Topic Archive — Page 131 of 160

Every market topic nashnova has published, newest first (15921 total).

  1. Doubao's Daily Revenue Below ¥1 Million While Seedance Achieves 70% Gross Margin
  2. ChatGPT Market Share Falls Below 50% for the First Time as Gemini and Claude Accelerate Gains
  3. Citi Still Bullish on Lithium After Stop-Loss: AI Energy Storage to Drive H2 Restocking, 4% Supply Deficit Expected in 2026
  4. Tokenized Real-World Assets Hit Record $28.9B in May
  5. SoftBank Launches Cybersecurity Product Based on OpenAI Models
  6. Robinhood Announces 10% Reduction in Full-Time Workforce
  7. ByteDance Slashes Seedance 2.0 Mini Pricing by 50%, Igniting B2B Price War in Video Generation
  8. Novo Nordisk Expected to File Oral Wegovy for Weight Loss in China Within Months
  9. Private Equity Entry into 401(k) Plans Faces 40,000 Public Comments in Opposition
  10. JPMorgan: Continued Inventory Drawdowns After Strait Reopening to Push Oil Prices Higher
  11. Citrini: AMD's Acquisition of MEXT Bets on Flash Replacing DRAM, Memory Costs Could Drop 55x
  12. Goldman Sachs: Tesla Q2 Deliveries Expected to Beat Market Expectations, Forecast Raised to 420K Units
  13. Samsung Advances 5nm MRAM Mass Production as TSMC Accelerates Its Roadmap in Parallel
  14. Qatar Plans to Restore 80% of LNG Production Capacity Within Two Months
  15. TSMC A16 Process Node Unveiled, Q4 Mass Production Target Confirmed
  16. Anthropic Heads to White House for Negotiations, Fable 5 Export Controls Still Not Lifted
  17. Korean Media: SK Hynix ADR Listing Process Nearing Completion, Could Launch as Early as Mid-July
  18. Standard Chartered: Post US-Iran Deal Market Rally May Not Last — Seek Diversification Opportunities
  19. SpaceX Will Only Disclose Financial Results and Material Information via Its Official Website and X Account
  20. Nikkei Index Hits 70,000 for the First Time
  21. Morgan Stanley: HDD Shortage Extended to 2028, Prices Could Double Within Two to Three Years
  22. World Gold Council: 84% of Central Banks Expect Gold's Share of Reserves to Rise Within Five Years
  23. Goldman Sachs Cuts Oil Price Forecast: Q4 Brent Lowered to $80, Hormuz Agreement Accelerates Supply Recovery Timeline
  24. SpaceX Surges Nearly 20% in After-Hours Trading, Market Cap Exceeds $3 Trillion Surpassing Microsoft
  25. South Korea Launches Super Innovation Economy Plan, Betting Big on Next-Gen Power Semiconductors
  26. Citi Survey: China's AI Supply Chain Poised to Gain Greater Share in Nvidia's GB300 and Vera Rubin
  27. Qualcomm CEO: AI Agents Will Replace Apps, Over 40 New AI Devices in Development
  28. ByteDance in Talks to Acquire Domestic AI Chips from Innosilicon and Baidu's Kunlun
  29. DeepSeek Closes Over 50 Billion Yuan in First Funding Round as Liang Wenfeng Retains Absolute Control Through Special Governance Structure
