Topic Archive — Page 13 of 154

Every market topic nashnova has published, newest first (15343 total).

  1. Morgan Stanley: 800V Power Delay Overblown, OCP Summit May Catalyze Semiconductor Stocks
  2. U.S. Mortgage Bond Funds Hit by Worst Outflows Since 2021
  3. Wells Fargo Double-Downgrades Adobe to Sell as Growth Cracks Emerge
  4. Goldman Sachs Acquires Neos for $2.3 Billion as Tax-Optimized ETFs Face Regulatory Scrutiny
  5. European Natural Gas Nears Early 2023 Highs as Citi Turns Bearish With €56 Target
  6. Guosheng Securities: Three Marginal Changes Support Post-Holiday Bond Market Strength
  7. U.S. Economic Surprise Index Turns Negative as Consumer Spending Concerns Intensify
  8. U.S. Stock Futures Slightly Diverge as Oil Rebounds and Memory Stocks Face Selling Pressure
  9. Microsoft Accelerates Custom Maia Chip Development to Reduce Reliance on NVIDIA GPUs
  10. Oil-Bond Decoupling Strips Macro Investors of a Forward-Looking Anchor
  11. Salesforce Acquires AI Analytics Platform Loops, Integrating Technology into Tableau
  12. French Government Bond Spreads Widen but Contagion Remains Contained; High-Rate Pressure May Persist Long Term
  13. Brent Spot Price Surges to $150, Spread with Futures Widens to $45
  14. Tesla Robotaxi Caught Speeding in School Zones, Drawing U.S. Regulatory Investigation
  15. India's September CPI Rises to 5.54% YoY, Multiple Institutions Expect RBI to Continue Raising Rates
  16. Wall Street Analyst Ratings Roundup: NVIDIA, Apple, SpaceX and Others Reiterated as Buy
  17. Micron Q4 Revenue Surges 379% YoY, Full-Year Revenue Hits All-Time High
  18. BofA Upgrades Salesforce to Buy, Raises Price Target from $160 to $285
  19. Bristol-Myers Squibb Hits Primary Endpoints in Two Phase 3 Trials, Shares Up Nearly 6% Premarket
  20. U.S. Earnings Season Kicks Off: Year-End Rally Hinges on Profit Delivery
  21. Citi Accelerates Lifting of Consent Orders, Internal Audit to Be Submitted Before Year-End
  22. Shanghai Port Group in Talks to Acquire LME Warehousing Firm, Eyeing Metals Flow Data
  23. Hong Kong SFC Amends Listing Rules: Introduces Post-Listing Conditions and Independent Review Mechanism
  24. Brookings: AI Infrastructure Spending Averages 3.6% of GDP Annually, 1.6x the Railroad Era
  25. Africa's Largest Phone Maker Transsion's Hong Kong IPO Sees Lukewarm Subscription at Only 3.5x Oversubscribed
  26. SIA Report: U.S. Chip Supply Chain Dependence on China Far Exceeds Surface-Level Data
  27. UBS: Next Phase of AI Trade Focuses on Power and Data Center Supply
  28. 2026 Nobel Prize in Economics Announced: Hall and Woodford Win the Award
  29. New Model gpt-rosalind-discovery Appears on OpenAI Life Sciences API
  30. HKEX Partners with S&P Dow Jones to Launch Cross-Market Tech 100 Index
  31. China's Ministry of Finance Cuts Export Tax Rebate Rate for NEVs to 9%
  32. China Regulator Unconditionally Approves Geely's Acquisition of Ford's Spanish Subsidiary
  33. HK Stock Close: HSI Up 0.25%, Chinese Banks Hit New Highs, Lithium & Gold Stocks Under Pressure
  34. Goldman Sachs Upgrades Global Equities Back to Overweight, Raises Bonds to Overweight Over Medium-to-Long Term
  35. China Thermal Coal Prices Hit Three-Year High as Multiple Factors Constrain Supply
  36. Barclays Estimates: S&P 500 Can Still Achieve Double-Digit Growth Even with 15% Chip Earnings Downgrade
  37. Moonshot AI Faces Equity Dispute Before Hong Kong IPO, Claims May Exceed $700 Million
  38. Biren Technology BR20X GPU Lights Up, but U.S. Export Controls Constrain Mass Production
  39. Largan Precision Warns: Smartphone Peak Season Tops Out Early, Q4 Demand Under Pressure
  40. Intel CEO: China's Adoption of Frontier AI Models Is "Very Fast"
  41. Morgan Stanley: Muse Costs Up to $130/User/Month, User Growth Plunges 62%
  42. ASE Q3 Revenue Surges Nearly 45% YoY, ATM Business Up 51%
  43. Huawei-Backed Luxury EV Suffers Brake Failure; China's MIIT Plans New Vehicle Testing Rules
  44. CreditEase Founder Criminally Detained; U.S.-Listed Subsidiary Yiren Digital Caught in the Fallout
  45. Forecast: Samsung's HBM Market Share to Surpass SK Hynix by 2027
  46. Burry Increases BYD Position, Calling It Potentially the World's Lowest-Cost Automaker
  47. Broadcom CEO: Capital, Not Memory Chips, Is the Biggest Bottleneck for AI Growth
  48. Volkswagen Q3 Global Deliveries Drop 14.3% YoY, China Market Plunges Nearly 40%
  49. Morgan Stanley: Bond Vigilantes Target French Sovereign Debt, Spreads Exceed Eurozone Crisis Peak
  50. Burry Shifts to Fannie Mae and Freddie Mac Preferred Shares, Warns of Dilution Risk from Treasury Share Conversion
  51. Lithium Carbonate Futures Fall Below 110,000 Yuan, Hitting a New Low for the Year
