Topic Archive — Page 119 of 159

Every market topic nashnova has published, newest first (15824 total).

  1. onsemi to Acquire Synaptics in $7 Billion All-Stock Deal
  2. Mag7 Lose Nearly $3 Trillion in Market Cap Within a Month as Funds Rotate Into Industrials and Materials
  3. Google Pressures Publishers: Accept AI Training Licenses or Lose Showcase Payments
  4. Williams: Inflation Still Too High, Not Expected to Fall Back to 2% Until 2028
  5. Goldman Sachs Raises AI Job Displacement Forecast: Up to 15 Million U.S. Workers Could Be Affected Within a Decade
  6. Critical Mineral Processing Plants to Be Built on U.S. Military Bases: Four Companies Sign Pentagon Contracts
  7. Boeing Wins Up to $2 Billion U.S. Space Force Military Communications Satellite Contract
  8. Fire at Delta Air Lines' Pennsylvania Refinery Extends Gasoline and Diesel Futures Rally
  9. TD Cowen: SpaceX May Acquire T-Mobile to Build Starlink Global Connectivity Platform
  10. Microsoft Xbox Consoles to Raise Prices Again in August, Third Hike in 13 Months
  11. Apple Skips M6 High-End Variants, Plans Direct Jump to M7 Series in 2027 to Bolster On-Device AI
  12. Dual-Class Share Structures Spread After SpaceX IPO, Voting Power Imbalance Affects Companies Worth Over $10 Trillion in Market Cap
  13. JPMorgan Identifies Three Key Validation Themes for Memory Stocks in Q2: LTAs, CSP Capex, and Supply Constraints
  14. Topsports Clarifies It Has Not Received Nike's Notice to Terminate Online Authorization; Related Revenue Accounts for 22% of Total Sales
  15. SpaceX Credit Default Swaps Begin Trading, 5-Year Protection Cost at Approximately 1.255%
  16. S&P 500 Industrials Index Hits All-Time High as Over 70% of Its 80 Components Advance
  17. US FCC Votes to Tighten Submarine Communication Cable Regulations, Restricting Chinese Companies' Access
  18. Atlanta Fed GDPNow Lowers U.S. Q2 Growth Estimate to 2.5%
  19. SocGen Strategist: AI Capex Cycle Represents Healthy Financing; Absence of M&A Rules Out Cycle Peak
  20. U.S. Airline ETF Significantly Outperforms S&P 500, Reclaims Pandemic Losses for First Time in Six Years
  21. Evercore Warns PepsiCo Q2 EPS May Fall Below Consensus, Citing Consumer Slowdown and Cost Pressures
  22. IMF: Energy and Commodity Prices Retreat After US-Iran Deal, but Full Normalization Will Take Time
  23. TSMC Forecasts Global Semiconductor Market to Surpass $1 Trillion in 2025, Reaching $1.5 Trillion by 2030
  24. JPMorgan: Inflation Stickier Than Expected, Fed May Need to Raise Rates This Year
  25. Global M&A Volume Hits Record $2.7 Trillion as Mega-Deals Account for Over Half of Total Value for the First Time
  26. DeepSeek Announces Plans to at Least Double Headcount Across All Departments
  27. Bitcoin Falls Below $59,000, Hitting a 21-Month Low
  28. U.S. Supreme Court Rules 7-2 to Block Bayer Roundup Cancer Warning Lawsuits
  29. U.S. Major Indices Open Higher; Memory Chip Stocks Surge as Micron and Sandisk Jump Over 17%
  30. Adobe Acquires AI Image and Video Enhancement Tool Maker Topaz Labs
  31. BofA Warns of Rising Q3 Pullback Risk, S&P 500 Key Resistance at 7700
  32. Google Reorganizes AI Coding 'Strike Team' in Bid to Close Gap with Anthropic
  33. Eli Lilly's Zepbound and Other Weight-Loss Drugs to Be Covered Under Medicare Part D Starting July 1 at $50/Month
