https://www.nashnova.com/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova en 2026-09-27T11:28:28.814Z Analyst: AI Storage Bills May Account for 60% of Cloud Capex Next Year; Ten-Year Demand Visibility Is a Lie https://www.nashnova.com/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova en 2026-09-27T11:18:33.651Z U.S. Treasury Yields Rise to 5.17%, Intensifying Financing Cost Pressures for AI Infrastructure https://www.nashnova.com/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova en 2026-09-27T01:18:38.537Z Samsung Electronics and SK Hynix Q3 Earnings Approaching: AI Memory Super Cycle Resilience Under Scrutiny https://www.nashnova.com/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova en 2026-09-27T00:32:55.223Z OpenAI to Launch 'o' Always-On AI Assistant, Code Already Leaked https://www.nashnova.com/feed/special/openai-pauses-training-of-most-powerful-model-as-jensen-huang-pushes-back-13519 nashnova en 2026-09-26T20:08:18.607Z OpenAI Pauses Training of Most Powerful Model as Jensen Huang Pushes Back Against AI Slowdown Narrative https://www.nashnova.com/feed/special/trump-signs-new-fuel-economy-standards-ending-bidens-ev-mandate-13518 nashnova en 2026-09-26T19:42:39.230Z Trump Signs New Fuel Economy Standards, Ending Biden's EV Mandate https://www.nashnova.com/feed/special/ellison-pledges-oracle-shares-for-9b-acquisition-financing-oracle-cds-hits-13517 nashnova en 2026-09-26T19:08:22.005Z Ellison Pledges Oracle Shares for $9B Acquisition Financing; Oracle CDS Hits Record High https://www.nashnova.com/feed/special/boeing-737-max-navigation-software-found-defective-permanent-fix-not-expected-13516 nashnova en 2026-09-26T18:58:02.886Z Boeing 737 MAX Navigation Software Found Defective, Permanent Fix Not Expected Until 2028 https://www.nashnova.com/feed/special/trump-rejects-irans-seven-day-ceasefire-proposal-as-strait-of-hormuz-standoff-13515 nashnova en 2026-09-26T16:28:06.883Z Trump Rejects Iran's Seven-Day Ceasefire Proposal as Strait of Hormuz Standoff Continues https://www.nashnova.com/feed/special/jury-rules-apple-infringed-haptic-patents-awarding-5-7-billion-in-damages-13514 nashnova en 2026-09-26T14:27:47.373Z Jury Rules Apple Infringed Haptic Patents, Awarding $5.7 Billion in Damages https://www.nashnova.com/feed/special/morgan-stanley-tech-hardware-investment-theme-shifts-toward-structural-upgrades-13513 nashnova en 2026-09-26T08:08:22.101Z Morgan Stanley: Tech Hardware Investment Theme Shifts Toward Structural Upgrades and AI Infrastructure https://www.nashnova.com/feed/special/ubs-maintains-neutral-rating-on-tesla-with-385-price-target-13512 nashnova en 2026-09-26T07:58:22.753Z UBS Maintains Neutral Rating on Tesla with $385 Price Target https://www.nashnova.com/feed/special/nasdaq-hits-all-time-high-as-wall-street-etf-flows-cement-80-20-equity-bond-skew-13511 nashnova en 2026-09-26T07:08:35.836Z Nasdaq Hits All-Time High as Wall Street ETF Flows Cement 80/20 Equity-Bond Skew https://www.nashnova.com/feed/special/bernstein-raises-montage-technology-price-target-betting-on-ai-memory-interface-13510 nashnova en 2026-09-26T06:18:20.028Z Bernstein Raises Montage Technology Price Target, Betting on AI Memory Interface Chip Expansion https://www.nashnova.com/feed/special/u-s-china-summit-reaches-30-billion-tariff-relief-deal-locks-in-coal-imports-and-13509 nashnova en 2026-09-26T06:13:25.004Z U.S.