Topic Archive — Page 15 of 112

Every market topic nashnova has published, newest first (11153 total).

  1. Taiwan Indicts 9 Individuals for Allegedly Illegally Exporting AI Servers to China
  2. Tencent Drops Over 4% Intraday as Capital Expenditure Far Exceeds Expectations, Weighing on EPS Outlook
  3. Samsung, Micron, and SK Hynix All Shift to Molybdenum: NAND Material Transition Opens New Equipment Market
  4. Nvidia Plans to Lead Investment in Perplexity and Take Stakes in Data Center Power Companies
  5. Asian Markets Mixed on Monday as Hong Kong Stocks Lead Losses with Over 2% Drop
  6. SK Hynix Unveils HBM Advanced Packaging Roadmap: Hybrid Bonding, Intel EMIB, and 3D Integration
  7. European Automakers Turn to Chinese Supply Chains for Rescue as U.S. Launches Section 301 Investigation
  8. CXMT Holdings' STAR Market IPO May Break ChangXin Memory's Record
  9. Laptop Brands Shift Back to China as Southeast Asia Adds $9 Per Unit in Costs
  10. U.S. AI-Driven Investment Growth More Than Triples Europe's Pace
  11. HK Stocks Midday: Hang Seng Falls 2.09% as Alibaba Share Placement and Burry's Full Exit Weigh on Tech Stocks
  12. Goldman Sachs Raises Global Wafer Fab Equipment Spending Forecast, Expected to Reach $281 Billion by 2028
  13. Morgan Stanley: $40 Trillion U.S. Debt Constrains Economy but Won't Trigger Collapse
  14. Iran Introduces Blacklist System for Vessels Violating Hormuz Strait Regulations
  15. Volkswagen's Largest-Ever Restructuring Plan to Cut 50,000 Jobs; Union Denounces It as "Aggressive Provocation"
  16. Chinese State Media Praises Canada's Retaliation Against U.S. Tariffs as a "China-Style Counterattack"
  17. U.S. May Gradually Restrict Open-Source AI Models Through Unified Safety Standards
  18. Samsung Unveils Three-Phase HBM Roadmap, with Ultimate Form Stacking DRAM Directly on Compute Chips
  19. CITIC Securities: Policy-Preferred Range for the Yuan May Be 6.6–7.0
  20. China's $119 Billion Investment Stimulus Tool Faces Delays, Effectiveness in Question
  21. Hugging Face Explores Sale, Valuation Could Exceed $13 Billion
  22. PIMCO: Term Premium to Stay Elevated, Bonds Look Attractive
  23. Altman Admits AI Disruption of Software Industry Is Slower Than Expected
  24. AI Packaging Demand Surges as Taiwan's Material Supply Chain Gap Widens
  25. Hedge Funds Ramp Up Dollar Short Bets as Fiscal Concerns Weigh on the Greenback
  26. U.S.-Canada Trade War May Last Through End of Trump's Term as Carney Prepares Long-Term Aid Plan
  27. Warsh's Historical Forecasts Reveal His Inflation Judgment Framework
  28. BOJ September Rate Hike Probability Rises to 82% as Officials Enter Key Communication Window
  29. ASIC Shipments Expected to Surpass GPUs for the First Time by 2027 as AI Reshapes Server Storage Architecture
  30. MediaTek Executive: By 2030, One Million H100s Will Be Considered Only Mid-Scale Computing Power
  31. Xiaomi Unveils Second-Generation Humanoid Robot, Degrees of Freedom Increased from 21 to 66
  32. Samsung DX Division Posts First-Ever Quarterly Loss as Memory Price Hikes Erode Smartphone Profits
  33. Kashkari: U.S. Treasury Market Functioning Normally, Elevated Yields Do Not Affect Policy Tool Selection
  34. Asia Earnings Season: AI Boom and China's Consumer Recovery Under Scrutiny
  35. Hua Hong Semiconductor and Weichai Power Added to Hang Seng Index; Alibaba Plans Share Placement to Raise HK$79.7 Billion
  36. Nvidia Server Prices Rise Over 15%, AI Capex Concerns Weigh on U.S. Stock Futures
  37. Hedge Funds Dump U.S. Stocks at Fastest Pace Since Liberation Day
  38. Shein Launches Hong Kong IPO, Seeking Up to $1.8 Billion
  39. U.S. Treasury Secretary Bessent Announces Toughest-Ever Sanctions on Iran
  40. Burry Dumps Alibaba: Calls Valuation Too High, Shifts to JD.com
  41. Fed Holds Over 50% of 10-to-15-Year Treasuries; Operation Twist Could Further Monopolize the Market
  42. JPMorgan: Record Revenue at Chinese Wafer Fabs Bodes Well for OSAT Sector
  43. HSBC: NVIDIA's Open-Source Models and Supply Chain Lock-In Create New Catalysts for Valuation Re-Rating
  44. China Restricts Germanium Exports, Pressuring Taiwan's Semiconductor Supply Chain
  45. EM Carry Trade Extends Winning Streak to Seven Quarters, Longest Since 2008
  46. Palantir Up Over 65% YTD, RSI Nearing Overbought as Put Option Prices Sit at Lows
  47. CITIC Securities: AI Stock Correction Stems from Forward Pricing, Three Key Narrative Variables Await Clarification
  48. Goldman Sachs: China's GDP Growth Slows to 4% in Early Q3, Easing Expectations Rise
