Topic Archive — Page 121 of 159

Every market topic nashnova has published, newest first (15837 total).

  1. Li Auto Launches New L8 Flagship SUV Starting at RMB 369,800
  2. Led by Meta and Microsoft, Tech Giants' Data Center Lease Commitments Surpass $850 Billion
  3. Cerebras Stock Drops 14% After First Earnings Report as Full-Year Gross Margin Guidance Falls Far Below NVIDIA
  4. Three Oil Tankers Carrying 5 Million Barrels of Crude Exit the Strait of Hormuz
  5. Costco Stock Drops 3% After Earnings as Wall Street Expects Special Dividend Ahead
  6. SpaceX Plunges 16% Combined with Tesla Decline Sends Musk's Net Worth Below $1 Trillion
  7. KeyBanc Initiates Coverage on SpaceX: Base Case Valuation Less Than Half Current Level, Lock-Up Expiry Pressure Persists Through Year-End
  8. Amazon CEO Makes First India Visit, Rapid Delivery Expands to 300 Cities
  9. Biotech ETFs Hit All-Time Highs as AbbVie's Billion-Dollar Acquisition Ignites Sector M&A Enthusiasm
  10. Alphabet to Join the Dow Jones Industrial Average on June 29, Replacing Verizon
  11. Latest Round of U.S.-India Trade Talks Concludes with Agreement Outlook Still Uncertain
  12. U.S. Legislative Proposal Would Require Tech Companies to Pay for AI Data Center Grid Upgrade Costs
  13. Japan Unveils 14-Year ¥370 Trillion National Investment Plan, AI and Semiconductors Account for Over a Quarter
  14. Fed Stress Test Results Released Today; Limited Impact on Banks' Capital Allocation Plans
  15. Oil Prices Fall Back to Pre-Iran Conflict Levels as Treasury Yields Decline in Tandem
  16. FedEx Margins Under Pressure After Freight Spinoff, Shares Drop 7% Premarket
  17. Amazon Leads in Computing Power Scale, Google Expands the Fastest
  18. Indonesia Plans to Raise Nickel Mining Quota to 360 Million Tons, LME Nickel Price Drops Over 2%
  19. Ueda Reaffirms BOJ Will Raise Rates When Appropriate, Terminal Rate Expectations Rise to 1.75%
  20. Euro Falls to One-Year Low as Retreating Oil Prices Cool ECB Rate Hike Expectations
  21. Oman Opens Temporary Shipping Corridors Through Strait of Hormuz with No Transit Fees
  22. Netherlands Lobbies U.S. to Ease ASML Export Controls, Opposes MATCH Act
  23. SK Hynix U.S. ADR Reference Fundraising Amount Approximately KRW 45.45 Trillion, Nasdaq Listing on July 10
  24. Report: Apple's First Foldable iPhone Expected to Enter Mass Production in Late July, September Launch Plan Unchanged
  25. MediaTek Eyes Stake in Global Unichip as TSMC's AI ASIC Ecosystem Faces Restructuring
  26. Analyst Suggests Strategy Pause Bitcoin Purchases, Prioritize Repairing Cash Reserves and STRC Discount
  27. Barclays and Stifel Both Raise S&P 500 Target to 7,800 on the Same Day: Earnings Logic Outweighs Tech Selloff
  28. Report: Samsung Has Allocated Half of Its HBM Capacity to HBM4
  29. Chinese Automakers' European Market Share Rises to 10.6%, BYD Overtakes SAIC to Lead
  30. Allianz: Approximately $125 Billion in Ship Cargo Stranded in the Persian Gulf, Geopolitical Risk Becomes Top Threat to Shipping
  31. Serenity Analyzes Diverging AI Capex Paths Among Tech Giants
  32. Eli Lilly's Oral GLP-1 Drug Orforglipron Could Launch in China by Late 2026 at the Earliest
  33. South Korea's KOSPI Stages Sharp Rebound, TSMC Drops 4% as AI Sentiment Continues to Rattle Asian Tech Stocks
  34. Scotiabank: SpaceX Is Strengthening Starlink's Moat Through FCC Regulatory Processes
  35. BOCOM International: Recommends Overweighting HK Stocks in H2, Hang Seng Index and Hang Seng Tech Index Have Upside Potential
  36. Southbound Stock Connect Average Daily Turnover Surges 84% YoY to HK$124.1 Billion, Hitting Record 24% Market Share
  37. Persian Gulf Tanker Freight Rates Surge to 897% of Benchmark, Hitting Year-High
  38. Mainland Brokerages Suspend New Cross-Border Equity TRS, Private Fund Channels for HK/US Stock Allocation Continue to Tighten
  39. Venezuela Discloses $240 Billion in Debt, Setting Stage for Largest Sovereign Debt Restructuring in History
  40. Momenta Races Toward Hong Kong IPO with Revenue Tripling to RMB 2.4 Billion Over Three Years
  41. Leveraged ETFs Dump $6 Billion in Korean Chip Stocks in a Single Day
  42. CATL Launches TENER Sodium Energy Storage System; Robin Zeng Proposes EV Computing Power Vision on Same Day
  43. Bank of Korea Reinforces Hawkish Stance: Rate Hikes to Resume Amid Dual Pressures from Housing Prices and Debt
  44. Qualcomm in Talks to Provide Custom Chip Design Services for ByteDance
  45. ByteDance Seeks $20 Billion Offshore Loan, the Largest in History
  46. SoftBank Seeks Stake in Tokyo Electric Power to Secure Electricity for AI Data Centers
  47. Trump Directs DOJ to Investigate Major Oil Companies for Price Manipulation
  48. HK Stock Midday Review: Hang Seng Edges Up 0.04%, Chip Stocks Rally Across the Board
  49. Korean Stocks Plunge, Triggering Circuit Breaker in Single-Day Crash as Global AI Tech Stocks Face Chain Sell-Off
  50. SemiAnalysis: CXMT's Monthly Capacity May Reach 350K Wafers by End of 2026, Closing In on Micron
  51. UBS: Top Signals Have Emerged, but It's Too Early to Exit China AI Tech Stocks
  52. Agility Robotics Eyes $2.5B SPAC Listing, Raising Over $600M
  53. Goldman Sachs: Tencent's Valuation Recovery Hinges on Speed of AI Narrative Materialization
  54. Report: Japan Plans to Optimize $1.3 Trillion FX Reserve Management to Boost Returns
  55. Bessent Expresses Confidence in Warsh, Expects Inflation to Ease as Iran Tensions De-escalate
  56. SK Hynix Plans to File ADR Issuance Application with Korean Regulators
  57. BofA Merrill Lynch: AI Demand Visibility Extends to 2028, Memory Won't Be Oversupplied
  58. Bessent Reassures Markets: Trump and I Understand the Power of the Bond Market
  59. BOJ June Meeting Minutes: Members Call for Steady Rate Hikes, Asada Casts Sole Dissenting Vote
  60. SK Hynix Slows HBM4 Production Line Conversion, Opening a Catch-Up Window for Samsung
  61. Jefferies: Google's AI Talent Exodus Is "Noise," Maintains $445 Price Target
  62. PBOC Cuts Yuan Fixing for Third Consecutive Day to 6.8195
  63. Chinese AI Tech Stocks Returning to A-Shares: The Dilemma Between Valuation Bubbles and Regulatory Tolerance
  64. China Issues Mandatory Safety Standards for L3/L4 Autonomous Driving, Effective July 2027
  65. Goldman Sachs: Strong Earnings Will Outweigh Valuation Concerns Before AI Investment Cycle Peaks
  66. ByteDance's Doubao Launches Pro Version with Three-Tier Pricing Up to 500 Yuan/Month
  67. Pimco: China's Export Glut Suppresses Inflation, Making EM Local Currency Debt Attractive
  68. RMB Settlement System Expands, Weakening U.S. Sanctions Effectiveness Against Iran
  69. TSMC's CoWoS Capacity to Reach 200K Wafers/Month by 2027, with NVIDIA Accounting for 45%
  70. Anthropic's Mythos Model Discovers Vulnerabilities in Classified U.S. Government Systems During Testing
  71. TSMC Plans Comprehensive Price Hikes on Advanced Process Foundry Services, Up to 20%
  72. Goldman Sachs Raises AI Server Demand Forecast, Projects $1.1 Trillion Market by 2028
  73. Nvidia's Rumored 10% PCB Price Cut Denied by Multiple Parties; Kyber Backplane Solution May Be Delayed to 2028
  74. IEA: UAE Oil Exports Evade Monitoring via Secret Pipelines and Ghost Fleet
  75. Nvidia's Banned AI Chips Double in Price on China's Black Market
  76. Gold Falls Below $4,100 as Tech Selloff Triggers Liquidity Liquidation
  77. Rio Tinto: Lithium to Become Fastest-Growing Division, Targeting 200K Tonnes Capacity by 2028
  78. China Accelerates Chip Equipment Localization as Five Major Japanese Suppliers See Combined 12% Drop in China Revenue
  79. Humanoid Robot Prices Diverge Sharply as Industrial Robot Orders Hit Record Highs
  80. MSCI Keeps South Korea in Emerging Market Status; Indonesia Downgrade Review Extended to November
  81. Samsung Pushes Long-Term Memory Supply Agreements as AI Demand Spreads from HBM to DDR5 and NAND
  82. Samsung Display Certified by Apple: Foldable iPhone 2026 OLED Supply Chain Established
  83. ASML Engineers Arrive at Texas Fab as Samsung Accelerates 2nm Construction
  84. ECB Vice President: Inflation Elevated Through 2027, Rate Hike Decision "Prudent"
  85. Luxshare Precision Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
  86. Fears of China's Low-Cost AI Competition Reignite, U.S. Tech Stocks Slide Broadly on Tuesday
  87. Dubai's DGCX Launches Gold T+0 Contract to Fill Gap in Global Derivatives Market
  88. China Restricts Critical Mineral Exports to Pressure Japan, Forcing Japanese Firms to Draw Down Inventories
  89. Options Market Bets Fed Rate Hike Pace Is Overpriced as SOFR Trading Volume Doubles
  90. Baird Predicts Over 80% Probability of Tesla-SpaceX Merger, Expected Within 12 to 18 Months
  91. Xiaohongshu Prepares for Hong Kong IPO, Testing Sentiment for Chinese Tech Listings
  92. AI Boom Drives Narrative Shift in Japanese Equities: Growth Stocks Replace Value Stocks
  93. Bernstein: Automakers Accelerate Humanoid Robot Deployment, Blue-Collar Job Replacement Timeline Emerges
  94. Fed Rate Hike Expectations Priced In, Treasuries Rally, Dollar Climbs to Highest Since Last November
  95. Macquarie Sharply Cuts Brent Crude Forecast: 2026 Average at $77
  96. Google Stock Falls as Talent Exodus Leads Wall Street to Question Its AI Leadership
  97. Goldman Sachs: Qatar Bazan Gas Plant Explosion May Delay LNG Production Ramp-Up by One to Two Months
  98. Micron's Options Imply ~13% Earnings Move as Put Premiums Surge Over 180% Ahead of Report