Topic Archive — Page 106 of 157

Every market topic nashnova has published, newest first (15655 total).

  1. Chinese Assets Diverge from Global Markets as Foreign Capital Returns
  2. Hanwha Ocean Loses Canadian Submarine Contract, Stock Plunges Over 20%
  3. Iran's IRGC Fires Missiles at Ships in the Strait of Hormuz
  4. Trump Publicly Warns Short Sellers: Betting Against America Will Come at a Cost
  5. Oil Prices Edge Higher as Expectations Rise for Resumed U.S.-Iran Negotiations
  6. JPMorgan Asset Management Trims Long CNY Position, Favors KRW Rebound
  7. Lenovo Confirms Overseas Laptops to Feature YMTC SSDs
  8. Major Banks Explore Acquiring Fiserv Network to Bypass Debit Card Fee Caps
  9. Japan's May Real Wages Rise for Fifth Straight Month, but Growth Slows as Inflation Accelerates
  10. Rumors Rattle AI Computing Chain! NVIDIA Denies Kyber Project Delay
  11. Samsung Electronics Quarterly Profit Surges 19-Fold, Beating Expectations
  12. China's Rare Earth Export Ban Persists, Japanese Companies Warn of Supply Chain Strain
  13. Hong Kong IPO Lock-Up Expiry Wave May Trigger Selling Pressure; Hao Hong Warns of Manipulation Risks
  14. Japan Drives Asia-Pacific Offshore Bond Issuance to Record Quarterly High
  15. Nasdaq Rises Over 1% to Snap Two-Day Losing Streak as Dow Hits New Record High
  16. Bank of America Shares Hit All-Time High as Berkshire's Remaining Stake Enjoys Hefty Paper Gains
  17. Rivian Q2 Revenue Guidance Beats Expectations, Announces 75 Million Share Offering
  18. Microsoft Bets on the AI Orchestration Layer: Copilot and Azure Build the Moat
  19. Distressed Debt Funds Seek to Swap Strategy Preferred Stock Holdings
  20. Toyota Invests $3.6 Billion to Relocate Tacoma Production to Texas
  21. Dollar Long Positions Rise to Highest Since 2015
  22. Vertex's $10 Billion Acquisition of Crinetics at 102% Premium Marks Strategic Push into Endocrine Pipeline
  23. U.S. Cybersecurity Agency Uses Anthropic's Mythos to Audit Government Code
  24. Oil Prices Edge Lower as OPEC+ Output Hike Meets Saudi Arabia's Sharp Price Cut
  25. Wall Street Enters AI Chip Financing as SPVs and New Instruments Emerge
  26. Anthropic Accuses Alibaba of Distillation Attack, U.S. AI Companies Seek Legislative Intervention
  27. Institutions Call to "Sell Mag 7, Buy China AI" as Cost Gap Reaches 100x
  28. Waller: U.S. Inflation Risks Tilted to the Upside, Policy Balance Has Shifted
  29. Multiple Wall Street Firms Recommend Buying the Mag 7 Dip
  30. ECB's Panetta: Central Banks May Struggle to Resist Fiscal Dominance Pressure
  31. Appaloosa Posts 32% Return in H1, Driven Primarily by Memory Chips
  32. Trump Calls Himself a "Big Supporter of Crypto," Bitcoin Rebounds to $63,624
  33. Goldman Sachs Warns of Overly Optimistic Earnings Season Expectations, Spotlights Meta's Capital Expenditure
  34. Goldman Sachs Raises AMD Price Target to $640, Stock Surges 10% in a Single Day
  35. Trump Expected to Host Xi Jinping's Visit to the U.S. Around September 24
  36. U.S. Treasury Draft Warns AI Bubble Could Trigger Economic Turmoil
  37. Alibaba's Qwen Goes Viral Globally as AI Monetization Struggles Tear the Team Apart
  38. USDC Transaction Volume Share Rises to 70%, Far Surpassing USDT
  39. Bernstein Downgrades Datadog, Warns Q4 Growth May Slow to 29%
  40. Goldman Sachs: Chip Stocks Surged Over 83% in H1, Stock Selection Requires Caution
  41. Waller Defends Forward Guidance, Publicly Diverging from Wosh's Stance
  42. MUFG CEO: Persistent Yen Depreciation and Inflation Will Threaten Japan's Economic Growth
  43. AI Security Risks Escalate: Scotiabank Upgrades Five Cybersecurity Stocks
  44. Goldman Sachs Cuts Aluminum Price Forecast, Yet Aluminum Prices Rebound 1.1%
  45. Klarna Applies for U.S. Banking License to Reduce Third-Party Dependency
  46. Lockheed Martin Acquires Anti-Submarine Defense Firm Ultra Maritime for $3.45 Billion
  47. Toyota and Honda See Sharp H1 Sales Decline in China as EV Substitution Accelerates
  48. BofA Says Semiconductor Pullback Is Seasonal; AMD Surges Over 9% in a Single Day
  49. U.S. June ISM Non-Manufacturing Index Comes in at 54, Below Expectations
  50. U.S. June Composite PMI Final Reading Revised Down to 51.9
