Topic Archive — Page 14 of 154

Every market topic nashnova has published, newest first (15344 total).

  1. Nvidia in Talks to Acquire AI Startup Reflection AI at $25 Billion Valuation
  2. Houthi Attack on Riyadh Airport Forces Saudi Arabia to Suspend Operations, Over 260 Flights Canceled
  3. Goldman Sachs: 10 Stocks Drive 68% of Q3 Earnings Growth — Don't Fight the Concentration
  4. White House Mandates AI Companies to Report Safety Incidents; Anthropic Violation Triggers Regulatory Order
  5. China's September Passenger Car Retail Sales Drop 24% YoY, NEV Share Rises to 67%
  6. Citi: French Fiscal Risks May Force ECB to Pause Rate Hikes After December, Euro Could Fall Below 1.10
  7. ASML Raises Parts Prices by 10% Across the Board; Samsung and SK Hynix Accept, Equipment Cost Pressures Spread
  8. RBI Opens Petrodollar Special Window and Tightens FX Derivatives Regulations
  9. China's Gold Purchases Exceed 1,000 Tonnes This Year Setting a Record, While India Tightens Precious Metal Import Taxes
  10. Nvidia Redefines Free Cash Flow, Casting Doubt on the Real Capacity of Its $100 Billion Buyback
  11. US FCC Proposes Ban on Chinese Labs from Participating in US Equipment Certification Testing
  12. Super Micro Contractor Pleads Guilty: Smuggling Nvidia AI Chips to China
  13. Citi: Bessent May Cut Long-Term Treasury Issuance in November
  14. U.S. DOJ Reviewing Whether Binance Violated 2023 Settlement Agreement
  15. Nasdaq Posts Four-Week Win Streak, Longest Since May; Equal-Weight S&P 500 Snaps Seven-Week Losing Streak
  16. U.S. Treasury Sanctions 17 Tankers in Iran's Shadow Fleet
  17. Morgan Stanley Warns: Oracle Data Center Delays Will Postpone Revenue and Cash Flow Realization
  18. Large Asset Managers Deleverage U.S. Treasury Futures, Ultra-Long Bond Positions Shrink by ~$38 Billion in Two Weeks
  19. Anthropic AI Model Submits False Homicide Report to Philadelphia Police
  20. Google Internally Tests Stronger Gemini 4 New Version, Employees Say It Rivals Anthropic's Flagship
  21. Kweichow Moutai's Market Cap Drops 43% from Peak, H1 Revenue Up Only 1.5%
  22. Nomura McElligott: S&P Calm Masks Internal Bear Market, Right-Tail Risk Dominates Options Pricing
  23. Microsoft Launches Fast Decision-Making AI Model Microsoft-Decision-1
  24. Trump Says Putin Agrees to Release Diesel to Global Markets
  25. Trump Directs Federal Agencies to Counter State Obstruction of Energy Projects
  26. Japanese Listed Companies' Cross-Shareholding Unwinding Reaches ¥8.89 Trillion, Second Highest on Record
  27. Soaring Energy Costs Fuel Inflation Fears as Treasury Yields Approach Recent Peaks
  28. Deutsche Bank: Bond Bearishness Has Gone Too Far, AI Risks Are Underpriced
  29. Qualcomm Reportedly in Talks to Acquire Chip Designer Ambarella, Shares Jump Over 5%
  30. USDA Unexpectedly Raises Corn Production Forecast, Corn Futures Plunge Nearly 5% in a Single Day
  31. Krugman Warns French Debt Could Trigger Eurozone Crisis
  32. Global Bank Precious Metals Trading Revenue Expected to Hit Record $5 Billion
  33. Top 5 S&P 500 Stocks Now Equal in Market Cap to the Bottom 434 Combined
  34. Russia Expands Forex and Gold Purchases by More Than Fivefold
  35. AI Data Centers Face Political Headwinds as Wall Street Bets on Midterm Election Outcomes
  36. Ledger Hardware Wallet Hit by Supply Chain Attack, Allegedly Involving $86 Million in Stolen Crypto Assets
  37. AI Data Center Unicorn Firmus Grid's $30 Billion IPO Collapses Within 48 Hours
  38. Fed: U.S. Household Debt Delinquency Rates Rise to Highest Since the Great Recession
  39. Tesla Shanghai Factory September Sales Up 5% YoY, Global Q3 Deliveries Beat Expectations
  40. Trump Establishes Committee to Investigate Fed Governor Cook
  41. Tesla Cybercab Adds 150 New Registrations in a Single Day, Texas Autonomous Fleet Expands to 739 Vehicles
  42. Bernstein Bullish on Semiconductors: TSMC Price Hikes, Memory Upcycle, and ASIC Expansion
  43. U.S. Preliminary October Consumer Sentiment Drops to 46.3, Below Expectations
  44. Morgan Stanley Raises Price Targets for TSMC and Other AI Semiconductor Stocks
  45. Wall Street Pushes Data Center REITs, but Blackstone and Others See IPOs Break Issue Price Immediately
  46. U.S. Bull Market Marks Fourth Anniversary — Historical Data Shows an Average 12% Gain in Year Five
  47. Anthropic Accuses Chinese AI Companies of Secretly Using Claude Model
  48. Iran's IRGC Attacks LPG Tanker in Strait of Hormuz, Oil Prices Rise
  49. China's AI Model Race Keeps Expanding as miHoYo, Xiaomi, and Meituan Join the Fray
  50. TSMC Posts Record Q3 Revenue; Wedbush Expects Q4 Gross Margin to Beat Expectations
