Topic Archive — Page 12 of 154

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

  1. Huawei Kirin Chip Shipments Surpass 100 Million; Kirin 9050 Enters Mass Production
  2. Jones Warns of Stock Market Pressure by 2027: Large IPO Supply Could Pose Hidden Risks
  3. SK hynix Unveils MARS and HBF: Up to 5x Faster AI Inference with 14x the Capacity of HBM
  4. Goolsbee: AI-Driven Inflation Spillover Raises Bar for Rate Cuts, Progress Needed First
  5. OPEC Raises 2027 Oil Demand Forecast While Cutting 2026 Outlook
  6. BofA Survey: Record 56% of Fund Managers Shun French Stocks
  7. BioNTech's Cancer mRNA Therapy Fails to Extend Progression-Free Survival in Early Analysis
  8. Goldman's Moravi: Two Key Signals of Peak CapEx Among Tech Giants Have Emerged
  9. Citigroup Q3 EPS of $2.85 Beats Expectations, Revenue of $23.8B Up 8% YoY
  10. Wall Street and Crypto Industry Face Investigation Pressure If Democrats Win Congress
  11. GBP/EUR Hits 16-Month High as Bank of England Rate Hike Expectations Heat Up
  12. ICE Brent Crude Oil Options Hit Record Q3 Volume, Average Daily Volume Up 63% YoY
  13. Goldman Sachs Q3 Net Revenue $18.68B, EPS Beats Estimates by Over $4
  14. SpaceX IPO Drives Space Investment Past $100 Billion for First Time in 2026
  15. ASE 3Q26 Revenue Hits Quarterly Record as AI Packaging Demand Drives Early Achievement of LEAP Target
  16. Ghost Data Centers Occupy Grid Capacity as U.S. Utilities Move to Screen Projects
  17. Jio Platforms IPO Attracts Over $20 Billion in Subscriptions, Poised to Become India's Largest IPO Ever
  18. J&J Q3 Pharma Sales Beat Expectations, Full-Year EPS Guidance Raised to $11.10
  19. Hong Kong SFC Investigates ChaPanda IPO Manipulation, Freezes HK$4.4 Billion in Assets with Largest-Ever Restriction Order
  20. UnitedHealth Q3 Results Beat Expectations, Full-Year EPS Guidance Raised
  21. ASML Earnings Preview: Capacity Guidance Holds the Key to Chip Stock Confidence
  22. Fed Governor Waller: Rising Long-End Yields Effectively Serve a Tightening Function
  23. U.S. CFTC Allegedly Ordered to Withdraw Suspicious Oil Trade Analysis Report
  24. Bond Hedging Function Weakens as Asian Institutional Capital Accelerates into Hedge Funds
  25. Sources: BOJ Leaning Against Consecutive Rate Hike in October, Earliest Action in December
  26. Samsung Sends Yield Engineers to Texas to Prepare for 2nm Mass Production
  27. Roche Licenses Chinese Obesity RNAi Therapy in Deal Worth Up to $1.16 Billion
  28. Global Banking Regulators Intensify AI Risk Scrutiny, Focusing on Cybersecurity and Autonomous System Failures
  29. Hong Kong Stocks Oct 13 Close: HSI Up 0.3%, Oil & Shipping Strengthen, AI Hardware & Pharma Under Pressure
  30. BofA Survey: Fund Managers' Tech Overweight Rises to Highest Since 2020
  31. AI Demand Squeezes Taiwan Passive Component Capacity; Yageo and Walsin Post Record Revenue Amid Looming Price Hikes
  32. ASML Unveils Hyper NA EUV Technology, Enabling 5nm Patterning in a Single Exposure
  33. China's September Exports Expected to Rise 25.5% YoY, Trade Surplus Likely to Narrow Slightly
  34. IMF Forecasts BOJ Will Gradually Raise Rates Toward Neutral
  35. Cathie Wood: Memory Chip Cycle Is Treacherous, China's Capacity Expansion Will Amplify Volatility
  36. South Korean President Lee Jae-myung: Rate Hike Is Almost a Certainty
  37. Blackstone's AirTrunk Postpones Singapore IPO Amid Market Volatility and Interest Rate Uncertainty
  38. AMEC Chairman Warns of AI Bubble, Plans 13 Billion Yuan R&D Investment Over Five Years to Develop 100 Equipment Models
  39. NTT Data Plans to Build Anthropic's First Japan Data Center in Osaka
  40. U.S. Major Banks Kick Off Q3 Earnings Season: AI Stock Concentration and Inflation Take Center Stage
  41. Hua Hong Semiconductor Signs Agreements with Four Domestic Equipment Suppliers, Discloses 2030 Specialty Process Market Share Targets
  42. Huawei Foldable Phone Cumulative Shipments Exceed 20 Million, China Market Share to Surpass 70% in H1 2026
  43. Anthropic Warns: Small AI Models Could Self-Replicate and Spread Within Months
  44. Deutsche Bank: Global Wafer Fab Equipment Spending Could Reach $270 Billion by 2028
  45. Germany's September CPI Rises to 3.3% as Energy Price Surge Hits Near Three-Year High
  46. Global Chip Stocks Hit by Sell-Off as Doubts Over AI Investment Returns Intensify
  47. OpenAI in Talks to Acquire Startup to Revive Sora Video Generation Business
  48. Polysilicon Leader Sets Price Floor at 43,000 Yuan/Ton; Granular Silicon Still Needs to Catch Up
  49. Nvidia's China AI Chip Market Share Drops to 34% as Huawei Closes In at 28%
