Topic Archive — Page 16 of 154
Every market topic nashnova has published, newest first (15344 total).
- Hong Kong Stocks Fell 1.43% on Oct 8: Semiconductors Plunged While Oil and Coal Bucked the Trend
- Hong Kong's Three Major Regulators Draw Red Lines: Abuse of "Disclaimer of Opinion" in Audits May Trigger Mandatory Suspension
- JPMorgan: Gold Re-establishes Negative Correlation with Yields, May Retest $4,000 in the Short Term
- Hormuz Strait Blockade Combined with Nuclear Talk Deadlock Drives Oil Prices Up Over 3% in a Single Day
- JPMorgan: CATL's Competitive Advantages Have Not Disappeared Despite Narrowing Technology Gap
- Cornerstone Investors Pull Back, Hong Kong IPO Boom Faces Cooling Risks
- Multiple Large Funds Increase Positions in Italian Government Bonds and European Corporate Debt Against the Trend
- Nomura, Daiwa CEOs: AI Investment Reversal Is the Biggest Risk for Japanese Stocks
- Indian Rupee Nears Record Low as RBI Forex Reserves Plunge $51 Billion in Four Weeks
- French Central Bank Governor: Geopolitical Shocks Push Global Interest Rates Higher, Second-Round Effects of Energy Inflation Remain Limited
- Multiple Optical Chip Stocks Hit Daily Limit Down on First Trading Day After Holiday, Hit by Policy Concerns and Price Cut Rumors
- Dimon Warns: Global Capital Competition to Squeeze Corporate Borrowers
- U.S.-Russia Negotiations Reopen Path for Russian Gas Sales to Germany
- U.S. Individual Stocks See $11 Billion Weekly Net Outflow; Tech Sector Records Fourth-Largest Outflow Since 2008
- Deutsche Bank: Bond Markets Have Priced In Crisis, Five Stock-Bond Dislocations Are Unsustainable
- Germany's August Trade Surplus Narrows to €19.5 Billion
- Multiple China-Backed Brokerages in Hong Kong Tighten Trading Access for Mainland Chinese Users
- 15 Countries Sign U.S.-Led Anti-Overcapacity Declaration; China and Russia Absent
- Memory Bottleneck Clouds Hybrid Bonding Outlook, Besi Stock Drops 14% This Week
- China's AI Data Centers Accelerate Expansion into Energy Heartlands, with Ulanqab in Inner Mongolia Emerging as Asia's Fastest-Growing Hub
- Tencent Plans Up to $5 Billion Bond Offering to Boost AI Investment
- Houthi Attack on Riyadh Airport Kills 3, Saudi-Led Coalition Launches Retaliation
- TSMC Reports September Revenue of NT$511.86 Billion, Up 54.6% YoY
- Goldman Sachs Warns: Mag7 Positioning Crowdedness Hits Record, AI Trade Asymmetry Reverses
- NVIDIA's $100B+ M&A Empire Expands as Musk's Terafab Chip Ambitions Emerge
- U.S. Housing Department Investigates Wells Fargo's Black Homeownership Initiative
- Meta Partners with Walmart and Stripe to Launch AI Agent Interoperability Protocol
- Zuckerberg's Biohub Partners with DOE and NIH to Invest $1.8 Billion in Building Bio-AI Database
- Germany Blocks COSCO Shipping Acquisition as EU Tightens Scrutiny on Chinese Logistics Investment
- AI Agent Wave Drives Up CPU Demand, AMD Emerges as Biggest Beneficiary
- U.S. Crude Inventories Post Surprise Draw of 3.2 Million Barrels as Refinery Utilization Rises to 92.7%
- IEA Refuses Additional Reserve Release, European Diesel Futures Surge Up to 8% Intraday
- Samsung Registers $4.08 Billion Semiconductor Project in Vietnam to Build DRAM/NAND Back-End Testing Base
- Fed September Meeting Minutes: Most Officials Expect One More Rate Hike This Year, but No Intention to Act in October
- A-Share Midday Review: ChiNext Index Falls 2.13%, Semiconductors Lead Decline, Shipping and Oil & Gas Strengthen
- SpaceX Receives FCC Approval to Deploy 15,000 Starlink Satellites for Direct-to-Phone Service
- U.S. Treasury Imposes First Penalty on Outbound Tech Investment to China, Fine Exceeds Investment Amount
- China's Post-Holiday Market Reopening Boosts Sentiment as Copper Leads Gains on the LME
- Cathie Wood Pushes Back on Hyperinflation Narrative: AI to Drive Long-Term Deflation
- U.S. Department of Defense Pledges $1.5 Billion Loan to Bankrupt SiC Chipmaker Wolfspeed
- SK Hynix's NAND Subsidiary Solidigm Plans U.S. IPO in 2027 with Potential Valuation of Up to $100 Billion
- Broadcom and OpenAI in Early Talks on ~$30 Billion AI Chip Financing
- CICC: A-Shares May See a Strong Post-Holiday Opening; Medium-Term Outlook Remains Optimistic
- CSC October AI Monthly: Accelerating Model Iteration, Agent Commercialization Gaining Momentum
- Wedbush's Ives Releases Top Tech Picks for 2027: NVIDIA Price Target at $300
- Rising Treasury Yields Weigh on Small Caps as Russell 2000 Nears Correction Territory
- Betting on a Sharp Rate Drop: Call Option Volume Surges for Long-Term Treasury and Utility ETFs
