Topic Archive — Page 12 of 112

Every market topic nashnova has published, newest first (11152 total).

  1. Tanker Giant CEO: Iran War Could Become Ukraine-Style Stalemate, Market Underestimates Risk
  2. Vietnam Surpasses China as Largest Source of U.S. Trade Surplus
  3. EIA: U.S. Commercial Crude Inventories Rise Marginally by 100K Barrels for Week Ending August 21
  4. Rept Battero Swings to Profit at Midyear, Ranks No.1 Globally in User-Side Energy Storage Shipments
  5. SAP Downgraded as AI Competition Pressure on Software Sector Becomes a Chronic Concern
  6. US FTC Chair: Soaring Chip Prices Are "Insane," Considers Deploying Antitrust Tools
  7. Amazon Acquires DuckLabs, the Company Behind Open-Source Database Tool DuckDB
  8. Palo Alto CEO Reportedly Explored Acquisitions of Datadog and Okta; Talks Fell Apart Over Price Disagreements
  9. Alibaba Launches Qwen3.8-Flash, Targeting Low-Cost Global Expansion
  10. SEC Proposes Amendments to Crypto Asset Custody Rules
  11. AI Server Demand Drives Up MLCC Inventory Value as Distributor Stock Levels Hit Record Lows
  12. Meta Reaches Formal Settlement with 29 States Over Teen Social Media Harm Cases
  13. Japan's Equity Risk Premium Ranks Highest Among Major Global Markets; U.S. Stocks the Lowest
  14. Vanguard Acquires Wealth Tech Platform Altruist, Expanding Its Advisory Services Footprint
  15. Wall Street's Buying Streak Ends as BofA Clients Record $5 Billion Net Outflow from Single Stocks
  16. U.S. Q2 GDP Second Revision Holds at 1.5% as Consumer Spending and Corporate Profits Both Improve
  17. GPU Rental Prices Rebound, but Risk of AI Compute Demand Ceiling Still Looms
  18. U.S. July PCE Up 3.7% YoY, Core PCE Up 3.3% YoY
  19. U.S. July Durable Goods Orders Rise 1.1% MoM, Beating Expectations
  20. MSCI Plans to Remove "Non-Operating" Companies, MicroStrategy Faces Index Exclusion Risk
  21. Iran's Revolutionary Guard Announces Revenue-Sharing Agreement with Oman on Strait of Hormuz
  22. Merz Signals Tough Stance on China Trade as Germany Sets Position Ahead of EU Summit
  23. Google Falls Behind OpenAI and Anthropic in Model Race as a16z Points to Corporate Culture
  24. Akeso's Ivonescimab Phase III Trial Beats AstraZeneca's Imfinzi
  25. Meta Reportedly Planned 60% Layoffs to Accelerate AI Transition Before Zuckerberg Halted Second Wave
  26. Sunny Optical Reports H1 Revenue of RMB 21.9 Billion, Up 11.5% YoY
  27. Morgan Stanley Fixed Income Fund Manager Trims Curve Steepener Bets, Says Bessent Intervention Caps Long-End Upside
  28. Strategist: Structural Misjudgment in AI Investment Direction — Apple and Dell May Emerge as Surprise Winners
  29. Goldman Sachs: AI Market Optimism Fading, Early August Rally Partially Reversed
  30. China's Top Three OSAT Giants Plan Over ¥15 Billion in Combined Capacity Expansion in H1
  31. BeiGene Reports H1 Net Profit of $464 Million, Up 385.8% YoY
  32. CSPC Pharma's ADC Drug SYS6010 Meets Primary PFS Endpoint in Phase III Trial
  33. YMTC's Q2 Shipment Share Rises to 14% but Revenue Still Ranks Fifth; 2027 Leadership Goal Faces Enterprise SSD Gap
  34. Morgan Stanley: TSMC CoWoS Allocation Tilting Toward AMD by 2027, Nvidia's Share Narrowing
  35. MiniMax Interim Revenue Surges 283% YoY to $117M with Narrowing Losses
  36. Microsoft AI Financial Disclosure Under Scrutiny: Azure Revenue Remains a Black Box
  37. Hansoh Pharmaceutical Reports H1 Net Profit of 4.258 Billion Yuan, Up 36% YoY
  38. Zhipu AI Stealth-Launches Ox Alpha Model, Usage Exceeds DeepSeek by 2x
  39. SenseTime Reports H1 2026 Revenue of RMB 2.91 Billion with Generative AI Accounting for Nearly 80%
  40. China's Chip Equipment Makers See Broad Revenue Growth, but Profit Margins Under Widespread Pressure
  41. NVIDIA Reveals Vera CPU Architecture Details at Hot Chips 2026, Taking Aim at Server Market
  42. CNOOC Reports Record-High Interim Net Profit of RMB 85.8 Billion, Up 23% YoY
  43. Li Auto Q2 Revenue Beats Expectations at 25.7B Yuan, Gross Margin at 11% Slightly Below Estimates
  44. JPMorgan: Alibaba's Share Placement Selloff Overdone; Three Tech Giants Show Divergent AI Financing Paths
  45. Samsung Showcases LPDDR5X-PIM at Hot Chips 2026, Boosting AI Inference Speed by 2.28x
  46. Moonshot AI in Revenue-Sharing Talks with Microsoft, Amazon, and Google for K3, Seeking Up to 30% of Revenue
  47. $6.4 Billion Bitcoin Options Expiry May Amplify Market Volatility
  48. Shein Hong Kong IPO: Existing Shareholders Agree to Six-Month Lock-Up on New Shares
  49. European Natural Gas Reserves Hit Lowest for the Period Since 2009, Inflation and Rate Hike Risks Intensify