  50. Global PC Shipments Plunge Over 20% YoY in Q3 as AI Competes for Component Supply Chain
  51. Blackstone's Gray Bets on Power, Defense, and Life Sciences
  52. Taiwan AI Server Supply Chain Divergence: CCL Leads Gains, PCB Posts First Decline
  53. Zuckerberg: Meta Glasses to Become Pure Multimodal Device, AI-Generated Content to Replace Apps
  54. Over 10 Supertankers Reverse Course as Fujairah Ship-to-Ship Transfer Operations Come Under Pressure
  55. Visa Approved to Prepare Bank Card Clearing Operations in China, Catching Up with Mastercard and American Express
  56. Haidilao Provides 100 Million Yuan Short-Term Loan to Founder Zhang Yong
  57. CICC: Chinese Major Bank Stocks Deliver 32% YTD Returns, Outperforming Global Peers
  58. Micron Authorizes Record $35.1 Billion Share Buyback, Launching December 9
  59. GAC Takes Over FAW's Toyota JV Stake, Consolidating Toyota China's Dual Joint Venture Structure
  60. China's Five Major Futures Exchanges Plan to Tighten Quantitative Trading Regulations
  61. Chinese Tech Firms Still Buying Nvidia Chips in Bulk; Domestic Substitution Gap May Persist Until 2030
  62. IMF Warns Sovereign Bond Yields Could Spike in Disorderly Fashion, Bank Stress Test Results Deteriorate
  63. Microsoft Reorganizes Azure Cloud Division, Accelerating AI Strategy Integration
  64. Safe-Haven Demand Lifts Treasuries as Markets Reopen After Holiday; 10-Year Yield Falls 5 Basis Points
  65. BofA Raises TSMC Price Target to $620 as 2nm Ramp-Up Boosts Earnings Outlook
  66. Musk's TeraFab in Talks with TSMC: All Three Cooperation Paths Face Major Obstacles
  67. China's AI Revenue Only One-Tenth of the U.S., Monetization Gap Becomes Apparent
  68. Japan's September PPI Rises 6.8% YoY, Easing Short-Term Rate Hike Pressure on BOJ
  69. Mainland Funds Net Bought Hong Kong Stocks for Four Consecutive Months, with Over HK$60 Billion Net Inflow in September
  70. IMF Cuts China's 2026 GDP Forecast to 4.5%
  71. Morgan Stanley Maintains Overweight Rating on Tencent with HK$550 Target Price
  72. Goldman Sachs: Bond Volatility Converging — European Equities and Russell 2000 May Face Short Squeeze
  73. China Competition + Broadcom CEO Warning: Double Blow Sends Korean Chip Stocks Down for Fifth Straight Day
  74. Goldman Sachs: Institutions Rush into Value Stocks as Tech Funding Sharply Reverses
  75. Middle East Conflict Heightens Inflation Expectations, Gold Under Pressure Hovering Around $4,170
  76. NEV Export Tax Rebate Rate to Drop to 9% by 2027; Biren Technology Places 130 Million Shares
  77. Goldman Sachs: RMB Undervalued by 20%-25%, Appreciation Potential Severely Underestimated by the Market
  78. New World Development Receives Quasi-Bailout from Hong Kong Government; Cheng Family Seeks Three-Year Restructuring Window
  79. Crude Oil Prices Continue to Rise as Escalating Middle East Conflict Threatens Supply
  80. BofA Bullish on Copper and Uranium, High Rates Weigh on Gold
  81. BlackRock Upgrades Short-Term U.S. Treasuries and Downgrades U.S. Equities
  82. Goldman Sachs: Compute Scarcity Grants Valuation Premium to Hyperscale Cloud Providers
  83. Starlink Expansion May Squeeze iPhone Subsidies, Posing Potential Risk to Apple
  84. Applied Materials Invests $5 Billion to Build EPIC AI Chip R&D Center
  85. NVIDIA and Cisco Launch USFP, a New 400Gb/s Optical Transceiver Standard
  86. Goldman Sachs: AI Drives Up Consumer Electronics Prices, Pushing Core PCE 0.3 Percentage Points Above Expectations
  87. JPMorgan and Goldman Sachs Cut Underwriting Exposure to Volta AI's $5 Billion Loan
  88. US Dollar Index Approaches 18-Month High Ahead of US CPI Data
  89. Wall Street Strategists Turn Bullish on Duration After Bond Selloff
  90. UBS: Lam Research, Texas Instruments, and Western Digital Expected to Deliver Strong Q3 Earnings
  91. BofA: Rise of AI Interfaces Threatens Software Vendors; Microsoft, Salesforce, ServiceNow Each Have Different Responses
  92. Cleveland Fed President Hammack: Maintaining Restrictive Rate Stance to Suppress Inflation
  93. Meta Releases Two New Models; Zuckerberg Says Muse Wonder Is Larger and More Advanced
  94. Global Smartphone Q3 Shipments Hit 14-Year Low for the Period
  95. Marvell Launches Second-Gen CXL Memory Expander, Supporting Up to 9TB Per Controller
  96. AMD Launches Helion Agentic AI Rack Supporting Up to 32,000 CPU Cores
  97. LVMH Q3 Organic Revenue Grows 1%, Missing Analyst Expectations
  98. BofA: Treasury Short Positions Stretched to Extremes, CPI Could Be the Catalyst for Unwinding
  99. iPhone Duo Orders Raised 30% to ~10 Million Units, Pro Max Also Revised Up
  100. U.S. Bankruptcy Filings Up 11% YoY in First Three Quarters, Small Business Filings Surge 46%