Topic Archive — Page 10 of 112

Every market topic nashnova has published, newest first (11145 total).

  1. China's AI Competition Axis Shifts from Models to Chips: Zhipu GLM-5.3-Flash May Deploy Over 100,000 Domestic AI Chips
  2. Trump to Summon Refiners Next Week, Pressuring Them to Lower Oil Prices
  3. UBS: Gold Rally Logic Shifts from Rate Trading to Dollar Depreciation Trading
  4. July Industrial Profits Up 11.2%, K-Shaped Divergence Continues to Widen
  5. Marvell Raises Guidance for Two Consecutive Quarters, FY2028 Revenue Target Lifted to $18 Billion
  6. AI Investment Boom Underpins Global Economy as IMF Warns of Rising Risks if Demand Engine Stalls
  7. Google Merges DeepMind AI Safety Team into Global Affairs Division
  8. CATL Invests Over 17 Billion Yuan to Expand into AI Data Centers and Other New Sectors
  9. Advent/Stripe Consortium Reportedly Abandons PayPal Acquisition Bid
  10. U.S. Court Rules Pentagon's Blacklisting of Anthropic Unlawful
  11. Nippon Life Signals Potential Shift to Net Buying of JGBs Next Fiscal Year
  12. China's MIIT Releases 15th Five-Year Plan: AI Chips, Robotics, and 6G Listed as Core Priorities
  13. China's CMOS Image Sensor Global Share Rises to 21%, Surpassing South Korea to Rank Second
  14. Samsung Absorbs Memory Cost Pressure, Betting Market Share for Future Profits
  15. U.S. Investigates Singapore's Apex Logistics for Allegedly Smuggling Nvidia Chips to China
  16. DualityBio Signs Global ADC Partnership with Genentech (Roche) with $45M Upfront Payment
  17. Tokyo August Core CPI Rises 1.8%, Approaching BOJ Target
  18. NVIDIA Surges 8.74% in Single Day for Second-Largest Market Cap Gain in History; SMIC H1 Net Profit Jumps 94.2%
  19. Japanese Investors Split on Foreign Asset Allocation After Yen Intervention
  20. Yen Intervention Effects Fade as Fundamental Pressures Reassert Dominance Over Exchange Rate
  21. Meta Pressures TikTok, YouTube, and Snap to Follow Its Lead on Teen Safety Measures
  22. U.S. FTC Investigates YouTube Content Moderation Policies, May File Lawsuit
  23. Citadel Securities Posts Record $7.3B First-Half Trading Revenue with Net Profit Surging Over 250%
  24. Nvidia Suspends AI Cloud Revenue-Sharing Plan Amid Antitrust Concerns
  25. Gilead's New HIV Drug Bixlenvo Approved by FDA
  26. Anthropic Abandons $7 Billion MatX Acquisition, Shifts to Partnership Negotiations
  27. California Court Leans Toward Dismissing Amazon Price Monopoly Injunction Request
  28. WuXi AppTec Cashes Out HK$3.92 Billion from WuXi XDC Stake, Disposal Gains to Boost 2026 Profit by Over RMB 3.1 Billion
  29. Iran Sets Conditions for Reopening the Strait of Hormuz
  30. U.S. Nears Major Equity Stake in Venezuelan Oil Fields as Transparency Concerns Emerge
  31. NVIDIA Surges 10% While Alphabet and Meta Face Continued Fund Outflows
  32. Marvell Q2 Revenue of $2.74B Beats Expectations; Q3 Guidance Above Consensus
  33. Workday Q2 Revenue of $2.65B Beats Expectations, Subscription Revenue Up 13.9%
  34. Autodesk Q2 Revenue of $2.1B Beats Expectations, Stock Surges Over 6%
  35. U.S. Banking Regulators Narrow Enforcement Focus to Material Financial Risks
  36. Zuckerberg Slams Anthropic's Monopoly, Yet Meta Pays Them $10 Billion Annually
  37. Russia-Ukraine Tensions Escalate, Oil Prices Snap Three-Day Losing Streak
  38. Abu Dhabi Royal Family Holds 49% Stake as Trump Family Crypto Bank Receives Preliminary OCC Approval
  39. US Software ETF Breaks to New Highs as IGV/Philadelphia Semiconductor Ratio Breaches Long-Term Trendline
  40. SK Hynix CEO: Exploring Deeper NAND Cooperation with Kioxia
  41. Nvidia Establishes PAC, Positioning for Chip and AI Policy Lobbying
  42. Anthropic IPO May Allow Shareholders to Sell Stakes, Lock-Up Period Could Exceed 180 Days
  43. Anthropic Launches MHS Protocol, AI Agents Move Into Physical Hardware
  44. Qatar and Kuwait Exports via Hormuz Recover to 70% of Pre-War Levels
  45. Over 100 Companies Sign Open Letter: Window to Counter AI Cyberattack Threats Only Months Away
  46. U.S. $44 Billion 7-Year Treasury Auction Shows Lackluster Results as Foreign Demand Declines
  47. Canada Imposes 50% Tariffs on U.S. Copper Wire and Charcoal, Effective September 8
  48. Gold's Sensitivity to USD Moves Hits Highest in Nearly Four Years
  49. BofA's Subramanian Holds Firm on Wall Street's Lowest S&P 500 Target of 7,100
  50. Google Reaches £260 Million Lawsuit Settlement with UK App Developers