  50. Evergrande Liquidators Granted Permission to Sue PwC International, Seeking $8.4 Billion in Damages
  51. DeepSeek Reports $70.7M Revenue in First 7 Months, API Gross Margin Reaches 82.9%
  52. Huawei Pitches AI Chips to Egypt as U.S. Scrambles to Form Counter-Alliance
  53. Macquarie Capital: Trump 2.0 Accelerates the End of American Exceptionalism
  54. Goldman Sachs Expects Q3 Earnings Inflection Point for Hong Kong-Listed Internet Giants
  55. AI Hedge Fund Heavily Invested in SK Hynix Loses 67% in One Month as SEC Probes Leveraged Trades
  56. ECB's Schnabel: Inflation Unlikely to Return to Target, Further Rate Hikes Needed
  57. Japan and UK Sell-Off Pushes 30-Year Treasury Yield to Highest Since 2007
  58. SoftBank Plans Up to $20 Billion Bond Offering to Fund OpenAI Investment
  59. China's Four Major GPU Makers Chart Divergent Paths to Challenge Nvidia
  60. SpaceX Orbital Data Center Plan: Dual Physical and Financial Challenges Remain
  61. Samsung's 2027-2029 Shareholder Returns May Exceed 600 Trillion KRW
  62. Apple Seeks to Purchase CXMT Chips, but Production Capacity Already Booked Through 2027
  63. TCL Ditches Its Own Panels for LGD, ASUS Drops BOE OLED
  64. China's Largest Auto Recall in History: Tesla and Eight Other Automakers to Fix 4.3 Million Vehicles
  65. Citadel Securities Turns Bullish on U.S. Treasuries, Betting on Long-End Yield Decline
  66. BOJ Governor Ueda Absent from Jackson Hole, Market Focus Shifts to G20
  67. Morgan Stanley Initiates Credit Coverage on NVIDIA; Contingent Liabilities Could Reach $200 Billion
  68. AAC Technologies CFO: Double-Digit Revenue Growth in 2026, AI New Businesses to Exceed RMB 8 Billion by 2027
  69. China's A-Share Three Major Indices Rise in Volatile Morning Trading; Hong Kong's Hang Seng Index Up Nearly 1%
  70. Asian Markets Await Nvidia Earnings as Oil Prices Drop Over 2% on Hormuz Strait Negotiations
  71. AI Hyperscaler Off-Balance-Sheet Liabilities Rise to $3.1 Trillion
  72. Taiwan Listed Companies' H1 Pre-Tax Profits Hit 10-Year High, Driven by AI Server Demand
  73. Australia's Second-Largest Pension Fund Makes Big Bet on Yen Appreciation
  74. Meta Discusses Settlement with 29 State Attorneys General During Trial
  75. Chinese Banks Price Bonds Using Overnight Repo Rate as PBOC Accelerates Interest Rate Reform
  76. China's InP Wafer Capacity Shortage Constrains AI Data Center Optical Interconnect Supply Chain
  77. SK Hynix Adds Second-Largest Client; Nvidia Not Among Samsung's Top Five Customers
  78. China's EV Giants Spin Off Physical AI Businesses: NIO and XPeng Chart Different Paths
  79. Samsung Display's Foldable Panel Orders Triple QoQ, Capturing Nearly 40% Market Share in Q2
  80. SemiAnalysis: Global AI Computing Power May Be Dominated by Anthropic and OpenAI by 2028
  81. TrendForce: Memory to Account for 68% of Cloud Capex by 2027
  82. VIX Futures Curve Develops a Hump as Volatility Premium Heats Up Ahead of U.S. Midterm Elections
  83. Short Positions in Chinese AI Model Stocks Hit Record Highs as Intensifying Competition Raises Valuation Concerns
  84. Akeso's Ivonescimab Achieves Positive OS Results in Phase III First-Line Biliary Tract Cancer Trial
  85. U.S. Plans Additional Trade Penalties on Canada as Bilateral Trade War Spirals
  86. China Merchants Securities: Term Premium Expansion Drives the Current Round of U.S. Treasury Yield Rise
  87. Large-Scale China Stimulus Unlikely, Clear Divergence Between Wall Street and Beijing
  88. Reuters Poll: BOJ Expected to Raise Rates to 1.25% in September
  89. Barclays: AI Data Center Expansion Triggers Voter Backlash, Midterm Elections Pose Political Risk
  90. OpenAI Data Center Chief Malone Departs as Executive Exodus Continues
  91. Bank of Korea Rate Decision This Week: Most Economists Expect Consecutive Hike to 3%
  92. U.S. Major Indexes Close Higher as 3% Oil Price Drop Lowers Inflation Expectations
  93. Intuit's Annual Guidance Misses Expectations, Stock Drops 13% After Hours
  94. Zoom Q2 Revenue of $1.28B Beats Expectations, EPS Reaches $1.55
  95. SocGen Warns: China's Credit Contraction May Spill Over to U.S. Stocks
  96. SocGen: U.S. Treasury Policy Keeps Dollar Weaker Than Fundamentals Suggest
  97. Bullish TLT Options Bets Overwhelmingly Dominate as Large Orders Position for Long-Bond Rally
  98. Goldman Sachs: Leveraged Funds Go Long Semiconductors, Short Software — AI Moat Bets Show "Negative Reversal" Pattern
  99. Ahead of Nvidia Earnings: Franklin Templeton Says Investors Need a Capital Deployment Roadmap
  100. Four Regional Feds Backed Rate Hike, Revealing Divisions Ahead of July Fed Decision
Topic Archive — Page 12 · nashnova