  34. Tesla's Berlin Gigafactory Boosts Capacity by 20%, Targeting 7,500 Units Per Week Starting October
  35. U.S. Moves to Drop Mandatory Brake Pedal Requirement for Driverless Vehicles
  36. Apple Raises Prices Across Mac/iPad Lineup by Over 20%, Citing Soaring Memory Costs It Can No Longer Absorb
  37. JPMorgan Names Pinto and Barnum Co-Presidents as Lake Retires
  38. U.S. Initial Jobless Claims Drop to 215K, Beating Expectations with a 12K Decline
  39. U.S. May Core PCE Rises to 3.4% YoY, Personal Income and Spending Both Beat Expectations
  40. U.S. May Durable Goods Orders Preliminary MoM at -4.5%, Better Than Expected -5%
  41. U.S. Q1 GDP Final Reading Significantly Revised Up to 2.1%
  42. Trump Summons Defense Contractor Executives, Pressuring Them to Accelerate Missile and Air Defense Weapons Production
  43. Citi Raises Sandisk Price Target to $2,500, Driven by Improving NAND Supply-Demand Dynamics
  44. JPMorgan: Humanoid Robot Hardware Chain Priced In First, Highlighting Leader Harmonic Drive and Estun Automation
  45. Micron Surges 19% Premarket After Earnings, Qualcomm Raises 2029 Target, PCE Data Due Tonight
  46. Wendy's Surges for Two Consecutive Days as Reddit Retail Traders Spark Meme Stock Frenzy
  47. Wall Street Warning: AI Populist Backlash Could Threaten Tech Stock Rally
  48. Citrini: AI Trade Overcrowded, Five Under-the-Radar Sectors Poised for Rotation
  49. BofA Drops BoE 2026 Rate Hike Forecast, Maintains 3.75% as Base Case
  50. BofA Strategist: AI Capital Returns in Question, Defensive Sectors Show Rotation Potential
  51. Trip.com Q1 Net Profit Drops 42%; Q2 Revenue Growth May Hit Three-Year Low
  52. EU Officially Joins US-Led AI Chip Supply Chain Security Pact Pax Silica
  53. Kuaishou's Chip Subsidiary TranStreams Completes A+ Round Financing, Focusing on Video Processing and AI Inference Chips
  54. Global AI Revenue Exceeds Data Center Depreciation Costs for Two Consecutive Quarters for the First Time
  55. Fannie Mae and Freddie Mac Interest Rate Risk Exposure Widens to Historic Crisis Levels
  56. Jefferies: Semiconductor Import Deficit Widens, China's WFE Upcycle Not Over Yet
  57. TrendForce: Huawei and Cambricon to Capture 56% of China's AI Server Chip Market by 2026
  58. Volkswagen Sells 51% Stake in Everllence, Gains €7.4 Billion as Shares Rise 2.4%
  59. Merck to Acquire Bio-Techne at $73 Per Share, Enterprise Value Approximately $11.3 Billion
  60. Reports: Chinese Automakers Rush into Canada, Using 49,000-Unit Quota as Rehearsal for U.S. Market Entry
  61. IBM Unveils World's First Sub-1-Nanometer Chip Technology, Stock Surges Over 6% in Pre-Market Trading
  62. Taiwan's Jan-May Electronics Output Surges 93% YoY, Driven Primarily by AI Server Demand
  63. Circle Partners with Nomura to Offer Instant FX Settlement for Japanese Corporations as Early as 2027
  64. Jensen Huang: AI Paradigm Shifting from Prompt to Loop, Humans Exiting the Execution Chain
  65. China Releases Five-Year Energy Plan, Targeting Peak Coal and Oil Consumption by 2026-30
  66. Hong Kong May Exports Surge 40.8%, Imports Rise 42%, Driven Primarily by AI Electronics Demand
  67. China's State-Owned Refiners Consider Resuming Iranian Crude Imports for First Time Since 2019
