Topic Archive — Page 143 of 160

Every market topic nashnova has published, newest first (15947 total).

  1. Amazon Shuts Down Its Internal Token Consumption Ranking, Warns Workers Against Using AI for the Sake of It
  2. Trump Demands Revisions to Iran Nuclear Deal Draft, Strengthening Material Disposal Terms
  3. Intel and 3DGS Plan to Invest $3.3 Billion in a Glass Substrate Plant in India
  4. OpenAI Announces Retirement of o3 and GPT-4.5, Simultaneous Advancement of GPT-5.6 Beta
  5. Trump's Crypto Business Entangled in Ethics Controversy, Crypto Regulation Legislation Still in Limbo
  6. SpaceX, OpenAI IPO Trends Drive Capital Inflow to Asian AI Supply Chains
  7. BofA Maintains 'Buy' rating for Nvidia and Apple, Includes in June's Preferred Stock List
  8. SoftBank Plans to Invest Up to €75 Billion in Building Computing Cluster in France
  9. Bernstein: ABF Substrates Super-Cycle Initiated, Full Shortage Expected by 2027
  10. BoE Mann: The 'Luck' of the Era of Low Inflation Has Come to an End
  11. Nvidia Enters PC Main Chips, Microsoft Dell New Products to Debut Next Week
  12. 全民押注芯片股，韩国开启'主权算力分红'最激进实验
  13. Logic Behind ServiceNow and Palantir's Trillion-Dollar Valuation in the Age of AI Agents
  14. Shanghai-Shenzhen 300 and Over 10 Indexes to Adjust Samples Starting June 12, Tech Weightage Increased
  15. The European Union holds a special meeting on China, and China warns of firm countermeasures against trade restrictions
  16. AI Infrastructure Bids Farewell to the Concept Buying Era, Physical Constraints Spurring 'Electricity Premium'
  17. Farewell to Self-Funded Tech Giants, AI Infrastructure Enters Asset-Backed Credit Pricing Phase
  18. Goldman Sachs: U.S. Equities Record High Net Long Positions Face Extreme Short Allocation, Financial Sector Becomes a Safe Haven for Institutions
  19. AI Server Demand Squeezes High-End Capacity, Global MLCC Faces Structural Capacity Reshaping
  20. Anthropic's Seven Co-founders Each Attains An $8 Billion Fortune, Setting a Record for Number of People Added on Bloomberg Billionaires Index in A Single Day
  21. SemiAnalysis: Trillion-scale AI 'Hidden Economic Output' Underestimated
  22. RBC Warns: The Expectation of a US-Iran Agreement is Ahead of Reality, June-August Oil Market Faces Stern Pressure
  23. OpenAI IPO Plans to Include Citigroup and JPMorgan as Lead Underwriters
  24. SpaceX Delisted by Danish Pension Fund
  25. Morgan Stanley: CPU Demand as a New Engine for the Storage Supercycle
  26. Microsoft Plans AI Mega-App to Integrate Various Copilot Tools
  27. Oppenheimer Anticipates Broadcom to Beat Q2 Estimates and Raise Guidance
  28. Oil Prices Drop Over 20% in May, Largest Monthly Decline Since March 2020
  29. S&P 500 Gainers and Losers in May: Dell Surges by Over 100% Leading the Charge, Zoetis Tanks by 32% Coming in Last
  30. Huang Renxun's Speech in Taipei: Vera Rubin Mass Production Initiated, Taiwan's AI Computing Power to Double
  31. U.S. Software Sector Gains 21% in May, Best Single-Month Since 2001
  32. MiniMax Initiates A-Share IPO Process
  33. Citadel's First Quarter Trading Revenue Reaches $4.3 Billion, Setting a New Record High
  34. Yum! Brands Plans to Sell Pizza Hut, Deal Expected to Be Reached Within Weeks
  35. Nvidia Teases 'New Era of PCs' Ahead of Computex With 'New Era PC' Chip
  36. SpaceX Wins $4.16 Billion 'Golden Dome' Satellite Tracking Contract
  37. SMIC's Short Selling Scale Hits Historical Peak
  38. Meta Plans to Launch Internal Testing of AI Pendants Within the Next Year
  39. US stock market indices hit new highs again, with NASDAQ up 8.36% in May
  40. Micron Technology Surges Over 5% to Hit Record High, Storage Sector Follows Suit
  41. BlackRock Reduces Equity Overweight Positions, Claims Earnings Have Reached Generational Highs
  42. CFTC Greenlights Bitcoin Perpetual Futures, Kalshi and Coinbase Receive Go-Ahead on the Same Day
  43. Ford Surges Over 40% in May, Best Post-Financial Crisis Monthly Performance
  44. Quantinuum's IPO receives oversubscribed orders with double-digit multiples, plans to raise over $1 billion
  45. Performance exceeds expectations, yet stock prices fall; Costco's high valuation faces 'acrophobia'
  46. Bank of America: More Global Central Bank Rate Cuts Than Hikes, But Momentum明显 Slows
  47. Trump Says 'Final Decision' on Iran Issue
  48. About a Quarter of Large Tankers Stranded Have Crossed the Strait of Hormuz
  49. Goldman Sachs: After Iran Deal, Four Types of Assets to Trade
