Topic Archive — Page 132 of 160

Every market topic nashnova has published, newest first (15923 total).

  1. Morgan Stanley: Memory Super Cycle Not Over, Pullbacks Are Buying Opportunities
  2. Bitmine Adds Another 76,881 ETH as Tom Lee Declares "Crypto Spring" Has Arrived
  3. Salesforce Acquires AI Customer Service Platform Fin for $3.6 Billion
  4. Bernstein: Japanese Semiconductor Equipment Entering a Systematic Price Hike Cycle
  5. Anthropic Hit with Another Federal Lawsuit, Accused of Delivering Far Less Usage Than Advertised in $200 Plan
  6. The Next Key Variable for Oil Prices: When Will China Resume Large-Scale Restocking?
  7. Wall Street Ratings Roundup Monday: Nvidia, Micron, Ferrari and More in Focus
  8. Billionaire Ron Baron Invests $1 Billion More in SpaceX, Bringing Total Holdings to $25 Billion
  9. Hikvision and Bright Micro Issue Price Hike Notices on Same Day, Raising HDD and MCU Prices
  10. Kalshi Builds AI Agent to Audit Contract Rules, Pushing Prediction Market Risk Control Toward Automation
  11. Nvidia Returns to Bond Market After Five Years, Plans to Raise at Least $20 Billion
  12. JPMorgan: Oil Prices Could Drop to $70, Creating a Major Tailwind for Stocks
  13. Strategy Spends Another $100 Million to Acquire 1,587 Bitcoin
  14. TSMC CoWoS Supply-Demand Gap Expected to Narrow from 20% to 10%
  15. Fox's $22 Billion Acquisition of Roku: Combined Entity to Become Third-Largest U.S. TV Company
  16. SpaceX Up 5% in Pre-Market on Second Trading Day as Historical Pullback Patterns of Major IPOs Draw Attention
  17. Xiaohongshu Plans to Confidentially File Hong Kong IPO Application by End of Month
  18. Morgan Stanley's Wilson: U.S. Stock Rally May Broaden From Tech to Cyclicals
  19. Key Calendar After SpaceX IPO: Options, Lock-Up Expiry & Index Inclusion to Drive Continued Volatility
  20. Bernstein Bullish on Robinhood: World Cup Boosts Prediction Market Volume, Related Revenue Could Surge 286%
  21. Report: Tencent Invests in New AI Lab Founded by Former Alibaba Qwen Researcher Lin Junyang
  22. Futu's moomoo Integrates Hyperliquid On-Chain Perpetual Contract Data
  23. Alipay Launches Biggest Redesign in Nearly Two Decades, Pivoting to Conversation-Driven Agent Super Entry Point
  24. UK Plans to Ban Social Media for Children Under 16
  25. Hedge Funds Revive Pre-War Trading Strategies Ahead of US-Iran Deal
  26. Optical Interconnect Advances on Multiple Fronts as Korean Equipment Makers Capture HBM4 Dividends
  27. Report: Samsung Developing 4nm Chip for Brain-Computer Interface Company Neuralink
  28. China's May Retail Sales Expected to Post First YoY Decline Since Post-COVID Recovery
  29. Citi Upgrades AMD to Buy, Raises Price Target to $575
  30. US-Iran Deal Lifts Asia-Pacific Stocks; Strategists Warn Inflation Constraints May Limit Rally Sustainability
  31. Tesla Submits Misleading FSD Safety Data to European Regulators
  32. Morgan Stanley: Iran Deal Could Lead Bond Market to Unwind Fed Rate Hike Bets
  33. HKEX CEO Bonnie Chan: Expanding Bonds and Commodities to Build a Multi-Asset Ecosystem
  34. Euro STOXX 600 Index Hits All-Time High
  35. First LNG Tanker Transits Hormuz After US-Iran Deal; Shipping Industry Remains Cautious
  36. Satellite Spectrum Land Grab: Legacy Satellite Stocks Surge as Selling Window Narrows
  37. Morgan Stanley Closed-Door Meeting: China Tightens Outbound Investment While Domestic Capital Concentrates on Computing Power and Electricity
  38. U.S.-Iran Peace Deal Eases Geopolitical Concerns, Bitcoin Rebounds Above $65,000
  39. Goldman Sachs: Favor Large-Cap, Sole-Listed IPOs in Hong Kong
  40. Chinese Government Bonds Emerge as Surprise Safe-Haven Asset Amid Iran-US War
  41. TSMC's PLP Packaging Could Enter Mass Production as Early as Next Year, Closing in on Samsung's Lead in AI Chip Packaging
  42. Zhipu AI Open-Sources GLM-5.2, Hong Kong Stock Surges Up to 48% in a Single Day
  43. Microsoft CEO Nadella Warns: AI's Few Winners Could Destroy Entire Industries
  44. South Korea Commits 500 Billion Won to Next-Generation Power Semiconductors
  45. Yen Short Positions Rise to Nine-Year High as Carry Trade Revives Despite Intervention Risks
  46. Chinese AI Stocks Valued Significantly Below U.S. Peers as Global Fund Allocation Remains Severely Underweight
  47. LG Energy Solution and Sunwoda Reach Patent Licensing Agreement, Ending Two-Year Cross-Border Litigation
  48. Samsung Foundry May Turn Profitable as Early as 3Q26; Nvidia RTX Spark Bets on AI PC
  49. China Eases Export Controls on InP Substrates, Benefiting Taiwan Compound Semiconductor Suppliers in H2
  50. Asian Hedge Fund's AI-Focused Strategy Delivers Over 100% Returns Year-to-Date
