Topic Archive — Page 1 of 112

Every market topic nashnova has published, newest first (11134 total).

  1. Anthropic Walks Away from Acquiring AI Chip Efficiency Startup Decart, Rumored Deal Valued at ~$6 Billion
  2. AI Data Center Bargaining Power Shifts Toward Supply Side as Firmus Signs Deal with OpenAI
  3. Tencent Prepaid Over 50 Billion Yuan in Q2 to Secure Memory Chips; Harness Paying-User Gross Margin Catches Up with MaaS
  4. U.S. Stock Summer Rally Fades as Fed Rate Hike Expectations and Bond Market Turmoil Cloud Autumn Outlook
  5. Trump Threatens to Ban Bombardier Sales in the U.S.
  6. Samsung Buyback Expectations Drive Narrowing of Korean Preferred Share Discounts
  7. Longsys Hong Kong IPO Raises $903 Million, Shares Listed Today
  8. Intel Raises CPU Prices by 10% in Third Round, Simultaneously Phasing Out Low-Margin Product Lines
  9. SK Hynix Considers Accelerating Investment in Gwangju Semiconductor Park
  10. Japan's July Real Wages Rise 2.4%, Marking Largest Increase Since 2021
  11. Yen Depreciation Inflates Equity, Japanese Listed Companies' ROE Edges Down to 9.5%
  12. U.S. August CPI Due Friday, Year-over-Year Rate Expected to Hold Steady at 3.4%
  13. Jio Platforms Launches Global Roadshow for India's Largest-Ever IPO
  14. Deutsche Bank: Fundamental Contradiction Between Rate Pricing and Inflation Pressures
  15. Copper Hits All-Time High on LME as Tariff Expectations and Supply Tightening Converge
  16. Belgium Arrests Suspect in GaN Chip Trade Secret Theft, Escalating European Tech Control Pressure on China
  17. Nvidia Plans ~$3 Billion Investment in Mira Murati's AI Company at $40 Billion Valuation
  18. Huawei Goes to Trial Over U.S. Sanctions and Trade Secret Charges, Facing Up to 12 Counts
  19. Zhang Yiming Takes the Helm: ByteDance to Launch Spatial Video World Model as Early as Next Month
  20. Yellen Admits Pandemic Stimulus Plans Triggered Unexpected Inflation
  21. WeChat Tests AI Social Feature: Two "Xiaowei" Agents Can Communicate on Behalf of Users
  22. Astra Launch Boosts Memory Chip Sector: Samsung Up Over 5%, SK Hynix Up Over 8%
  23. Saudi AI Company Launches Frontier Arabic Model Based on MiniMax M3
  24. China Imposes Up to 99.2% Provisional Anti-Dumping Deposits on Japanese Dichlorosilane
  25. Novo Nordisk's Wegovy Pediatric Trial: Obesity Reversed in 40% of Participants
  26. NY Fed: Global Reserve De-Dollarization Exaggerated by Actions of a Few Countries
  27. SocGen: U.S. Treasury Yields Rising to 5.5% Would Hit Equity Valuations
  28. Saudi Aramco's Jazan Refinery Hit Again, International Oil Prices Spike
  29. Tesla China Relaunches Price Cuts, Model Y Reduced by Up to 10,000 Yuan
  30. Iran Says Hormuz Agreement with Oman Could Be Reached Within Days
  31. JPMorgan's Matejka: Earnings Upgrades Support Buying the Dip
  32. Uber Launches Inaugural Five-Tranche Euro Bond Offering with Size TBD
  33. SEMICON 2026: Advanced Packaging Evolves Toward 3D Integration, CPO Testing Becomes Mass Production Bottleneck
  34. Iren CEO, NVIDIA Partner: AI Computing Supply Struggles to Keep Up with Demand
  35. Novo Nordisk Terminates Two Heart Disease Drug Trials, Stock Drops Over 10% Cumulatively
  36. CXMT's Global DRAM Market Share Rises to 10%; Xiaomi Flagship First to Adopt Its New-Gen Mobile Memory
  37. S&P 500 Defensive Sector Weighting Falls to Historic Low of 15%
  38. Yen Surges to 154 Range, Hitting Highest Level Since February
  39. Eurozone Q2 GDP Grows 0.6% QoQ, Accelerating Beyond Expectations
  40. Morgan Stanley Closed-Door Meeting: Deflationary Cycle Unbroken, Limited Probability of 9/24-Style Stimulus
  41. UBS Forecasts Fed to Raise Rates by 25bps Each in September and December 2026
  42. Canada's Retaliatory Tariffs on U.S. Take Effect as Trump Threatens to Cut Off All Trade
  43. HBM4 Squeezes DRAM Supply as Samsung and SK Hynix Inventories Drop Below 10 Days
  44. China's August Forex Reserves Rise to $3.438 Trillion, Beating Expectations
  45. Goldman Sachs Raises Earnings Forecast for Zhongji Innolight as 1.6T Optical Modules Ramp Up
  46. China's Central Bank Increases Gold Reserves for 22 Consecutive Months
  47. Chinese Brokerages Post 23.5% Average H1 Net Profit Growth; Major IPOs Expected to Drive H2 Momentum
  48. MIIT "15th Five-Year" Plan: Launch 6G Commercialization in Due Course, Pilot 10-Gigabit Optical Networks
  49. China's Oil Demand Rebounds, Crude Prices Rise Broadly from Congo to Brazil
  50. Malaysia Plans to Use Huawei Ascend Chips to Power Sovereign AI Project
  51. Novartis Heart Disease Drug Fails Phase 3 Trial, Amgen's Similar Drug Drops 7%
  52. Huawei Launches New Kirin Chip After Six-Year Hiatus, Featuring Logic Folding Technology