  49. Nomura Warns: Bessent's Bond Suppression Failing, Japan Faces 1997-Style FX Risk
  50. Sinopec's H1 Net Profit Rises 12% as Higher Oil Prices Boost Upstream Earnings
  51. Nomura: CPO Commercialization Enters Supply-Demand Validation Phase; Market Underestimates Progress
  52. Alibaba Raises Approximately HK$80 Billion Through Hong Kong Share Placement
  53. U.S. Discloses Details of Offer Rejected by Canada as Both Sides Trade Blame
  54. Multiple Chinese Economic Indicators Weaken as Credit and Housing Markets Face Dual Pressure
  55. AI Data Center Financing Frenzy: High-Yield Investors Pile into Investment-Grade Bonds
  56. Nvidia AI Server Prices to Rise Over 15%, Effective Early Next Year
  57. Goldman Sachs: Cracks Emerge in AI Momentum — Banks and Hard Assets Become the Next Trading Theme
  58. Buffett Still Drives Berkshire's Stock Picks While Abel Focuses on Operations
  59. Honor Humanoid Robot Runs 100 Meters in 9.32 Seconds, Surpassing Bolt's Record
  60. Goldman Sachs Silicon Valley Survey: AI Agents Enter the Execution Era, Compute Demand May Surge 24x in Five Years
  61. East Money Semi-Annual Report: Tiantian Fund's Non-Money Market Fund AUM Surpasses 1 Trillion Yuan for the First Time
  62. CATL Launches Online Store, Entering Small-Scale Energy Storage Direct Sales Market
  63. AI Boom Triggers Component Shortages, Squeezing Smart EV Costs for Chinese Automakers
  64. U.S.-Canada Trade Talks Collapse, U.S. Imposes 50% Tariffs on Canadian Goods
  65. Hedge Funds Go Long on Energy Across Markets as Diesel Crack Spread Hits Record High
  66. All Three Major U.S. Stock Indexes Post Weekly Losses as Long-End Treasury Yields Continue to Rise
  67. Anthropic IPO Prospectus to List Public AI Backlash as Key Risk
  68. Nvidia Pays $6 Billion to License Poolside AI Models and Invests Additional $1 Billion
  69. Asset Managers Increased Long Positions in 5-Year and 10-Year Futures Ahead of U.S. Treasury Expanded Buybacks
  70. Boeing Engineers' Union Rejects Contract, Strike Authorization Vote Passes
  71. Trump: Did Not Instruct Bessent to Intervene in Treasuries, Relies on Economic Growth to Resolve Debt
  72. About 12 Fannie Mae Executives Fired as FHFA Director's Reform Push Continues to Shake Up Leadership
  73. Anthropic Recruits Google TPU Founder, Accelerating Custom Chip Strategy
  74. Goldman Sachs: Surge in Gold Call Option Demand as Clients Bet on Silver Reaching $90
  75. Nevada Approves Tesla Robotaxi Commercial Operations, Stock Rises Over 5%
  76. Dalio Warns U.S. Debt Crisis Coming Within Three Years, Advises Reducing Bonds and Adding Gold and Bitcoin
  77. Evercore ISI Recommends Six Core AI Hardware Stocks for H2 2026
  78. U.S. 30-Year Treasury Yield Hits 5.3%, Strategists Draw Parallels to 1987
  79. U.S. Department of Energy Lab Secretly Investigates Security Risks of Chinese Lidar
  80. AI Capital Expenditure May Require $10 Trillion in Annual Revenue to Justify
  81. SNB Officials: Ready to Reinstate Negative Interest Rates If Necessary
  82. Chip Stocks Drag Nasdaq as Dow Outperforms with 0.7% Gain
  83. Citadel Cuts Over 80% of Risk Exposure in Situational Awareness Portfolio
  84. Tesla Discontinues Solar Roof Tiles, Shifts to Conventional Solar Panels
  85. Pantheon Macro: U.S. BLS Benchmark Revision May Erase 200K Jobs
  86. U.S. August Flash Composite PMI Rises to 56.0 as Services Sector Significantly Beats Expectations
  87. JPMorgan Warns of Autumn Stock Market Downside Risk; AI Stocks Show Signs of 2000 Tech Bubble
  88. China's Three Major Telecom Operators Bet on AI Computing Token Factories
  89. BofA Bull & Bear Indicator Rises to 9.5, Triggering Sell Signal
  90. Moutai H1 Earnings Briefing: Channel Inventory Healthy, Full-Year Growth Faces Uncertainty
  91. BofA Securities Proposes Five Contrarian Trade Strategies
  92. AI Capex Boom Lifts Industrials as Valuations Hit 30-Year Highs, Sparking Pullback Warnings
  93. Apple Pays €13 Billion in Back Taxes to Ireland, Accounting for 40% of Its Global Tax Burden
  94. Money Markets Bet on Hawkish ECB Escalation, Deposit Rate Could Rise to 3%
  95. Nvidia Plans to Invest Hundreds of Millions of Dollars in Data Center Power Developer Cloverleaf
  96. YMTC Plans IPO on Shanghai Stock Exchange, Seeking to Raise 33 Billion Yuan
  97. Dutch Regulator Fines Uber Over $960 Million for GDPR Violations
  98. YMTC Posts Q1 2026 Revenue of 47 Billion Yuan with Net Profit of 33.4 Billion Yuan
  99. HSBC Warns of Tightening Global Zinc Supply as LME Spot Premium Hits Year-High
Topic Archive — Page 15 · nashnova