Topic Archive — Page 1 of 153

Every market topic nashnova has published, newest first (15242 total).

  1. Risk Aversion and Oil Price Double Pressure Reverse Indian Rupee Rebound
  2. U.S. FCC Grants Intel a One-Year Exemption from Foreign Robot Ban
  3. CalPERS Cuts 'Magnificent Seven' Holdings by 26%, Pivots to Private Equity to Bet on Valuation Discounts
  4. Typhoon Trami Halts Trading, Taiwan Chip Stocks Unexpectedly Dodge Global Selloff
  5. Goldman Sachs: If AI Delivers 15% Productivity Gains, Up to 9% of Workers Could Be Displaced During the Transition
  6. Western Digital HAMR HDDs Set for Mass Production in H1 Next Year, Key Customer Orders Booked Through 2030
  7. Japan's Economy Minister: Conditions Not Yet Met to Officially Declare Exit from Deflation
  8. Japan October Manufacturing PMI Falls to 7-Month Low of 53.3
  9. iPhone Duo Goes on Sale in China: Secondhand Premium Narrows as Foldable OLED Supply Chain Benefits
  10. HSBC & Standard Chartered Q3 Earnings Preview: Interest Rates and Wealth Management Underpin Profits, Cost Discipline in Focus
  11. China Tightens Regulations on Listed Company Spin-offs, Multiple Deals Shelved
  12. A-Share CSI 300 Falls Into Bear Market as National Team's Record ¥46B+ Daily Net Purchase Fails to Halt Decline
  13. Intel CTO: Chip Equipment Supply Severely Lags Behind Demand
  14. US Tech Selloff Boosts Safe-Haven Demand, Yen Rises to Over One-Month High
  15. Bernstein Goes Contrarian Bullish on Storage Stocks: Memory ASP Slowdown Fears Overdone, Top Pick Is Seagate
  16. Bloom Energy Q3 Revenue Doubles to $1.24 Billion, Full-Year Guidance Raised for Third Time This Year
  17. SK Hynix Advances iHBM Cooling Technology Toward Mass Production with Over 30% Thermal Resistance Reduction
  18. AI Sentiment Triggers Safe-Haven Demand, Japanese Government Bond Yields Fall Across the Board
  19. Chinese AI Model Stocks Lose $150 Billion Combined, With No Bottom in Sight
  20. SK's Data Center Subsidiary in Talks for $350 Billion AI Infrastructure Financing
  21. Gold Drops to Three-Month Low as AI Concerns Trigger Liquidity Sell-Off
  22. AI Debt and French Sovereign CDS Spreads Widen in Tandem as CDX High-Yield Index Also Comes Under Pressure
  23. Nasdaq Drops 2.9%, Semiconductors Plunge, Hedge Funds Post Worst Single-Day Performance Since 2011
  24. DoubleLine Capital: Massive Debt Issuance and Weakening Demand Continue to Weigh on Long-Term Treasuries
  25. Japan's September Core CPI Rises to 2.1%, Hitting Year-High
  26. SK Hynix's Solidigm Cancels U.S. IPO Plan
  27. U.S. Plans to Include Biotech in China Investment Restrictions
  28. OpenAI Seeks $30 Billion Funding Round, Valuation Could Set All-Time Private Market Record
  29. SpaceX Plans to Connect 80,000 Cell Towers, Positioning as the Fourth-Largest U.S. Wireless Carrier
  30. RingCentral Q3 Earnings Beat Expectations, Stock Surges 13% After Hours
  31. Trump Invokes Defense Production Act, Designating Oil Production as Essential to National Defense
  32. WTI Surges 2.4% to $99 as Soaring Tanker Freight and Evacuation Orders Trigger Dual Energy Squeeze
  33. Trump Delays Wind Turbine Tariffs, Opens 180-Day Negotiation Window
  34. Western Digital Q1 Net Revenue Reaches $4.38 Billion, Beating Analyst Expectations
  35. Yardeni Warns of Irrational Exuberance in Chip Stocks
  36. OpenAI Decisions Model API Fully Launched, Entering the Fast Inference Market
  37. TS Lombard Models AI Crash Scenario: $20 Trillion Wiped Out, but Only Triggering a Mild Recession
  38. Musk Injects $1 Billion into Skydance Media: Stock Surges Then Retreats as CDS Hits Record High
  39. Canadian Banking Data Debunks Conspiracy Theory of China Secretly Holding U.S. Treasuries via Canada
  40. Tokenized Stocks and ETFs On-Chain Trading Volume Hits $37B in Q3, Up 18x Since Start of Year
  41. U.S. Homebuilder Stocks Surge Over 4.7% in a Single Day, Marking Biggest Gain Since Summer
  42. Melanoma mRNA Vaccine Data Allegedly Leaked, Moderna Plunges Over 25% in Single Day
  43. Tech Stocks Lead Decline as Funds Rotate into Defensive Sectors
  44. China Copper Import Premium Rises to 12-Year High
  45. SpaceX Partners with Apollo Global and NVIDIA to Launch Grok Partner Network
  46. French Bond Selloff Spreads, U.S. Treasury Yields Drop to Multi-Month Lows
  47. DeepSeek and MiniMax Complete AI Open-Source and Overseas Licensing Registration Procedures
  48. Goldman Sachs: AI Capex Under Pressure, Bond Market Emerges as Beneficiary
  49. Chinese Copper Smelters Expand Production Cuts to Pressure Fee Negotiations
  50. Morgan Stanley Raises Tesla Price Target to $410, Bullish on Robotaxi Scaling
