Topic Archive — Page 134 of 160

Every market topic nashnova has published, newest first (15927 total).

  1. US SEC Unanimously Approves Proposal to Repeal Stock Market Order Protection Rule
  2. Citadel Securities: Equal-Weight S&P Outperforms Cap-Weighted, Rotation Still in Early Stages
  3. Goldman Sachs: AI Capex Could Reach $1.4 Trillion by 2027, Far Exceeding Wall Street Consensus
  4. Jeff Bezos-Backed AI Startup Prometheus Valued at $41 Billion
  5. World Bank Cuts 2026 Global Growth Forecast to 2.5%, Extreme Scenario Could See Drop to 1.3%
  6. Bitcoin ETFs Saw $2.1B Net Outflows in June, Arbitrage Unwinding Likely the Main Driver
  7. Barclays Raises Price Targets for Applied Materials and KLA as AI Capex Drives Equipment Market Expansion
  8. U.S. Three Major Indexes Open Higher; Memory Chip and Optical Communication Sectors Strengthen; Intel Rises Nearly 9%
  9. Wall Street Unleashes Flurry of Ratings: Intel Gets Rare Double Upgrade, Micron Target Price Doubled
  10. JPMorgan Maintains Overweight Ratings on Coherent and Lumentum, Citing Pullback as Buying Opportunity
  11. Report: Google in Talks with Samsung to Fabricate Next-Gen TPU Chip Components, Mass Production as Early as 2028
  12. SK Hynix Chairman: Wafer Capacity to Triple by 2034, Memory Shortage May Persist Until 2030
  13. Korea Exchange CEO: Foreign Selling Is Rebalancing, Not Loss of Confidence
  14. OPEC Monthly Report: Iran's Oil Output Plunged 19% Last Month, 2025 Oil Demand Forecast Cut
  15. Citadel Warns of AI Spending Cooldown; SpaceX IPO Becomes Sentiment Litmus Test
  16. Trump Threatens to Seize Kharg Island, Aiming for Full Control Over Iran's Oil and Gas Market
  17. U.S. May PPI Rises to 6.5% YoY, Core Inflation Below Expectations
  18. Citi Launches Tokenization Service for Private Company Equity
  19. ECB Raises Rates for First Time in Nearly Three Years, Highlighting Stagflation Dilemma with Higher Inflation Forecasts and Lower Growth Projections
  20. Software Stocks Drop for Seven Straight Sessions, Erasing All Gains as AI Disruption Threats Weigh on Valuation Recovery
  21. BofA Double-Upgrades Intel to Buy with $135 Target; Shares Rise ~6% Premarket
  22. World Cup Kickoff Ignites Prediction Markets; Bernstein Forecasts Over $3 Billion in New Trading Volume
  23. On-Chain Markets Value SpaceX IPO at Over $2 Trillion, Leveraged ETF Frenzy Surges in Tandem
  24. Memory Chip Prices Surge 200% in Six Months, Becoming a Key Driver of U.S. Inflation
  25. Ahead of SpaceX IPO, Family Offices Are Betting Space Investments on Infrastructure and Defense
  26. Visa: Stablecoins Are Reshaping the Commercial Backend, Expanding AI and Tokenization Initiatives
  27. Strategy CEO: Selling 32 Bitcoin Was a "Market Immunity" Test, Not a Strategic Retreat
  28. Morgan Stanley Initiates Nebius at "Equal-Weight" with $144 Price Target
  29. Morgan Stanley: Memory Pullback Is a Healthy Reset, AI Will Push Cycle Peak Out by at Least Several Quarters
  30. Price per Million Tokens Drops to Just a Few Yuan: The Rise of the "Computing Power Supermarket" Model
  31. Wall Street's First Institutional Coverage on SpaceX, Price Target Up to $190
  32. Leveraged ETF Trading Accounts for 60%-70% of SK Hynix Volume, Amplifying Stock Price Volatility
  33. Bitcoin Holds 200-Week Moving Average While Major Altcoins Remain Under Pressure
  34. OpenAI CEO Altman to Visit South Korea Next Week to Discuss AI Partnerships with Samsung and Kakao
  35. SpaceX IPO Pricing Confirmed Thursday, Nasdaq Opening Cross Set for Friday
  36. Gold Drops Over 20% from March High, Officially Entering Bear Market as Rates and Liquidity Drive Pricing
  37. Japan Meteorological Agency Declares El Niño Onset, Intensifying Food Inflation Pressures
  38. Middle East Crude "Shadow Fleet" Breaking Through Hormuz as Depleting Inventories Amplify Oil Price Rebound Risk
  39. Meta's Subscription Strategy Fails to Mask AI Competitive Weakness as Non-Ad Revenue Transition Faces Long Road Ahead
