Topic Archive — Page 124 of 159

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

  1. WSJ: Altman's Personal Investment Portfolio Forms Web of Interests with OpenAI Deals
  2. GM Deploys 50 Robots After Laying Off Thousands; UAW Files Formal Labor Complaint
  3. China's Mineral Controls Constrain EU Rearmament as Alternative Supply Chain Development Lags Behind
  4. Mirae Asset 2x Leveraged SK Hynix ETF Surges Over Tenfold YTD, AUM Skyrockets 21.7x
  5. Japan June Manufacturing PMI Rises to 54.9, New Order Growth Hits Over Four-Year High
  6. Philadelphia Semiconductor Index Hits All-Time High: Qorvo Up 3.2%, Skyworks Up 4.9%
  7. Apollo's Flagship Private Credit Fund Faces 17% Redemption Requests in Q2
  8. Electronic Materials See Across-the-Board Price Hikes, Industry Hails a "Golden Three Years"
  9. DDR2 Memory Shortage Spreads, Q3 Contract Prices to Rise Another 40%
  10. Coherent: After AI Optical Interconnect Demand Materializes, Gross Margin Is the Real Gate for Valuation Re-Rating
  11. Samsung HBM4 Surpasses $1 Billion in Sales Within 4 Months of Mass Production
  12. NVIDIA Rubin Liquid Cooling Deep Dive: 45°C Inlet Liquid Temperature + Microchannel Technology Reshaping AI Data Center Energy Efficiency
  13. LG Group Sends 30+ Delegation to NVIDIA HQ to Discuss Physical AI and Robotics Collaboration
  14. Fed Chair Warsh to Testify Before Congress on July 14
  15. Iluka Secures A$1.65 Billion Australian Government Loan to Build First Rare Earths Refinery
  16. Cerebras' First Earnings Report Since IPO Is Coming — Options Imply ~13% Stock Price Swing
  17. U.S. Average Gasoline Price Falls for Six Consecutive Weeks to $3.85, Down 15% from May Peak
  18. Huaheng Biotech Passes HKEX Hearing, Ranks No.1 Globally in L-Alanine Market Share
  19. Beijing Summons Tech Executives Again, but the Regulatory Logic Has Fundamentally Shifted from 2021
  20. Ministry of Agriculture and NDRC Hold Joint Meeting, Urging Large Pig Enterprises to Take the Lead in Cutting Production Capacity
  21. Study: Global Cobalt Supply Chain 'Fragility' Severely Underestimated, 45% of EVs Face Supply Disruption Risk
  22. Fatal Tesla Crash in Texas Triggers NHTSA Investigation; Company Disputes Autopilot Liability
  23. Palantir Drops 7% in a Single Day: Dual Pressure from AI Talent Exodus and Software Valuation Reassessment
  24. Google and Amazon Push to Sell Custom AI Chips Externally, Directly Challenging Nvidia
  25. U.S. Senate Passes Bipartisan Housing Bill, Capping Wall Street's Single-Family Home Ownership
  26. China's May Gold Imports Rise to Two-Year High as Hong Kong Gold Bar Imports Surge
  27. Qatar Sovereign Fund Invests $75 Million in Doncasters' NYSE IPO
  28. Boeing Awarded $121.2 Million U.S. Navy P-8A Upgrade Contract
  29. DDPai Files for HKEX Main Board Listing, Ranks No.1 Globally in Screenless Dash Cam Market Share
  30. AI Server Rental Costs Declining, Challenging the Compute Scarcity Narrative
  31. Nvidia Stock Down ~3% in Recent Months as B200 GPU Rental Prices Drop 31% from Peak
  32. Fed's Hawkish Pivot Prompts Wall Street Firms to Cut Gold Price Targets
  33. Domino's Appoints Internal Veteran Jordan as New CEO Amid Weak Same-Store Sales Pressure
  34. China Unveils 17-Point "AI + Consumer" Action Plan, Advancing Comprehensive AI Economic Strategy
  35. Iranian Crude Returns to U.S. Market for First Time in 35 Years as 60-Day Sanctions Waiver Takes Effect
  36. JPMorgan: Markets Are Pricing In Fed Internal Divisions
  37. Taihe Music Files for IPO on HKEX Main Board with Deutsche Bank and CSC International as Joint Sponsors
  38. SpaceX Stock Plunges 16% in a Single Day, Wiping Out Over $400 Billion in Market Cap
  39. Morgan Stanley: Lack of ETF Inflows Puts Pressure on $5,200 Gold Price Target
  40. Asian Stock Futures Rise as Oil Prices Stabilize After U.S.-Iran Talks Drive Earlier Decline
  41. Tech Stocks Drag S&P 500 Down 0.4% and Nasdaq Down 1.3%
  42. Avis to Receive $650 Million Settlement from Pentwater as Post-Short-Squeeze Profit Recovery Materializes
  43. Oracle Cuts 21,000 Jobs in a Single Fiscal Year, Incurring $1.8 Billion in Restructuring Costs
  44. Trump Administration Launches Review of Critical Mineral Mining Off Virginia Coast
  45. Qualcomm Plans ~$4 Billion Acquisition of AI Chip Startup Modular
  46. Japan-U.S. Finance Ministers Hold Virtual Meeting to Discuss Yen's Sharp Decline and Possible Intervention
  47. JD.com Founder Liu Qiangdong: 700,000 Delivery Workers Will Eventually Be Replaced by Robots
  48. Hormuz Risk Premium Underpriced: GNSS Spoofing and Iran's Compulsory Insurance Reshape Shipping Costs
  49. Goolsbee: Labor Market Stable, but Inflation Trajectory Raises Concerns
  50. Apollo Private Credit Fund ADS Caps Redemptions at 5% as Redemption Requests Reach 16.8%
