Topic Archive — Page 140 of 160

Every market topic nashnova has published, newest first (15944 total).

  1. Qwen Fully Opens to Third-Party Agents: KFC, Luckin Coffee, Mixue, and China Eastern Airlines Among First to Integrate
  2. Doubao Lost 6.1 Million MAUs in May as ByteDance's AI Monetization Push Faces Pressure
  3. Barclays: Humanoid Robot Market to Reach $200 Billion by 2035
  4. Goldman Sachs Raises Korea Kospi Index Target to 12,000, Implying 36% Upside
  5. Volcano Engine Raises Full-Year MaaS Revenue Target to 15 Billion Yuan; Seedance 2.0 Monthly Revenue Already Exceeds 1 Billion Yuan
  6. Report: Paxini, Dexterous-Hand Robot Firm Backed by BYD and JD.com, Plans Hong Kong IPO
  7. Iran War Sparks Inflation, Emerging Market Central Banks Launch Wave of Rate Hikes
  8. SK Group in Talks with Foxconn on AI Supply Chain Collaboration: Taiwan-Korea Tech Giants May Deepen Strategic Synergy
  9. Citi Raises Price Targets for Ganfeng Lithium and Tianqi Lithium, Reiterates "Buy"
  10. DeepSeek Raises ~50 Billion Yuan in First Funding Round; Tencent and CATL Set to Be Largest External Investors
  11. Mainland Investors Withdraw Record Amount from Hong Kong ETFs in Single Week, Redirecting Funds to A-Share AI Sector
  12. Surging Chinese AI Chip Demand Reverses South Korea's Trade Balance to Surplus
  13. ChiNext Index Surges Past 4,200 to Hit All-Time High as AI Computing Hardware Stocks Soar
  14. Nikkei 225 Breaks Above 68,000 for the First Time, Led by Tech Stocks
  15. Indonesia's Sovereign Fund Danantara Plans Global USD Bond Issuance
  16. Ciena Earnings Preview: Growth Is Not in Question — The Real Suspense Lies in Cloud Customer Mix and Margins
  17. Goldman Sachs Downgrades H-Shares, Shifts Overweight to A-Shares with Bet on Mainland AI Hardware Sector
  18. China's May Services PMI Rises to 54.4, Expanding Notably from Previous Reading
  19. U.S. Data Center Construction Severely Behind Schedule as Alphabet Announces $80 Billion Equity Financing
  20. Morgan Stanley: AI-Driven "Chip Inflation" Concentrates Memory Supply Among Privileged Buyers
  21. Hong Kong Stocks Open Lower, Hang Seng Index Down 0.33%; Optical Communication Sector Strengthens
  22. HPE Earnings Massively Beat Expectations as AI Server Orders Double, Driving Stock Up 19%
  23. CITIC Securities: Copper Prices Expected to Challenge $15,000 Within the Year
  24. Japan's Cabinet Approves ¥3.1 Trillion Supplementary Budget to Address Middle East Inflation Shock
  25. Yen Hits 160 Level as Finance Minister Reiterates Readiness to Intervene in FX Market
  26. RTX Awarded $515.8M Contract to Advance SPY-6 Shipboard Radar Integration and Production
  27. Shopify Adds $3 Billion Stock Buyback Plan
  28. SK Hynix Rises to No.1 in Global Memory Market with HBM
  29. Bain Report: Enterprise AI Cost Savings Fall Significantly Short of Expectations
  30. AI Demand Drives Guidance Raise, Penguin Solutions Stock Surges 18.8%
  31. UK Parliamentary Committee Demands Termination of Palantir's $445M NHS Contract
  32. U.S. Strikes Iran's Qeshm Island, Iran Retaliates Against U.S. Fifth Fleet Headquarters
  33. Norway's $2.3 Trillion Sovereign Fund: Must Hold Big Tech Stocks
  34. Middle East War Pushes LME Aluminum Prices to Four-Year High, Squeezing Chip Equipment Profit Margins
  35. Unitree Robotics Partners with NVIDIA to Launch H2 Plus Humanoid Robot, Set for Release in H2 2025
  36. Traders' Bullish Sentiment on Yuan Hits 15-Year High
  37. Hitachi, Ricoh and Seven Other Firms to Co-Build Modular EV Battery Factories, Cutting Costs by Up to 70%
  38. Over 1,000 SpaceX Employees Band Together to Negotiate Lower Fees, Seeking Discount Wealth Management Services Ahead of IPO
  39. Urenco USA's Nearly 50% Capacity Expansion Boosts Nuclear Sector, Multiple Uranium Stocks Surge
  40. Seven Major Announcements from Microsoft Build 2026: Quantum Chip, In-House AI Models, and Scout Assistant
  41. Apple WWDC 2026 Set for June 8, Revamped Siri Emerges as Biggest Highlight
  42. U.S. Stocks Post Longest Winning Streak in Nearly a Year as AI Sector Continues to Lead
  43. SpaceX IPO May Force Index Funds to Build Large Positions Rapidly
  44. Goldman Sachs Trading Desk: Clear Signs of Retail Overheating, Holding Gamma Remains the Optimal Strategy
  45. OpenAI Launches AI Tools for Finance and Legal Sectors, Competing with Anthropic for Enterprise Clients
  46. India Tightens Silver Import Rules, Requiring Prior Approval for Granule and Powder Forms
  47. Paramount Officially Files with EU for Approval of $110 Billion Warner Bros. Acquisition
  48. Hyperliquid Token's Daily Trading Activity Surpasses Ethereum on Some Days
  49. SpaceX IPO Expectations Drive Sharp Volatility in Space Stocks
