Topic Archive — Page 11 of 154

Every market topic nashnova has published, newest first (15343 total).

  1. Vietnam Submits Final Trade Deal Text to the U.S., Hoping for Swift Signing
  2. Largan Chairman Questions Micro LED Use in AI Data Center Optical Interconnects
  3. BofA: Weak China Q3 GDP Could Trigger a New Round of Stimulus
  4. China Smartphone Shipments Drop 15% in Q3; Apple iPhone 18 Pro First-Week Sales Buck Trend with 12% Gain
  5. IEA: Iran War Disrupts Diesel Supply, Tightness Extends Into H2 2027
  6. Anthropic Acquires Technology and Team from AI Data Security Startup Opaque Systems
  7. Nvidia's China AI Chip Market Share Drops by One-Third as Huawei Nearly Doubles Shipments
  8. Musk Says Micron's Memory Pricing Is Fair, Criticizes Other Suppliers for Overcharging
  9. ASML: AI Demand Will Continue to Outstrip Supply, Capacity Gap Through 2027-2028 Hard to Close
  10. Bank of England Chief Economist Questions Market Expectations of Four Rate Hikes
  11. China's Top Five Solar Giants to Cut Another 40,000 Jobs in 2025 as Overcapacity Persists
  12. AI Compute Financing Pivots to Insurance Capital: CoreWeave and Others Tap Insurance Pools via SPV Structures
  13. India AI Agent Stocks Surge Against the Trend, Fiber Optic Leader Up 804% YTD
  14. Bernstein: AI Agent Commercialization Boosts Strategic Value of Visa and Mastercard Payment Networks
  15. Four Buffers Shielding European Equities from High Energy Prices
  16. CSRC Chairman Wu Qing Set to Deliver Speech as Markets Bet on Stock Market Support Measures
  17. CITIC Securities: ETF and Central Bank Buying Provide Floor Support, Gold Price Bottom May Be Elevated
  18. Trump Announces Greenland to Launch Large-Scale Oil, Gas, and Mineral Exploration
  19. Wall Street Veteran Rosenberg: U.S. Stock Valuations and Leveraged Positions Hit 40-Year Extremes
  20. EU Summit Discusses Trade Measures Against China as Germany and France Join Forces to Reduce Trade Deficit
  21. Lagarde: ECB Has Not Yet Seen Second-Round Effects on Inflation
  22. BYD Dahan Launches: Profit Pressure Emerges as Main Brand Pushes Upmarket
  23. SK Hynix Delays HBM4 Back-End Equipment Orders, Raising Questions About Expansion Pace
  24. HKEX T+1 Settlement Timeline May Be Delayed as Market Participants Need More Preparation Time
  25. Imports and Exports of Advanced Manufacturing Products Including Industrial Robots Exceed 10 Trillion Yuan in First Three Quarters, Up 58.9%
  26. IMF Warns UK: Spending Cuts Are the Only Path to Defense Expansion
  27. NVIDIA: AI Chip Competition Shifts Toward Overall Data Center Efficiency, with Memory and Interconnect Emerging as Two Major Bottlenecks
  28. Japanese Banks and Insurers Ramp Up JGB Buybacks as Net Foreign Bond Sales Hit Over Two-Decade High
  29. Asia-Pacific Markets Stabilize After Volatility as China Trade Data Beats Expectations
  30. ASML Q3 Net Profit Reaches €4.96 Billion, Beating Expectations by Over 20%
  31. Bank of America Exits Negotiations for Moonshot's Hong Kong IPO Arrangement
  32. Morgan Stanley's Callan: Yield Curve Steepening Favors Financial Stocks
  33. Saudi Aramco's Administrative Building at Dhahran Headquarters Attacked, Localized Fire Reported at Scene
  34. IMF: U.S. Economic Growth Alone Cannot Resolve High Debt and Deficit Problems
  35. Morgan Stanley: F5 Is the Biggest Winner in Networking, Leading in Spending Intent Growth
  36. Dell CEO: AI Data Center Construction Has Not Slowed, 2027 Growth Outlook Unchanged
  37. ECB Council Member Wunsch: Another Rate Hike May Be Needed
  38. Indian Rupee Surges 1.5% in Two Days as Importers' Record Hedging Exposes Central Bank Dilemma
  39. HBM Capacity Shift Drives DDR4 Contract Price Gains to Outpace DDR5
  40. King Yuan Electronics Selects Fort Worth for U.S. Fab Site, 2026 Capex Raised to NT$50 Billion
  41. Hang Seng TECH Index Rises Over 1% After Lower Open; ChiNext Falls More Than 1%
  42. Negotiations Break Down at World's Largest Copper Mine Escondida, Strike Threatens Copper Supply
  43. Yaskawa Electric Raises Earnings Forecast, Targets Mass Production of Humanoid Robots by 2030
  44. China's September Imports and Exports Surpass 5 Trillion Yuan for the First Time, Surging 27.5% Beyond Expectations
  45. SK Group Chairman Chey Tae-won Sells SK Inc. Shares, Dell Family Fund Acquires $406 Million Stake
  46. Dollar Weakens as Markets Await U.S. CPI Data and Fed Officials' Speeches
  47. China's September PPI Rises 5.0% YoY, Beating Expectations; CPI Up 0.9% YoY
  48. Apple COO Visits Foxconn Zhengzhou Plant; iPhone Duo Mass Production Yield at Only 60%
  49. Applied Materials Raises 2030 Margin Targets, but Absence of WFE Forecast Weighs on Stock