  51. Indian Officials Reject Monopoly Allegations as Starlink Market Access Dispute Heats Up
  52. Fitch: France's €43 Billion Budget Rejection Could Trigger a Short Circuit
  53. Tesla Drops "Full Self-Driving" Branding in Europe
  54. EU Antitrust Review of UniCredit's Acquisition of Commerzbank, Deadline November 16
  55. Netflix Reportedly Planning 5% Layoffs, Announcement Could Come as Early as Next Week
  56. Bitcoin Rebounds to $82,474 as Crypto Stocks Recover on Trump's Iran Remarks
  57. Hurricane Shuts Down 60% of Gulf of Mexico Oil & Gas Output; Jefferies Warns of Fuel Supply Risks
  58. Component Costs Surge as Laptop Makers Reassess De-Sinicization Strategies
  59. Goldman Sachs Leads Wall Street Q3 Equities Trading as Big Five Banks Post Nearly $19 Billion Combined
  60. EU Considers Assessing Windfall Tax on Energy Companies
  61. US-Iran Negotiations Continue to Advance, Brent Crude Under Pressure
  62. BIS General Manager: Second-Round Inflationary Effects of Iran War Energy Shock Remain Moderate So Far
  63. U.S. FY2026 Fiscal Deficit Surpasses $2 Trillion
  64. Centinela Copper Mine Strike Officially Begins as JPMorgan Warns of "Significant" Production Impact
  65. Delta Air Lines Cuts Full-Year Earnings Guidance by Nearly a Quarter as Fuel Costs Surge $6 Billion Year-over-Year
  66. Dual Pressure from Rising Borrowing Costs Elevates Recession Probability
  67. China Issues Guidelines on New Quality Productive Forces, Outlining 19 Key Measures
  68. Golden Week Per Capita Spending Drops to ¥894, Signaling Renewed Weakness in China's Domestic Demand
  69. SK Hynix Chief: The Sooner the Gwangju Chip Fab Breaks Ground the Better, Two Major Parks May Advance Simultaneously
  70. Mastercard CEO: Cross-Border Payments Are the Clearest Use Case for Stablecoins
  71. EU Finance Ministers Reach Agreement on Financial Market Supervisory Reform; Deutsche Börse Exemption Sparks Controversy
  72. Ukraine Strikes Yandex Data Center for Two Consecutive Days, Cloud Services Damaged
  73. China's CSRC Plans to Lower Equity Fund Launch Threshold to 50 Million Yuan
  74. UNCTAD: Global Economic Growth Expected to Slow to 2.6% in 2026
  75. U.S. September CPI Preview: Energy Lifts Headline, Core Pressures Ease, Fed Likely to Hold Steady in October
  76. U.S. Treasury Term Premium Surges to 12-Year High as Wall Street Warns of Continued Selloff
  77. Goldman Sachs: Middle East Supply Recovery Unlikely to Cap Oil Prices as Risk Premium Hits Second-Highest Level
  78. China-EU Trade Negotiations Enter Critical Phase as Šefčovič Heads to Beijing Seeking "Tangible Results"
  79. Wall Street Builds a New Financial System Around Nvidia GPUs
  80. Citi Draws Parallels to 1970s Stagflation, Recommends Modest Short on U.S. Equities
  81. BofA's Hartnett: Money Market Funds See $166.4B Weekly Inflow, Largest Since Pandemic
  82. Morgan Stanley: Lithium Prices Down 40% From Peak, Still Too Early to Buy the Dip
  83. U.S. Dollar Index Rises for Four Consecutive Weeks, Marking Longest Winning Streak Since Early 2025
  84. State-Backed Funds Boost Stake in Hua Hong Semiconductor's Parent Company, Registered Capital Raised to 19.7 Billion Yuan
  85. European Commission Selects 46 Strategic Projects for Critical Minerals, Expected to Leverage Over €21 Billion in Investment
  86. China Allows Provincial Governments to Tap 550 Billion Yuan in Unused Bond Quotas to Stabilize Growth
  87. Goldman Sachs Raises Fed Rate Hike Expectations: Two More Hikes Possible
  88. STOXX Europe 600 Q3 Earnings Expected to Grow 21%, Energy Sector Leads the Way
  89. State Street Global Advisors Maintains Gold Price Forecast of $4,750-$5,500 by End of Q1 2027
  90. Jardine Matheson: Asian Data Center Expansion Highly Dependent on U.S. Policy Stability
  91. Falling Oil Prices Ease Inflation Concerns, European Stocks Rebound, Telecom Sector Leads Declines
  92. Burry Warns of Stress Signals in Private Equity and Private Credit Markets
  93. Citi: Global Battery Supply Chain Enters New Downcycle, but Supply-Demand Dynamics Better Than Previous Round
  94. Regulators Reportedly Issue Window Guidance to Restrict Sell Orders as China A-Shares Stage Sharp Afternoon Rebound
  95. U.S. Suspends PERM Eligibility for Eight Tech Companies Including Microsoft and Adobe, Drawing Mixed Reactions
  96. iPhone 18 Pro Orders Cut by Over 15% Amid Dual Pressure from Chip Costs and Demand
  97. European Bond Market Turmoil Sparks Debate Over ECB Repo Financing Mechanism
  98. SocGen's Edwards: AI Debt Expansion Is Replicating the Asian Financial Crisis
  99. FSB: Over Half of Jurisdictions Have Significant Gaps in Bank Crisis Funding Mechanisms
  100. Freight Rates Surge to $80 Million, Asian Refiners Shift to Middle Eastern Crude