Topic Archive — Page 101 of 157

Every market topic nashnova has published, newest first (15628 total).

  1. Southbound Capital Net Sold Nearly HK$6B; Zhipu AI Received Over HK$2.8B in Single-Day Buying
  2. Nanya Technology's 2027 Capex to Expand Beyond NT$200 Billion, Roughly Quadrupling This Year's Level
  3. China Announces Immediate Temporary Ban on Helium Exports
  4. Volkswagen Q2 Global Deliveries Drop 8.6%, China Market Plunges 36.6%
  5. Shein Advances Hong Kong IPO Preparations, Aims to Raise Billions of Dollars
  6. Hong Kong Market Close: Hang Seng Index Up 0.6%, Commercial Aerospace Surges, Computing Power Stocks Pull Back
  7. iPhone 18 Pro Max BOM Cost May Rise $300, with Memory Accounting for Nearly Half
  8. Vanguard Positions in Short-Term TIPS to Hedge Underpriced Inflation Risk
  9. Doubao AI Agent Phone Goes on Sale at WAIC with Initial Stock of 500,000 Units
  10. BOJ Plans to Raise Growth Forecasts While Staying Alert to Upside Inflation Risks
  11. IEA: Global Oil Demand Posts First Annual Decline Since 2020 as U.S.-Iran Tensions Add Uncertainty
  12. Q2 Global PC Shipments Down 3.6% YoY as Memory Price Hikes Suppress Demand
  13. IEA Cuts Russia Oil Output Forecast, Citing Ukrainian Attacks as Key Factor
  14. Goldman Sachs: AI-Driven MLCC Demand, Market Size to Grow 7.4x from FY25 to FY28
  15. ASUS June Revenue Surpasses NT$100 Billion for the First Time as AI Servers Drive Full-Year Target Upgrade
  16. Morgan Stanley: HK Stock Liquidity Improves in August, Recommends Gradually Accumulating China Stocks
  17. South Korea's Leveraged ETF Assets Surge as Barclays Calls Risks "Frightening"
  18. Jefferies: South Korea Stock Market Pullback Is Normal and Healthy
  19. SemiAnalysis: Memory Shortage to Persist for Years, CPO Deployment Delayed to 2029
  20. US-Iran Conflict Reignites, ECB's Fight Against Inflation Back to Square One
  21. Goldman Sachs: Hong Kong IPO Fundraising on Track to Hit $60 Billion for the Full Year
  22. Iron Ore Up 1.6% This Week, Boosted by BHP Strike and FMG Dispute
  23. Citi: True Tech Stocks Have Low Weighting in Hong Kong Market; Hang Seng Unlikely to Rally Significantly in H2
  24. Domestic AI Chip Maker Enflame Technology's STAR Market IPO Registration Takes Effect
  25. Volkswagen Restructuring Plan Lacks Details, Analysts Criticize Insufficient Progress
  26. Apollo's £5.7 Billion Bid for easyJet Surpasses Castlelake
  27. Germany's June Final CPI Confirms 2.4% YoY Increase
  28. SK Hynix Restarts Dalian Phase 2 as NAND Prices Surge Over 70% in a Single Quarter
  29. Samsung Develops GAIA AI PC Chip, Samples Sent to Lenovo and HP
  30. Meta Faces $1.4 Trillion Claims from Four States
  31. BlackRock: Chinese Assets Can Diversify Global Portfolio Risk
  32. Bernanke Joins Anthropic's Long-Term Benefit Trust
  33. Goldman Sachs: Carry Trade Conditions at Best Levels Since 2000
  34. China's Five-Year Plan Drops Numerical Urban Employment Target for the First Time
  35. TSMC Raises CoWoS 2027 Capacity Target to 200K Wafers
  36. JCET Plans ~10 Billion Yuan Capex in 2026, Betting Big on AI Advanced Packaging
  37. Goldman Sachs Research: China's AI PCB Supply Chain Accelerates Ecosystem Migration to Thailand
  38. Huawei, China Mobile, and Baidu Co-Found NPO Optical Interconnect Standards Organization
  39. BofA Raises Samsung Electronics Price Target to KRW 550,000, Forecasting KRW 50.6 Trillion Profit for 2027
  40. Morgan Stanley Upgrades Lenovo to Overweight, Raises Target Price to HK$30
  41. Micron Raises U.S. Investment Target to $250 Billion by 2035
  42. OpenAI and Google Sold AI Services to U.S.-Blacklisted Chinese Companies
  43. NHS Hospitals Admit Significant Errors in Palantir Contract Data
  44. HSBC Markets Hang Seng Bank's Problem Loans to Investors
  45. FT: SK Hynix's Massive Rights Issue Reflects Overheated Market
  46. JGB Yields Approach 30-Year Highs as SocGen Warns of Global Valuation Shock
  47. MiniMax CEO Forgoes Salary and Gives Up 5% Stake
  48. HBM4 Prices Could Double by 2027 as AI Demand Locks Up Half of DRAM Capacity
