Topic Archive — Page 13 of 112

Every market topic nashnova has published, newest first (11152 total).

  1. NVIDIA Launches Entry-Level Robotics Chip with Doubled Inference Performance and 40% Lower Power Consumption
  2. Sugon H1 Net Profit Up 33%, Q2 Quarterly Surge of 226% QoQ
  3. IMF: AI Investment Spreading Beyond the U.S., Becoming a New Engine for the Global Economy
  4. Boeing Wins $131 Billion F-15 Fighter Jet Contract, Major Boost for Defense Division
  5. SpaceX Announces $100 Billion Starship Launch Base in Louisiana
  6. U.S. $69 Billion 2-Year Treasury Auction Goes Smoothly, Foreign Demand Hits Highest Since March 2025
  7. Anthropic Plans to Disclose $30+ Trillion TAM, Eyeing the Largest IPO in History
  8. BofA: SOX Index May Drop Another 10%, but Valuations Are Opening a Buying Window
  9. Japan Plans to Use Blockchain for Real-Time Settlement of Stocks and Government Bonds
  10. U.S. EPA Proposes Eliminating Public Comment Period for Data Center Air Pollution Permits
  11. NVIDIA Earnings Correlated Stocks: AMD Shows Strongest Correlation, McDonald's Most Notable Inverse Mover
  12. U.S. Proposes Over $100K Fee on H-1B Employers; New Rule Expands to In-Country Applicants
  13. U.S. Debt Crisis Slowly Worsening as Debt Service Rises to 21.5% of Tax Revenue
  14. Tariff Threats Turn Copper Market Surplus Into Tight Balance as LME Copper Prices Approach Record Highs
  15. Trump Declares Hormuz Mine Clearance Complete, Warns Iran of Zero Tolerance
  16. Morgan Stanley: Institutional Holdings in Large-Cap Tech Stocks Remain Underweight After Q2 Rebound
  17. Boston Fed's Collins: More Disinflation Evidence Needed Before Supporting Holding Rates Steady
  18. FDIC: U.S. Banking Industry Q2 Net Income Rises 12% QoQ to $90.1 Billion
  19. Multiple Major Banks Raise Price Targets as Moderna Stock Surges Over 10%
  20. Jiangxi Copper's Interim Net Profit Attributable to Shareholders Reaches Nearly RMB 8.9 Billion, Almost Doubling Year-on-Year
  21. Vipshop Q2 Revenue Drops to RMB 24.7 Billion as Profits Plunge Due to One-Time Tax Adjustment
  22. Apple Unveils M5 Ultra and M6 Chips, Targeting On-Device AI Workloads
  23. U.S. August Consumer Confidence Index Falls to 89.4 as Expectations Sub-Index Drops Below Boom-Bust Line
  24. U.S. July New Home Sales Plunge 10.5% MoM, Far Worse Than Expected
  25. OpenAI's In-House Chip Jalapeño Outperforms NVIDIA GB300 in Inference
  26. Russia Plans to Extend Diesel Export Ban Until October or Even Year-End
  27. Oil Prices Drop Over 3% Easing Inflation Concerns, U.S. Treasury Yields Decline Across the Board
  28. Lens Technology, a Key Apple Supplier, Sees H1 Net Profit Nearly Halved, Pinning Hopes on Foldable Screens to Drive H2 Recovery
  29. Genentech Signs Obesity Drug Licensing Deal with Hanmi Pharmaceutical Worth Up to $2.3 Billion
  30. Morgan Stanley: Google's TPU-Related Revenue Could Reach $200 Billion
  31. U.S. June S&P Case-Shiller 20-City Home Price Index Rises Above Expectations
  32. US FCC Robot Regulations Expose Deep Dependence on Chinese Components
  33. Jack Ma Increases Alibaba Stake by Over $76.5 Million as Executives Rally to Support Stock Amid AI Placement
  34. Raymond James Upgrades AMD to Strong Buy, AI Agent Trend Expected to Drive CPU Market Growth
  35. Brazil Fines ByteDance BRL 154 Million and Imposes New Minor Protection Rules
  36. China Builds CIPS to Hedge Sanctions Risk, but Still Can't Break Free from the Dollar System
  37. BlackRock Lowers Bitcoin ETF In-Kind Transfer Threshold, Accelerating Institutionalization
  38. JPMorgan: U.S. Treasury Buybacks Without Fiscal Consolidation Will Push Up Term Premium
  39. JPMorgan: Gold Overbought in Short Term, but a Rally to $5,000 Cannot Be Ruled Out
  40. Pre-Earnings Options Market Shifts Bullish Focus Lower to $220–$230 for NVIDIA
  41. JPMorgan: Humanoid Robots Cost Just $10/Hour, Potentially Filling 460,000 U.S. Manufacturing Job Vacancies
  42. U.S. Treasury Sanctions Over 60 Iranian Entities, Expanding Secondary Sanctions to Cryptocurrency and Gold
  43. NVIDIA Earnings Preview: Heavy Reliance on Hyperscale Customers Emerges as Core Risk
  44. BOSS Zhipin Q2 Net Profit Surges 171%, MAU Exceeds 70 Million for the First Time
  45. Cisco Partners with Super Micro to Expand Nvidia AI Data Center Footprint
  46. Oil Prices Drop 3% to 12-Day Low as Iran Says It Has Two-Year Plan to Counter Sanctions
  47. China Plans to Include Individual Investors in Overseas Investment Regulations
  48. Nongfu Spring Reports H1 Revenue of 29.7 Billion Yuan, Up 16% YoY
  49. 36 Trillion Yuan in Wealth Management Funds Restricted from Investing in Consumer Loan Non-Standard Assets
