Topic Archive — Page 118 of 159

Every market topic nashnova has published, newest first (15821 total).

  1. IMF Chief Economist: Fed's Scaling Back of Forward Guidance Is 'Entirely Appropriate'
  2. U.S. May Launch Section 301 Investigation Into Swiss Pharmaceutical Industry, Roche and Novartis Face Tariff Risks
  3. RBC Initiates Honeywell Aerospace at Buy with $300 Target, Implying 35% Upside from Tracking Price
  4. Trump Threatens 100% Tariffs on Countries Imposing Digital Services Taxes
  5. Citi Downgrades Tech to Market Weight: Not Everyone Can Win on the AI Path
  6. Minneapolis Fed President Confirms June Dot Plot Projects One Rate Hike, Reversing March Forecast
  7. Jefferies Survey: 2026 Cloud Spending Expected to Rise 10.1%, Microsoft Bullish Among 85% of CIOs
  8. Applied Materials Investor Event: DRAM and Advanced Packaging Growth to Outpace Overall Equipment Market
  9. Software Stocks Lead S&P 500 as ServiceNow Surges 7.2% While Chip ETF Drops 3.5%
  10. Tesla Stock Drops 8.5% Weekly, Falls 15% in June, Marking Worst Monthly Performance in Over a Year
  11. Oman Warns European Allies: Ships Transiting Strait of Hormuz May Face Transit Fees
  12. Nasdaq 100 Implied Volatility Ranking Surges to 91st Percentile as Quarter-End Tech Selloff Pressure Persists
  13. Barclays Cuts Brent Crude Forecasts: $96 for 2026, $85 for 2027
  14. GMO Founder Grantham: AI Highflyers Could Drop 70%, Recommends 60% Allocation to Non-U.S. Stocks
  15. Tesla Europe Sales Up 77% YoY from January to May as Price Cuts Outweigh Musk Image Controversy
  16. Supreme Court Rules in Favor of Bayer, Substantially Easing Roundup Litigation Pressure
  17. University of Michigan June Final Consumer Sentiment Rises to 49.5; Inflation Expectations Remain Elevated
  18. Inflation Rises to 4.1% as Trump Administration Eases Pressure on Fed Rate Cuts
  19. U.S. Major Indices Open Lower, Philadelphia Semiconductor Index Drops Nearly 5%
  20. UAE Issues Missile Threat Alert; U.S. Stocks Drop to Intraday Lows as Oil Prices Briefly Rebound
  21. AWS to Raise GPU Computing Rental Prices Across Multiple Regions Starting July 1
  22. Unilever Eyes Up to $4 Billion Acquisition of Thorne as Haleon Competes in Bidding
  23. Goldman Sachs: The Next Wave of AI Investment Shifts to Factories, Mines, and Power Grids in the Physical Economy
  24. BofA: Server CPU Demand Drives TSMC 5nm/3nm Capacity Share to 13%
  25. ON Semiconductor to Acquire Synaptics for $7 Billion
  26. Kalshi Set to Be Announced as Official FIFA Partner, with Nearly $10 Billion Wagered in First Two Weeks of Tournament
  27. Episil Technologies Chairman: NVIDIA's 800VDC Architecture Still on Track for 2027 as Planned
  28. U.S. May Goods Trade Deficit Widens to $105.8 Billion, Exceeding Expectations
  29. June Non-Farm Payrolls to Be Released Early Next Thursday; Investec Forecasts 160,000 New Jobs
  30. Wall Street Friday Ratings Roundup: NVIDIA, Apple, Microsoft Reiterated as Bullish by Major Firms
  31. AI Cost Pass-Through to End Users Triggers Revaluation of Computing Power Trades; Memory Chip Stocks Drop Over 5% Pre-Market
  32. Goldman Sachs Strategist: Chip Positioning Crowded, Recommends Rotating into Big Tech
  33. Tesla Settles FSD Fatal Crash Lawsuit as NHTSA Investigation Escalates
  34. Polymarket's Annualized Revenue Surpasses $1 Billion Six Weeks After U.S. Platform Launch
