Topic Archive — Page 127 of 159

Every market topic nashnova has published, newest first (15894 total).

  1. European Stocks Lead Global Markets This Month as Stagflation Risks Fade and Capital Rotates
  2. Deutsche Bank Raises 2026 Fed Rate Hike Forecast to 50bps, Does Not Rule Out Early Action in July
  3. Deutsche Bank: Frontier AI Model Premiums Resemble Luxury Goods Pricing, Potentially Triggering a Second Revaluation of AI Stocks
  4. Tanker Traffic Through Strait of Hormuz Rebounds After US-Iran Ceasefire as Gulf Oil States Resume Tenders
  5. Second-Generation Mainstream Energy Storage Cells Remain in Tight Supply as Third-Generation Multi-Spec Battle Intensifies
  6. JPMorgan Raises Kioxia Target Price to ¥155,000, Shifting Valuation Logic from Cyclical Discount to Cash Flow Capitalization
  7. Foxconn's Liu Young-way: 1GW Vera Rubin Data Center Capex Reaches $47 Billion
  8. Warsh's First Test: Is the AI Boom 1996 or 1999?
  9. U.S. Stocks Attract Record $119.2B Weekly Inflows; Tech Stocks Draw $19.2B
  10. AI Demand Drives MLCC Prices to Double, Shenzhen Spot Market Sees Mixed Trading Activity
  11. Deutsche Bank: AI Memory Crisis Has Spread to the Macro Economy, Intensifying Global Inflation
  12. Morgan Stanley's Seven-Factor Framework: Where Are the Structural Opportunities in Chinese Equities?
  13. Trump: Anthropic No Longer a Safety Threat, but Intervention Options Remain on the Table
  14. EU Plans Legislation to Mandate Supply Chain Diversification, Advancing De-Risking from China
  15. Micron Q3 Earnings Preview (June 24): Revenue on Track for Another $10 Billion Sequential Increase
  16. Nobel Laureate Jumper Leaves DeepMind for Anthropic, Google Loses Another Key Figure in AI Coding Race
  17. Merz Calls for International Exchange Rate Negotiations, Says Yuan Undervalued by 30%
  18. Memory Shortage Spreads to Apple as Cook Says Price Hikes Are 'Inevitable'
  19. Zimbabwean Lithium Firms Seek Delay on Concentrate Export Ban; Huayou Cobalt Already Leads with Local Lithium Sulfate Production Line
  20. Alibaba's Joe Tsai: AI Market Worth $50 Trillion, Going All-In on Full-Stack Strategy
  21. Fed's Hawkish Pivot Ends Emerging Market Currency Bull Run
  22. Intel CEO Lip-Bu Tan: Inference AI Shifts CPU/GPU Ratio Toward 1:2
  23. Iran Asserts Control Over Strait of Hormuz, Plans to Impose Transit Fees on Passing Vessels
  24. Google and Microsoft Jointly Launch ARD Protocol; Anthropic and OpenAI Absent
  25. Morgan Stanley: K-Shaped Recovery and AI 2.0 Form the Main Themes for China's Economy Over the Next Five Years
  26. South Korea's May PPI Rises 8.5% YoY, Hitting Nearly Four-Year High
  27. Ethereum Core Development May Face Funding Crisis Within 9 Months
  28. Asian Oil Supply Recovery May Take Months After U.S.-Iran Deal Signing
  29. ECB Chief Economist: This Rate Hike Decision Is Well-Justified
  30. Strait of Hormuz Shipping Contracts Sharply on Friday as Negotiation Breakdown Heightens Security Concerns
  31. China Tobacco International Warns H1 Revenue to Drop Over 25%
  32. Weekly Net Inflows into Global Equity Funds Hit 19-Month High
  33. Google Follows Nvidia's Playbook to Expand TPU Chip Business Externally
  34. ARK Invest Buys TSLA and SNOW, Fully Exits Roku Position Worth Over $77 Million
  35. AI Agent Web Requests Reach 57.5%, Surpassing Human Traffic for the First Time
  36. Robinhood Stock Surges 42% Since AI Trading Launch
  37. BofA Warns AI Bubble Nearing Peak: Bull Market Hinges on Elections and Bond Selloff
  38. US-Iran Follow-Up Talks via Switzerland Canceled, Interim Deal Faces Resistance
  39. Innolight Invests $700 Million to Build Factory in Vietnam
  40. MSCI Emerging Markets Index Rises 0.8% to Hit All-Time High
  41. Novo Nordisk Plans $69M Investment Over 6 Years to Build Obesity Drug Incubator in Europe
  42. ADNOC Requires Buyers to Load Crude Oil Inside the Strait of Hormuz
  43. Micron Earnings Preview: HBM Supply-Demand Dynamics to Determine Future Trajectory
  44. Trump Imposes Export Controls on Anthropic, Triggered by a Call from Amazon's CEO
  45. SpaceX Debt Financing Roadmap Emerges: Net Debt Could Exceed $400 Billion by 2031
  46. Wells Fargo Raises S&P 500 Target to 7,950, Sees AI Bull Market Continuing
  47. Excess Liquidity Turns Negative: U.S. Stocks May Face Strongest Headwind Since 2021
  48. Warsh's Hawkish Debut Shakes Rate Expectations as Market Prices in Nearly 50% Probability of July Hike
  49. Five Agencies Jointly Propose: Stablecoin Issuers Must Comply with Bank-Level KYC Obligations