  51. ChiNext Index Surges 3.66% in Morning Session as AI Hardware and Shipping Sectors Rally
  52. Barclays: Orbital Data Center Costs Are 3x Ground-Based
  53. ByteDance in Talks to Buy at Least 50,000 AI Chips from Enflame
  54. Alibaba Plans $1.5B+ Acquisition of Pupu to Expand Instant Retail and Challenge Meituan
  55. Economists: US-Iran Peace Deal Won't Alter BOJ's Path of Two Rate Hikes This Year
  56. China Warns Indonesia's New Nickel Mining Rules Threaten $50 Billion Investment
  57. CICC: High Crowding Meets Liquidity Headwinds, AI Trade Approaching Critical Validation Point
  58. Morgan Stanley: Power Supply Bottleneck Has Become the Biggest Constraint on AI Infrastructure Expansion
  59. India Advances Rare Earth Supply Chain Localization as Reliance, Vedanta, Adani and Other Giants Express Investment Interest
  60. Liumei (06658) Surges 117.99% to HK$95 on Hong Kong IPO Debut
  61. Four Major MLCC Leaders Confirm: AI-Driven Shortage Wave Set to Surpass the 2018 Super Cycle
  62. Singapore Establishes OTC Gold Clearing System, Central Bank Gold Custody Service to Launch in October
  63. Hang Seng Index Opens 1.15% Higher, Zhipu and Lenovo Lead Tech Sector Gains
  64. US-Iran Ceasefire Deal Drives Asian Stocks Sharply Higher, Oil Prices Drop Over 4%
  65. Goldman Sachs: Short Covering 4.7x Larger Than Long Buying, Summer Liquidity Warning
  66. SemiAnalysis: SMIC 7nm and CXMT Memory Found in Huawei Kirin 9030
  67. Morgan Stanley: AI Could Require Up to 70 Optical Engines per GPU, Optical Content Becomes a Core Variable
  68. CATL Maps Out Three-Phase Battery Roadmap to Counter U.S. Sanctions Pressure
  69. Global Funds Flee Japan's Ultra-Long Bonds as BOJ Policy Pace Faces Scrutiny
  70. Warsh to Chair First FOMC Meeting, Forward Guidance Reform Tops the Agenda
  71. Foreign Investors Dump Asian Stocks at Record Pace as Local Funds Step In to Sustain Rally
  72. UBS Channel Survey: McDonald's and Wingstop Franchisees Report Continued Consumer Spending Pressure
  73. Howard Marks: If No One Loses Money in the AI Boom, It Would Be a First in Tech History
  74. Goldman Sachs: Hyperscaler Capex Could Reach $1.1 Trillion by 2027, AI Volatility Risks Rising
  75. BofA's Hartnett: Recommends Continued Position Reduction as Bearish Signal Triggers for Fourth Consecutive Week
  76. Goldman Sachs: Improved Liquidity Could Drive a Rebound in Private Equity Returns
  77. US-Iran Peace Deal Reached, Strait of Hormuz Reopens, Oil Prices Drop Over 4%
  78. Coinbase Report: ~7 Million Bitcoin at Risk of Quantum Attack Due to Address Reuse
  79. Ant Group Tests Alipay AI Agent Interface, Taking Aim at WeChat
  80. Iranian Sources: U.S. and Iran to Hold Video Conference Hosted by Pakistan and Sign Agreement
  81. JPMorgan: China's AI "Battle of 100 Models" Shifts to Enterprise Value Competition
  82. South Korean Stocks Push for MSCI Developed Market Upgrade: Key Review on June 23
  83. SK Hynix HBM4E Samples Could Ship as Early as June; Samsung Already Ahead
  84. mBridge Digital Currency Platform Nears Commercialization, Halved Fees Challenge Swift
  85. Google DeepMind Releases AGI Roadmap: 100 Million Human-Level AIs Would Constitute "ASI"
  86. UBS: El Niño Officially Declared, 63% Probability of Evolving into an Extreme Event
  87. UK and Japan Sign Over $24 Billion Investment Agreement with Offshore Wind as Core Focus
  88. JPMorgan: Zhipu's Price Hike Succeeds While MiniMax's Price Cut Fails — Pricing Power Determines Valuation Divergence
  89. Goldman's Pasquariello: Surging Leveraged ETF Assets Are Amplifying Intraday Market Volatility
  90. UBS: AI Capital Expenditure Is Reshaping the Logic of the Global Credit Cycle
  91. Trump Says U.S.-Iran Deal to Be Signed Sunday, Strait of Hormuz to Reopen
  92. Deutsche Bank: After Two Weeks of Correction, Crowded Positioning in US Tech Stocks Has Largely Been Unwound
  93. Mainland Buyers' Registered Property Purchases in Hong Kong Surpass HK$20 Billion in May, a First in 25 Months
  94. SpaceX IPO Underwriting Fees Reach $500 Million, with Goldman Sachs and Morgan Stanley Each Receiving About $100 Million
  95. Geely to Shut Down Redundant Business Units, Focusing Resources on Hong Kong-Listed Entity
  96. SpaceX President Hints at 'Merger' with Tesla, Prediction Market Odds Rise to 55%
  97. Anthropic Suspends Customer Access to Fable 5 and Mythos 5 After U.S. Government Order
  98. Samsung to Hold Semi-Annual Strategy Meeting Amid Memory Upcycle and End-Market Cost Pressures
  99. Attorneys General from Multiple U.S. States Launch Joint Investigation into OpenAI
  100. U.S. CFTC Considers Blocking CME's Around-the-Clock Crude Oil Futures Contract Listing