Topic Archive — Page 129 of 160

Every market topic nashnova has published, newest first (15908 total).

  1. Fed Sends Hawkish Signal as Traders Fully Price In Rate Hike Before October
  2. U.S. FERC Plans Guidelines to Accelerate Data Center Grid Interconnection
  3. European BEV Market Share Hits Record 23.6% in May
  4. Amazon AI Executive: Quantum Computing to Achieve Commercialization Within 5 to 7 Years
  5. Billions in Arbitrage Capital Funneled Through ARKK and Other ETFs to Gain Exposure to SpaceX IPO
  6. ASML Warns Musk's Terafab Project May Face Supply Constraints
  7. BYD Datang SUV Priced at 239,900 Yuan, Taking Aim at Huawei's AITO and Li Auto
  8. JPMorgan and Citi Both Raise Global Semiconductor Equipment Forecasts on Same Day: Memory Cost Cycle as Core Driver of Equipment Upcycle
  9. Warsh's Path to Balance Sheet Reform: Bowman and Bessent Are Key
  10. J&J CEO: No Entry into GLP-1 Weight Loss Drugs, Aiming to Be World's #1 in Oncology by 2030
  11. Report: U.S. and Iran Discuss Signing Deal Early, Strait of Hormuz Terms May Take Effect First
  12. ECB President Lagarde: AI Could Trigger a New Financial Crisis
  13. Temasek Unveils AI Investment Plan: Triple in Size to $75 Billion by 2030
  14. Morgan Stanley: China's AI Ecosystem Has the Potential to Create $3-4 Trillion in Incremental Market Cap
  15. Trump Says US-India Trade Deal "Very Close," Praises Modi as Toughest Negotiator
  16. U.S. SEC Proposes to Abolish Trade-Through Rule, Tokenized Stock Platforms Could Be Major Beneficiaries
  17. U.S. Pending Home Sales Rise 3.8% MoM in May, Marking Largest Monthly Gain in Nearly Two Years
  18. U.S. Crude Inventories Fell by 8.263 Million Barrels Last Week, Approaching Minimum Operational Safety Threshold
  19. Retail Investors Pile In: U.S. Equity ETFs See Over $150 Billion in Monthly Inflows, Approaching Historic Record
  20. Deutsche Bank and TD Cowen Both Raise Micron Price Target to $150
  21. G7 Leaders' Summit Statement Reaffirms Exchange Rate Commitments, Calls for Establishing Oil Reserve Mechanism
  22. SpaceX Options See Nearly 1 Million Contracts Traded on First Day as Valuation and AI Hype Spark Market Debate
  23. Citi Raises DataDog Price Target to $270, Citing Sustained AI Monitoring Demand
  24. Renaissance Macro Analyst Warns: Sell Microsoft on Rallies
  25. Amazon's Low-Cost AI Chips Attract Enterprise Clients, Priced ~80% Below NVIDIA H100
  26. US Stock Market Opening: Three Major Indexes Edge Higher, Philadelphia Semiconductor Index Up 2%, SpaceX Turns Negative
  27. Morgan Stanley: MLCC Market Enters Structural Divergence — Murata Upgraded to Top Pick, TDK Taiyo Yuden Downgraded
  28. Nichicon Raises Aluminum Electrolytic Capacitor Prices Across the Board, Hikes Expand to 10%-15%
  29. Two AI Giants Poach Over 85 Salesforce Employees This Year
  30. Europe Seeks to Bypass U.S. Frontier AI Model Restrictions
  31. Bernstein Raises 2030 Server CPU Market Forecast to $223 Billion
  32. Microsoft Turns to AWS to Lease Capacity; Bernstein Says Demand Growth May Be Stronger Than Expected
  33. U.S. May Retail Sales Rise 0.9% MoM, Fastest YoY Growth Since 2023
  34. Citi Bullish on Semiconductor Equipment Cycle Extending Through 2028, Raises Price Targets on All Three Equipment Giants
  35. SpaceX Set to Join Index — Passive Fund Investors Face Nearly 120% Implied Volatility
  36. Alibaba Launches HappyOyster 1.0: Generating Real-Time Interactive Open Worlds from a Single Prompt
  37. AI Chip Stocks Rebound Collectively: AMD Up 2.7%, Intel Up 3.5%
  38. Apple's AI Progress Lags Behind, Investor Patience Wearing Thin
  39. US SEC Proposes "Innovation Exemption" to Allow Crypto Firms to Trade Tokenized Stocks
  40. Trump Administration Explored Taking Stakes in AI Giants; Export Controls on Anthropic Could Add Uncertainty
  41. Nvidia-Backed SandboxAQ Wins $500 Million Chip Materials Contract from U.S. Commerce Department
  42. Oil Price Shock Fades as JPMorgan, Barclays, and Deutsche Bank Turn Bullish on European Equities
  43. Intel Launches 18A-P 'Risk Production': Securing Major Foundry Clients Is the Key
  44. SpaceX Successfully Deploys Three AST SpaceMobile Satellites, Both Stocks Rise in Premarket Trading
  45. BofA Raises China AI Data Center Capex Forecast to $327 Billion by 2030
  46. US Semiconductor Stocks Plunge 6% in a Single Day as Debate Over Momentum Trade Inflection Point Intensifies
  47. China's SAMR Drafts New Rules on Food Delivery Platform Subsidies, Seeking Public Comments Starting June 17
  48. Active ETFs Officially Launch! Shanghai and Shenzhen Exchanges Release Business Guidelines
  49. EU MiCA Era Begins: USDT Delisted from Licensed Exchanges, Circle's Compliant Stablecoins Emerge as Biggest Beneficiary
  50. Tencent WorkBuddy API Calls Surge 10x in Three Months