  68. Goldman Sachs: Long-Short Crowding Nears Five-Year Extremes, Quarter-End Pension Selling Pressure ~$30 Billion
  69. Russell Index Mid-Year Reconstitution Takes Effect at Today's Close, Trading Volume Expected to Hit Year's High
  70. EU Officially Approves Trade Deal with U.S., Capping EU Export Tariffs at 15%
  71. Institutions: SK Hynix US ADR Valuation Gap Narrowing Could Bring 30% Upside
  72. Iraq Warns It Will Consider All Options Including Exiting OPEC If Quota Is Not Significantly Raised
  73. China's Commerce Ministry: China and U.S. Agree to Establish Trade Council to Discuss Reciprocal Tariff Reductions
  74. Hang Seng Index Falls Below 23,000 as Alibaba Drops 4.2% Leading Tech Sector Decline
  75. JPMorgan Raises Kospi Target Three Times in Two Months: Base Case Lifted to 12,500, Bull Case at 15,000
  76. CATL's Robin Zeng: Solid-State Battery Technology Only at Level 4, Mass Production Not Expected Until 2030
  77. China's Ministry of Commerce Strengthens Export Controls on Strategic Minerals and Introduces Whistleblower Reward-Penalty Mechanism
  78. Goldman Sachs: Asia's Space Economy Supply Chain Is Underweight, Trading at ~60% Valuation Discount
  79. Korea Exchange Delays Single-Stock Options Launch as Market Volatility Hits Record Highs
  80. UBS Survey: 60% of Enterprises Have Capped AI Spending as Chinese Open-Source Models Enter Procurement Options
  81. TSMC and Amkor Sign 10-Year Packaging Agreement; ASE Accelerates Expansion to Counter Competition
  82. Meta Accelerates Replacing Human Content Moderation with AI, Having Substituted 50% of Review Requests This Year
  83. Iran's Revolutionary Guard Warns: Unauthorized Vessels Transiting Strait of Hormuz Will Face Danger
  84. Musk's Wealth Falls Below $1 Trillion as SpaceX Short Interest Rises to 13%
  85. Cantor Fitzgerald: Memory Supply Will Be Tighter in 2027 Than 2026, Upcycle May Extend Beyond 2028
  86. Yen Hits 40-Year Low: Japanese Automakers Could Reap $5.8 Billion in FX Gains
  87. TSMC 3nm Lead Time Exceeds One Year as IC Design Houses Scramble for Packaging Capacity
  88. Arm's Market Share in Top-Tier AI Data Centers Surpasses 50%
  89. Kioxia Plans to Issue American Depositary Shares in Spring 2027 to Tap AI Memory Demand
  90. UBS Sharply Raises AMD Target Price to $670 and Arm to $470
  91. Corning Launches Glass Bridge Optical Interconnect Components, Racing into the Trillion-Dollar CPO Market
  92. Dollar Index Hits 13-Month High as Gold Falls Below $4,000 and Bitcoin Loses $60K
  93. BofA Warns Nasdaq Bubble Risk Indicator Hits 0.8 Threshold, Recommends QQQ-SPY Hedge Structure
  94. Southbound Capital Records Annual Net Purchase of HK$1.19 Trillion in Hong Kong Stocks
  95. BOJ's Tamura Naoki Calls for Rate Hikes Every Few Months
  96. Micron Earnings Boost AI Confidence, Tech Stocks Lead Gains in Japan and South Korea
  97. China's Central Bank to Launch Overnight Reverse Repo, Signaling Monetary Framework Shift Toward Short-End Rates
  98. Goldman Sachs: AI Rally Lifts U.S. Stocks but the Dollar Hasn't Kept Pace — Three Factors Explain the Divergence
  99. Major U.S. Banks Collectively Raise Dividends and Launch Buybacks After Fed Stress Tests
  100. AI Data Center Construction Boom Emerges as New Inflation Catalyst