Topic Archive — Page 116 of 157

Every market topic nashnova has published, newest first (15688 total).

  1. China Builds World's Fastest Supercomputer, Computing Power Exceeds U.S. El Capitan by Over 20%
  2. Goldman Sachs Raises Eoptolink Target Price to 841 Yuan; Three Investment Banks Point to 2027 as Key Validation Year
  3. Hartnett Sets Three Trigger Lines: MAGS Dropping Below $60 Would Kick Off a Risk-Off Summer
  4. UBS: China AI Tech Forward Earnings Growth ~80%, Valuations Stretched but Trend Intact
  5. SpaceX Bonds Lose $360M at Debut as AI Financing Wave Pushes Investment-Grade Credit Spreads to 0.79%
  6. BIS Annual Report: High Debt and AI Boom Heighten Global Financial Vulnerability
  7. Tencent Tests TenPayGo App, Covering Tens of Millions of Merchants to Enable Mobile Payments for Foreign Visitors
  8. Warsh Emulates Greenspan's "Strategic Ambiguity"; "Put" Legacy Becomes Biggest Hidden Risk
  9. Google Restricts Meta's Access to Gemini Computing Power, Exposing AI Infrastructure Bottlenecks
  10. Apple Takes $500 Million Patent Bill Fight to UK Supreme Court
  11. Apple's First Foldable iPhone Expected to Launch in September 2026, with Samsung as Sole Foldable Display Supplier
  12. Key Events Next Week: Nonfarm Payrolls, China PMI & Semiconductor Industry-Wide Price Hikes in July
  13. China's Zhipu AI Cybersecurity Capabilities Match Anthropic's, US-China AI Gap Continues to Narrow
  14. U.S. Military Launches New Round of Strikes on Iran; U.S.-Iran to Resume Negotiations on Monday
  15. AI Boom Drives Hong Kong Stock Fundraising to Five-Year High in H1
  16. AI Infrastructure Capex Pushes Up Neutral Rate, Fed Faces New Short-Term Inflation Pressures
  17. Behind the Tech Equity Financing Wave: AI Capex Expansion Raises Bond Market Concerns
  18. JPMorgan Strategy Chairman: U.S. Dollar Hegemony Remains on Solid Ground, but AI Concentration Risk Warrants Caution
  19. ECB's Schnabel: Peace Deal Does Not Alter Upside Inflation Risks
  20. DDR5 Chip Prices Surge Over 4x in One Year; Apple and Microsoft Price Hikes Reveal Memory Shortage May Extend Through 2028
  21. AI Energy Gap Sparks IPO Wave: Power Infrastructure Companies Raise Over $11.6 Billion This Year
  22. Google TPUs Consume 20-40% Less Energy Than NVIDIA GPUs, With 30% Cloud Pricing Advantage
  23. Coinbase Cuts AI Spending by Nearly Half, Shifts to Chinese Open-Source Models to Control Costs
  24. GE Vernova Gas Turbine Orders Booked Through 2031, AI Data Centers Account for 20% of Orders
  25. U.S.-Iran Exchange Airstrikes: Strait of Hormuz Disruption Risk Premium Returns to Pricing Spotlight
  26. NVIDIA Data Center Ethernet Switch Revenue Surges 193%, Claiming Global No. 1 Spot for the First Time
  27. Apple Plans to Shift to 1.4nm Process by 2028; Tata Electronics Leaks 630GB of Apple Supply Chain Data
  28. DeepSeek V4 Introduces DSpark Framework, Boosting Inference Speed by Up to 85%
  29. Overseas Report Positions Zhipu as "China's Palantir," MiniMax as Comparable to Character AI, and Doubao as Analogous to ChatGPT
  30. SpaceX Added to Nasdaq-100; JPMorgan Estimates ~$4.3 Billion in Passive Fund Inflows
  31. Ming-Chi Kuo: Base iPhone Model to Get 9GB RAM by 2027, A20 Chip to Drive On-Device AI Inference Demand