  52. Qualcomm CEO: Smartphones Will Run 100-Billion-Parameter AI Models by 2028
  53. Taiwan's September Exports Hit Single-Month Record; First Nine Months' Exports to the U.S. Surpass $200 Billion for the First Time
  54. VIX Risk Signals Intensify as Hedge Funds Hold Record-Heavy Tech Positions
  55. EU and China Agree to Launch Consultations on Inverter Market Access
  56. Morgan Stanley: CCC Spreads Hit Record, Bank Stocks Most Oversold Since 1993
  57. TSMC and ASML Advance 12-Inch Photomask Development, Plan Pilot Production Line by 2031 to Unlock High-NA EUV Full-Field Exposure
  58. Copper Prices Rise 0.5%: Shifting Rate Cut Expectations Combined with Chilean Mine Avalanche Disrupting Supply
  59. Traders Bet 70% Probability of Bank of Korea Hiking Rates by 50 Basis Points Over Next Six Months
  60. IMF: AI Investment Underpins ~3% Global Growth, Asia Benefits Significantly
  61. Goldman Sachs Maintains Bullish Stance on PJM Power IPP Sector, Top Picks: TLN, NRG, VST
  62. Goldman Sachs: China AI Stocks Near $5 Trillion Market Cap, Two Investment Themes Identified — Exports vs. Domestic Demand
  63. U.S. 65% Domestic Content Rule May Reshape Value Distribution in China's Optical Supply Chain
  64. Suzhou Dongshan Precision Plans Hong Kong IPO, Seeking Up to $3 Billion
  65. ChiNext Index Falls Below 3,000 Points, Banks Hit Record Highs, Copper-Clad Laminates Lead Declines
  66. JPMorgan: Alibaba Cloud Profits to Cover AI Losses for the First Time in Q4 2026
  67. MediaTek's Flagship AP Market Share Set to Surpass Samsung; TSMC's 2nm Capacity Is Key
  68. DBS Bank CEO: Markets Are Repricing AI Financing Risks
  69. UBS: Hawkish Expectations Largely Priced In, Falling Treasury Yields to Drive Gold Rebound
  70. CITIC Securities: Hong Kong Stocks Have Foundation to Resume Uptrend; Recommends Dividend, AI Hardware and Other Sectors
  71. AI Halo Fades: Korean Stocks Swing from Global Best to Global Worst
  72. Global Bond Selloff Does Central Banks' Job: Yields Break 4%, Hitting 25-Year Highs
  73. Amazon Plans ~$7 Billion Acquisition of AI Chip Adaptation Startup Decart
  74. Riyadh Airport Hit Again, Physical Brent Crude Reaches Highest Since 1991
  75. Goldman Sachs Forecasts U.S. Equity Issuance to Reach $600 Billion by 2027
  76. Anthropic Data Center Expansion: Potential Monthly Revenue Exceeding $1.3 Billion
  77. China and EU Reach 16-Point Consensus: Hybrid Vehicle Export Restrictions in Exchange for Trade War Buffer
  78. Trump Announces Russia-Ukraine Energy Ceasefire; Diesel Market Watches for Implementation
  79. IMF: Tokenized Stocks Suffer Low Liquidity and High Volatility, but Real Demand Exists
  80. CITIC Securities: Navigating High Interest Rates Through Sector Momentum and Supply-Side Clearing, Tracking the AI Investment Cycle Inflection Point
  81. Palladium Down 30% YTD as 40% of Global Refining Capacity Concentrated in One Plant Raises Supply Concerns
  82. Morgan Stanley: Market Underestimates CATL's Resilience, Maintains A-Share Overweight with Target Price of RMB 500
  83. Trump Says Considering Joining Saudi Arabia in Striking Houthis; Saudi Arabia Requests Emergency U.S. Defense Support
  84. CXMT Receives Dual "Outperform" Ratings from CLSA and Bernstein as Global Market Share Expansion Thesis Faces Scrutiny
  85. Top Six U.S. Banks Report Q3 Earnings This Week: Net Interest Margin and Investment Banking Fees Are Key Focus
  86. CSC: Post-Holiday A-Shares Underperform Expectations, Prioritize Defense While Awaiting Catalysts
  87. NVIDIA's Off-Balance-Sheet Commitments Surge to $530 Billion in a Single Quarter
  88. Saudi Stocks Drop 1% Day After Riyadh Airport Attack
  89. Goldman Sachs: AI Trade Narrative Shifts from Hardware to Application Layer
  90. 80% of Samsung's Memory Capacity for Next Year Already Locked in by Long-Term Agreements as Tech Giants Scramble for Remaining Share
  91. Goldman Sachs Warns of Italian Government Bond Risks as Widening Deficit Could Push Debt to Europe's Highest
  92. IMF-World Bank Bangkok Annual Meetings: Middle East War and High Debt Dominate the Agenda
  93. Deutsche Bank Downgrades U.S. Tech Stocks, Warns of "Inverted-V Reversal" Risk
  94. Luxshare Precision Faces ITC Patent Investigation in the U.S., Says Impact Is Limited
  95. U.S. Military Strikes Commercial Oil Tanker in Gulf of Oman, Claiming It Attempted to Breach Iran Blockade
  96. UBS: Copper Supply Gap Extends Into the 2030s, Most Bullish Commodity
  97. American Express Hit with $350 Million Anti-Money Laundering Fine for Failing to Report ~$13 Billion in Suspicious Transactions
  98. Microsoft CEO Nadella Calls for "Emergency Brake" Mechanism for Advanced AI
  99. Nvidia in Talks to Acquire AI Startup Reflection AI at $25 Billion Valuation