  51. Publishers and Advertisers Jointly File Complaints Against Meta's New Business Terms, Urging EU and UK Regulators to Intervene
  52. QatarEnergy Signs First Long-Term US LNG Purchase Agreement: 4 Million Tons Annually Through 2054
  53. Chip Stocks Broadly Decline: Intel and AMD Drop Over 5%
  54. Data Center Firm DayOne's US IPO Gets Cold Reception as ByteDance Accounts for Nearly 70% of Revenue
  55. GTA 6 Launch Expectations Drive 22% Surge in PS5 U.S. Sales; PS5 Pro Sold Out Globally
  56. European Gas Prices Break Above €90 Again as Inventories Drop to 15-Year Seasonal Low
  57. AI Debt Panic Drags Down Neocloud Sector, Short Sellers Pocket $6 Billion This Month
  58. Blackstone President Gray Pushes Back on AI Bubble Narrative: Demand Growing on Near-Parabolic Trajectory
  59. Jensen Huang: No Risk of Memory Oversupply Before 2029
  60. Wall Street: Oracle Unfairly Punished in AI Debt Selloff
  61. Debate Over the Future of U.S. 20-Year Treasury Bonds Heats Up as Citi Expects Auction Sizes to Be Cut
  62. Micron's Taiwan Compensation Reform Takes Effect: Quarterly Profit Sharing and Pension Contribution Raised to 10%
  63. U.S. Department of Commerce Allocates $389 Million to Support Power Semiconductor and Critical Materials R&D
  64. Wolfe Research Downgrades Netflix: Content Spending Fails to Deliver, Growth Momentum Fading
  65. Safe-Haven Demand Drives Yen to Largest Single-Day Gain of the Month
  66. Crescent CLO Suddenly Liquidated, B-Tranche Investors Wiped Out
  67. U.S. Initial Jobless Claims Drop to 194K, Near 60-Year Low
  68. U.S. Midterm Elections Loom as Trillion-Dollar AI Computing Investment Faces Policy Uncertainty
  69. Google Gemini 4 Carbon First Benchmarks: 3D Capabilities Surpass Argon, Coding Performance Approaches Opus 5.5
  70. Bosch Spins Off Auto Parts Business to Counter Chinese Competition
  71. Nvidia B300 Chips Found in China Telecom's Network, Raising Questions About Export Control Effectiveness
  72. Ethereum Proposes to Reduce Finality Time to Four Minutes
  73. All Three U.S. Stock Futures Fall as JPMorgan Says Selloff May Be Nearing Its End
  74. IMF and OECD Warn: AI May Widen the Gap Between Rich and Poor Nations
  75. Meta Discloses $825 Billion in Future Spending Commitments as AI Infrastructure Bet Continues to Expand
  76. Procter & Gamble Q1 Revenue Beats Expectations; Thorne Acquisition Drives Upward Revision of Full-Year Sales Guidance
  77. American Airlines Guides for Full-Year 2026 Loss as Fuel Costs Crush Pricing Power
  78. AI Computing Power Pricing Drops Over 50%, Tech Stocks and Chinese ADRs Under Simultaneous Pressure
  79. Comcast Q3 Earnings Beat Expectations as Media Business Offsets Broadband Losses
  80. Multiple Major U.S. Banks Detect Unauthorized AI Agent Access to Customer Accounts
  81. Nebius Secures $3.5 Billion Financing from Citi, Accelerating AI Data Center Expansion
  82. LME Copper Inventories Rise for Fourth Straight Day as Copper Prices Hit Five-Week Low
  83. Shennan Circuits Q3 Revenue Up 66% YoY, Net Profit Up 94%
  84. Saudi Aramco Headquarters Evacuates Employees as Houthi Attacks Continue to Escalate
  85. PSMC Q3 Gross Margin Rises to 48%; Foundry Prices Set to Increase Another 10%-20% by 2027
  86. Blackstone Marks Down European and U.S. Residential Real Estate Valuations; IPO Pipeline Slows
  87. EU Privacy Rules Drag on Meta's European Ad Growth
  88. Lockheed Martin Raises Full-Year Guidance as Backlog Hits Record High
  89. China Telecom Q3 Net Profit at RMB 6.62 Billion, Down 14.65% YoY
  90. IRGC Warns of Strikes on U.S. Military Bases, Brent Crude Up 2.9%; Tesla Falls 4.5% Premarket After Earnings
  91. Spotify Q3 Users Reach 788 Million, Revenue Slightly Misses Expectations
  92. Jensen Huang: Neocloud Demand Is "Off the Charts," Capital Scarcity Becomes Growth Bottleneck
  93. Goldman Sachs Maintains Neutral Rating on Tesla: Robotaxi and Optimus Can't Justify Current Valuation
  94. Brent Futures Rally to Five-Month High While Physical Oil Prices Fall in Tandem
  95. Optical Communication Sector Plunges; Eoptolink and Other Companies State Operations and Deliveries Are Normal
  96. Indonesia Plans to Issue 10 Billion Yuan Panda Bonds to Counter MSCI Downgrade Pressure
  97. Raiffeisen Bank Wins Austrian Court Ruling to Receive €3.2 Billion in Russia-Related Assets
  98. Saudi Aramco Seeks to Double Overseas Strategic Oil Storage Capacity
  99. Konaga CEO: Container Shipping Lines to Return to Suez Canal by Q2 2027
  100. China's FDI Falls 4.3% YoY in First Three Quarters, but High-Tech Sector Surges 33.8% Against the Trend