Topic Archive — Page 109 of 157

Every market topic nashnova has published, newest first (15664 total).

  1. Rivian Raises 2026 Delivery Guidance as R2 SUV Ramp-Up Boosts Expectations
  2. Call Option Premium on US Tech Stocks Hits Highest Since 2007
  3. U.S. June Nonfarm Payrolls Add Only 57K, Far Below Expectations
  4. Industrial Securities: Meta's Leasing and Selling of Computing Power Should Not Be Interpreted as Overcapacity
  5. If the Fed Delays Rate Hikes, the Bond Market Will Force Rates Higher on Its Own
  6. NVIDIA May Cut Vera CPU Memory Specs to Control Costs
  7. HKMA Doubles RBF Facility to HKD 200 Billion, Covering 40 Banks Across 11 Countries
  8. NHTSA Closes Four-Year Investigation into Tesla Phantom Braking
  9. Micron Shares Continue to Slide Despite Trump's Praise; KOSPI Plunges 7.9% in a Single Day
  10. Tesla China-Made EV Sales Up 24.4% YoY in June
  11. Zhipu AI Launches ZCode Tool as GLM-5.2 Enters Autonomous Coding Arena
  12. Senator Warren Moves to Block Waller's Regional Fed Consolidation Plan
  13. SpaceX Quiet Period Ends: 22 Investment Bank Reports to Test $2 Trillion Valuation
  14. Four Saudi Supertankers Exit Hormuz Strait Carrying Approximately 8 Million Barrels of Crude
  15. Japan Unveils ¥370 Trillion AI Strategy, Aims to Deploy Tens of Millions of Robots by 2040
  16. Merz Unveils 34-Point Reform Plan: Tax Cuts, Pension Overhaul, and Comprehensive Labor Market Reforms
  17. FERC Issues Ultimatum to Data Centers
  18. ECB Refuses to Lower Bank Capital Requirements
  19. Treasury Yields Rise and Dollar Falls to Nine-Day Low Ahead of Non-Farm Payrolls
  20. DA Davidson Upgrades Palantir to Buy with $175 Price Target
  21. China and EU Confirm Second Meeting of Trade and Investment Consultation Mechanism This Autumn
  22. GLM-5.2 Joins Global AI Top Tier at Just One-Sixth the Cost of U.S. Models
  23. Asian Chip Stocks Plunge Ahead of Non-Farm Payrolls, U.S. Futures Under Pressure
  24. Hengli Petrochemical Cancels Over 6 Million Barrels of Non-Iranian Crude Purchases and Cuts Production to 50%
  25. AstraZeneca Signs Kidney Disease Drug Licensing Deal with CSPC Pharmaceutical, Valued Up to $1.77 Billion
  26. Capital Economics: AI Profits May Undershoot Expectations, Weighing on Capital Expenditure
  27. Morgan Stanley: 10 Key Convictions on AI Investment
  28. Goldman Sachs: China's Capture of Third-Party Markets Is a Bigger Drag on European Growth
  29. UBS Cuts Brent Crude Forecast, Citing Recovery in Hormuz Strait Oil Flows
  30. Bitcoin Breaks Above $61,000 as Non-Farm Payrolls Become Next Key Catalyst
  31. Morgan Stanley and Other Institutions Challenge Bullish Dollar Consensus
  32. Eurozone May Unemployment Rate Holds Steady at 6.2%
  33. Metaplanet Buys Another 2,823 BTC, Raising Holdings to 43,000
  34. Amazon Switches Consumer Electronics Processors to In-House Design for First Time in 20 Years
  35. China and U.S. Set Indicative Targets for Two-Way Agricultural Trade
  36. Japanese Retail Investors Set Record for Weekly Net Stock Purchases
  37. Google Loses Appeal Against EU's €4.1 Billion Antitrust Fine
  38. SoftBank Establishes New Company to Enter U.S. AI Cloud Services
  39. NVIDIA Optical Interconnect Executive Joins ams-OSRAM, VCSEL Challenges Silicon Photonics Dominance
  40. Hidden Risks in the Memory AI Boom Cycle: Concentrated Demand and Legal Risks Converge
  41. AI Agents Devour Computing Power as Token Pricing Chaos Plagues Enterprises and Wall Street
  42. Musk: Optimus Mass Production Will Be Extremely Slow Initially
  43. Japanese Government Advisor Calls on BOJ to Gradually Raise Rates to Correct Yen Weakness
  44. Hong Kong's Total Assets Under Management Surges 20% to Record HK$42.2 Trillion
  45. Super Micro Taiwan Employees Detained Over Illegal AI Server Exports
  46. Leapmotor and Zeekr Post Record Sales for Second Consecutive Month in June
  47. Alibaba Settles Illegal Drug Sales Case for $600 Million
  48. BYD and Xiaomi Surge in Hong Kong on Strong June Delivery Data
  49. Samsung Group Unveils Details of $90 Billion Investment in Chungcheong Province