  51. Trump Administration's AI Self-Regulatory Executive Order Faces Obstacles
  52. Cathie Wood Trims AMD, Rotates Into Broadcom and Cerebras
  53. Rising Expectations for Fed-Treasury Policy Coordination; Institutions Bullish on 30-Year Treasuries
  54. Nvidia Eyes $13 Billion Acquisition of Hugging Face, Open-Source AI Hub Set to Change Hands
  55. Toyota to Launch Near-Fully Autonomous Passenger Vehicles by 2028, Targeting Commercial Level 4 by 2030
  56. U.S. Softens Stance on French-Language Cultural Rules, Signaling Restart of U.S.-Canada Trade Talks
  57. Goldman Sachs: China AI Demand Is Real, Recommends Hardware Sector
  58. Nvidia Single-Handedly Props Up S&P 500 Gains, Contributing More Market Cap Than the Entire Index's Rise
  59. India's Sensex Suffers Another Flash Crash During Closing Auction, Plunging Nearly 3% Intraday
  60. Haier Smart Home Reports H1 Revenue of RMB 152.1 Billion, Net Profit Down 14.3% YoY
  61. UniCredit Nears 50% Stake as German Government Resistance Softens
  62. Workday Still Seeking Sale, but Financing Challenges Constrain Deal Progress
  63. XPENG's 2nd-Gen VLA Upgrade: Introducing 30-Second Temporal Memory and 6-Second Prediction
  64. Nvidia Strengthens Support for Chinese Open-Source AI Models While Warning of Regulatory Restriction Risks
  65. Cleveland Fed's Hammack: Now Is the Time to Act on Rate Hikes
  66. Strategists Warn: France's Budget Crisis Could Be a Stress Test for U.S. Treasuries
  67. SK Hynix Breaks Ground on $4 Billion AI Chip Packaging Plant in Indiana
  68. Chalco Reports H1 Net Profit Attributable to Parent of RMB 11.871 Billion, Up 67.91% YoY
  69. Alphabet Loses $692 Billion in Market Cap in Three Months as AI Leadership Premium Continues to Fade
  70. Goldman Sachs: Every 0.01% Rise in Gold Allocation Pushes Gold Prices Up 1.4%
  71. Multiple Firms Raise Salesforce Price Targets as AI Monetization Signals Strengthen
  72. OOCL International Reports H1 Net Profit of $728M, Down 23.7% YoY
  73. U.S. Ban on Tungsten Scrap Exports Takes Effect for One Year
  74. Vanke Reports H1 Revenue of 70.169 Billion Yuan with a Loss of 14.951 Billion Yuan
  75. U.S. July Goods Trade Deficit Unexpectedly Widens to $118.8 Billion
  76. U.S. Initial Jobless Claims Unexpectedly Drop to 203K, Continuing Claims Also Below Expectations
  77. Citi Raises Kingboard Laminates Target Price to HK$95, Reiterates Buy
  78. Bond Market Revolt Reflects Declining Confidence in U.S. Economic Leadership
  79. Tech Stocks Rally Broadly, but Mag7 Giants Are Missing from the AI Surge
  80. Morgan Stanley Initiates Coverage on CXMT with Overweight; 2028 Marks the Watershed for Global DRAM Pricing Power
  81. AI Hardware Demand Drives Durable Goods Inflation to 3.4% YoY in July 2026
  82. Moderna Issues $2 Billion Convertible Bonds to Fund Cancer Vaccine and Debt Repayment
  83. ECB July Minutes: Some Officials Favor Rate Hike, Discussing "Moderately Restrictive" Policy
  84. China Launches Auto Quality Crackdown, Mandating Recalls of Defective Vehicles
  85. Tianqi Lithium Reports H1 Net Profit of 4.242 Billion Yuan, Up 4,925% YoY
  86. Fed Jackson Hole Symposium Opens; Warsh's First Keynote Speech Draws Intense Attention
  87. Shannon Chip Innovation Reports 252% Revenue Growth in H1, Net Profit Surges Over 22x
  88. PBOC Turns More Cautious on Yuan Appreciation
  89. Kansas City Fed President: Interest Rates Not Restraining Economy, Midterm Elections Won't Affect October Meeting
  90. Altman and Jensen Huang Invited to G20 Innovation Ministerial Meeting
  91. Traders Ramp Up Dollar Rally Hedges Ahead of Warsh's Jackson Hole Speech
  92. Ding Xuexiang's Anhui Visit Signals Central-Local Fiscal Reform
  93. Bilibili Q2 Net Profit Surges 55%, Advertising Becomes Top Revenue Source, Gross Margin Improves for 16 Consecutive Quarters
  94. Japan's FSA Warns Single-Stock Leveraged ETFs Amplify Market Volatility
  95. French Political Uncertainty Weighs on French Bank Stocks Again
  96. Emerging Market Fear Gauge Drops at Fastest Pace in Six Years as Korean Tech Leverage Positions Unwind
  97. France's Fiscal Risks May Spill Over to the U.S. Treasury Market
  98. SMIC Reports H1 Net Profit of $677M Attributable to Parent, Up 111% YoY
  99. Wall Street Giants Battle Over Capital Rules: JPMorgan and Bank of America Unite Against Goldman Sachs and Morgan Stanley
  100. HBM Hybrid Bonding Mass Production Stalled: Dual Constraints of 300°C Thermal Processing and CMP Dishing Effect
Topic Archive — Page 10 · nashnova