Topic Archive — Page 100 of 157

Every market topic nashnova has published, newest first (15620 total).

  1. CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain
  2. Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns
  3. CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching
  4. Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool
  5. GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration
  6. Industry Insiders: HBM4 Prices Could Double by 2027
  7. Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking
  8. YMTC IPO Guidance First Phase Report Disclosed
  9. TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging
  10. Tesla Q2 Deliveries Hit Record High, Yet Stock Drops Over 8%
  11. Key Events Next Week: China GDP, U.S. CPI, and TSMC Earnings All in Focus
  12. China's Central Bank Pressures Rating Agencies to Cut Top Corporate Bond Ratings
  13. Memory Capacity Expansion Plus Overseas Equipment Delivery Disruptions: Domestic Semiconductor Equipment Faces Dual Growth Drivers
  14. Samsung's First Yongin Chip Fab Production Moved Up to 2029
  15. Taiwan's Top Three PCB Makers Raise Over NT$100 Billion Combined to Bet on AI Data Centers
  16. Iran's IRGC Announces Closure of the Strait of Hormuz
  17. Primary Dealers' Net Short on Corporate Bonds Hits Record for the First Time
  18. Citi Q2 Software Preview: Palantir, Microsoft Among Top Picks
  19. Zhipu AI's Tang Jie Issues Internal Memo: Betting on AGI, Abandoning Short-Term Monetization
  20. China Orders Refiners to Maintain High Output Amid Persian Gulf Supply Risks
  21. KOSPI Drops 7.6% in One Week, Samsung Valuation Hits 24-Year Low
  22. AstraZeneca Clinical Failure Raises Questions Over Pipeline Premium
  23. Sugon's 100,000-Card Domestic Computing Cluster Completed in Zhengzhou
  24. Samsung Chip Profits Hit Record High as Internal Divisions Deepen
  25. Samsung CXL 3.1 Mass Production Delayed, Intel and AMD Platform Lag Is the Primary Cause
  26. North American Cloud CapEx Revised Up to $851 Billion for 2026
  27. AI Debt Binge Meets Cool Bond Market as Long-Term Risk Premiums Hit Investment-Grade Highs
  28. White House Pushes Intel Revival as Apple Set to Use Its Foundry for Chips
  29. Citi: Copper Average Price Target at $14,500 for Q4 2026, Hitting $15,000 Within One Year
  30. Goldman Sachs: AI's Triple Price Surge Could Push Core PCE Up 0.5 Percentage Points by Year-End
  31. Nuclear Services Provider Holtec Files for U.S. IPO, Plans Nasdaq Listing
  32. SK Hynix ADR Surges 13% on Debut, Market Cap Surpasses Micron and AMD
  33. Mitsubishi Estate to Invest ¥1.5 Trillion in Data Centers in Japan
  34. Apple Sues OpenAI for Stealing Hardware Trade Secrets
  35. U.S. Stocks Close Higher on July 10; Meta Surges 6% to Lead Nasdaq
  36. Berkshire's Cash Reserves Hit Record $397 Billion as Stock Underperforms S&P 500 Year-to-Date
  37. Musk Asks Tesla Employees to Switch to Grok AI
  38. European Stocks Snap Four-Day Winning Streak as Tech Selloff and U.S.-Iran Tensions Weigh
  39. SK Hynix CEO: Memory Chip Shortage Will Persist Into the 2030s
  40. Meta Surges Another 6% on Friday as Bullish Options Sentiment Heats Up
  41. USDA Cuts Wheat Production to Lowest in Over 50 Years
  42. Financial Stocks Show Relative Strength Ahead of Bank Earnings Season as Options Implied Correlation Hits Record Lows
  43. U.S. Household Stock Holdings Hit All-Time High as Share of Total Assets
  44. Apple Hits All-Time High, Becomes AI Trade Hedge Target
  45. U.S. Eases Export Controls on UAE, Unlocking AI Chip Sales from Nvidia and Others
  46. BofA: Developed Market Central Banks Turn Net Hawkish, Bearish on Equities
  47. Wells Fargo Upgrades Seagate and Raises Price Targets for Two Storage Stocks
  48. CPI Data Approaching: ~85% Probability the Fed Pauses Rate Hikes in July
  49. U.S. Housing Bill Takes Effect Automatically, Digital Dollar Banned for Four Years
  50. Meta's 3-Year AI Capex Hits $534B, Free Cash Flow Bottoms in 2027
  51. South Korean Tanker Stranded Near Saudi Arabia as Hormuz Transit Risks Escalate