  32. Morgan Stanley Raises GigaDevice Target Price to 888 Yuan, with Bull Case Reaching 1,542 Yuan
  33. SpaceX in Talks with Charter After IPO, Accelerating Satellite-to-Phone Direct-to-Consumer Strategy
  34. Apple Lobbies Trump Administration to Buy from Pentagon-Blacklisted Chinese Chip Maker
  35. First Chinese-Branded EVs to Enter Canada in July
  36. Industrial Profits of Major Enterprises Rose 21.1% YoY in May; Cumulative Growth of 18.8% for Jan–May
  37. AI Packaging Demand Widens ABF Substrate Supply-Demand Gap; Citi Sets ¥30,000 Target Price for Ibiden
  38. HBM Prices Keep Rising as Qualcomm, NVIDIA, and Cerebras Explore Memory-Reduced Architectures
  39. Hormuz Strait Navigation Normalization Advances, VLCC Freight Rates Plunge 44% Within a Week to $287,000
  40. Mythos 5 Reopened to Over 100 U.S. Institutions, Fable 5 Restrictions Still Not Lifted
  41. China's Critical Metal Imports Surge 60% YoY as Tungsten Prices Triple in European Markets This Year
  42. U.S. Energy Rig Count Posts Largest Weekly Gain Since June 2022
  43. Nomura: Hyperscalers Become "Funding Shorts," Dragging Down U.S. Stocks
  44. AI Sector Shaken in a Single Week: Korea's Kospi Drops 10%, Investors Shift to Stock Picking
  45. Former Goldman Sachs Partner Cohen: U.S. Stock Valuations Mask Risks, Insufficient Job Creation Is Concerning
  46. South Korea's Leveraged ETFs Reach $50 Billion as Gamma Gap Exceeds $1 Billion, Amplifying KOSPI Volatility
  47. Marvell's New CFO Sells 2,250 Shares at $281 as Stock Drops 5.4%
  48. FTC Approves Musk's Acquisition of SpaceX-Linked Optical Communications Startup Mesh
  49. Mag7 Plunge Marks Worst Week Since Liberation Day, Oil Drops ~10% Weekly, Treasury Yields Fall to 4.37%
  50. SpaceX Bonds Sold Off Days After Issuance, Spreads Approaching Junk-Grade Levels
  51. OpenAI IPO Delay Rumors Trigger AI Chain Sell-Off, SoftBank Plunges 13%
  52. Oracle Stock Drops 19% in One Week, Worst Weekly Performance Since 2001
  53. Gold Falls Below $4,000, First Death Cross Since September 2023
  54. Storage ETF DRAM Rebalances to Include GigaDevice with ~2.72% Weighting
  55. S&P 500 Falls for Fifth Straight Session, Longest Losing Streak Since August Last Year, as Defensive Sectors Buck the Trend
  56. White House Advisors Intervene in Atlanta Fed President Search, Pressuring Fed Independence
  57. OpenAI Releases GPT-5.6 Series Models; Flagship Sol Outperforms Claude Mythos in Benchmarks, Available Only to Government-Approved Partners
  58. Healthcare Sector Posts Record-Breaking Weekly Outperformance vs. S&P 500
  59. Outgoing IMF Chief Economist Warns: Fragile Ceasefire, Trade Reshaping, and Long-Term Sanctions Ineffectiveness
  60. U.S. FCC Announces Ban on Imports of Certain Chinese Tech Products Starting July
  61. S&P Affirms U.S. Sovereign Rating at AA+ with Stable Outlook
  62. Global Leveraged ETF Assets Hit $270 Billion as AI Pullback Triggers Speculation Machine in Reverse
  63. U.S. Military Conducts Strikes Near the Strait of Hormuz
  64. Nasdaq Falls 4.5% for the Week, Ending Two-Week Win Streak; Strategy Drops 26%, Arm Slides 24% Leading Declines
  65. Apple Vision Pro and Smart Glasses Lead Paul Meade Jumps Ship to OpenAI
  66. Rubio Announces Framework Agreement Between Israel and Lebanon, Aiming for "Lasting Peace"