  50. NVIDIA Bets $5B on SSI, First Model Reportedly Launching This Week
  51. US Treasury-Emerging Market Currency Divergence Hits Four-Year High as Dollar Depreciation Logic Dominates
  52. Marvell Earnings May Be a More Critical Barometer for AI Trade
  53. MIIT: China's Digital Industry Revenue Reaches 20.71 Trillion Yuan in H1, Profits Up 19.3% YoY
  54. SEC Subpoenas Wall Street Banks in Probe of AI Hedge Fund Situational Awareness
  55. Mexico's Sovereign Bonds Trading Like Junk Debt as $130 Billion Bailout Drags Down Credit Rating
  56. Bitcoin Surges ~25% in 7 Days, Breaking Above $80,000 to Hit Highest Level Since May
  57. Pakistan-Iran Diplomatic Progress Drives Oil Prices and Yields Lower; Nasdaq Futures Rise Over 1%
  58. Analysis: Memory Prices May Surge 50%, but Micron Struggles to Fully Benefit
  59. US Software Sector Faces Earnings Validation Week After Summer Rally
  60. AI Bond Supply Glut Pushes Export-Import Bank of Korea to Seek Funding in New Zealand Market
  61. Nine Valuation Metrics Sound the Alarm: S&P 500 Projected to Deliver -3.2% Annualized Real Returns Over the Next Decade
  62. Median AI Spending per Microsoft Employee Hits $300/Month, with Top Individual Reaching $28,000
  63. NVIDIA's Rubin Chip Secures First Asian Orders as AI Financing Model Draws Market Scrutiny
  64. Wood Mackenzie: China's Data Center Power Consumption to Exceed South Korea's Current Level by 2030
  65. Innovent Biologics Reports H1 Net Profit of RMB 1.253 Billion, Up 50.2% YoY
  66. Largan Spends NT$5.65 Billion in Two Months to Expand Taichung Plant 4, Positioning for AI Fiber Array
  67. Morgan Stanley: U.S.-China Relations Shifting Toward "Managed Strategic Competition"
  68. WuXi Biologics Interim Revenue Up 18.4%, Adjusted Net Profit Up 38.4%
  69. Northbound funds net sold HK$6.6 billion on August 25, with Kingboard Laminates seeing over HK$1.1 billion in sell-off
  70. UBS Market Fragility Indicator Hits Historic Extreme for the First Time in Two Years
  71. Uranium Prices Rebound After Quiet May as UBS Warns of Structural Market Tightening
  72. Naura Technology Reports H1 Revenue of 20.2 Billion Yuan, Net Profit Growth Slows to 5%
  73. Hong Kong July Exports Surge 50.7% YoY, Driven Mainly by AI Electronics
  74. Great Wall Motor H1 Revenue Reaches 102.1 Billion Yuan, Net Profit Drops 61% YoY
  75. Lao Pu Gold Reports H1 Revenue of RMB 19.8 Billion, Up 60% YoY
  76. "The Big Short" Prototype: A Weak Dollar Is the Only Way Out for America's $40 Trillion Debt
  77. Germany's August Ifo Business Climate Index Rises to 88.8, Beating Expectations
  78. OpenAI Executive: Codex and ChatGPT Will Eventually Merge Into a Single Personal AGI
  79. China Condemns U.S. 'Economic War' Against Iran
  80. Japan's Debt Servicing Costs Rise 17% to Record High
  81. South Korean Chip Leveraged ETFs See Nearly $1 Billion in Net Outflows in a Single Month
  82. BofA Warns: 30-Year Treasury Yield Could Hit 5.5% If Warsh Avoids Rate Hike Signals
  83. Hormuz Strait Traffic Drops to Over Three-Month Low as Another Oil Tanker Attacked
  84. CR Micro and Silan Micro Both Double Net Profits in H1 2026
  85. Tesla Raises Prices of Two Cybertruck Models by $5,000 Each
  86. European Infrastructure Stocks Up 57% YTD: Steel and Power Grids Emerge as Dual Themes
  87. HSBC Buys Over $3 Billion in Indian Government Bonds, Betting on FCNR Deposit Windfall
  88. Germany Q2 GDP Grows 1% YoY and 0.3% QoQ, Both Beating Expectations
  89. Six Months into the Iraq War: Over 43% of Global Oil Produced in Conflict Zones
  90. Taiwan AI Server Supply Chain Ramps Up China Investment, Focused on Components Rather Than System Assembly
  91. IIF: Japan 10-Year Bond Yield Rising to 3%-3.5% Could Trigger Capital Repatriation
  92. Inside the U.S.-Canada Trade Negotiation Breakdown: Keystone XL Pipeline as the Final Bargaining Chip
  93. AI Power Crunch Squeezes Taiwan Wafer Capacity, Chip Prices Expected to Keep Rising Through H2 2026
  94. Private Growth Equity Funds Raise Record $33.2B in First Half
  95. Intel's Diamond Rapids Server CPU Debuts at Hot Chips, Betting on AI Agentic Computing
  96. JPMorgan Eases IPO Stock Pledge Restrictions to Court AI Nouveau Riche
  97. Nomura: Hong Kong Hedge Funds Overweight AI but Refuse to Add, Anthropic IPO May Trigger October Sell-Off
  98. Musk Admits Grok Is Behind; SpaceX Acquires Cursor for $60 Billion to Catch Up in AI Race
  99. Micron: After HBM4 Bandwidth Leap, Bottlenecks Shift to Packaging, Thermal Management, and Yield
  100. Enflame Technology's Shanghai STAR Market IPO Subscription Set for September 2, Aiming to Raise ~6 Billion Yuan
Topic Archive — Page 13 · nashnova