  52. SK Group Chairman: U.S. Investment to Far Exceed $35 Billion, Plans to Launch Memory Leasing Service
  53. Trump: Ceasefire Has Ended, U.S.-Iran Negotiations Will Continue
  54. Citi: Outsized Earnings-Day Moves in U.S. Stocks Have Become the New Normal
  55. SK Hynix Listing Pressures Micron as MU Options Implied Volatility Surges to 92nd Percentile
  56. Fed Report: Inflation Rises Again This Spring, Labor Market Stabilizes
  57. Morgan Stanley: Chip Stocks Face Pricing Power Pressure, Valuations Already Stretched
  58. SK Hynix ADR Pre-Market Indicative Price Surges 17% Above Offering Price
  59. U.S. Retail Investor Net Buying Falls to Lowest Since the Pandemic
  60. Goldman Sachs Raises 2031 LEO Satellite Forecast to 300,000
  61. South Korea and Taiwan Lead $46.1 Billion Equity Outflows from Emerging Markets
  62. BofA: Hold Stocks for Now, Tail Risks Each Have Hedging Strategies
  63. Stifel Raises Price Targets for Top Three Semiconductor Equipment Makers, Projects $150 Billion Equipment Spending in 2026
  64. JPMorgan: Private Blockchains Are Bitcoin's Biggest Structural Threat
  65. HSBC's Top 10 Buy-Rated Stocks to Watch This Earnings Season
  66. Boeing's Fourth 737 MAX Production Line Goes Live; MAX 7 Certification Expected This Month
  67. Duan Yongping Increases Stake in Pop Mart, Holdings Exceed 100 Million Shares
  68. Goldman Sachs: Who Will Be the Long-Term Winner Among China's AI Large Models
  69. China Equity Funds See $9 Billion Weekly Inflow, Largest Since December
  70. Susquehanna Pulls Out of China Venture Capital Team
  71. Standard Chartered Maintains Year-End Bitcoin Target of $100,000
  72. Musk Says SpaceX Will Exceed Earth's Total Value
  73. NVIDIA Supplier King Yuan Electronics Plans U.S. Factory with Up to $1.4 Billion Investment
  74. BofA: Japanese Bank Stocks May Serve as Leading Signal for Global Selloff
  75. Humanoid Robot Completes Live Surgery for the First Time
  76. XPeng Launches Employee Testing for Robotaxi, Plans Pilot Operations in Guangzhou by 2026
  77. Goldman Sachs: U.S. ETF Net Inflows Surpass $1 Trillion Year-to-Date
  78. U.S. Corporate Buybacks Approach $1 Trillion, Yet Insiders Aren't Following Suit
  79. One Month After SpaceX IPO, Tesla Stock Remains Largely Steady
  80. SK Hynix Eyes U.S. Listing as Strategists Warn of Bubble-Like Volatility in Chip Sector
  81. Vanke's H1 Loss May Widen to 15 Billion Yuan
  82. Big Five Tech Giants' Debt Doubles to $350 Billion Over Five Years
  83. UAE June Crude Output Hits Record High of 4.1 Million Barrels Per Day
  84. Netflix Pivots to Live TV as Stock Faces Pressure from Declining Market Share
  85. China Life Invests 5 Billion Yuan to Set Up Fund Betting on Semiconductor Supply Chain
  86. Crypto Market Rallies Against the Trend as Altcoin Sentiment Warms Up
  87. Delta Air Lines Q2 Results Beat Expectations, Full-Year Profit Guidance Reinstated
  88. BP Considers Exiting UK North Sea as New CEO Leads Asset Streamlining
  89. Circle Receives OCC Approval to Establish National Trust Bank
  90. UK Designates Microsoft, Google, Amazon, and Oracle as Critical Third Parties for Finance
  91. European Earnings Revision Momentum Hits Two-Year High
  92. EU Charges Meta with Addictive Design Violations, Facing Fines Up to 6% of Global Revenue
  93. Southbound Capital Net Sold Nearly HK$6B; Zhipu AI Received Over HK$2.8B in Single-Day Buying
  94. Nanya Technology's 2027 Capex to Expand Beyond NT$200 Billion, Roughly Quadrupling This Year's Level
  95. China Announces Immediate Temporary Ban on Helium Exports
  96. Volkswagen Q2 Global Deliveries Drop 8.6%, China Market Plunges 36.6%
  97. Shein Advances Hong Kong IPO Preparations, Aims to Raise Billions of Dollars
  98. Hong Kong Market Close: Hang Seng Index Up 0.6%, Commercial Aerospace Surges, Computing Power Stocks Pull Back
  99. iPhone 18 Pro Max BOM Cost May Rise $300, with Memory Accounting for Nearly Half
  100. Vanguard Positions in Short-Term TIPS to Hedge Underpriced Inflation Risk