德國8月工業產出創17個月最大漲幅 https://www.nashnova.com/zh-hant/feed/special/bernstein-1gw-ai-compute-capex-at-35-40-billion-detailed-cost-breakdown-by-14372 nashnova zh-tw 2026-10-07T05:40:41.845Z 伯恩斯坦:1GW AI算力資本支出350億至400億美元,各架構成本拆分詳解 https://www.nashnova.com/zh-hant/feed/special/hsbc-uk-wealth-division-major-layoffs-70-percent-advisor-cuts-management-halved-14371 nashnova zh-tw 2026-10-07T05:20:05.384Z 匯豐英國財富部門大裁員:顧問削減70%,管理層減半 https://www.nashnova.com/zh-hant/feed/special/claude-proves-70-year-probability-theory-conjecture-ai-cracks-fields-medal-level-14370 nashnova zh-tw 2026-10-07T05:06:53.068Z Claude證明概率論70年懸案,AI首破菲爾茲獎級難題 https://www.nashnova.com/zh-hant/feed/special/largest-reform-in-topix-history-around-680-stocks-may-be-removed-14369 nashnova zh-tw 2026-10-07T04:50:27.818Z 東證指數史上最大改革:約680檔股票或遭剔除 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