  50. Spot Aluminum Premiums Hit 2007 Highs, Global Aluminum Industry Approaches 'Supply Black Hole'
  51. Geopolitical Conflict Ignites European Prices, ECB Officials Warn of Unanchored Inflation Expectations
  52. Google Collaborates with Blackstone to Establish AI Cloud Firm, Threatening NVIDIA and CoreWeave
  53. HSBC Upgrades Snowflake Rating to Buy, Target Price Increases to $289
  54. Global Equity Funds Inflowed $4.58 Billion YTD Last Week, Fueled by AI Market Sentiment
  55. US Private Credit BDCs See Deepened Unrealized Losses to Worst Level Since 2022
  56. LG Electronics Partners with Google for Automotive Software Platform, Stock Jumps Nearly 24% in a Day
  57. Dell's Share Price Soars 33%, Boosts Semiconducton Sector, US Stocks Open Higher
  58. Bank of Japan Expected to Raise Interest Rates in June, Considers Pausing Debt Repayment Next Fiscal Year
  59. BoA: AI Market More Like China Joining WTO, Not Internet Bubble
  60. Wall Street Giants Exceed Q2 Guidance Expectations, Trading and AI Financing Accelerate
  61. Japan's Record Intervention in Yen Misses Mark as 11.7 Trillion Fails to Halt Slide
  62. Samsung, SK Hynix Surge Triggers 10% Red Line, Record Outflow of Foreign Capital from South Korean Stocks
  63. UK Central Bank Chief: Inflation can be tolerated to exceed target level in the short term
  64. OpenAI Launches New GPT-Rosalind Model and Biodefense Initiative
  65. JPMorgan: Retail Investors Flood Semiconductors, Extreme Overcrowding in Software Shorts
  66. Japan Spends $73 Billion in This Round of Currency Intervention, Setting a New Record
  67. US Bank Hartnett: Bull-Bear Indicator Rises to 8.5, It Might Be Time to Sell
  68. Fed's Schmid: Inflation Exceeds Limits for Five Years, It's Not a Time to Let Go
  69. Oil Prices Head Towards the Largest Monthly Drop in 6 Years
  70. AI Reshapes Wall Street Internships: Proficiency with Tools Trumps Modeling Skills
  71. Blue Origin Launch Site Explosion: Space Stocks Hit Hard, AST & Rocket Lab Decline Pre-Market
  72. SpaceX IPO Yet to Arrive, Crypto Perpetual Contracts Priced First
  73. Taiwan Significantly Raises 2026 GDP Growth Forecast to 9.64%
  74. Toyota Halts Development of Next-Gen Lexus Electric Vehicles
  75. Depleted Savings are the Achilles' Heel of the US Economy
  76. Hang Seng Index Up 0.7%, Property Stocks Surge, Semiconductors Tumble
  77. Tencent Hunyuan Launches Hy-Memory Agent Memory Plug-in
  78. U.S. Spot Bitcoin ETF Suffers the Longest Capital Outflow in History
  79. Fed's Kashkari: It's Too Early to Say We Need to Raise Rates
  80. Dell's Pre-Market Surge Nears 40%, Boosting AI Server Concept Stocks as a Whole
  81. France and Spain’s Inflation Accelerates, Providing Data Support for ECB Hikes
  82. Foxconn rumored to start mass production of CPO optical modules this year
  83. Exxon and Chevron Warn in Unison: Oil Prices Could Soar to $150
  84. Ming-Chi Kuo: Sunny Optical’s AI Server and Apple Orders Could Resonate, Open Valuation Space
  85. Samsung's Texas Wafer Plant Declared Ready, Will Start Mass Production Next Year
  86. Sharp intraday reversal for two big models of the Hong Kong stock market, Zhipu plunges in the short term
  87. Legendary Investor Dan Loeb: The era of shunning technology in favor of industrial or consumer sectors is over
  88. Japanese and Korean stock markets hit new historical closing highs, A-share technology stocks plummet
  89. "White House Stock Guru" Strikes Again: Intel +200%, Micron Market Cap Breaks Trillion, Dell +38%
  90. Goldman Sachs' Top Five Findings After Researching ASML: EUV Deliveries to Exceed 80 Units by 2027
  91. BYD's tepid stock reaction after launching 4nm self-driving chip
  92. China's Real Estate Prices Expected to Narrow Downside, May Turn Positive in 2027
  93. Mitsubishi Motors Partners with Nissan to Expand North American Pickup and Japanese Kei Car Market
  94. SpaceX listing expectations intensify, as investors rush to position
  95. Tax Rebate Fades, U.S. Consumer Spending May Face Pressure
  96. Codelco Shifts Focus to Profit Maximization, Global Copper Supply Expected to Remain Tightly Balanaced
  97. Yuyantan: If the EU Insists on Pushing 'Excess Capacity Tool', China Will Retaliate
  98. UBS Initiates Coverage on Flash Memory Giant Kioxia, Assigns 'Buy' Rating
  99. China's El Niño Impact Expected to Peak in Autumn and Winter, Climate Risk Window Approaching
  100. Exxon Mobil Warns of ‘Unprecedented’ Oil Stock Levels