  51. CVS Health Expands GLP-1 Weight-Loss Drug Services, Stock Jumps 3% in a Single Day to Significantly Outperform the Market
  52. BP, Walmart and Others Sued for Allegedly Using AI Algorithms to Manipulate California Gas Prices
  53. Pfizer's Lung Cancer Drug Sigvotatug Vedotin Misses Primary Endpoint in Phase 3 Trial
  54. Getty Images Surges 90% at Close on Image Licensing Deal with OpenAI
  55. Amazon Places Ads on ChatGPT, Revealing a Data Moat Strategy
  56. Primoris Services Slashes 2026 Guidance by Over 50%, COO Departs Immediately
  57. Public Storage Acquires Canadian Subsidiary for $1.2 Billion, Expanding into Five Major Cities
  58. JPMorgan Turns Bullish on Sterling Again as Starmer's Resignation Reduces Political Uncertainty
  59. Meta Suspends AI Keyboard Tracking Training Program After Internal Data Leak
  60. Workday Faces Bias Lawsuit Over AI Hiring Screening Tool, California Court Rules Case Must Proceed
  61. Trump Signs Two Executive Orders to Accelerate Quantum Computing Development, 2028 Deployment Target Ahead of Industry Timeline
  62. BofA Predicts Three Fed Rate Hikes This Year, Reversing Last Year's Cuts
  63. NHTSA Officially Opens Investigation into Fatal Tesla Crash into Texas Home
  64. Unifor Sets July 10 Deadline in Ford Negotiations, Seeking Wage and Job Security Amid Tariff Uncertainty
  65. The Cost of China's Real Estate Ponzi Scheme: A Long Road to Economic Recovery
  66. Citi Flags Negative Roblox User Growth Signal, Stock Drops Over 9%
  67. Unpatchable Boot ROM Vulnerability Found in Apple A12/A13 Chips, Older iPhones Face Jailbreak Risk
  68. U.S. Plans Major Cuts to Compliance Costs for Oil and Gas Drilling on Federal Lands
  69. Japan Plans to Boost Household Financial Assets' Market Investment Ratio to 40%
  70. Software Stocks' Decade-Long Outperformance Ends as IGV Returns Now Match S&P 500
  71. Former DOGE Employees Found Banner VC, Close $225M Debut Fund
  72. Caterpillar Stock Rises for Seven Consecutive Trading Days, Up Over 75% Year-to-Date
  73. GF Securities Upgrades to Buy; SMCI Surges 15.3% in a Single Day, Up ~21% YTD
  74. Lagarde: Capital Markets Union Is Key to the Euro Becoming a Global Reserve Currency
  75. Bending Spoons Seeks Up to $1.62 Billion in U.S. IPO at $19 Billion Valuation
  76. Plunging Oil Prices Could Slash U.S. Airlines' Annual Fuel Bill by Over $40 Billion
  77. White House Summons Defense Giant CEOs, Pressuring for Higher Weapons Output and Limits on Shareholder Returns
  78. Azule Energy Approves $5.1 Billion Greater PAJ Offshore Oil Project in Angola
  79. US FDA Launches "Operation TrialBlazer" to Accelerate Drug Development and Approval
  80. OpenAI Upgrades GPT-5.5-Cyber and Launches Open-Source Vulnerability Patching Initiative
  81. RWE Raises $4.75 Billion Through New Share Issuance to Boost Amprion Stake to 55%
  82. Canada Unveils Nuclear Power Strategy: Aims to Build Up to 10 New Large Reactors
  83. Morgan Stanley: AI Inference Demand Is Structurally Reshaping the NAND Market
  84. U.S. Legislation Seeks to Ban Fed from Issuing Digital Dollar Until 2031, Limited Upside for Stablecoin Firms
  85. Nvidia, Apple, and Micron Exhibit at China's Supply Chain Expo as U.S. Expands Export Controls the Same Day
  86. BNP Paribas Maintains Underperform Rating on lululemon: China Market Controversies Compounded by Competitive Pressures
  87. Micron Surges Over 300% YTD to All-Time High; Wall Street Whispers EPS of $22.17 Ahead of Earnings
  88. America's Largest Lithium Mine Thacker Pass Set for Production Next Year, GM Locks In All Phase 1 Capacity
  89. Canada's Industry Minister: At Least Four Chinese Automakers Considering Building Plants in Canada
  90. BofA Securities: Apple WWDC Marks a Major Positive Turning Point for AI Strategy
  91. Tata Electronics Hit by Cyberattack, Apple and Tesla Trade Secrets Allegedly Leaked
  92. BitMine Adds Another $92M in ETH, Holdings Now 4.7% of Circulating Supply
  93. Chang Chuan Technology's H1 Net Profit Expected to Double as Semiconductor Testing Demand Surges
  94. Strategy Rebuilds Cash Reserves to $1.4 Billion, Prioritizing Credit Protection for Preferred Stock STRC Under Pressure
  95. JPMorgan: Global Institutional Quarter-End Rebalancing Could Reach $165 Billion
  96. CATL Sodium-Ion Batteries: First Batch Delivery in September, GWh-Scale Shipments by End of 2026
  97. Apollo Chief Economist: Rising Nasdaq Volatility Spread Exposes Tech Stock Fragility
  98. SpaceX Signs Up to $6.3 Billion Compute Deal with Reflection AI
  99. Indonesia Launches $1.5 Billion Stimulus Package to Address Energy Crisis and Rupiah Depreciation
  100. Brazil Central Bank Rate Cut Decision Sparks Market Turmoil, Treasury Cancels Bond Auction to Stabilize Markets