  51. Deep Dive: China's Cost Advantage in Humanoid Robots
  52. Rolls-Royce SMR Secures Third European Order While Advancing Gas-Cooled Reactor Technology
  53. IEA Warns: Oil Could Face Severe Oversupply by 2027 If Middle East Peace Deals Hold
  54. UBS: U.S. Stock-Bond Correlation Drops to 30-Year Low; Next Shock May Come from the Rates Market
  55. Bernstein Raises Hygon Information Target Price to 450 Yuan
  56. JPMorgan: Google TPU v9 Not Delayed, Broadcom AI Revenue Visibility Extended to 2031
  57. Japan Plans First-Ever Consumption Tax Cut, Food Tax Rate May Be Temporarily Reduced to 1%
  58. Warsh's Fed Debut Tonight: Press Conference in the Spotlight
  59. PBOC: Closely Monitoring the Impact of Stablecoins on the International Monetary System and Cross-Border Payments
  60. General Atlantic in Talks to Lead $2 Billion Funding Round for Kling AI
  61. Hong Kong SFC Advances HK$1 Billion Investor Compensation for Evergrande as Liquidators Seek Judicial Review
  62. Wall Street Bull-Bear Divide Deepens: Optimists Eye S&P 500 at 9,000 While Bears Warn of Triple Headwinds
  63. Japanese and Korean Stock Indices Rally Together; SK Hynix Hits All-Time High in Afternoon Trading
  64. US-Iran Deal Boosts Supply Expectations, Middle East Crude Spot Prices Fall Into Discount
  65. BMW Issues Profit Warning, Stock Drops 8%: Double Blow from China Weakness and Iran War Risks
  66. Hong Kong Government Rolls Out Multiple Derivatives Market Expansion Measures as Futures and Options Daily Turnover Hits Record High
  67. Bank of Korea Warns AI Chip High-Salary Bonuses May Trigger Industry-Wide Wage Competition and Fuel Inflation
  68. Lujiazui Forum: NFRA Director Proposes Hard-Constraint Mechanism for Early Correction of Financial Risks
  69. Li Auto Unveils Self-Developed 5nm Chip Mach M100 with Over 3x the Computing Power of NVIDIA's Thor U
  70. "MANGOS" Gains Traction After SpaceX IPO Buzz as Wall Street Races to Launch Next-Gen AI-Themed ETFs
  71. Samsung's 1d DRAM Mass Production Plan Takes Shape, Initial Production Could Begin as Early as Late Next Year
  72. WeChat Pay Officially Launches AI-Exclusive Card, Initially Supporting WorkBuddy
  73. UK May CPI Unexpectedly Holds at 2.8%, Below Expectations, Giving Bank of England Breathing Room
  74. Foxconn Partners with Bull to Manufacture NVIDIA Vera Rubin NVL72 Servers in Europe
  75. China's CSRC Announces Relaxed STAR Market Thresholds, Encouraging Dual Listings for AI and Hong Kong-Listed Companies
  76. Adani Green Seeks $1 Billion Offshore Loan After U.S. Settlement
  77. Anthropic's Enterprise AI Subscription Share Rises to 41%, Surpassing OpenAI for the First Time
  78. Goldman Sachs: AI Sparks a Capex Supercycle, Earnings Growth to Drive Stock Prices
  79. Listed Energy Storage Companies Posted ¥152B Net Profit Last Year, with CATL Alone Accounting for 47%
  80. Dasheng Precision's $1.2 Billion Bet on AI Optical Modules as Source Photonics Accelerates Capacity Expansion
  81. Alibaba Launches Qwen Robot Suite, Entering Three Core Embodied Intelligence Scenarios
  82. Bank of Korea: Inflation to Stay Above 2% Target Through Next Year, Monetary Tightening Expectations Rise
  83. Innoscience Wins GaN Patent Lawsuit Against Infineon as China's Supreme Court Orders Tens of Millions in Damages and Sales Ban
  84. Lithium Carbonate Prices Rebound as Citi Forecasts 75,000-Ton Global Deficit by 2026
  85. Iron Ore Falls Below $100 as Oversupply and Weak Chinese Demand Weigh
  86. Tankers Make Large-Scale Diversions Toward Middle East Ahead of Strait of Hormuz Reopening
  87. Morgan Stanley: The Hefei Model Is Hard to Replicate, Industrial Policy Cannot Substitute for Rebalancing Reforms
  88. Apple's Foldable iPhone Launch May Be Delayed to Early 2027
  89. BOJ Stabilizes Markets as Yen Volatility Drops to Lowest Since 2021
  90. Bloomberg: ECB Rate Hike Path Diverges from the Fed, Raising Transatlantic Stagflation Risks
  91. HK Stock Midday Review: Hang Seng Index Falls 0.37%, China National Building Material Surges Over 16%
  92. Bezos Joins CuspAI's $400M Funding Round, Valuation Rises to $2.6B
  93. Amazon Leads $310M Investment in Odyssey ML, Betting on AI Physical World Simulation
  94. Accenture Reports Earnings This Thursday, Market Expects Revenue Growth to Slow to 6%
  95. Goldman Sachs Analysis: Why Are U.S. Semiconductor Stocks Weakening?
  96. Samsung Foundry Sees Surge in Inquiries from BYD, Google, AMD and Other Clients
  97. PBOC Launches Two New Tools on Same Day: Optimizing Temporary Overnight Repo Mechanism and Creating Offshore Central Bank RMB Liquidity Facility
  98. Trump-Affiliated World Liberty Financial Nears OCC Federal Trust Charter
  99. Poland Courts Taiwan Chip Capacity as Foxconn Signs EV Assembly Deal
  100. Singapore's May Non-Oil Exports Surge 38.4%, Marking Largest Jump in 20 Years