Topic Archive — Page 105 of 157

Every market topic nashnova has published, newest first (15646 total).

  1. Goldman Sachs 1-Delta: AI Model Price War Suppresses Momentum Trades
  2. S&P Hits New Highs While Institutional Positioning Drops to Near One-Year Lows
  3. IEA: High Prices Suppress Demand, Global LNG Supply Faces First Contraction in 14 Years
  4. BofA Downgrades Adobe to Underperform as AI Threatens Pricing and Growth
  5. NY Fed President: Falling Energy Prices Improve Near-Term Inflation Outlook
  6. Inspur Electronic's First-Half Net Profit Expected to Surge Over 200%
  7. Analog Devices Completes Acquisition of Empower Semiconductor, Positioning for AI Power Supply
  8. Deutsche Bank: U.S. Private AI Investment Exceeds China's by 20x in 2025
  9. U.S. Trade Deficit Widens 42% to $77.6 Billion in May
  10. Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x
  11. Deutsche Bank: Divergence Between Inflation Expectations and Fed Rate Hike Pricing
  12. UBS Raises KOSPI Target to 9,200: Can Earnings Broaden Beyond Memory?
  13. Short Volatility Trade Becomes Single Point of Failure for U.S. Stocks
  14. Le Pen Cleared to Run in 2027 French Election, French Bond Yields Edge Higher
  15. France Announces Additional €3 Billion in Cuts, Deficit Target Remains Elusive
  16. Ukrainian Drones Devastate Russian Refineries as Russian Bond Yields Surge to 16.62%
  17. Hesai Technology Flagged as U.S. Cybersecurity Risk, NVIDIA Partnership Under Scrutiny
  18. Gao Shanwen, Former Chief Economist of Guotou Securities, Passes Away at 55 Due to Illness
  19. Amazon Plans Dollar Bond Offering to Raise Over $25 Billion
  20. US Tech Volatility Relative to S&P 500 Hits Highest Since 2002
  21. Goldman Sachs: AI Is a Capex Cycle, Upward Pressure on Interest Rates Hard to Fade
  22. BlackRock Launches Nasdaq 100 ETF, Challenging Invesco's Dominance
  23. Morgan Stanley: Five Warning Signs of an AI Rally Inflection Point
  24. Three Departments Jointly Welcome CFETS and HKEX Co-Building Hong Kong Electronic Fixed Income and Currency Platform
  25. Goldman Sachs HALO Strategy Enters Prolonged Battle Phase as Multiple Institutions Raise European Equity Targets
  26. Korean Retail Investors Flock to Chinese AI Stocks, Cambricon Sees Nearly $20M in Net Buying in One Month
  27. AI Capital Rotates into Memory Chips as Mag7 Dominance Unravels
  28. onsemi Divests Two Manufacturing Sites, Expected to Save ~$35M Annually
  29. Micron Stock Drops 6% Premarket as Asian Chip Stocks Slide in Sympathy
  30. Tesla FSD Fatal Crash Driver Charged with Manslaughter
  31. Bitcoin Open Interest Declines, Raising Doubts Over Rally Sustainability
  32. DeepSeek Develops In-House AI Inference Chips to Reduce Reliance on Nvidia and Huawei
  33. China Plans to Restrict Export of Top AI Models; Alibaba, ByteDance Involved in Discussions
  34. Deutsche Bank's Annual WOW Charts: Fiscal and Valuation Concerns Amid the AI Boom
  35. SpaceX IPO Boosts Wall Street Banks' Q2 Trading Revenue Expectations
  36. Tesla Caps Employee AI Tool Usage at $200 Per Week
  37. Luxshare Precision's Hong Kong IPO Priced at Top of Range, Raising Over $3 Billion
  38. Arabica Coffee Futures Surge 18.5% in a Single Day, Marking the Largest Gain Since 2000
  39. Bank of England Plans to Ease Bank Capital Leverage Rules While Warning of AI Financial Risks
  40. Shanghai WAIC Preview: Huawei Computing Cluster Makes First Physical Debut
  41. Oil Prices Retreat to Pre-War Levels Within Four Months
  42. Lockheed Martin and Rheinmetall Sign Deal to Produce ATACMS in Germany
  43. SK Hynix ADR Pricing Approaches as Seoul Stock's 17% Monthly Drop Adds Uncertainty
  44. HSBC Launches Review of Turkey Retail and SME Banking Operations
  45. ECB Requires 110 Banks to Develop AI Cyberattack Response Plans Within Four Months
  46. Urals Crude Falls to $42, Russia's Fiscal Buffer Under Strain
  47. CATL's Flagship Lithium Mine Receives Safety Permit, Set to Resume Operations After Nearly a Year of Shutdown
  48. MOMENTA-W Grey Market Down 5.21%, Loss of HK$380 Per Lot
  49. China's Foreign Exchange Reserves Fall to $3.4163 Trillion at End of June
