Topic Archive — Page 120 of 159

Every market topic nashnova has published, newest first (15827 total).

  1. Goldman Sachs: AI Rally Lifts U.S. Stocks but the Dollar Hasn't Kept Pace — Three Factors Explain the Divergence
  2. Major U.S. Banks Collectively Raise Dividends and Launch Buybacks After Fed Stress Tests
  3. AI Data Center Construction Boom Emerges as New Inflation Catalyst
  4. SK Hynix Plans U.S. IPO to Raise $29.4B as Micron's Blowout Earnings Jointly Confirm Memory Super Cycle
  5. China's Independent Refinery Utilization Drops to Nine-Year Low as Asian Refiners Slow Middle Eastern Crude Purchases
  6. JCET Plans to Invest 7.8 Billion Yuan to Build Advanced Packaging Facility in Shanghai Lingang
  7. Qualcomm Unveils Dragonfly Data Center Chip, Secures Meta Deal and Takes Aim at Nvidia
  8. Dutch Trade Minister Heads to Washington to Oppose MATCH Act as ASML Interests Face Threat
  9. NVIDIA and AWS Deepen Partnership, G7 Instances Deliver 4.6x Inference Performance Boost
  10. NY Fed Official: FOMC's New 'Ample Reserves' Wording Is 'Cleanup Language'
  11. White House Requests $88 Billion Supplemental Budget as Trump-Republican Rift Goes Public
  12. Meta Offers Opt-Out After Forced AI Reassignment, Giving 7,000 Engineers Freedom to Choose
  13. Jensen Huang: AI Is Already Making Money, Vera Rubin Entering Full Mass Production
  14. U.S. House Committee Approves Bill Banning Lawmakers from Prediction Markets
  15. Rio Tinto Positions Lithium as Its Fastest-Growing Division, Targeting 200,000-Ton Capacity by 2028
  16. Micron Delivers Blowout Results: Revenue More Than Triples, Crushing Expectations with Explosive Guidance
  17. Trip.com Q1 Revenue of $2.35B Beats Expectations, EPS Misses as Q2 Guidance Slows
  18. Google AI Brain Drain Accelerates: Adler, Pritzel Confirmed Departing for Anthropic
  19. Lockheed Martin Awarded $35.3 Billion Multi-Year THAAD Contract
  20. Oil Prices Drop Near Pre-War Levels Dragging Energy Stocks, Tech Sector Under Pressure for Third Straight Day
  21. Trump Announces Investigation into Oil Companies Including ExxonMobil and Chevron
  22. eToro Survey: Retail Investors View Tech Stocks as Overvalued, Yet Keep Buying
  23. Jefferies Q2 Profit Doubles as Investment Banking Revenue Hits Record $1.21 Billion
  24. FDA Approves Gilead's Trodelvy for First-Line Treatment of Triple-Negative Breast Cancer
  25. Qualcomm Dragonfly Data Center Chip to Ship in 2027, Expected to Generate Billions in Revenue This Year
  26. U.S. Healthcare Spending to Surpass $6 Trillion in 2026, with GLP-1 Drugs as a Key Driver
  27. U.S. DoE Offers $17.5 Billion Nuclear Loan to Dominion and Other Utilities
  28. Nvidia and SpaceX Each Issue $25 Billion in Bonds as U.S. Investment-Grade Debt Issuance Hits June Record
  29. JPMorgan Cuts Tesla Q2 Delivery Forecast to 420,000 Units
  30. Anthropic Accuses Alibaba of Illegally Accessing Claude Model, Involving 28.8 Million Interactions
  31. Fed Report: Basis Trade Drives Hedge Fund Treasury Exposure to Double to $4 Trillion
  32. AI Layoff Fears Fade as Office REITs Rebound 35% in Q2
  33. Novo Nordisk: Medicare Patients Preferring Oral GLP-1 Drugs Are Twice Those Preferring Injectables
  34. Bessent Predicts 3% U.S. GDP Growth, but Prediction Markets Put the Odds at Just 15%
  35. JPMorgan's Top Trader: Most Crowded Positions in History Are Breaking Predictive Models
  36. Fed's Bowman Completes Restructuring of Bank Supervision Division, Effective July 12
  37. Oil Supply Floods Market After Hormuz Reopening, Brent Falls Below $75
  38. Pfizer's Ibrance Receives FDA Approval for New Breast Cancer Indication
  39. Russell 2000 Index Hits Intraday All-Time High, Up 21% Year-to-Date
  40. Weak Demand at U.S. $70 Billion 5-Year Treasury Auction as Foreign Buyer Share Hits Year-to-Date Low
  41. SOXX Put Volume Surges as Cracks Emerge in Chip Stock Bull Signal
  42. Goldman Trading Desk: AI Data Center Long Crowding Rises to Six-Month High
  43. Bitcoin Falls Below $60,000, Retreating Over 52% from All-Time High
  44. Tech, AI, and Fed Pressure Converge as U.S. Stocks and Oil Prices Continue to Diverge
  45. Over 300 U.S. Bans Threaten Data Center Expansion Wave
  46. Google Gemini 2.5 Flash Embeds Cross-Platform Agent Capabilities, Opening Up Enterprise Automation
  47. Russia's June Crude Exports from Western Ports Expected to Hit Record 2.7 Million Bpd
  48. Evercore Maintains Oracle FY2027 Revenue Outlook as Remaining Performance Obligations Reach $638 Billion
  49. Morgan Stanley: Global Power Semiconductor Supply Tightening, Prices Expected to Rise in H2 2026
  50. Tom Lee Says Chip Stock Pullback Presents Another Buying Opportunity