-China Summit Reaches $30 Billion Tariff Relief Deal, Locks in Coal Imports and AI Dialogue Mechanism https://www.nashnova.com/feed/special/samsung-foundry-recovery-accelerates-but-2nm-yield-and-texas-fab-ramp-remain-key-13508 nashnova en 2026-09-26T02:08:27.479Z Samsung Foundry Recovery Accelerates, but 2nm Yield and Texas Fab Ramp Remain Key to Profitability https://www.nashnova.com/feed/special/pwc-reaches-hk-1-billion-settlement-with-hong-kong-sfc-over-evergrande-audit-13507 nashnova en 2026-09-26T02:03:15.776Z PwC Reaches HK$1 Billion Settlement with Hong Kong SFC Over Evergrande Audit Failures https://www.nashnova.com/feed/special/u-s-diesel-prices-approach-record-6-50-white-house-still-evaluating-multiple-13506 nashnova en 2026-09-26T00:43:25.167Z U.S. Diesel Prices Approach Record $6.50, White House Still Evaluating Multiple Intervention Options https://www.nashnova.com/feed/special/claude-breaks-world-record-in-nine-loop-scattering-amplitude-physics-calculation-13505 nashnova en 2026-09-26T00:38:15.472Z Claude Breaks World Record in Nine-Loop Scattering Amplitude Physics Calculation https://www.nashnova.com/feed/special/bipartisan-u-s-bill-seeks-to-ban-government-procurement-of-chinese-optical-13504 nashnova en 2026-09-25T22:47:55.965Z Bipartisan U.S. Bill Seeks to Ban Government Procurement of Chinese Optical Transceivers https://www.nashnova.com/feed/special/morgan-stanley-oracles-force-majeure-notice-rattles-data-center-debt-market-13503 nashnova en 2026-09-25T20:54:18.951Z Morgan Stanley: Oracle's Force Majeure Notice Rattles Data Center Debt Market https://www.nashnova.com/feed/special/hedge-funds-sharply-cut-yen-longs-as-bojs-insufficient-hawkishness-triggers-13502 nashnova en 2026-09-25T20:52:58.027Z Hedge Funds Sharply Cut Yen Longs as BOJ's Insufficient Hawkishness Triggers Unwinding https://www.nashnova.com/feed/special/openai-broader-review-needed-to-clarify-full-scope-of-hugging-face-incident-13501 nashnova en 2026-09-25T20:47:41.104Z OpenAI: Broader Review Needed to Clarify Full Scope of Hugging Face Incident https://www.nashnova.com/feed/special/wall-street-analysis-iran-war-oil-price-shock-more-severe-than-ukraine-war-13500 nashnova en 2026-09-25T19:47:43.639Z Wall Street Analysis: Iran War Oil Price Shock More Severe Than Ukraine War https://www.nashnova.com/feed/special/hendry-long-duration-u-s-treasuries-are-becoming-the-golden-window-of-a-new-era-13499 nashnova en 2026-09-25T19:23:07.280Z Hendry: Long-Duration U.S. Treasuries Are Becoming the Golden Window of a New Era https://www.nashnova.com/feed/special/feds-hammack-bond-yield-surge-driven-by-real-rates-not-inflation-expectations-13498 nashnova en 2026-09-25T19:12:46.754Z Fed's Hammack: Bond Yield Surge Driven by Real Rates, Not Inflation Expectations https://www.nashnova.com/feed/special/week-ahead-u-s-nonfarm-payrolls-and-trump-ai-policy-talks-13497 nashnova en 2026-09-25T19:07:42.386Z Week Ahead: U.S. Nonfarm Payrolls and Trump AI Policy Talks https://www.nashnova.com/feed/special/blackstones-private-equity-chief-baratta-prepares-to-depart-13496 nashnova en 2026-09-25T18:32:38.925Z Blackstone's Private Equity Chief Baratta Prepares to Depart https://www.nashnova.com/feed/special/u-s-doj-closes-investigation-into-crowdstrike-reseller-deals-13495 nashnova en 2026-09-25T18:22:29.600Z U.S. DOJ Closes Investigation into CrowdStrike Reseller Deals https://www.nashnova.com/feed/special/bofa-downgrades-nike-to-underperform-slashes-target-to-30-as-turnaround-pushed-13494 nashnova en 2026-09-25T17:49:19.402Z BofA Downgrades Nike to Underperform, Slashes Target to $30 as Turnaround Pushed Back to 2028 https://www.nashnova.com/feed/special/new-mexico-jury-finds-meta-misled-consumers-cambridge-analytica-case-enters-13493 nashnova en 2026-09-25T17:47:58.035Z New Mexico Jury Finds Meta Misled Consumers; Cambridge Analytica Case Enters Penalty Phase https://www.nashnova.com/feed/special/sk-hynixs-solidigm-plans-ipo-with-valuation-up-to-150-billion-13492 nashnova en 2026-09-25T16:58:20.482Z SK Hynix's Solidigm Plans IPO with Valuation Up to $150 Billion https://www.nashnova.com/feed/special/u-s-doj-seizes-over-84-million-in-accounts-linked-to-tether-associated-payment-13491 nashnova en 2026-09-25T16:48:38.476Z U.S. DOJ Seizes Over $84 Million in Accounts Linked to Tether-Associated Payment Processor