  53. Moore Threads Hits Limit Down on Lock-Up Expiry Day as China's GPU Challenger Faces Reality Check
  54. Germany's July Industrial Output Unexpectedly Falls 1.1%, Dragged Down by Auto Sector
  55. Goldman Sachs: Major Banks' Second Round of Capital Injection Nearing Completion, Favoring CCB and Bank of China
  56. Infineon COO: This Chip Shortage Recovery Cycle Will Be Longer Than the Pandemic Era
  57. Institutions Warn: 10-Year Treasury Yield Breaking 5% Could Burst the AI Bubble
  58. Multiple Wall Street Firms Turn Bullish on Gold, Year-End Target Points to $5,000
  59. Reuters Poll: China's August Export Growth Expected to Accelerate to 25%
  60. Huawei and Xiaomi Launch Premium Foldable Phones, Beating Apple's Foldable iPhone to Market
  61. Historic Foreign Capital Shift: U.S. Equities' Appeal Surpasses U.S. Treasuries for the First Time
  62. China Suspends Approval of Battery Energy Storage Manufacturing Projects to Address Overcapacity
  63. EU Plans 'Buy European' Public Procurement Rules to Exclude China
  64. Nike Removed from S&P 100 as Four Tech Stocks Take Its Place
  65. Qatar's Empty Ships Return to Port, LNG Exports May Reroute Through Hormuz
  66. Iron Ore Breaks Above $100 for First Time in Seven Weeks as Short Covering and China Restocking Expectations Converge
  67. HK Stocks Midday: Hang Seng Index Falls 0.97%, Optical Communication and PCB Concepts Buck the Trend
  68. Goldman Sachs: Escalating Middle East Tensions Could Push Oil to $120; Recommends Going Long on Natural Gas and Diesel
  69. Liquid Network Hacked for $320 Million in Bitcoin
  70. Goldman Sachs: China Listed Companies' Q2 Earnings Growth Hits Five-Year High, AI Profits Concentrating in Semiconductors
  71. Taiwanese Chipmakers Accelerate Expansion into Europe, Japan, and Southeast Asia Amid Tariff Threats
  72. SenseTime's Generative AI Revenue Nears 80% of Total, Achieves First-Ever Half-Year Profit
  73. Goldman Sachs: China's Presale System Reform to Cut Land Sale Revenue by 30%
  74. U.S. Treasury Yields Approach 4.8%, Fiscal Risks Spill Over to Multiple Asset Classes
  75. India Admits It Can't Decouple from China's Supply Chain, Begins Easing Electronics Manufacturing Restrictions
  76. Anthropic Locks in $517 Billion in Compute Ahead of IPO, Still Trails OpenAI
  77. Goldman Sachs: AI Storage Demand Underestimated, KOSPI Target of 12,000 Implies 80% Upside
  78. South Korea's KOSPI Surges 3%, SK Hynix Jumps Nearly 6%
  79. Morgan Stanley: Four Key Market Uncertainties Behind the Fed's Ambiguous Stance
  80. Japan Sells ~$88 Billion in Foreign Securities to Fund Record Yen Intervention
  81. 2026 Special Treasury Bond Capital Injection: Scale Reduced to 300 Billion Yuan, Scope Expanded to Insurers and Policy Institutions
  82. Iran Declares Exclusion Zone in Strait of Hormuz, Warns Entering Vessels Will Face Sanctions
  83. Foundry Capacity Utilization Nears 90%: No Price Cuts Expected Before 2027
  84. JCET Plans to Raise 6.5 Billion Yuan to Expand AI Packaging Capacity
  85. 2026 China Computing Power Conference Set to Open, Computing Power Leasing Market Expected to Exceed 260 Billion Yuan
  86. Volatility Intensifies at Both Ends of U.S. Treasury Yields: Treasury Buybacks and CPI Data Emerge as Key Catalysts
  87. OpenAI Chief Scientist Calls on AI Labs to Slow Down Development
  88. Goldman Strategists: Stocks Caught Between Iran, Midterm Elections, and Bond Market Volatility
  89. Palantir Leads U.S. Tech Sector Rally, Surging Over 51% in August
  90. Trump: U.S.-Canada Exchange Rate Imbalance Is Unacceptable
  91. BlackRock, JPMorgan Increase Emerging Market Bond Holdings to Hedge Against Global Bond Market Turmoil
  92. Central Banks Worldwide Pull Gold from New York, Raising Questions About the Dollar's Safe-Haven Status
  93. Moody's: Chinese AI Giants Double Capital Expenditure, Computing Power Gap Narrowing Rapidly
  94. Huawei Paper Claims Kirin 2026 Chip Breaks Through Thermal Bottleneck with 55% Transistor Density Increase
  95. Inspur Rebrands to Circumvent Blacklist, Funneling Nvidia AI Chips to China via Southeast Asia
  96. China's Ministry of Finance Injects 30 Billion Yuan into Export-Import Bank and 10 Billion Yuan into Sinosure
  97. China's Ministry of Finance Injects 35 Billion Yuan into China Life Group
  98. ABC Plans to Raise 160 Billion Yuan, ICBC Plans to Raise 100 Billion Yuan to Replenish Core Tier 1 Capital
  99. CTA Short Positions on G10 Rates Hit Historic Extremes, with German Bund Shorts Most Concentrated
  100. NVIDIA Rubin Ultra Specs Cut in Half: AI Chip Competition Shifts to Mass Production Execution
Topic Archive — Page 1 · nashnova