  35. Boeing Secures $3.62 Billion Freighter Order from China Southern Airlines
  36. BofA: MAGS Dropping Below $60 or AUD/JPY Breaking 110 Could Trigger Summer Sell-Off
  37. Bitcoin Drops Below $60,000, Leaving Strategy with Over $13 Billion in Unrealized Losses as Financing Model Credibility Questioned
  38. Nvidia Drops Over 8% for the Week as Analysts Say 'Hot Money' Has Shifted to Memory Stocks
  39. AI Quarterly Revenue Surpasses Infrastructure Depreciation for the First Time, Annualized Revenue Reaches $175 Billion
  40. Tesla FSD One-Time Purchase Option in Hong Kong, Macau, and Taiwan to Be Removed on June 30 as Company Shifts to Subscription Model Globally
  41. July 4 Deadline Drives U.S. Solar Rush, Electricity Prices May Rise 40%-120%
  42. Intensive China-EU Consultations Hit Deadlock; EU's "Talk While Striking" Approach Risks Sharp Escalation in Friction
  43. Germany Joins Opposition, Warns EU Methane Regulations Will Cut Off Aviation Fuel Supply
  44. Bloomberg Survey: Economists Raise U.S. Core PCE Forecast to 3.2%, Rate Cut Expectations Pushed Back to June 2027
  45. EU Launches Antitrust Investigation Against Sanofi, Alleging Disparagement of Rival Flu Vaccines
  46. Citi Q3 Commodity Outlook: Brent Averaging ~$70 for the Year, Gold Testing the $4,000 Level
  47. Asian LNG Buyers Expect Qatar to Lift Force Majeure by Mid-July
  48. Two Major Chinese Hedge Funds Warn AI 'Super Bubble' Nearing Collapse
  49. JPMorgan: Data Centers Shifting to BTM Self-Generation, Energy Storage and SOFC Becoming Standard
  50. Lenovo Says High DRAM and NAND Prices Will Become the New Normal, Early 2025 Price Levels Unlikely to Return
  51. AI Spending Concerns and Stronger Dollar Deal Double Blow, BHP Drops Over 10% in a Single Week
  52. WTI Crude Drops 4% Intraday as Iran Says It Will Manage Hormuz Shipping Based on US-Iran Memorandum
  53. Samsung Electronics Mulling U.S. ADR Listing? Korean Brokerages Say Overseas Demand Exceeds Expectations
  54. Chinese AI and Chip Companies Drive Fivefold Surge in A-Share Tech IPO Fundraising This Year
  55. Volkswagen CEO Plans to Cut Up to 100,000 Jobs and Reduce Investment by 15% in Coming Years
  56. U.S. Dollar Gains 3% in H1 to Lead Major Currencies; CFTC Net Longs Hit $37B at Record Accumulation Pace
  57. Saudi Arabia's August crude oil prices for Asia expected to drop $6.5-8/barrel, hitting a four-month low
  58. China's Central Bank Urges Commercial Banks to Boost Lending for Third Consecutive Month
  59. HSBC Raises SK Hynix Target Price by 38%, ADR Lists at 20% Premium
  60. Goldman Sachs: Private Credit May Deploy Capital at Scale into the Software Sector
  61. 10-Year Breakeven Inflation Rate Falls to Over One-Year Low After Waller's Hawkish Remarks
  62. Chinese Brands Capture 11% of European New Car Sales in May, Hybrids Emerge as Key Breakthrough
  63. Airwallex Closes $320M Series H at $11B Valuation as IPO Plans Are Put on Hold
  64. Hong Kong stocks fall 1.87% at midday; among 6 newly listed IPOs, Keytop surges 195%
  65. Greek License Application Rejected: Binance Announces Service Suspension for EU Users Before July 1
  66. U.S. Space Stocks Plunge Collectively in June, Multiple Names Down Over 50%; UFO Posts Worst Month in Six Years
  67. Goldman Sachs Initiates Coverage on Intel: $150 Target Price, Neutral Rating