- Microsoft Partners with NVIDIA to Launch Flagship Surface Device and AI Agent Scout
- U.S. Oil Traders Spend $2 Billion on Aging Tankers Betting on Strait of Hormuz Shipping
- Samsung and SK Hynix End Buybacks Early, Removing the Only Buyer Support for Korean Stocks
- U.S. AI Czar Clayton Visits Silicon Valley, Meets Top AI Executives from Nvidia, OpenAI and Others
- Global Active Funds End Four-Year Underweight, Repositioning in Chinese Equities
- U.S. Military Ordered to Prepare for Iran Strike as Trump Weighs Timing Before Midterm Elections
- Bezos: Blue Origin IPO Could Make Sense Within a Few Years
- Gold Falls to Nine-Week Low as Rising Fed Rate Hike Expectations Weigh on Prices
- AI Data Center Boom Ignites Bidding War for TDK's Magnetic Head Business
- Nvidia-Backed Australian Data Center Firmus IPO Faces Lukewarm Reception, $5.5 Billion Fundraising in Doubt
- Research Firm Calls Anthropic IPO Valuation Absurd, Sets Target at Only $15 Billion
- Inflation Fears Weigh on Cyclical Stocks as Japan's TOPIX Falls 1.4%
- LG Energy Solution Q3 Profit More Than Doubles Expectations, Boosted by Energy Storage Demand
- Anthropic Launches Claude Haiku 5.5 with 90% Price Cut from Previous Generation
- Tanker Attack Strikes Deep Inside Persian Gulf With Casualties Reported Near Qatar
- Two Large Bearish Options Trades Emerge as U.S. Stocks Hit All-Time Highs
- All Three Major U.S. Indexes Fall Intraday as Treasury Yields Rise Across the Board
- U.S. 30-Year Mortgage Rate Rises to 7.49%, Hitting Nearly 3-Year High After Seven Consecutive Weekly Increases
- Dutch Court Rules Merck's Keytruda Subcutaneous Injection Infringes Patent, Sales Banned in Eight Countries
- SK Hynix Lock-Up Expiry Looms as ADR Premium of 38% Faces Pressure Test
- BofA: Analog Chip Upcycle Continues — ADI, STMicro, and Texas Instruments Lead the Pack
- Robinhood Makes First $25 Million Bitcoin Purchase for Its Balance Sheet
- Google and Unity Reach Strategic AI Gaming Partnership, Unity Surges Nearly 6% Pre-Market
- DA Davidson Raises Micron Price Target to $3,000, Bullish on AI Memory Demand
- IMF Warns of Hedge Fund Leverage Risks as Assets Reach $13 Trillion
- WHO Issues First Childhood Obesity Guidelines, Excluding GLP-1 Weight-Loss Drugs
- Morgan Stanley Closed-Door Meeting: Banks Eye Recovery, Property Sales Verification Pending, Tanker Shipping Bets on Freight Rates, Unitree Gets Neutral Rating
- Boeing Sweeps U.S. Military's Next-Gen Naval and Air Fighter Contracts
- Hang Seng Tech Index Expands to 50 Constituents, Focusing on AI and Robotics
- NVIDIA Director Stevens and Bezos Top Q3 Insider Selling List
- Micron Taiwan Union Authorized to Strike as Bonus Dispute Remains Unresolved
- Google Ordered to Halt Construction at Two Finland Data Centers Over Incomplete Environmental Assessments
- Gundlach: The Fed Is Trapped in a "Waterbed Dilemma" — No Way Out of the Deficit-Inflation Deadlock
- Shell Q3 Refining Margins Hit Record $42/Barrel, Far Exceeding Historical Peaks
- Treasury Yields Rise as Market Awaits 10-Year Auction and FOMC Minutes
- EU Plans Import Caps on Chinese Plug-in Hybrid Vehicles
- Tesla Leverages Defect Safety Data to Advance European FSD as Regulatory Barriers May Ease
- Hormuz Blockade Devastates Oil Revenue, Iraq Devalues Dinar by 13%
- Morgan Stanley: U.S. Data Center Power Gap Reaches 32GW, Rising Order Risks for ASICs and Memory Components
- IMF Chief: AI, Energy, and Debt Pose Triple Global Risk
- Germany's August Industrial Output Posts Largest Gain in 17 Months
- Bernstein: 1GW AI Compute Capex at $35-40 Billion, Detailed Cost Breakdown by Architecture
- HSBC UK Wealth Division Major Layoffs: 70% Advisor Cuts, Management Halved
- Claude Proves 70-Year Probability Theory Conjecture, AI Cracks Fields Medal-Level Problem for the First Time
- Largest Reform in TOPIX History: Around 680 Stocks May Be Removed
- Temasek CIO: AI Trade Reversal and Inflation Are the Two Major Market Risks by 2027
- Reserve Bank of India Raises Rates by 25 Basis Points to 5.50% — First Hike in Three Years
- Dalio: AI Is a Classic Bubble, Approaching the Bursting Point
- Bitcoin Falls Below $84,000 as Oil Prices Rise on Iran Tanker Attack
- AMD CEO Lisa Su Visits South Korea to Meet Samsung Chip Chief as Memory Shortage Continues to Pressure AI Expansion
- Oil Prices Rise Over 1% as Saudi-Houthi Conflict Escalates and Storm Disruptions Mount; Asian Stocks Weaken
- Japan's Manufacturing Sentiment Hits Near Five-Year High as Services Confidence Plunges
- BOJ Board Member Sato Supports Gradual Rate Hikes, Says Inflation Risks Tilted to the Upside