Topic Archive — Page 14 of 112

Every market topic nashnova has published, newest first (11152 total).

  1. Bessent May Leverage CTA Short Covering to Push Down Treasury Yields
  2. Veteran Wall Street Bear: Algorithms Dominate U.S. Stocks, Short-Selling Strategies Essentially Ineffective
  3. Samsung and SK Hynix Ramp Up NAND Capacity in China, Xi'an and Dalian Factory Investments to Land Before Next Year
  4. Druckenmiller Criticizes Bessent's Long-Bond Buyback as a Mistake
  5. Trump Acknowledges U.S. Heavy Dependence on Canadian Aluminum
  6. Unitree Robotics Plunges 45% in Three Days After Listing, Sparking Heated Debate Over Robotics Sector Bubble
  7. Sinopec Chairman: China's Oil Demand Likely Peaked Last Year
  8. China's Largest Auto Recall in History: 4.27 Million Vehicles Affected by Electronic Door Safety Issues
  9. Apple's New Mac Mini Could Launch Within Days, Potentially Featuring M5 or M6 Chip
  10. SK Hynix Union Rejects Wage Deal, Stock Drops Over 6% Intraday
  11. Draft Amendment to Road Traffic Safety Law Adds Dedicated Chapter on Autonomous Driving, Assigning Violation Liability to Manufacturers
  12. Hedge Funds Study AI Agent Decision Biases to Bet on Related Stocks
  13. Tokio Marine Targets Australia's Suncorp as Berkshire Co-Invests in Multi-Billion Dollar Acquisition
  14. U.S. Pressures South Korean Semiconductor Firms to Build Factories in America, Singling Out Hunan Cluster Plan
  15. CICC: Warsh Expected to Reaffirm Inflation Risks and Retain Rate Hike Option to Rebuild Credibility
  16. BofA Analysts' Field Research: China's Humanoid Robots Pivot to Commercial Deployment
  17. Institutions Net Bought $22.2 Billion in Gold Futures, Setting a Record High in Over a Decade
  18. Canada Unveils Tariff Countermeasures: Expanding Unemployment Benefits and Launching Business Loans
  19. Bessent Bets on Dollar Stablecoins to Bolster Short-Term Treasury Demand
  20. Meta Plans to Launch AI Agent Platform Hatch Within Weeks, with Monthly Fees Up to $199.99
  21. Broadcom Backstops AI Financing, CDS Widens 28bps in One Month Surpassing Oracle
  22. Nvidia's Seven-Day Losing Streak Marks Longest Since 2022, Yet Analysts Keep Raising Earnings Forecasts
  23. U.S. Stocks Close Lower as Tech Weakens; Long-End Yields Decline on Buyback Expectations
  24. SEC Investigates AI Hedge Fund Situational Awareness Over Near-Collapse
  25. Alabama Launches Investigation into OpenAI's Hugging Face Breach
  26. Chinese Hackers Leverage DeepSeek to Scale Up Cyberattacks
  27. Bessent Warns Bond Market: Will Take Aggressive Action Against Those Pushing Up Treasury Yields
  28. GLD Sees Largest Options Trade in History as Over $200M Bets on a Short-Term Gold Pullback
  29. Japan Plans Tax Deferral on Non-Core Business Divestiture Gains to Drive Corporate Restructuring
  30. Eli Lilly's Oral Weight-Loss Drug Foundayo Launches in the UK
  31. Jet Fuel Prices Surge: Raymond James Cuts Airline Estimates and Warns of JetBlue Bankruptcy Risk
  32. U.S. Plans 7.5% Excess Capacity Tariff on China, Set to Take Effect Before Xi-Trump Meeting
  33. Houthi Missile Attack on Saudi Oil Tanker Amjad
  34. Details of Nvidia's $500 Billion AI Financing Plan Still Under Negotiation
  35. Citadel Securities Criticizes U.S. Treasury Bond Buybacks as "Financial Repression"
  36. NVIDIA Groq LPX Racks Enter Mass Production; SpaceX and Nebius Become First Vera CPU Customers
  37. German Finance Minister: Bond Yield Surge Stems from Trump's Iran War
  38. Nvidia Server Prices Rise Over 15%, Stock Falls 2.3%
  39. RemeGen Reports H1 Net Profit of RMB 4.662 Billion as Licensing Revenue Drives Turnaround
  40. Cost of Shipping Oil Through the Strait of Hormuz Reaches $20 Million
  41. Wall Street Reignites the "Currency Debasement Trade": Gold and Bitcoin Emerge as New Safe-Haven Themes
  42. TCL Electronics Plans to Spin Off Solar PV Business for Independent Listing
  43. Jensen Huang on an Acquisition Spree: Investing in Perplexity, Acquiring Poolside, and Raising Chip System Prices by 17%
  44. Trump Announces 50% Tariffs on Canadian Autos and Steel Starting 2027
  45. Pelosi Discloses Purchases of Intel Stock and Call Options, Along with Bloom Energy
  46. Nasdaq Falls 0.5% as Chip Stocks Under Pressure, Dual Test of Nvidia Earnings and Jackson Hole Looms
  47. Goldman Sachs: Oil Price Risk Outweighs Jackson Hole; Nvidia Earnings Are This Week's Focus
  48. U.S. Proposes H-1B Visa Fees Exceeding $100,000; Legal Challenges Continue
  49. Luxshare Precision Reports Net Profit of 7.843 Billion Yuan in H1 2026, Up 18% YoY
  50. Gotion High-Tech's H1 Net Profit Surges 278% YoY, Global Power Battery Market Share Rises to Fifth
