Topic Archive — Page 141 of 160

Every market topic nashnova has published, newest first (15946 total).

  1. Jensen Huang Heads to Seoul This Week for Fourth Meeting with SK Group Chairman Chey Tae-won in Six Months
  2. Goldman Sachs Raises 12-Month TOPIX Target to 4,400, Implying ~11% Upside
  3. JPMorgan: Probability of Strait of Hormuz Reopening Within June Is Extremely Low, Significant Upside Risk for Oil Prices
  4. HSBC: Hormuz Risk Escalates, Commodities Enter 'Super Short Squeeze'
  5. US Stock Options Put/Call Ratio Drops to Four-Year Low, Triggering Warning Signal Seen Before 2022 Bear Market
  6. Iran War Pushes Global LNG Trade into Gray Market
  7. Intel Partners with Foxconn, Siemens, Hitachi and Others to Advance Vertical Industry AI Solutions
  8. Economist: India's Central Bank May Have Sold $12 Billion in Gold Reserves to Replenish Foreign Exchange Assets
  9. Global Funds Continue to Exit as Net Investment in Indian Equities Falls to Decade Low
  10. Arm CEO: $15 Billion AI Chip Revenue Target May Be Achieved Ahead of Schedule as ByteDance Joins Customer Roster
  11. SK Hynix Plans to Double Production Capacity in Five Years
  12. Samsung Electronics Unveils High Bandwidth Memory HBM5 for the First Time
  13. Nomura: Global Power Equipment Entering a Super Cycle, Three Key Themes in China's Supply Chain to Benefit
  14. Dajin Heavy Industry Records HK$36.3 Billion in Margin Subscriptions, Oversubscribed 61.9 Times
  15. Bitcoin Slides Toward $70,000 as Strategy's First-Ever BTC Sale Disclosure Dampens Crypto Sentiment
  16. Cloudflare Surges 12% in a Single Day as AI Agent Traffic Narrative Lifts Stock to 52-Week High
  17. 11 Macau Banks Connect to mBridge Cross-Border Digital Currency Settlement Platform
  18. Pimco: Rising Long-End Treasury Yields Driven by Fed Expectations, AI Impact Overestimated
  19. Deutsche Bank: AI Frenzy and Oil Crisis Reshape 2026 Global Macro Logic
  20. U.S. Plans 25% Tariffs on Brazil, but Agricultural Products and Energy Are Exempt
  21. Jensen Huang Calls Marvell Potentially "The Next Trillion-Dollar Company"
  22. China's May LNG Imports Rebound to 4.9 Million Tons as Summer Stockpiling Demand Picks Up
  23. Aluminum Prices Hit Four-Year High, Spot Premium Reaches Highest Since 2007
  24. China's Semiconductor and Robotics Sectors See Surging Profits in First Four Months; Primary Market Fundraising Heats Up
  25. Goldman Sachs: Hormuz Disruption to Keep Refined Fuel Margins Elevated Through 2026
  26. Yuan Rises Against Currency Basket to Highest Since September 2022
  27. Credo Posts Record Quarterly Revenue; Optical Product Lines Target $600M in FY2027
  28. Chinese Bionic Hand Maker BrainCo: Humanoid Robot Demand Drives Surging Sales
  29. U.S. Cuts Import Tariffs on Agricultural Equipment to 15%, Effective June 8
  30. Taiwan PCB Output Value Grows 15% YoY, Expected to Surpass NT$1 Trillion
  31. Anthropic's Cybersecurity Model Mythos Nearing Full Rollout; Pricing at ~6x Opus Sparks Controversy
  32. Yihong Smart Rushes for Hong Kong IPO, CATL Contributes Over 70% of Revenue
  33. Tencent's WeChat AI Agent May Begin Compliance Approval Process as Early as This Month
  34. Tencent Surges 10% in Hong Kong as WeChat AI Assistant Nears Launch
  35. MLCC Price Super Cycle Begins: Japanese Makers Lead Price Hikes as Rare Earth Controls Tighten Supply
  36. Insilico Medicine Approaches AI Drug Discovery Validation Milestone, Potential IPF Blockbuster Eyes Phase III Clinical Trials
  37. Pakistan Launches Strategic Petroleum Reserve Planning with Initial Target of 45-Day Stockpile
  38. Blackstone's Third Asia Buyout Fund Raises $13.1 Billion, Surpassing $10 Billion Target
  39. Nebius Stock Hits All-Time High After NVIDIA CEO's Public Endorsement
  40. LG Electronics Stock Quadruples Year-to-Date as LG Group Surges Across the Board to Record Highs
  41. Samsung Foundry Enters BYD Supply Chain, Targeting China's Automotive Chip Market
  42. Trump's Drone Policy Drives Major Rally in Related Stocks
  43. China Tightens Cross-Border Capital Controls, Putting Pressure on Hong Kong's Record Home-Buying Boom
  44. Microchip Technology's Data Center Business Expected to Grow 65% This Year, Shares Jump Over 8% After Hours
  45. OpenAI Plans to Open-Source Internal Software Tools, Potentially Undermining NVIDIA's CUDA Advantage
  46. Long March 12B Maiden Flight Succeeds, Catalyzing Hong Kong-Listed Commercial Space Stocks
  47. Chinese Automakers Race to Build Their Own Chips as Domestic Substitution for Autonomous Driving Chips Accelerates
  48. Chinese Robotics Firms Line Up for IPOs: UBTECH and 46 Others Queue in Hong Kong