  67. JD Power: U.S. New Vehicle Sales Rise 1.2% YoY to 8.24 Million Units in H1 2026
  68. IMF Chief Economist: Fed's Scaling Back of Forward Guidance Is 'Entirely Appropriate'
  69. U.S. May Launch Section 301 Investigation Into Swiss Pharmaceutical Industry, Roche and Novartis Face Tariff Risks
  70. RBC Initiates Honeywell Aerospace at Buy with $300 Target, Implying 35% Upside from Tracking Price
  71. Trump Threatens 100% Tariffs on Countries Imposing Digital Services Taxes
  72. Citi Downgrades Tech to Market Weight: Not Everyone Can Win on the AI Path
  73. Minneapolis Fed President Confirms June Dot Plot Projects One Rate Hike, Reversing March Forecast
  74. Jefferies Survey: 2026 Cloud Spending Expected to Rise 10.1%, Microsoft Bullish Among 85% of CIOs
  75. Applied Materials Investor Event: DRAM and Advanced Packaging Growth to Outpace Overall Equipment Market
  76. Software Stocks Lead S&P 500 as ServiceNow Surges 7.2% While Chip ETF Drops 3.5%
  77. Tesla Stock Drops 8.5% Weekly, Falls 15% in June, Marking Worst Monthly Performance in Over a Year
  78. Oman Warns European Allies: Ships Transiting Strait of Hormuz May Face Transit Fees
  79. Nasdaq 100 Implied Volatility Ranking Surges to 91st Percentile as Quarter-End Tech Selloff Pressure Persists
  80. Barclays Cuts Brent Crude Forecasts: $96 for 2026, $85 for 2027
  81. GMO Founder Grantham: AI Highflyers Could Drop 70%, Recommends 60% Allocation to Non-U.S. Stocks
  82. Tesla Europe Sales Up 77% YoY from January to May as Price Cuts Outweigh Musk Image Controversy
  83. Supreme Court Rules in Favor of Bayer, Substantially Easing Roundup Litigation Pressure
  84. University of Michigan June Final Consumer Sentiment Rises to 49.5; Inflation Expectations Remain Elevated
  85. Inflation Rises to 4.1% as Trump Administration Eases Pressure on Fed Rate Cuts
  86. U.S. Major Indices Open Lower, Philadelphia Semiconductor Index Drops Nearly 5%
  87. UAE Issues Missile Threat Alert; U.S. Stocks Drop to Intraday Lows as Oil Prices Briefly Rebound
  88. AWS to Raise GPU Computing Rental Prices Across Multiple Regions Starting July 1
  89. Unilever Eyes Up to $4 Billion Acquisition of Thorne as Haleon Competes in Bidding
  90. Goldman Sachs: The Next Wave of AI Investment Shifts to Factories, Mines, and Power Grids in the Physical Economy
  91. BofA: Server CPU Demand Drives TSMC 5nm/3nm Capacity Share to 13%
  92. ON Semiconductor to Acquire Synaptics for $7 Billion
  93. Kalshi Set to Be Announced as Official FIFA Partner, with Nearly $10 Billion Wagered in First Two Weeks of Tournament
  94. Episil Technologies Chairman: NVIDIA's 800VDC Architecture Still on Track for 2027 as Planned
  95. U.S. May Goods Trade Deficit Widens to $105.8 Billion, Exceeding Expectations
  96. June Non-Farm Payrolls to Be Released Early Next Thursday; Investec Forecasts 160,000 New Jobs
  97. Wall Street Friday Ratings Roundup: NVIDIA, Apple, Microsoft Reiterated as Bullish by Major Firms
  98. AI Cost Pass-Through to End Users Triggers Revaluation of Computing Power Trades; Memory Chip Stocks Drop Over 5% Pre-Market
  99. Goldman Sachs Strategist: Chip Positioning Crowded, Recommends Rotating into Big Tech
  100. Tesla Settles FSD Fatal Crash Lawsuit as NHTSA Investigation Escalates