  51. Chinese Humanoid Robot Breaks Bolt's 100m Sprint Record
  52. U.S. Treasury Plans to Use Cash Reserves to Buy Back Bonds, Raising Questions Over Rule Credibility
  53. Analyst Bullish Sentiment Rises to Highest Level Since Summer 1987
  54. Thomson Reuters Builds In-House AI Model Thomson-1 Based on Alibaba's Open-Source Qwen to Reduce Dependence on Anthropic
  55. U.S. Treasury Plans to Expand Secondary Sanctions on Iran
  56. Goldman Sachs: EU Trade Restrictions Hit 27% of China's Exports to Europe
  57. China's MIIT Seeks Public Comments on National Standards Framework for Humanoid Robots
  58. Roche's Alzheimer's Blood Test Receives U.S. FDA Approval
  59. Truist Raises CoreWeave Price Target to $165, Implying 88% Upside
  60. Strategy Completes $2.01 Billion ATM Offering, Diverting Funds Beyond Bitcoin Treasury
  61. Nvidia's Trillion-Dollar Chip Empire Under Siege: Squeezed by Customer In-House Designs and Legacy Rivals
  62. Goldman Sachs: China's Advanced Chip Gap to Narrow from 92% to 34% by 2035
  63. Santoli: Why Rising Treasury Yields Are Drawing Heightened Market Attention
  64. Wedbush: Nvidia Poised to Beat Guidance Again, Supply Is the Only Bottleneck
  65. Morgan Stanley: Copper Price Pullback Is a Buying Opportunity, Q4 Target Price at $14,250/Ton
  66. U.S. Stock Futures Slide in Pre-Market Trading as Chip and Memory Stocks Lead Losses, Steel Stocks Buck the Trend
  67. U.S. Treasury Plans to Tap Nearly $1 Trillion TGA Account to Fuel Treasury Buyback Program
  68. WuXi XDC Interim Revenue Reaches RMB 3.7 Billion with Adjusted Net Profit Up 37.4%
  69. IBM Unveils First Dual-Architecture Mainframe Processor with Integrated Arm Compute Cores
  70. Alibaba Executives Purchase Over HK$120 Million in Shares Following Equity Placement
  71. Eoptolink Reports H1 Net Profit of 7.53 Billion Yuan, Up 90.98% YoY
  72. Morgan Stanley Raises Brent Crude Target Price to $100
  73. Wells Fargo Raises Marvell Price Target to $310, Implying 31% Upside
  74. Anthropic's Flagship Model Fable 5 Faces Tepid Enterprise Adoption as OpenAI's Quarterly Revenue Jumps 35%
  75. PDD Q2 Revenue Misses Expectations While Adjusted EPS per ADS Beats Estimates
  76. XPeng Q2 Revenue Reaches RMB 19.74B with Gross Margin Beating Expectations, but Q3 Guidance Falls Short
  77. Xiaomi Unveils Three In-House Chips; Xuanjie O3 Becomes First Android SoC to Break 5 Million in Benchmark Scores
  78. Morgan Stanley Warns Bond Yields to Stay Higher for Longer, Oil Prices Pose Biggest Risk to Stocks
  79. Southbound Net Buying Reaches HK$11.567B as Investors Buy the Dip in HK ETFs and Tech Stocks
  80. ByteDance Integrates AI Tools into Doubao, Launches New Products to Compete with Tencent
  81. Leapmotor Reports H1 Net Profit of RMB 208 Million, Up 530% YoY
  82. XPENG Robotics Raises Over $900 Million in First Funding Round at Valuation Exceeding $6.3 Billion
  83. Wanhua Chemical Reports H1 Net Profit of 10.063 Billion Yuan, Up 64% YoY
  84. Alibaba's Wan3.0 Officially Launches, Stock Falls ~3% in Pre-Market Trading
  85. People's Daily Publishes Three Consecutive Editorials Endorsing China's Economy, Acknowledging Domestic Demand and Investment Pressures
  86. JPMorgan: Copper Buying Interest Cools, Aluminum Destocking Continues, Overseas Zinc Tightens
  87. Fidelity Doubles Gold Holdings in Three Weeks, Betting on Declining Fed Credibility
  88. Treasury Yields Pull Back as Markets Await Waller's Jackson Hole Speech and PCE Data
  89. Claude Helps Harvard Mathematician Crack 78-Year-Old Six-Dimensional Sphere Conjecture
  90. NXP's China Subsidiary Shifts to Domestic 12-Inch Wafers, Claims 100% Self-Sufficient Production
  91. China's Quant Funds Stage Strong Rebound After July Plunge, but Recovery Remains Uneven
  92. European Stocks Edge Lower as Tech Sector Under Pressure Amid Focus on Iran Sanctions
  93. Goldman Sachs: European Natural Gas May Need to Rise to €100/MWh to Complete Winter Restocking
  94. SEC Filing Reveals Musk Holds 48.4% of SpaceX Shares and 85% Voting Rights
  95. The Battle Over Core Layer Materials for Advanced Packaging Substrates: Glass Core vs. Ceramic Core Route Divergence
  96. SK Hynix Accelerates Capacity Expansion, Samsung's DRAM Capacity Lead Narrows to 14%
  97. Japan Bond Auction May Transmit Upward Pressure to U.S. Treasuries
  98. Barclays: Energy Stocks Are the Only Sector With Positive Returns at the Start of Rate Hike Cycles Historically
  99. Capital War Escalates in ASIC Sector: MediaTek, GUC, and Alchip Launch Large-Scale Financing
  100. Taiwan Indicts 9 Individuals for Allegedly Illegally Exporting AI Servers to China
Topic Archive — Page 14 · nashnova