  50. Morgan Stanley Files Amended ETH/SOL ETF Proposals with Market-Lowest Fee Rates
  51. Forex Markets Rush to Buy USD Call Options After Fed's Hawkish Decision
  52. Galactic General Releases Humanoid Robot Universal Cerebellum Model AstraBrain-WBC 0.5
  53. Goldman Sachs Raises Tesla Q2 Delivery Forecast to 420K Units, European Market Performance Stands Out
  54. Trump's Copper Tariff Decision Hangs in the Balance: Three Scenarios to Shape the Global Copper Market
  55. MSCI Identifies Key Obstacles Remaining for South Korean Market
  56. Japan's Finance Minister Warns of "Bold Action" Against Yen Speculation
  57. Fed's Hawkish Stance Weighs on Gold as Prices Post Third Consecutive Weekly Loss
  58. ASML Denies EUV Lithography Machines Reached China; U.S. Officials Claim Evidence but Refuse to Disclose
  59. JPMorgan: Chip Replacement Cycle to Sustain NVIDIA Demand Through 2030
  60. Intel Surges 11% on Apple Partnership News
  61. ExxonMobil and Chevron Warn: Inventory Rebuilding Will Extend Energy Market Recovery Cycle
  62. Amazon in Talks to Sell Custom Chips to Third-Party Data Centers
  63. US-Iran Deal Removes Hormuz Risk Premium: Valaris Down 6.4%, Seadrill Down 4.2%
  64. Meta Signs ~1.6GW Compute Deal with Crusoe, Planning Two Data Centers
  65. Datadog Q1 Revenue Up 32% YoY, Guidance Raised Above Expectations
  66. Analysts Predict New Oil Price Floor Above $80
  67. Centrus Energy Signs LOI with Oklo, Stock Surges Over 12% in a Single Day
  68. SpaceX Paper Gains Wiped Out: Can Fundamentals Provide Support Before Lock-Up Expiry?
  69. Accenture Cuts Full-Year Guidance After Q3 Earnings, Stock Plunges 18% in Single Day to Near-Decade Low
  70. US-Iran Deal Unshackles Iranian Oil, Annual Revenue Poised to Exceed $60 Billion
  71. Asian Buyers Steadily Accumulate Gold Positions as Western ETFs See Continued Outflows
  72. US-Iran Deal Leaves Door Open for Tolls: Shipping Industry Wary of Hormuz Strait Changes After 60 Days
  73. China AI: Good Enough to Win? Scale and Cost Advantages Reshape the Competitive Landscape
  74. Amazon in Talks to Sell Custom AI Chips to Third Parties in Bid to Undermine Nvidia's Dominance
  75. Wells Fargo Upgrades Materials Sector, Bullish on Dual Drivers of Inflation and Geopolitical Restructuring
  76. AI Budgets Squeeze Traditional IT Services Spending, Accenture Plunges 16% at Open
  77. The AI Arms Race Is Devouring Big Tech's Buyback Logic
  78. Kalshi Partners with Wealthsimple to Bring Prediction Markets to Canada
  79. AAII Survey: Only 7.8% of Investors Believe AI Stocks Are Not in a Bubble
  80. Report: Apple and Intel Chip Manufacturing Talks Have Been Ongoing for Months; Executives Were Surprised by Trump's Post
  81. Kuwait Plans to Produce Over 2 Million Barrels/Day Within a Week; Saudi Oil Tankers Resume Strait of Hormuz Routes
  82. U.S. stock indexes open higher, chip and memory stocks lead gains, SanDisk and Western Digital surge nearly 10%
  83. UBS: AI Tech Stock Concentration Too High, Recommends Significantly Reducing Risk Exposure
  84. "AI Godfather" Yann LeCun: Musk's xAI "Has Already Failed," AI Labs Face Bubble Burst Risk
  85. Deutsche Bank: AI Premium Pricing Faces Disruption from Open-Source Models
  86. Microsoft Azure and AWS May Be Brought Under EU Digital Markets Act Regulation
  87. Anthropic International Business Lead: Mythos and Fable 5 Access Could Be Restored Within Days
  88. U.S. Initial Jobless Claims Fall to 226K, Labor Market Returns to 'Low Layoff' Mode
  89. Report: Manus Annualized Revenue Rises to $500M; Chinese Shareholders Plan to Buy Back Stake from Meta at Original $2B Valuation
  90. Wall Street Warning: Massive Depreciation Costs from AI Investments Could Hit U.S. Stock Earnings
  91. DXY Key Resistance at 100.5: A Breakout Could Trigger a Larger Dollar Short Squeeze
  92. OPEC Maintains Strong Demand Growth Forecast, Sees No Peak Before 2050
  93. TS Lombard Warns: Fed Could Become World's Most Hawkish Central Bank by 2027
  94. Global Risk Sentiment Rebounds: Intel Surges Nearly 9%, Gold Hits $4,300
  95. Société Générale Unveils Seven Key Market Strategies for Mid-2026
  96. US Dollar Index Hits Highest Since May 2025, SocGen Bullish on Further Dollar Upside
  97. DOJ Investigates JPMorgan, Citi Over Transactions Linked to Iran's Supreme Leader's Assets
  98. Jefferies Initiates Coverage on IREN with Buy Rating and $79 Price Target
  99. JPMorgan Warns: Chip Stock Valuations and Positioning Both Peaking, Rising VaR Shock Risk
  100. Liblib's Parent Company Completes Nearly $300M Series B+ Round at Over $2B Valuation