  51. Corning Surges Over 9% as Optical Communication Stocks Rally on Wednesday
  52. CATL Targets Over 10,000 Sodium-Ion Battery Vehicle Installations This Year: Commercialization Accelerates but Challenges Remain
  53. Falling Oil Prices Boost Travel Sector as Cruise and Online Booking Stocks Rally
  54. Goldman Sachs: Chinese Households Allocate Less Than 10% to Equities; Stocks and Insurance Are Key Mid-Term Beneficiaries
  55. JPMorgan: iPhone 18 Price Increase Around $50, Below Market Expectations
  56. Trump Cancels Signing of Bipartisan American Housing Act
  57. Analysis: Spot DRAM Prices Will Signal Memory Cycle Turning Point Before Micron's Earnings
  58. Apple-Intel Chip Partnership Has Clear Strategic Logic, but Mass Production at Least 2-3 Years Away
  59. Warsh's Hawkish Stance Unwinds Debasement Trade as Gold ETFs See Largest April Outflows Since 2013
  60. Silver Falls to 6-Month Low, Down Over 50% from All-Time High
  61. Pelosi Discloses New Call Options on Intel and Uber
  62. SpaceX Short Interest Rises to 13% of Free Float as Borrowing Costs Drop Sharply
  63. Saudi PIF-Led Consortium Files EU Notification for $55 Billion EA Acquisition
  64. Fertilizer Exports Resume Through Strait of Hormuz as Urea Prices Retreat
  65. BlackRock Recommends 1%-2% Bitcoin Allocation, Now Included in Model Portfolios
  66. Bessent Calls for Abolishing the Fed's Dot Plot: Says It Has Become a Market 'Crutch'
  67. U.S. Q1 Current Account Deficit Widens to $226.8 Billion, Exceeding Expectations
  68. U.S. Major Indexes Open Slightly Higher as Semiconductors Lead Gains While Gold Stocks Face Pressure
  69. MSTR Underperforms Bitcoin by Widest Margin Since 2024, Holding ~847,000 BTC
  70. Wall Street Warns of Crowded AI Trade as Short Sellers Use Derivatives to Hedge Systemic Risk
  71. Deutsche Bank: Bitcoin Market Fragility Rises as Retail Investors Retreat and ETF Outflows Mount
  72. South Korea Plans KRW 300 Trillion Investment to Build Second Chip Cluster, Cutting Construction Timeline by Over a Decade
  73. OpenAI Partners with Broadcom to Launch First Custom AI Inference Chip Jalapeño
  74. Spot Gold Falls Below $4,000 as Hawkish Fed and Strong Dollar Overpower Safe-Haven Demand
  75. Sunrun Partners with Tesla on 16GW Distributed Power Deal, Surges 19.4% Premarket
  76. China's EV Exports Hit Record High in May, Reaching $9.2 Billion in a Single Month
  77. Alibaba's Qoder Launches "Peak-Valley Token" Pricing, Targeting U.S. Users During Off-Peak Hours
  78. Citi: Optical Interconnect Market to Reach $92B by 2028 with 3-Year CAGR of 65%
  79. Amazon Prime Day First-Day Online Sales Hit $8.3 Billion as Generative AI Traffic Leads in Conversion Rates
  80. Apollo: Reopening of Hormuz Could Boost Growth, Inflation, and Interest Rates
  81. JPMorgan: Non-U.S. Equities Trade at ~25% Discount to U.S. Stocks, Valuation Gap Near Historical Extremes
  82. Wall Street Analyst Ratings Wednesday: AMD Price Target Raised to $670, ARM to $455
  83. Bessent: Iran Negotiations Drive Oil Trade Toward Dollar Settlement
  84. Wedbush: SpaceX Leasing Compute Power May Signal New Colossus Data Center Construction
  85. Investor Who Profited from the 2008 Crisis Shorts U.S. Insurance Sector, Betting on a Private Credit Bubble
  86. Five Eyes Warn Frontier AI Risks Are Imminent; Chinese and Japanese Models Closing Gap Faster Than Expected
  87. Micron Rises Over 2.5% Pre-Market Ahead of Earnings, Market Cap Soars to $1.19 Trillion in One Year
  88. Brent Crude Falls to February Low as Stranded Barrel Clearance Weighs on Near-Term Oil Prices
  89. Wedbush: Google's Potential Shift to MediaTek for TPU Supply Would Materially Undermine Broadcom's Custom ASIC Position
  90. LingYi Technology Prices Hong Kong IPO at Top of Range, Raising HK$8.3 Billion
  91. Li Auto Launches New L8 Flagship SUV Starting at RMB 369,800
  92. Led by Meta and Microsoft, Tech Giants' Data Center Lease Commitments Surpass $850 Billion
  93. Cerebras Stock Drops 14% After First Earnings Report as Full-Year Gross Margin Guidance Falls Far Below NVIDIA
  94. Three Oil Tankers Carrying 5 Million Barrels of Crude Exit the Strait of Hormuz
  95. Costco Stock Drops 3% After Earnings as Wall Street Expects Special Dividend Ahead
  96. SpaceX Plunges 16% Combined with Tesla Decline Sends Musk's Net Worth Below $1 Trillion
  97. KeyBanc Initiates Coverage on SpaceX: Base Case Valuation Less Than Half Current Level, Lock-Up Expiry Pressure Persists Through Year-End
  98. Amazon CEO Makes First India Visit, Rapid Delivery Expands to 300 Cities
  99. Biotech ETFs Hit All-Time Highs as AbbVie's Billion-Dollar Acquisition Ignites Sector M&A Enthusiasm
  100. Alphabet to Join the Dow Jones Industrial Average on June 29, Replacing Verizon