  50. China Cuts Export Tax Rebates on NEVs, Pushing Exporters from Price Wars to Brand Competition
  51. Huawei Kunpeng Chip Exports to Southeast Asia Hit Record High, Exceeding 2,200 Units Shipped in First Eight Months of 2026
  52. Six Months After Joining JPMorgan, Combs Spearheads $5 Billion Strategic Investment Program
  53. Trump Says Taiwan Will Purchase 30% of Alaska LNG Project's Natural Gas
  54. Pimco Fund Manager: Fixed Income Returns Could Reach 7%-8% Over the Coming Years
  55. Anthropic Seeks Rehearing of Pentagon Security Risk Classification Case
  56. Hong Kong Banking System Aggregate Balance Drops to HK$54 Billion, Rising Risk of Interbank Rate Volatility
  57. Skydance New Bonds Underperform Investment Grade by 27bps, Worst in Six and a Half Years
  58. Microsoft Adds Over $130 Billion in Data Center Leases in a Single Quarter — the Largest Computing Power Expansion in History
  59. All Three Major U.S. Stock Indexes Closed Lower on October 13 as Bank Stocks Diverged and Memory Chips Came Under Pressure
  60. SoftBank's $11 Billion Junk Bond Sets Record-High Coupon as Concentrated Bet on OpenAI Sparks Debate
  61. Hong Kong Stock Primary Market Raised HK$712.1 Billion in First Three Quarters, Up 67% YoY
  62. Goldman Sachs: Investors Demand Profitability to Back Chinese Companies' Overseas Expansion
  63. OpenAI in Talks to Acquire Cybersecurity Startup Trail of Bits
  64. Retail Investors Pile Back Into AI Trade, Net Buying $9.1 Billion in a Single Week
  65. SEC Reduces Quorum to One Commissioner as Trump Tightens Agency Control
  66. China Accounts for 97% of Global Humanoid Robot Shipments as Morgan Stanley Projects $5 Trillion Market
  67. JPMorgan Blocks External AI Agents from Accessing Customer Accounts
  68. Court Orders OpenAI to Hand Over Hiring Records as Apple Trade Secret Lawsuit Accelerates
  69. Boston Fed's Collins: One More Rate Hike Still Needed This Year
  70. Bank of America Fined $1.2 Billion for Anti-Money Laundering Violations — Largest Penalty in OCC History
  71. FBI Arrests Former OpenAI Employee for Allegedly Planting Surveillance Device in Office
  72. OpenAI Flagship Model Delayed Over Safety Concerns
  73. OpenAI and Anthropic Call for UK Legislative AI Regulation; Google and Meta Refuse to Endorse
  74. Chile's Pension Funds Lose Over $7.7 Billion on Failed U.S. Interest Rate Swap Bets
  75. Zuckerberg: Meta Is Betting $200 Billion on AI with No Guarantee of Success
  76. U.S. September CPI Expected to Rise 3.7% YoY, Inflation Still Far Above Fed's Target
  77. Fed's Williams: No Need to Raise Rates Through 2027
  78. Saudi Airstrikes Hit Sanaa Fuel Stations, Houthis Threaten Aramco Facilities, Riyadh Airport Remains Closed
  79. Ray Dalio: U.S. Treasury Bear Market Far from Over, Supply-Demand Imbalance Spiral Hard to Resolve
  80. Citi Downgrades U.S. Equities as Goldman Contra-Upgrades to Overweight on Same Day
  81. Swiss Parliamentary Committee Backs Special Systemic Bank Tax on UBS
  82. Jensen Huang's European Tour: NVIDIA Announces $2 Billion Investment in One Week
  83. Google Gemini 4 Argon Officially Launched, Targeting Coding and Professional Knowledge Work
  84. Japan M&A Deal Count Hits All-Time High as Foreign Investment Already Surpasses Last Year's Total
  85. Goldman Sachs CEO Warns Data Centers Face Election Politics Volatility Risk
  86. BNP Paribas Raises Google Target Price to $450, Betting on TPU External Sales Potential
  87. Fitch: Rising Bond Yields Make Debt Stabilization Harder for Advanced Economies
  88. Qualcomm vs. Arm Patent Lawsuit Jury Verdict Expected This Week
  89. Anthropic Discloses Q3 Financial Data for the First Time; IPO Valuation Could Reach $2 Trillion
  90. Options Market Builds Heavy Downside Protection Ahead of ASML Earnings
  91. Top Three U.S. Banks Post Record Combined Q3 Net Interest Income of $56.5 Billion
  92. U.S. Existing Home Sales Rise for First Time in Four Months in September, but Surging Mortgage Rates Weigh on Outlook
  93. Microsoft Stock Approaches All-Time High, Surging Over 50% in Four Months
  94. LSEG Eyes $3.5B Acquisition of Credit Data Firm Octus, Accelerating Private Market Push
  95. Blackstone President and Fed Governor: France's Fiscal Crisis Is a Warning for Western Governments
  96. BlackRock Q3 Earnings Preview: Wall Street Expects 24% YoY EPS Growth
  97. Chinese Automakers Race Ahead of EU Local Content Rules; Changan Plans First European Production by 2027
  98. Apple Unveils Three Smart Home Products Including HomeView, Partners with LG and Schneider to Expand Ecosystem
  99. Google TPU v9 Slightly Delayed, Marvell's Supply Chain Position Remains Solid
  100. Paul Tudor Jones Bullish on Crude Oil: Iran Conflict Could Push Prices Up Another $20-25