  50. Trump Signs AI Executive Order Requiring Classified Benchmark Testing Program for Frontier Models Within 60 Days
  51. Micron Unveils AI Memory Roadmap: HBM4 Boosts Inference Throughput by 2.6x
  52. Anthropic Initiates IPO Process: Four Key Risks to Watch
  53. ADNOC Trading Chief: August Could Be a Key Turning Point for Oil Prices
  54. JPMorgan Updates June Top Picks, Adding Satellite Communications Company Viasat
  55. Barclays: U.S. Convertible Bond Issuance on Track to Hit Record High
  56. Dell Stock Surges 98% Over 8 Days, Approaching Longest Winning Streak Since 2018
  57. "Big Short" Citron Research Founder Andrew Left Found Guilty of Securities Fraud
  58. South Korea Cuts EUV Equipment Approval Time to Help Samsung and SK Hynix Accelerate Capacity Expansion
  59. Goldman Sachs: UK Assets Are Undervalued, Recommends Buying
  60. BNP Paribas Initiates Coverage on CoreWeave with $192 Price Target
  61. Standard Chartered: Strategy's Bitcoin Sale Could Mark a Turning Point for ETH Outperforming BTC
  62. Musk-Linked Companies Purchase Over 6,000 Acres in Texas, Suspected Site for $55 Billion Chip Factory
  63. U.S. Job Openings Rise to 7.62 Million in April, Hitting Nearly Two-Year High as Hiring Rate Declines
  64. UBS: Fundamentals Support Oil, Gold, Copper, and Aluminum — Remains Bullish on Commodities Into 2026
  65. Intel 18A Laptop Chips Reportedly Face Supply Constraints, Raising Client Concerns Over Future Availability
  66. Gold's Share Rises to 27%, Historically Surpassing U.S. Treasuries as the World's Largest Reserve Asset
  67. U.S. Major Indexes Open Lower; Marvell Surges 15%; Software Stocks Weaken in Early Trading
  68. Deutsche Bank: Cracks of a 1987-Style Crash Emerge in Market Melt-Up
  69. Morningstar Values SpaceX at Only $780 Billion — Less Than Half Its IPO Target Price
  70. Beijing Resale Home Signings Hit 16,000 Units in May, Reaching Five-Year High for the Period
  71. Goldman Sachs Downgrades Intuit to "Sell," Stock Falls Over 6% in Pre-Market Trading
  72. SpaceX IPO Underwriting Fee Below 0.75%, Yet Wall Street Still Expected to Earn ~$500 Million
  73. Cleveland Fed President Hammack: If Inflation Trends Persist, the Fed May Need to Act Soon
  74. OpenAI Plans to Launch GPT-5.6 and Major Codex Updates as Microsoft Build Conference Kicks Off
  75. Wedbush Raises IBM Price Target to $350, Bullish on AI as Positive Catalyst
  76. After Nine Consecutive Weeks of Gains, Wall Street Analysts Collectively Turn Cautious
  77. TSMC CoWoS Capacity Remains Tight as Intel EMIB-T Enters Google TPU Packaging Evaluation
  78. Tiger Brokers to Suspend New Position Opening and Adding for Existing Accounts in Mainland China Starting June 12
  79. NVIDIA Spectrum-X Ethernet Silicon Photonics Technology Enters Full Mass Production Based on CPO
  80. U.S. Software ETF Turns Positive for the Year for the First Time, Less Than 9% From All-Time High
  81. Tesla's European Market Rebounds: France Sales Surge 700% YoY in May
  82. ByteDance Seed Division Restructuring: Multimodal Head Takes Over Embodied AI Business, Consolidating Robotics R&D Resources
  83. Didi's Q1 Net Loss Widens to 1.2 Billion Yuan as Aggressive Global Investments Weigh on Profits
  84. Citi Strongly Bullish on Lithium Carbonate, Target Price 250,000 Yuan/Ton
  85. A Wave of U.S. Employment Data Coming: May Nonfarm Payrolls Expected at 85K
  86. Intel's Lip-Bu Tan: Agentic AI Drives CPU Renaissance, Targeting Full-Stack AI Computing Platform
  87. Kioxia Investor Day: 10th-Gen Flash Samples to Ship This Summer, Average Annual Capex of ¥470 Billion
  88. Meituan Q1 Loss Narrows Sharply, Beating Expectations; Morgan Stanley and UBS Reiterate Bullish Outlook
  89. Broadcom Earnings on the Horizon: Three Key Things to Watch
  90. Citi Strategists Warn of Overheated Bullish Positioning in Tech Stocks, Nasdaq 100 Faces Pullback Risk
  91. SoftBank in Talks to Join $800 Million Funding Round for German Robotics Firm Agile Robots
  92. Eurozone May CPI Rises to 3.2%, ECB June Rate Hike Expectations Heat Up
  93. MediaTek Announces Expanded Engineer Hiring to Accelerate Push into New AI Frontiers
  94. Consulting Firm: Three Major Memory Manufacturers May Significantly Raise HBM Prices in 2027
  95. OpenAI Codex Surpasses 4 Million Weekly Active Users, Knowledge Workers Growing 3x Faster Than Developers
  96. EU Lawmakers Preliminarily Approve EU-US Trade Deal, Full Vote Scheduled for June 16
  97. Tencent Cloud Slashes DeepSeek-V4 Model Prices by Up to 97.5%
  98. STMicroelectronics Raises Data Center Revenue Target to $1 Billion, Boosting European Tech Stocks
  99. Jensen Huang Heads to Seoul This Week for Fourth Meeting with SK Group Chairman Chey Tae-won in Six Months
  100. Goldman Sachs Raises 12-Month TOPIX Target to 4,400, Implying ~11% Upside