  51. Microsoft Lays Off 4,800 Employees in Largest Xbox Restructuring Ever
  52. Top AI Institutions Rush to Buy SK Hynix ADR, Passive Funds Could Reach $15 Billion
  53. JPMorgan: Summer Pullback Is a Buying Opportunity, AI No Longer the Only Theme
  54. South Korea AI Rally Drives 170%+ Return Gap Between BlackRock and Vanguard Emerging Market ETFs
  55. HSBC: Tech Pullback Broadens Market Breadth, Earnings Foundation Remains Intact
  56. Goldman Sachs: Nvidia's Valuation Already Reflects Market Share Loss Risk
  57. ICE Q2 Open Interest Jumps 20% Year-over-Year
  58. HKEX USD Gold Futures Trading Hits Record High as Exchange Waives Fees for One Year
  59. SpaceX Reveals Orbital AI Data Center Plan, Deployment Targeted for 2028
  60. TeraWulf Signs 20-Year Lease with Anthropic, Locking in ~$19 Billion in Revenue
  61. NDRC Fully Distributes 800 Billion Yuan "Dual-Priority" Project List
  62. Saudi Aramco Cuts Crude Oil Prices by Largest Margin Since 2000
  63. Strategy Sells 3,588 BTC for $216 Million in Cash
  64. Nasdaq Futures Rise Over 1% as AI Capital Rotation Tests Tech Leadership
  65. Broadcom Extends Chip Partnership with Apple Through 2031
  66. Three Memory Chip Companies Account for a Quarter of S&P 500 Gains
  67. Citi Bullish on Micron, Bearish on Qualcomm: DRAM Price Hikes vs. Smartphone Demand Divergence
  68. Tencent Plans to Place Kuaishou Shares Worth Up to $1.6 Billion
  69. Guangzhou Futures Exchange Opens Lithium Futures Access to Overseas Traders
  70. Google Gemini 3.5 Pro Reportedly Launching July 17, Outperforming Rivals in Frontend Capabilities
  71. Morgan Stanley Raises Price Targets on Semiconductor Equipment Stocks; Broad Semiconductor ETF Up Over 2.5% Premarket
  72. Citi: Aluminum Bearish Factors Converge, but Chasing Shorts Not Advised
  73. Charles Schwab: Retail Investors Continued Buying Tech Stocks in June, STAX Index Rises to 59.12
  74. MLIV Survey: 53% of Investors Shifting to Old-Economy Stocks in H2
  75. Treasury Yields and Stock Market Diverge as Earnings Season May Widen the Gap
  76. Large Public Funds Lead Performance Over the Past Decade, E Fund Tops Five-Year Returns
  77. Falling Inflation Expectations Support Bitcoin's Best Weekly Performance Since March
  78. Intel and SanDisk Lead Tech Sector in EPS Estimate Upgrades
  79. UMC's H1 Revenue Hits Second-Highest Record, Selective Price Hikes Planned for H2
  80. Goldman Sachs: Credit Spreads Hit Generational Lows, Recommends Three AI Supply Shock Hedging Strategies
  81. Morgan Stanley: Chip Stock Momentum Fading, Capital Rotating into Cloud Giants
  82. AI Routers Cut Costs by Up to 97%, Tech Giants Accelerate Adoption
  83. Morgan Stanley: China's Cost Reduction to Accelerate Global Robotaxi Market Expansion
  84. CICC Estimates: AI Exports Boost China's GDP Growth Contribution to 1.1 Percentage Points
  85. Southbound Net Buying Hits HK$20.5B: Tencent Attracts HK$2.5B Inflow as AI Hardware Faces Sell-Off
  86. ESM Warns: US Stock Selloff Combined with Middle East Conflict Could Push Eurozone into Recession
  87. Eurozone May Retail Sales Rise 0.2% MoM
  88. SpaceX Officially Joins Nasdaq 100 with Initial Weighting Below 1%
  89. SpaceX-Tesla Merger Rumors Heat Up
  90. Anthropic Plans to Spend $15 Billion to Secure 1.4GW of Computing Power in Australia
  91. Bitcoin Breaks Above $63,000; Crypto Stocks and Tesla Lead Monday's Rally
  92. Russia-Ukraine Conflict Escalation Meets Trump Phone Call, Markets on Alert for Geopolitical Risks
  93. HBM4 Competitive Landscape: Samsung, SK Hynix, and Micron Vie for Market Share
  94. Kioxia's Topix Weighting Expected to Triple, Passive Fund Inflows Could Reach $18.5 Billion
  95. Hyundai Atlas Robot Debuts at World Cup, U.S. to Produce 30,000 Units Annually by 2028
  96. AI Capital Expenditure by Big Five Tech Giants Set to Surpass U.S. Military Spending for the First Time by 2027
  97. Wall Street Turns Bullish After Western Digital Drops Over 25%, HDD Super Cycle Awaits Earnings Validation
  98. Unimicron Issues GDS to Raise Up to $1.4 Billion
  99. Samsung and SK Hynix Delay Hybrid Bonding Adoption for HBM
  100. Intel Raises Prices on CPUs and Server Chips, Xeon Increases Up to Over $1,300