  30. Barclays: Gold Selloff Is a "Reset," Recommends Mining Stocks Like Endeavour
  31. Google Inspects InP Factories to Boost Non-China Supply Share
  32. SpaceX IPO Absorbed Smoothly, VIX Drops Below 16, U.S. Stocks Rally Across the Board
  33. Kioxia's Market Cap Surpasses Toyota as AI Storage Demand Drives M&A Expansion
  34. Alibaba Releases Its First Embodied Intelligence Model Series Qwen-Robot
  35. Vietnam Stock Market Records $160.4M Single-Day Foreign Net Inflow, Largest in Nearly Six Years
  36. Report: JPMorgan Plans to Expand Chase to Five European Countries by 2030
  37. Report: OpenAI's 2025 Spending Hits $34 Billion with Net Loss Widening to $39 Billion
  38. Taiwan Industry Questions Korean Media Report: TSMC's PLP Mass Production Timeline Called Overly Aggressive
  39. Goldman Sachs Recommends Hedging KOSPI Downside Risk as Korean Banks' Lending Curbs Suppress Stock Market Leverage
  40. Goldman Sachs: Fed Expected to Hold Rates Steady at June Meeting
  41. Bain's Kioxia Investment Returns Over 20x, Setting All-Time Private Equity Record
  42. Morgan Stanley Cuts Oil Price Forecast: Q3 Brent Down to $90, Production Recovery Could Extend to 2027
  43. China's Refinery Output Falls to Nearly Four-Year Low as Crude Imports Hit Eight-Year Trough
  44. Parent Company of Kaifeng's Millennium City Park Files for Hong Kong IPO as Net Profit Drops 23.7% Last Year
  45. Two Major Japanese Suppliers Halt Production, Tungsten Hexafluoride Prices Surge, Chinese Manufacturers May Benefit
  46. BOJ Raises Interest Rates by 25 Basis Points to 1%, Highest Level Since 1995
  47. Allianz Global Investors Trims Long CNY Position to Neutral, Sets Re-Entry Level at 6.8
  48. CATL's Hungary Plant to Reach 100GWh Annual Capacity, Set to Surpass Europe's Total Domestic Cell Output
  49. A-Share Market Opens Higher with ChiNext Up 0.79%; Controlled Nuclear Fusion and CPO Sectors Active
  50. China's Real Estate Development Investment Falls 16.2% YoY in Jan-May, Decline Widens
  51. China's May Retail Sales of Consumer Goods Fall 0.6% YoY
  52. China's Industrial Output Grows 4.5% YoY in May, Accelerating from Previous Month
  53. After the Strait of Hormuz Reopens: Is the Energy Shock a Temporary Disruption or a Structural Turning Point?
  54. Morgan Stanley Warns: U.S. Stock Margin Financing Hits Historic Extremes, Deleveraging Risks Building
  55. China's National Energy Administration: Renewable Energy Installed Capacity Exceeds 2.4 Billion Kilowatts, Seven Grid Integration Measures Deployed
  56. China's Tier-1 Cities See 0.2% MoM Rise in New Home Prices in May; Tier-2 and Tier-3 Cities Continue to Decline
  57. TSMC Unveils First Glass Substrate Validation Results, Accelerating CoPoS Packaging Competition
  58. Deutsche Bank Significantly Raises Humanoid Robot Shipment Forecasts
  59. Aletheia Capital Raises Micron Target Price to $1,600
  60. Dual Catalysts Drive Chip Stocks to Lead Market Rally as Philadelphia Semiconductor Index Hits Record Closing High
  61. Gold Extends Rally After US-Iran Ceasefire, Spot Gold at $4,310
  62. CICC: Market May Begin "Behind the Curve" Trading, Bullish on China Safety Assets Outperforming
  63. AI Demand Overwhelms Internal Cloud Plans: Microsoft Turns to AWS to Scale GitHub
  64. Enflame Technology Passes STAR Market IPO Review: All Four Chinese GPU Dragons Now Listed on A/H Shares
  65. Markets Expect BOJ to Raise Rates to Highest Since 1995, Deputy Governor to Attend Press Conference
  66. UBS: Fed Likely to Hold Steady, Rate Cuts May Not Come Until 2027
  67. Global EV Registrations Up 3% YoY in May; Europe Leads Gains While China and U.S. Both Decline
  68. Goldman Sachs: $274 Billion Lock-Up Expiry Wave Hits Hong Kong Stocks, Historical Data Shows Share Price Pressure
  69. Perma-Bull Yardeni: Stock Rally Driven by Earnings — Not FOMO but "FEMO"
  70. Mizuho Maintains Outperform Rating and Raises Price Target, D-Wave Stock Surges 13.6% in a Single Day
  71. Pressure Mounts for Tesla Merger After SpaceX IPO Lands, Potentially as Early as Next Year
  72. Prediction Markets: Only 57% Probability of Hormuz Strait Traffic Normalizing Before August
  73. Citi Cuts Brent Crude Forecast as US-Iran MOU Points to Hormuz Supply Normalization
  74. Trump's Critical Minerals Pricing Plan Faces G7 Skepticism as Industry Opinion Splits
  75. Fitch: Oil Market Could Shift to Oversupply Within a Month If U.S.-Iran Deal Materializes
  76. India's May Silver Imports Plunge 87% to Over Three-Year Low
  77. US-Iran War Drives Oil Prices Higher as Chinese EV Makers Sweep European and Australian Markets
  78. JPMorgan Traders Turn Tactically Bullish on U.S. Stocks, Betting U.S.-Iran Deal to Catalyze Risk Appetite
  79. Ackman Discloses Four New Investments, PSUS Capital Deployment Rate Rises to 85%
  80. SpaceX Options Launch Coincides with Triple Expiration Day, U.S. Derivatives Market Faces Multiple Pressures This Week
  81. U.S. Power Transformer Lead Times Rise to 128 Weeks as Equipment Shortages Become Bottleneck for Industrial Expansion
  82. SK Hynix Accelerates HBM4E Sample Production with NVIDIA as First Customer
  83. SocGen: Stock Market Has Not Yet Shown Classic Bubble Top Signals
  84. HYPE Spot ETF Accumulates Nearly $900M in Trading Volume and $153M in Net Inflows One Month After Listing
  85. Microsoft Hit with Shareholder Class Action Lawsuit Alleging Concealment of Azure Slowdown and AI Spending
  86. Estimates Show Nvidia's Inference Chip Share Rises to 74%; Custom Chips Have Yet to Erode Its Dominance
  87. Crypto-Related Stocks Rally Broadly, Circle Surges Over 11%
  88. U.S. Stocks Midday: Cloud Computing and Semiconductors Lead Gains as Mag 7 Momentum Returns
  89. IMF: No Global Recession Signals Yet, but Remains on High Alert
  90. GLJ Research: 2026 IPO Wave to Surpass Dot-Com Bubble Peak, Supply-Demand Gap May Drain Market Liquidity
  91. Anthropic to Meet with U.S. Government Officials Today to Negotiate Model Export Control Dispute
  92. U.S. Military Blockade on Iranian Ports Still in Effect, Energy Stocks Drop Over 5%
  93. Citi Upgrades Paychex to Buy with $140 Target Implying 39% Upside
  94. Goldman Sachs: Surging AI Capex to Weigh on 'Magnificent 7' Return on Equity
  95. AI Chip Startup Tensordyne Eyes Over $200M in Orders, Challenging Nvidia's Inference Market
  96. SpaceX: IPO Raises Approximately $85.7 Billion as Underwriters Fully Exercise Overallotment Option
  97. AI Cost Pressures Erupt Early in Asian Markets, ROI Becomes Core Issue
  98. Morgan Stanley: Memory Super Cycle Not Over, Pullbacks Are Buying Opportunities
  99. Bitmine Adds Another 76,881 ETH as Tom Lee Declares "Crypto Spring" Has Arrived