Topic Archive — Page 102 of 157
Every market topic nashnova has published, newest first (15633 total).
- Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus
- UBS Raises European Equity Target to 690, Signaling 8% Upside
- U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End
- Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT
- Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse
- BofA Picks Chevron, Goldman Eyes Crack Spreads
- U.S.-Iran Tensions Escalate as Iran Rushes to Ship Out 11 Million Barrels of Crude in 24 Hours
- AI Momentum Volatility Surges to 6-Year High, Sharply Diverging from S&P 500
- AMD Partners with 5C to Build Gigawatt-Scale AI Campus
- Morgan Stanley Predicts Global M&A Volume to Reach $6.4 Trillion in 2026, Surpassing the 2021 Peak
- Newspaper Group Seeks Sanctions Against OpenAI: Accused of Concealing Copyright Search Capabilities
- NY Fed President: AI Demand Is the Top Inflation Concern Right Now
- OpenAI's Latest Model Achieves 54% Token Efficiency Gain in Agentic Coding
- Meta Launches First Paid AI Model Muse Spark 1.1, Entering the Coding Market
- U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High
- Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks
- U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10%
- InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material
- Hedgeye Initiates Short Rating on Apple, Sees 23% Downside
- Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble"
- Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading
- Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks
- SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price
- US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy
- U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak
- Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further
- Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders
- Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027
- U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable
- Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More
- Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain
- William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult
- U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars
- SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million
- ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25%
- Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet
- MiniMax Plunges Over 18% on Lock-Up Expiry Day as Price Support Pledges Fail to Offset Selling Pressure
- US Pre-Market: Ionis Falls 19%, Alnylam Rises 17%
- Surging Hotel Room Rates May Push Up Services Inflation in U.S. June CPI
- KeyBanc Downgrades Salesforce as Agentforce Customer Feedback Weakens
- Palantir Takes London Police Contract Rejection to High Court
- Chip-Software Rotation Reverses as Correlation Turns Negative for the First Time
- Meta's In-House AI Chip Enters Mass Production in September, Doubling Computing Power to 14 Gigawatts Next Year
- China's Central Bank Increases Gold Holdings for 20 Consecutive Months, June Purchases Hit 16-Month High
- Deutsche Bank: Rising USD Risks as Foreign Capital Inflows Shift Toward Equity
- U.S. Military Strikes Near Iran's Bushehr Nuclear Power Plant as Conflict Continues to Escalate
- Strengthening Yuan Could Be a Tailwind for Emerging Market Currencies
- Morgan Stanley Maintains Overweight on Rocket Lab; Iridium Acquisition Opens Valuation Upside
- SAP Accepts EU Commitments to Avoid Antitrust Fine
- Phison's H1 Revenue Surpasses NT$100 Billion for the First Time; AI Order Visibility Extends to H1 2027
- U.S. Semiconductor Index Drops 14% as Technical Warning Signals Intensify
- Foxconn Industrial Internet Q2 Net Profit Expected to Surge 86%-101%
- Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage
- GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year
- French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion
- Taiwan's H1 Exports Surge 47%, Hitting All-Time High
- Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions
- BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years
- China's State Council Issues "15th Five-Year Plan" Carbon Peaking Action Plan
- Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet
- Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend
- Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast
- U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs
- SK Hynix ADR Arbitrage Far More Challenging Than TSMC
- Nexchip's Hong Kong Grey Market Trading Up Over 8%
- UK Long-Term Bond Issuance Plans Draw Market Warnings
- JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating
- CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations
- BofA Reiterates Buy on Micron with $1,550 Price Target
- Taiwan Central Bank Governor Warns of AI Bubble Risks
- U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes
- Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure
- ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ
- European Tech Stocks Rebound as Middle East Oil Supply Risks Persist
- Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program
- BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low
- AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint
- Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion
- US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test
- Applied Materials CEO: Chip Expansion Cycle to Last Several More Years
- Wistron and Wiwynn Both Hit Record-High H1 Revenue as AI Server Shipments Continue to Grow
- U.S.-Iran Tensions Escalate Again: Bitcoin Holds Firm While Gold Continues to Slide
- PBOC Introduces "Structural Divergence" Concept for the First Time, Emphasizing Monetary Policy Flexibility
- Goldman Sachs: Hormuz Tensions May Delay Middle East Crude Supply Recovery
- Hong Kong Stocks Drop 0.78% at Midday as AI IPO Lock-Up Expirations Trigger Divergence
- Chinese Regulators Halt Bank Underwriting of LGFV Bonds Maturing Within Two Years
- Samsung and SK Hynix Delay Hybrid Bonding Adoption Timeline
- China's Rare Earth Export Controls Squeeze Japanese Competitors
- 15 AI Chip Firms Compete for SMIC's 7nm Capacity, Shortage Could Reach 1.6 Million Wafers
- Bain Capital Fully Exits Kioxia, AI Wave Delivers Epic Private Equity Returns
- Quant Long-Short Funds Down 3.6% in Two Weeks as Momentum Collapse Meets Korean Stock Turmoil
- Citi Summit: Scaling Robotics Is a Decade-Long Marathon
- Foxconn Builds a Four-Dimensional Semiconductor Ecosystem
- Sovereign AI Emerges as Next Growth Driver for Chip Industry, NVIDIA Holds Strongest Edge
- China Reportedly Plans to Allow Limited H200 Imports: Training Only, Inference Must Use Domestic Chips
- Goldman Sachs Predicts Over 50% Upside for CATL in the Next Year
- Jensen Huang: AI Value Shifting to Enterprise Workflows, Harness Becomes Key Competitive Edge
- Former BOJ Official: Terminal Rate Could Exceed 2%
- Asian Stocks Rebound on Chip Rally as Three-Day Oil Surge Weighs on Bond Market
- Chinese Banks Claim Seven of World's Top Ten Spots, with Assets More Than Double Those of U.S. Banks