  50. India's Largest Asset Manager SBI Fund's $1.2 Billion IPO Attracts Sovereign Fund Subscriptions
  51. China's Central Bank Increases Gold Holdings in June by Largest Scale Since 2023, "Gold Buying Spree" Extends to 20 Months
  52. HKMA and PBOC Jointly Launch Eleven New Market Connect Measures
  53. Japan Bond Yields Hit 30-Year High, Bitcoin Macro Rebound Under Pressure
  54. David Woo: AI Trade vs. High Real Rates — One Must Break in H2
  55. World Bank Cuts China Growth Forecasts for 2026-2027
  56. U.S. Launches Forced Labor Hearings Paving Way for New Tariffs
  57. Nexchip IPO Margin Subscriptions Oversubscribed by 234 Times, Cornerstone Investors Subscribe US$430 Million
  58. China Smartphone Sales Drop 13% YoY During 618 Shopping Festival
  59. Shell: Iran War Drives Strong Q2 Oil & Gas Trading Profits
  60. Morgan Stanley: AI Industrial Super Cycle Drives Divergence in Asian Rate Paths
  61. Synopsys Discontinues Chip Manufacturing Control Software, Pivots to AI Design
  62. Hormuz Toll Risk Spreads to the Strait of Malacca
  63. China Chip Equipment Stocks Face Earnings Test After Sharp Rally
  64. Germany's May Industrial Output Rises 0.9% MoM, Beating Expectations
  65. Warsh's "Three-Step" Plan to Push the Fed Back to Rate Cuts
  66. HKEX Signs Agreement with Cross-Border Clearing Company, Plans to Apply as CIPS Direct Participant
  67. Morgan Stanley Initiates SpaceX at Overweight with $300 Price Target
  68. LG Energy Solution Q2 Revenue Up 25%, but Actually Loss-Making Excluding Subsidies
  69. China's Memory Chip Gap with Samsung and SK Hynix Narrows to Within 3 Years
  70. European Defense Stocks Rally Ahead of NATO Summit as Multiple Nations' Military Spending Pledges Boost Confidence
  71. AI Server Demand Drives Up MLCC Channel Prices, Some Part Numbers Surge Over 20x
  72. LG Energy Solution Enters Humanoid Robot Battery Market, Poised to Supply Tesla Optimus
  73. AI Bottleneck Shifts from Chips to Infrastructure, U.S.-China Paths Diverge
  74. HSBC Scales Back Private Credit Leverage Business, Adjusts Risk Exposure
  75. Japan 30-Year JGB Auction Sees Strongest Demand Since 2019
  76. HK Stocks Morning Session: HSI Down 0.42%, Tencent Bucks Trend with 2.83% Gain to Lead Blue Chips
  77. BofA: Taiwan Supply Chain Sell-Off on Kyber Delay Is an Overreaction
  78. Meta Discloses $1.4 Trillion in Claims from Four States; Teen Safety Trial Set for August
  79. CATL Q1 Net Profit Surges 48.5% as Global Battery Market Share Continues to Expand
  80. Dutch Trade Minister Leads Delegation to China with ASML in Tow
  81. AI Chip Pullback Drags Asian Markets Lower, South Korea Drops Nearly 6%
  82. Analog IC Supply Tightens as ADI Lead Times Extend to Six Months
  83. Samsung, SK Hynix Accelerate Removal of Chinese-Linked Chip Equipment
  84. BlackRock: China AI Investment Calls for Stock Picking, Not Broad-Based Bets
  85. Goldman Sachs Head of Research: AI Investment Lacks Economic Justification, Fueling a Dual Bubble
  86. Hang Seng Tech Index Up Over 2%, A-Share STAR 50 Bucks the Trend
  87. Survey: Chinese Companies Accelerating Shift to Domestic Suppliers for AI Chip Procurement
  88. LG Electronics Q2 Operating Profit Expected to Double to KRW 1.579 Trillion
  89. TSMC AI Capacity Bottleneck Spills Over, Semiconductor Supply Chain Demand Broadens
  90. Schnabel Warns of Sticky Core Inflation, ECB Rate Path Faces Growing Divergence
  91. China's Central Bank Governor: Foreign Reserves to Increase Allocation in Hong Kong Market
  92. Chinese Assets Diverge from Global Markets as Foreign Capital Returns
  93. Hanwha Ocean Loses Canadian Submarine Contract, Stock Plunges Over 20%
  94. Iran's IRGC Fires Missiles at Ships in the Strait of Hormuz
  95. Trump Publicly Warns Short Sellers: Betting Against America Will Come at a Cost
  96. Oil Prices Edge Higher as Expectations Rise for Resumed U.S.-Iran Negotiations
  97. JPMorgan Asset Management Trims Long CNY Position, Favors KRW Rebound
  98. Lenovo Confirms Overseas Laptops to Feature YMTC SSDs
  99. Major Banks Explore Acquiring Fiserv Network to Bypass Debit Card Fee Caps
  100. Japan's May Real Wages Rise for Fifth Straight Month, but Growth Slows as Inflation Accelerates