  49. GlobalWafers Signs 10-Year Supply Agreement with Micron, Backed by $500 Million Strategic Funding
  50. EU Tariffs Push Chinese Automakers Toward Local Production in Europe
  51. India Eliminates Tariffs on Electronics and Battery Components, Benefiting Apple and Foxconn
  52. India Approves Dixon-Vivo Joint Venture Factory, Marking Breakthrough for Chinese Capital Entry
  53. OpenAI Launches ChatGPT Work to Enter Enterprise AI Agent Market
  54. Multiple Institutions: Katayama's Remarks May Trigger Triple Rally in Japanese Assets
  55. Tencent Leads Unwinding of Meta's $2 Billion Manus Acquisition
  56. SSE Composite Up 0.52%: Innovative Pharma and AI Applications Lead Gains, Hang Seng Tech Index Rises Nearly 2%
  57. Copper Prices Rise for Second Consecutive Week as Market Downplays Iran Conflict Impact
  58. Deutsche Bank: USD Risk Profile Shifting Toward Tech-Like High-Volatility Asset
  59. Japan Government Bond Yields Drop Sharply by 10 Basis Points
  60. Asia-Pacific Stocks Rally Broadly: Korea's KOSPI Surges Over 2%, Nikkei Gains 2%
  61. Largan's Variable Aperture Ramps Up in Q3; CPO Samples to Be Shipped This Month
  62. LG Energy Solution Converts Idle EV Lines to Energy Storage, Targeting AI Data Center Demand
  63. Zhipu AI's Free Float Remains Just 8% After Fundraising, Low Float Risk Persists
  64. CITIC Securities: June PPI YoY May Have Peaked, Profit Under Pressure in H2
  65. Japan's June PPI Rises 7.1% YoY, Fastest Pace Since Early 2023
  66. "Away from Musk" ETF Files for Listing
  67. JPMorgan: The Key Question in AI Investment Has Shifted from "Whether to Invest" to "How to Invest"
  68. China's Hidden Debt Cleanup Nears Completion, Fiscal Focus May Shift Toward Growth
  69. Nexchip Lists in Hong Kong, Raising $890M to Test Chip Stock Demand
  70. Murati Departs Over Chronic Illness, OpenAI Leadership Shaken Again Ahead of IPO
  71. Stargate Power Developer Lancium Seeks Minority Stake Sale
  72. Tesla's Per-Vehicle Profit Drops 40%, Gap with Toyota Narrows to Under ¥10,000
  73. U.S. Terminates Investigation Into Import Tariffs on Aircraft and Parts, No New Tariffs for Now
  74. CXMT Targets Trillion-Dollar Memory Market with Secret Supply Chain to Circumvent U.S. Controls
  75. TSMC Partners with ASML and Imec to Advance 2D Chip Mass Production
  76. New Version of U.S. Crypto Regulatory Bill Could Come as Early as Next Week
  77. Fed Officially Announces Leaders of Five External Task Forces
  78. Gold Drops Over 13% in Q2, Worst Quarter Since 2013
  79. Carlyle Sells Data Center Power Platform for $2.6 Billion, Achieving 5x Return
  80. Rising U.S.-Iran Negotiation Expectations Send Crude Oil Futures Down Over 2%
  81. S&P 500 Quietly Approaches All-Time High
  82. Bank of England Chief Economist: Interest Rates Need to Rise
  83. War-Driven Inflation Fears Fail to Shake Treasury Yield Expectations
  84. Anthropic Introduces Usage-Based Pricing for Claude Fable 5
  85. Bitcoin ETFs and Private Credit Face Simultaneous Redemption Pressure
  86. AI Budget Expansion Squeezes Traditional SaaS Market Share
  87. U.S. 30-Year Treasury Auction Halts Selloff as Foreign Demand Hits Second-Highest on Record
  88. Palo Alto CEO: AI Pricing Needs to Drop Another 90%
  89. Goldman Sachs: Hedge Funds Rotate Heavily into Energy and Medical Devices
  90. CFTC Moves to Block CME's 24/7 Crude Oil Futures Self-Certification Filing
  91. Poland's Central Bank Buys 82 Tons of Gold This Year, Targeting 700-Ton Reserve Goal
  92. Annual PCE Revision May Lower Core Inflation, Giving Waller Room to Stand Pat
  93. Wells Fargo: Nvidia's H200 Sales to China Are Limited in Scale
  94. MiniMax Plans to Raise $1.9 Billion Through Share Placement and Convertible Bonds
  95. Micron Surges Over 7% as AI Memory Long-Term Contract Collateral Structure Revealed for the First Time
  96. Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus
  97. UBS Raises European Equity Target to 690, Signaling 8% Upside
  98. U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End
  99. Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT
  100. Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse