Topic Archive — Page 123 of 159

Every market topic nashnova has published, newest first (15843 total).

  1. Institution: Global Memory Market Faces Sharp Price Correction Risk in H2 2027
  2. Star Analyst Recommends Trimming Cloud Giants, Pivoting to Semiconductors, Warns AI Rally Will Hit "Speed Bumps"
  3. South Korea's National Assembly Discusses Unrealized Gains Tax, KOSPI Plunges 10% in Single Day Triggering Circuit Breaker
  4. German Pension Commission Proposes Mandatory Capitalized Fund and Gradual Retirement Age Increase to 70
  5. BHP Iron Ore Port Strike Suspended, Significant Gaps Remain Between Labor and Management
  6. UK June Services PMI Falls to 48.7, Contracting at Fastest Pace Since January 2023
  7. Gulf Stock Markets Fall Broadly as Oil Prices Drop and Fed Rate Hike Expectations Rise
  8. ECB Chief Economist Lane: Eurozone Inflation May Remain Above 2% Target Until First Half of 2027
  9. India's Nifty IT Index Down 28% YTD, Worst in 16 Years; Largest Fund Buys the Dip
  10. Google DeepMind Loses Two Top Researchers in One Week
  11. Syrius Robotics Drops Over 11% in Grey Market Trading, Losing HK$580 Per Lot
  12. Gundlach and Zulauf Warn: AI Bubble Burst Could Trigger U.S. Stock Market Peak in Q3
  13. MiCo Pharma-B Surges Over 60% in Grey Market Trading, Earning HK$2,200 Per Lot
  14. Fed September Rate Hike Expectations Rise to 90%, Dollar Index Hits One-Year High
  15. BNP Paribas Sets $275 Price Target for Credo Technology, Total Addressable Market Expands to $10 Billion
  16. Japan's Mitsubishi Chemical to Raise Helium Prices Over 30% from July as Middle East Supply Crisis Drives Up Costs
  17. Surging AI Data Center Optical Interconnect Demand Meets 6-Inch InP Wafer Supply Bottleneck, Constraining Industry Upgrade
  18. Six Government Departments Jointly Issue Guidelines to Promote Large-Scale Application of AI Technology in Advertising
  19. Eurozone June Composite PMI Rises to 49.5, Beating Expectations; Manufacturing Edges Lower
  20. Korean Media: Korean Lawmakers Discuss Taxing Unrealized Gains on Stocks and Real Estate
  21. ByteDance: Will Narrow Business Scope to Focus Fully on AI; No Plans to Spin Off Volcano Engine for Independent IPO
  22. Germany's June Composite PMI Falls to 48.0, an 18-Month Low, as Services Sector Hits 43-Month Low
  23. Renowned Analyst: AI-Driven Semiconductors Entering First True Demand Supercycle
  24. France June Composite PMI Rises to 47.6, Beating Expectations but Still in Contraction Territory
  25. JPMorgan Private Bank: S&P 500 Year-End Base Target at 7,800, Bull Case Could Reach 8,900
  26. STMicroelectronics Raises MCU Prices for the Second Time This Year, Effective June 28
  27. Alibaba's T-Head Increases Registered Capital to 1 Billion Yuan, Betting on Full-Stack AI Chip Strategy
  28. Quantitative Enhanced Index Products See Widening Negative Excess Returns as Extreme AI Sector Rally Erodes Alpha
  29. Sony and Nomura Lead Japanese Corporate Rush to Overseas Bond Markets, Returning to USD Debt After Nearly 30 Years
  30. Keytop IPO Sees 972x Margin Oversubscription, Set to List on June 26
  31. Zhongke Wenge's margin subscriptions oversubscribed by 3,934 times, listing on June 26
  32. CICC Liu Gang: Maintains Hang Seng Index Center at 26,000; Tech Index Offers Odds Value but Upside Constrained by Fundamentals
  33. Doubao Large Model 2.1 Released, Daily Average Token Calls Surpass 180 Trillion
  34. Google Cloud and Nokia Expand Partnership, Embedding Six AI Agents into Network Operations
  35. Israeli Stocks Plunge Over 12% This Month as Peace Talks Trigger War Premium Unwind
  36. NatPower Signs Initial 25GWh Energy Storage Deal with Tesla, Total Scale Reaching $5 Billion
  37. Deutsche Bank Cuts Gold Price Forecast by Over 20% as Gold Faces Interest Rate Pressure
  38. Europe's May New Car Sales Rise 3.6%, EVs Reach 34% Market Share
  39. Momenta to Launch Hong Kong IPO as Early as Next Week, Aiming to Raise About $900 Million
  40. The AI Memory Super Cycle Is Reshaping South Korea's Macroeconomic Structure
  41. Tesla Optimus 3 Mass Production Accelerates as Taiwanese Suppliers Begin Stocking Components
  42. Tech Sell-Off Hits Asian Markets as South Korea's KOSPI Triggers Circuit Breaker, Closes Down 10%
  43. Nissan Shelves Electric Qashqai Development, Launch Delayed to Early 2030s at Earliest
  44. 48 Chinese Developers File Antitrust Complaint Against Apple's App Store Commission with Market Regulator
  45. IBM Partners with OpenAI to Launch Enterprise-Grade AI Cybersecurity Tools
  46. Morgan Stanley: Sodium-Ion Battery Market Could Reach 2.4TWh by 2035, Spurring $800 Billion in Capex
  47. Tungsten Hexafluoride Prices Surge Over 230% Year-to-Date as Japan Production Halt Warnings Reshape Semiconductor Material Supply Chain
  48. Shopify to Impose Blanket Ban on E-Cigarette Sales as Mastercard Tightens Payment Controls
  49. India's June Composite PMI Falls to 57.4, a Three-Month Low
  50. Iran Scrambles for Asian Buyers After 60-Day Sanctions Waiver, but India, Japan, and South Korea Remain Cautious
  51. Intel Expands Taiwan Supply Chain Collaboration, Set to Resume Negotiations in October
  52. AWS Trainium 3 Ramps Up, Taiwan Supply Chain H2 Orders Accelerate
  53. PwC: Global M&A Deal Volume Expected to Reach $4 Trillion by 2026
  54. Tencent Plans to Sell Minority Stakes in Marvelous and Other Japanese Game Studios
  55. Asian Markets Sell Off Broadly: Japan Down 1.61%, Hong Kong Down 1.13%
  56. A-Share Midday Review: ChiNext Index Falls 2.27% as Chips, Healthcare, and Major Financials Buck the Trend
  57. Infineon vs. InnoScience GaN Patent War Escalates, Bilateral Market Blockade Taking Shape Between China and Europe
  58. European Car Sales Up 3.6% in May; Chinese Automakers' Registrations Significantly Outpace Legacy Giants
  59. Morgan Stanley Raises China AI Chip Market Forecast to $91 Billion, Lifts Cambricon Target Price to 1,528 Yuan
  60. Indonesia's Stock Market Reform May Trigger Wave of Delistings as Compliance Pressure Tests Market Depth
  61. Citadel: From Hedge Fund to Physical Player in the U.S. Energy Market
  62. Samsung Electro-Mechanics Mass-Produces FC-BGA Substrates for Qualcomm AI200, Entering Server Market for the First Time
  63. YMTC Holdings Sells XMC Stake as Optics Valley State Capital Takes Over Wuhan Chip Assets
  64. Nearfield Instruments Closes $380M Series D, Setting a Dutch Deep-Tech Record
  65. Volvo, Stellantis Warn EU Tech Sovereignty Policies Will Drive Up Costs for Automakers
  66. Conflicting U.S.-Iran Directives Trap Shipowners in Hormuz Dilemma
  67. Evergrande Liquidators File Judicial Review Challenging SFC-PwC Settlement Agreement, Hearing Set for August
  68. CFTC Seeks Public Comment on 24/7 Trading of Energy Perpetual Contracts as CME Lawsuit Remains Pending
  69. Nissan Shareholders Vote to Oust Nagai Motoo as Renault's Abstention Proves Decisive
  70. CR Power New Energy's A-Share IPO Retail Subscription Oversubscribed 683 Times, Setting SZSE's Largest Fundraising Record in 36 Years
  71. CATL Launches Sodium-Ion Energy Storage System TENER, Deliveries in China Starting September
  72. Urea Prices Plunge from $900 Peak Back to Pre-War Levels as China Export Quotas and Weak Demand Weigh
  73. Circle K Parent Couche-Tard Posts Strong Fuel Profit Growth, Quarterly Revenue Beats Expectations
  74. SK Hynix Cheongju Plant Hit by Frequent Accidents in 2026, Raising Safety Concerns Amid HBM Capacity Expansion
  75. China's Fiscal Deficit Narrows 4.1% in First Five Months, First Reduction Since 2023
  76. Oil Prices Down Over 30%—Why Are Treasury Yields Unmoved?
  77. India's Russian Crude Imports Expected to Hit Record in June, Accounting for Nearly 50% of Total Imports
  78. South Korea's Finance Minister: Current Exchange Rate Level Is "Excessive" Relative to Fundamentals
  79. ChiNext Falls Over 2%, Computing Power Stocks See Broad Selloff, Zhipu Drops Over 15% in Hong Kong
  80. Fundstrat Strategist: Mag 7 Pullback Is Maturing, Presenting a Buying Opportunity
  81. Mixed Signals from U.S.-Iran Talks Push Oil Prices Slightly Higher in Asian Trading
  82. AI Unicorn Baseten Raises $1.5 Billion at $13 Billion Valuation
  83. MediaTek Issues Price Hike Notice; Products with Tight Supply Expected to Lead Price Increases
  84. Corsair Adopts CXMT DDR5 Chips as Chinese DRAM Enters International Brand Supply Chains
  85. Anker Innovations Launches IPO Subscription; ZTO Express Acquires Remaining Shares of TuXi Tech for RMB 1.305 Billion
  86. Hong Kong Stocks Open Higher: Hang Seng Index Up 0.13%, Large Language Model Concept Stocks Lead Gains
  87. Oil Prices Stabilize After Iran Sanctions Waiver Takes Effect; Time Spread Structure Weakens
  88. Draft Financial Stability Law Submitted to NPC Standing Committee for First Review
  89. Senior Materials Surges 38.42% on Hong Kong IPO Debut as Global Separator Market Share Rises to 11.6%
  90. Momenta Passes HKEX Hearing, Ranks First Globally in Urban NOA Mass Production Scale
  91. Google, Tesla, and AMD Turn to Samsung for AI Chip Foundry Services
  92. Hua Medicine-B (06132) Opens Flat on Hong Kong IPO Debut; Three Core Products Yet to Be Approved
  93. Goldman Sachs: Bond Put Options Are the Optimal Hedge in a Rate Shock Scenario
  94. Australia Abolishes Negative Gearing Tax Benefits as Property Auction Clearance Rates Fall Below 50%
  95. China Links Onshore and Offshore Yuan Channels: Six Major Banks Authorized to Directly Participate in Offshore Trading
  96. Taiwan Retail Investors Borrow to Chase Rally as Margin Lending Surges 160% in One Year
  97. SpaceX Valuation Premium Far Exceeds Tesla's, Merger Expectations Drive Capital Rotation
  98. Early Progress in U.S.-Iran Talks as Gold Stabilizes Around $4,188
  99. China Proposes Raising Maximum Fines for Auditors' False Reports to 10 Times Illegal Gains
  100. LG Magna Turns Profitable for First Time in Q1 2026, EV Motor Business Revenue Surges 224%