  50. AI Funds Lead Q2 Gains as Tech Stocks' S&P 500 Weighting Rises to 39%
  51. xAI Memphis Data Center Built Before Permits Secured, Numerous Gas Turbines Operating Without Emission Permits
  52. Apple's Foldable Screen Panel Procurement Share Set to Surpass Huawei
  53. Anthropic Recruits Four Top Academics in Two Weeks, Including UC Berkeley CS Department Chair
  54. Foreign Investors Dump Japanese Government Bonds in June at Largest Scale in Three Years
  55. Chinese Power Chip Makers Collectively Raise Prices as AI Servers Squeeze Mature Process Capacity
  56. BOE Expands into Wafer Fabs and Glass Substrates, Squeezing South Korea's Chip Industry
  57. EU Chip Industry Faces Dual Risks from China and the U.S., Report Paints Bleak Outlook
  58. EU Plans to Relax Carbon Offset Rules for Data Centers
  59. OpenAI Proposes Offering 5% Equity Stake to U.S. Government
  60. Japan 10-Year JGB Auction Demand Falls to Lowest Since April
  61. Bridgewater's Flagship Macro Fund Gains 8.1% in First Half
  62. Wall Street Turns Bullish on the Dollar as Technical Breakout Confirmed
  63. ASE Advanced Packaging Prices Rise Up to 20%
  64. Goldman Sachs Forecasts U.S. June Nonfarm Payrolls at 140K
  65. Ant Group Makes 12 Investments in Humanoid Robots Within 18 Months
  66. Japan's Ministry of Finance Shifts to Surprise Interventions to Hit Yen Shorts
  67. Weakening Yen and Strong Economic Data Fuel Expectations of Earlier BOJ Rate Hike
  68. Nvidia Offers Guarantees to Cloud Providers in Exchange for Revenue Sharing
  69. SoftBank LY and Bain Raise Bid for Kakaku.com Again
  70. Citi Raises Nikkei 225 Target to 90,000
  71. CATL: Mining, Not Smelting, Is the Real Bottleneck in the Battery Supply Chain
  72. China Mineral Resources Group Restricts Fubao Iron Ore Deliveries, Futures Briefly Break Below 100
  73. Apple Reportedly Plans 5 New iPhones in H2 to Capture Market Share
  74. CR New Energy Nearly Triples on Shenzhen Listing Debut, Triggering Trading Halt
  75. SK Hynix Plans $51 Billion Investment to Build New NAND Fab
  76. Xiaohongshu Bets on Male Users Ahead of IPO as Goldman Sachs Leads Hong Kong Listing
  77. Goldman Sachs Raises JCET Group Target Price to 125 Yuan, Maintains Neutral Rating
  78. Wall Street Dissects Meta's Move to Sell Compute Power: Not an Industry Inflection Point, CoreWeave Faces the Most Pressure
  79. Toyota Halts Flagship EV Project, Supplier Losses Could Reach Tens of Billions of Yen
  80. A-Share IPO Market Warms Up as Hong Kong-Listed Companies Accelerate Plans to Flow Back
  81. H1 Global Tech Stocks: Emerging Markets Surge Over 90% to Lead, U.S. Stocks Lag Behind
  82. China's Tax Audits Hit Over 80 A-Share and Hong Kong-Listed Companies
  83. China's ChiNext Index Drops 2.94% as Semiconductor Sector Leads Decline
  84. Hang Seng Index Opens 0.83% Higher; Semiconductor Sector Plunges
  85. Goldman Sachs Raises Hua Hong Semiconductor Target Price to HK$333
  86. Korean Stocks Hit Circuit Breaker as SK Hynix Drops 7%; Leveraged ETFs Amplify Sell-Off
  87. Google's Next-Gen TPU Switches to Intel EMIB-T Packaging
  88. Japanese Government Bonds Edge Lower, Tracking U.S. Treasury Decline
  89. Bessent's Assistant Moves to Advise Warsh, Raising Concerns Over Fed Independence
  90. SEC Launches Insider Trading Investigation; Susquehanna Loses Over $70 Million
  91. Philadelphia Semiconductor Index Drops Over 6% as Yageo Announces Price Hikes Across All MLCC Lines
  92. CICC: Clear Trend in Innovative Drug Industry Chain, Positive Order Outlook for Pharma Supply Chain
  93. IBM's 0.7nm Chip Claim Sparks Node Naming Controversy
  94. Cloud AI Racing to Secure TSMC 2nm Capacity, Squeezing Mobile SoC Supply
  95. Takeda and InSilico Reach AI Drug Discovery Partnership Worth Up to $600 Million
  96. Samsung Showcases 3D Stacked Transistor Research Results
  97. Weak Yen Drives H1 Bankruptcies to Highest Since 2022
  98. Traders Bet on Worst-Case Yen Scenario: The 200 Level Comes Into View
  99. Energy Storage Contracts Hit 550GWh in H1, Order Boom Drives HK-Listed Concept Stocks
  100. South Korea's June CPI Rises to 3.2%, BOK Hawkish Stance Strengthens