  68. China Legislates to Authorize Prosecutors to File Public Interest Lawsuits Against Foreign Entities
  69. Hong Kong Dollar Falls to 10-Month Low Under Dual Pressure of Stronger USD and Widening Interest Rate Differential
  70. AI Server Single Rack Requires 600K MLCCs, Capacitor Costs Rise to Third-Largest Component
  71. Hong Kong Private Home Price Index Rises for 12 Consecutive Months, Marking Longest Rally Since 2018
  72. Asia-Pacific Tech Stocks Pull Back: Samsung, SK Hynix Drop Over 4%; Gold Holds Steady Above $4,000
  73. Apple Price Hikes Wipe $250 Billion Off Market Cap, Asia-Pacific Tech Stocks Retreat Across the Board
  74. China Tightens Regulatory Grip on Offshore Capital Channels, Pressuring Hong Kong IPOs and Wealth Management
  75. Anthropic ARR Surges to $6.2B, Monthly Net Additions Exceed $1B with No Signs of Slowing
  76. Samsung Group Plans to Invest 1,000 Trillion KRW in South Korea Over 10 Years
  77. Tokyo June Core CPI Rises 1.6%, Expectations Grow for BOJ Rate Hike on July 31
  78. China Positions for Iran's Post-War Reconstruction, Locking In Long-Term Oil Supply
  79. Memory Profit Siphon Effect: Downstream Lacks Effective Hedging Tools
  80. Tungsten Prices Surge 6-7x in One Year as Japan's Tungsten Fluoride Production Line Halts from July
  81. Lithium Miners: Energy Storage Demand Growing 40% Annually, Replacing EVs as Primary Growth Driver
  82. Dollar Index Hits New High of 101.8; CITIC Securities: Driven by Liquidity Divergence, Unlikely to Sustain Rally This Year
  83. Tokyo Core CPI Rebounds for First Time in Eight Months in June, Fueling Expectations for BOJ Rate Hike on July 31
  84. SoftBank Drops Over 11% as Asian Tech Stocks Follow U.S. Market Decline
  85. Korean Won Launches 24-Hour Trading from July 6, but MSCI Upgrade Remains in Limbo
  86. CSC: Triple Pressures Cause HK Stocks to Underperform Asia YTD; Lock-Up Expiry Scale Exceeds HK$850 Billion in Q3
  87. Supply Chain: Vera Rubin Mass Production on Track for 3Q26, No Order Cuts Observed
  88. STAR 50 Index Surges 64% in a Quarter Setting a Record; Earnings Season Becomes Critical Checkpoint for Valuation Validation
  89. Anthropic Follows Suit in Postponing IPO to 2027, SpaceX Post-Listing Stock Pullback Serves as Catalyst
  90. 14 Million Korean Retail Investors Borrow to Chase AI Chip Stocks; Kospi Suffers 10% Weekly Drop After Nearly 200% YTD Rally
  91. Cargo Ship Attacked in Strait of Hormuz, UN Suspends Evacuation Operations
  92. First HKEX Tech 100 ETF Lists Friday as Exchange Simultaneously Expands Futures and OTC Derivatives
  93. OpenAI Rolls Out GPT-5.6 in Phases as IPO Reportedly Delayed to Next Year
  94. Pentagon Updates Operational Doctrine: AI Can Now Proactively Recommend or Initiate Military Actions
  95. U.S. Stocks Close Mixed on Thursday: Micron Surges 16%, Apple Drops 6.1%, JPMorgan Announces $50B Buyback
  96. FAA Plans to Accelerate Commercial Aircraft Certification and Align with EU Regulatory Standards
  97. FDIC Plans to Lower Bank Deposit Insurance Fund Assessment Rates
  98. onsemi to Acquire Synaptics in $7 Billion All-Stock Deal
  99. Mag7 Lose Nearly $3 Trillion in Market Cap Within a Month as Funds Rotate Into Industrials and Materials
  100. Google Pressures Publishers: Accept AI Training Licenses or Lose Showcase Payments