  40. Micron Stock Rebounds 3% Premarket as SK Hynix Expansion Plan Shrugged Off by Market
  41. Bernstein: Surging Memory Prices May Strengthen Nvidia's Pricing Power
  42. Driven by Growing TSMC Orders, Amkor Plans to Invest Over KRW 1 Trillion to Expand Packaging Plant in South Korea
  43. US-Iran Negotiations Near Interim Deal as Iran Seeks to Unfreeze $6-12 Billion
  44. Ming-Chi Kuo: TSMC's CoPoS Expected to Enter Mass Production in H2 2028
  45. After April's Surge, Can Tonight's U.S. May PPI Cool Down?
  46. Asian Central Banks Extend Currency Defense to Offshore Markets
  47. Meta and Manus Complete Operational Separation, Cease Mutual Data Sharing
  48. Musk to Attend ASML Event Ahead of SpaceX IPO, Discussing Terafab Chip Factory Plans
  49. SK Hynix Rarely Raises Equipment Procurement Prices, Supplier Price Hikes of 3%-4%
  50. BNP Paribas: AI Liquid Cooling Demand Continues to Expand, Vertiv and Eaton Best Positioned
  51. Japan Plans to Bring Crypto Assets Under Stock Regulatory Framework, Bill Expected to Take Effect Next Year
  52. Morgan Stanley: China's AI Differentiates Through Cost-Efficiency and Multimodal Capabilities
  53. Workers' Daily Calls for Building "Levees" Around AI Employment, Urging Improved Labor Standards and Algorithm Oversight
  54. Iron Ore Prices Hold Steady, but China's May Import Data Reveals 8 Million Ton Shortfall
  55. BlackRock Files Fourth Amendment for Bitcoin Income ETF; Bloomberg Analyst Says Launch May Be Imminent
  56. India's Largest IT Services Firm Allies with Anthropic, Equipping 50,000 Employees with Claude
  57. Goldman Sachs: Hyperscaler Capex Could Reach $1.1 Trillion by 2027
  58. Regulators summon e-commerce platforms over false 618 promotion claims; Alibaba and JD.com drop nearly 6% in Hong Kong
  59. China Abruptly Cancels Two High-Level Meetings with the EU
  60. KKR Launches $10 Billion Data Center Platform Led by Former AWS Chief to Build Out AI Infrastructure
  61. Iran War Compounded by Structural Shortages: Copper and Aluminum Markets Face a "Super Squeeze"
  62. Citi: AI PCB Bottleneck Shifting Upstream, E-Glass Fabric Has Strongest Pricing Leverage
  63. U.S.-Iran Conflict Escalation Fuels Inflation Expectations as Copper Prices Drop to Three-Week Low
  64. Adobe Earnings Preview: The Valuation Deadlock Under the Shadow of AI Self-Cannibalization
  65. Mitsubishi Heavy Industries' Order Backlog Hits $82 Billion — Can Capacity Expansion Keep Up?
  66. JPMorgan and Axon Discuss U.S. Data Center Drone Defense Strategy
  67. NVIDIA 800V Data Center Architecture Timeline in Question as Suppliers Say They Have Not Received Official Specs
  68. Bitmine Purchases Another 25,000 ETH, Accumulating $205M in Buys Over Three Days
  69. HKEX: 10 Companies Listed via Chapter 18C in First Five Months of This Year, Raising Over HK$25 Billion
  70. SK Hynix to Mass-Produce 375-Layer NAND by Year-End, Introducing Molybdenum Material for the First Time
  71. High-End MLCC Supply Tightens as Taiwanese Firms Turn to Chinese Alternative Sources
  72. OpenAI Considers Significant Token Price Cuts to Preempt Anthropic Price War
  73. A-Share Market Opens with ChiNext Leading Gains as Semiconductor Sector Surges
  74. Anthropic's New Model Fable Faces Strong User Backlash Over Safety Restrictions
  75. U.S. Dollar Index Falls Below the 100 Level
  76. South Korea's Exports Hit Record $28.6 Billion in First 10 Days of June, Semiconductors Account for Nearly 40%
  77. Nike Stock Down 45% in CEO's First 20 Months
  78. NVIDIA Rubin Ramping Up: Cloud Giants Lock In All Memory Supply Through 2027 via Long-Term Agreements
  79. Goldman Sachs: Asian Equity Crowding and Leverage Rising, Warning of Increased Pullback Risk
  80. China Restricts Indium Phosphide Exports, 6-Inch Wafer Prices Surge 250%
  81. JPMorgan: AI Capex Spiraling Out of Control — META and Microsoft Could Emerge as Winners
  82. Xiaomi Unveils 1-Trillion-Parameter Large Model with Inference Speed Exceeding 1,000 Tokens/s
  83. OpenAI CEO to Visit Samsung, Driving Internal AI Transformation
  84. Meituan's GN06 Team Launches AI Browser Tabbit 1.0
  85. OpenAI Launches Product Ads in ChatGPT
  86. BofA: Record Net Selling of U.S. Stocks Last Week; Tech Outflows Highest Since 2008
  87. Oracle Earnings Call: $70B CapEx for FY2027, $40B in Financing to Fuel AI Expansion
  88. Iran Announces Closure of Strait of Hormuz, Threatens to Sink Transiting Vessels
  89. Goldman Sachs Warns of Tightening Texas Grid as Data Center Demand May Cause Supply-Demand Imbalance
  90. Aura Laser Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
  91. Traders Aggressively Short Crude Oil, Betting Hormuz Crisis Is Nearing Resolution
  92. First Wall Street Analyst Initiates Coverage on SpaceX with $165 Price Target, Implying $2.3 Trillion Valuation
  93. Anthropic Proposes AI Regulatory Framework: Government Should Have Authority to Block High-Risk Models
  94. U.S. Plans to Loan Up to 40 Million Barrels of Crude from Strategic Petroleum Reserve
  95. U.S. Military Strikes Iran for Second Consecutive Day, WTI Surges to $92 as Ceasefire Agreement on Verge of Collapse
  96. Vanda: AI Trading Positions Hit by Largest Unwind in 15 Years
  97. U.S. May CPI Surges to 4.2%, a Three-Year High; Dow Drops 953 Points and Gold Falls Below $4,100
  98. Volkswagen Plans to Introduce Samsung SDI's European-Made Prismatic Batteries, Building a Three-Way Supply System
  99. Oracle Q4 Earnings Mixed; Announces $40B FY27 Financing to Expand AI Data Centers
  100. Warsh Favors "Trimmed Mean" Inflation Gauge, Bond Market Signals Risk