  49. HPE Stock Surges 37% in Single Day to Record High as AI Infrastructure Demand Drives Major Full-Year Guidance Raise
  50. Carlyle Posts $300M in Fee-Related Earnings in Q1 with 47% Margin
  51. Russia's LNG Exports Rise 11.5% YoY to 14.5 Million Tons in January-May
  52. Alphabet's $80 Billion Equity Financing: Berkshire Subscribes at a Discount, ATM Portion Used for Employee Tax Payments
  53. Russia Issues 10 Billion Yuan Sovereign Bonds Accelerating De-Dollarization
  54. Goldman Sachs: AI Positioning Highly Concentrated, Index Calm Masks Underlying Fragility in US Equities
  55. Microsoft Rises 2.3% in a Single Day as Two Firms Turn Bullish Amid Build Conference AI Product Expectations
  56. Lenovo Expands Tianjin AI Server Base with Mass Production Targeted for 2027
  57. Goldman Sachs Summit Spotlights AI Computing Infrastructure Mega-Build as Trillion-Dollar Funding Gap Sparks Financing Wave
  58. DriveNets Raises $410 Million in New Funding with AMD Joining as First-Time Investor
  59. Citi: Uber's Acquisition of Delivery Hero Could Unlock Up to €1.4 Billion in Cost Synergies
  60. EU Plans to Allow Member States to Exempt Energy Spending Up to 0.3% of GDP
  61. Kioxia Challenges Samsung's NAND Market Share with CBA Wafer Bonding Technology
  62. Duke Energy in Talks with Hyperscalers to Share Risks of Nuclear Power Expansion
  63. US Data Center Construction Spending Exceeds $50 Billion for First Time in April
  64. Anthropic Has Secretly Filed IPO Draft Documents with the SEC
  65. BlackRock plans to invest about $175 million to subscribe for approximately 15.2% of Japanese ride-hailing app Go's shares
  66. Storage Concept Stocks Soar Collectively, Micron Leads with a Rise Over 5%
  67. Fluence Energy Partners with NVIDIA and Siemens for AI Data Center Reference Design, Stock Price Soars by Over 36%
  68. A Comprehensive Overview: What Exactly Did Jensen Huang Say at the Taiwan GTC Conference?
  69. Micron RSI Climbs to 90, Signaling the Highest Overbought Condition in 30 Years
  70. Polymarket Faces $14.65 Million Contract Dispute After Strategy Discloses Bitcoin Sale
  71. Nebius Surges Over 14% Single-Day, AI Cloud Computing Sector Strengthens Collectively
  72. JPMorgan: Inflation Concerns Exaggerated, US Treasury Yields Unlikely to Rise in Second Half
  73. Strike by GM Supplier May Lead to Plant Shutdown in Weeks
  74. FTC Investigates Microsoft Cloud Services and AI for Potential Monopolistic Behavior
  75. Zhipu: Recommended A-Share Issuance and Listing on the STAR Market
  76. CoreWeave Launches First NVIDIA Vera Rubin NVL72 Deployment, Surges Over 14% During Trading
  77. AI Concerns Fade, Investors Buy European Software Stocks on Dips
  78. JPMorgan CEO Slams Clarity Act, Takes Aim at Coinbase
  79. US May ISM Manufacturing PMI Rises to 54, Fastest Expansion in Four Years
  80. D-Wave Releases Gate Model Quantum Computing Roadmap, Aims for 100 Logical Qubits by 2032
  81. ‘Big Short’ Michael Burry Questions SpaceX and Anthropic's Trillion-Dollar Valuation
  82. U.S. Major Indices Open Lower, Chip Stocks Experience Mixed Fortunes, Crypto-related Stocks Decline
  83. US Stocks Hit New Highs But Only 20 Stocks Reach Top - Highly Similar to the 2000 Internet Bubble Top
  84. Morgan JP Morgan Traders Warn: Risks Rise for Unprofitable Tech Stocks After 57% Increase This Year
  85. IBM Surges by 8%, Trump's Old Bullish Video Spreads, Barclays Recommends Accumulation
  86. Live Demonstration of 'App-Free Phone' Prototype at OpenAI Hackathon
  87. Apple WWDC Preview: Major Siri Overhaul Could Be a New Catalyst for Stock Price
  88. Global ETF Inflows Expected to Top $2 Trillion in 2026
  89. Bernstein: China's Domestic Semiconductor Equipment Manufacturing Rate Rises to 21%
  90. Iran Reportedly Halts Communications with US, Threatens to Fully Block Strait of Hormuz
  91. Prosus Challenges Uber in Bidding War for Delivery Hero, Seeks to Expand Stake
  92. Honeywell's Quantinuum Expands U.S. IPO, Aims for a Market Cap of $14.3 Billion
  93. S&P Global will spin off its Mobility business for an independent listing on July 1st
  94. ARK Significantly Increases Holdings in Kratos Defense and Cerebras, Dramatically Reduces Robinhood
  95. EU Proposes Stricter Bidding Rules for Key Cloud Services, Excluding Amazon, Microsoft, and Google
  96. Li Auto Delivers 33,350 Vehicles in May, AYoY Down 18.4%
  97. Strategy Discloses Proactive Sale of 32 Bitcoins, Cashing Out Approximately $2.5 Million
  98. Wells Fargo Raises Microsoft's Target Price to $650, Positive on AI Self-Development Strategy
  99. BYD May Global Sales Slight Increase of 0.3%, Ends 8-month Downtrend
  100. Smartphone Market Faces Most Severe Annual Decline, Shipments May Drop by 13.9%