https://www.nashnova.com/feed/special/divergence-within-the-ai-trade-industrials-underperform-chip-stocks-by-over-55-13490 nashnova en 2026-09-25T16:38:07.895Z Divergence Within the AI Trade: Industrials Underperform Chip Stocks by Over 55 Percentage Points https://www.nashnova.com/feed/special/metas-ai-app-muse-surpasses-3-4m-downloads-twilio-downgraded-by-hsbc-13489 nashnova en 2026-09-25T16:23:52.588Z Meta's AI App Muse Surpasses 3.4M Downloads; Twilio Downgraded by HSBC https://www.nashnova.com/feed/special/eurozone-september-inflation-expected-to-rise-to-3-7-percent-hitting-three-year-13488 nashnova en 2026-09-25T15:53:12.422Z Eurozone September Inflation Expected to Rise to 3.7%, Hitting Three-Year High; ECB May Hike Again Before Year-End https://www.nashnova.com/feed/special/u-s-federal-appeals-court-refuses-to-block-pentagon-from-placing-anthropic-on-13487 nashnova en 2026-09-25T15:37:47.296Z U.S. Federal Appeals Court Refuses to Block Pentagon from Placing Anthropic on Supply Chain Risk List https://www.nashnova.com/feed/special/bessent-strong-yen-aligns-with-japans-economic-fundamentals-u-s-and-japanese-13486 nashnova en 2026-09-25T15:32:48.660Z Bessent: Strong Yen Aligns with Japan's Economic Fundamentals; U.S. and Japanese Finance Ministers Confirm Intent to Communicate on FX https://www.nashnova.com/feed/special/us-trade-representative-no-urgency-to-reach-deal-with-canada-13485 nashnova en 2026-09-25T15:18:42.324Z US Trade Representative: No Urgency to Reach Deal with Canada https://www.nashnova.com/feed/special/ackman-questions-fed-rate-hike-logic-ai-and-energy-demand-may-make-tightening-13484 nashnova en 2026-09-25T15:17:44.928Z Ackman Questions Fed Rate Hike Logic: AI and Energy Demand May Make Tightening Counterproductive https://www.nashnova.com/feed/special/metas-ai-agent-muse-hits-computing-power-bottleneck-stock-falls-over-3-percent-13483 nashnova en 2026-09-25T14:53:43.787Z Meta's AI Agent Muse Hits Computing Power Bottleneck, Stock Falls Over 3% https://www.nashnova.com/feed/special/fed-official-schmid-warns-ai-ecosystem-could-become-too-big-to-fail-13482 nashnova en 2026-09-25T14:52:51.779Z Fed Official Schmid Warns AI Ecosystem Could Become 'Too Big to Fail' https://www.nashnova.com/feed/special/u-s-treasury-yields-hit-multi-decade-highs-putting-refinancing-pressure-on-13481 nashnova en 2026-09-25T14:48:31.668Z U.S. Treasury Yields Hit Multi-Decade Highs, Putting Refinancing Pressure on Highly Leveraged Stocks https://www.nashnova.com/feed/special/bank-of-america-warns-current-bond-market-trajectory-closely-mirrors-the-2022-13480 nashnova en 2026-09-25T14:16:05.500Z Bank of America Warns: Current Bond Market Trajectory Closely Mirrors the 2022 Bear Market https://www.nashnova.com/feed/special/hsbc-upgrades-synopsys-to-buy-raises-target-price-to-700-13479 nashnova en 2026-09-25T14:14:54.594Z HSBC Upgrades Synopsys to Buy, Raises Target Price to $700 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nashnova en 2026-09-25T13:22:46.757Z EU Tesla FSD Region-Wide Vote Postponed to December https://www.nashnova.com/feed/special/tesla-optimus-production-ramp-up-accelerates-tenfold-hand-craftsmanship-and-13473 nashnova en 2026-09-25T13:13:03.062Z Tesla Optimus Production Ramp-Up Accelerates Tenfold, Hand Craftsmanship and Suppliers Become Bottlenecks https://www.nashnova.com/feed/special/pantheon-latest-u-s-treasury-selloff-overdone-10-year-yield-expected-to-fall-13472 nashnova en 2026-09-25T13:08:38.637Z Pantheon: Latest U.S. Treasury Selloff Overdone, 10-Year Yield Expected to Fall Back to 4.75% by Year-End https://www.nashnova.com/feed/special/u-s-china-trade-negotiation-details-to-be-announced-monday-greer-says-agreement-13471 nashnova en 2026-09-25T13:07:38.521Z U.S.-China Trade Negotiation Details to Be Announced Monday; Greer Says Agreement Reached on Some Goods 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