Topic Archive — Page 17 of 154

Every market topic nashnova has published, newest first (15344 total).

  1. HubSpot Cuts 7% of Workforce, Denies Link to AI Replacement
  2. Japan's Rapidus Bets $15 Billion Chip Fab on Customer Acquisition Battle
  3. Kioxia's NAND Share Lags Behind, Enterprise SSD Revenue Accounts for Only 43%
  4. Korean Retail Investors Lose Over $2.3 Billion on Leveraged ETFs
  5. AI Server CPU-to-Accelerator Ratio Set to Rise Significantly, Nearly Doubling per Accelerator Chip by 2027
  6. FICO Cuts 15% of Workforce in AI Restructuring as Stock Drops 58% YTD
  7. GF Hong Kong: Fed's Current Cycle Is a Brief Preemptive Rate Hike; Global Risk Asset Opportunities May Emerge by Late Q4
  8. China's Central Bank Increases Gold Holdings for 23rd Consecutive Month
  9. Oracle's 1.3GW Wisconsin Data Center Stalled by Grid Approval, Full Power Supply Potentially Delayed to 2029
  10. Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.45%, Biopharma Stocks Lead Decline
  11. OpenAI Publishes 722 Mathematical Manuscripts, Including a Proposed Proof of the Riemann Hypothesis
  12. Samsung Electronics Expected to Post Record Quarterly Profit; Investors Focus More on 2027 Earnings Sustainability
  13. Japan's Real Wages Rise for 8 Consecutive Months, Marking Longest Streak in Nearly a Decade
  14. SpaceX Plans $40 Billion Financing to Purchase Nvidia Chips
  15. Apollo Seeks to Expand Government Lending Role, Targeting Europe's Debt Gap
  16. BNP Paribas Warns: Abolishing 20-Year Treasuries Could Push Yields Higher
  17. Constellation Energy Signs Nuclear Power Deal with Google, Stock Surges 12% in a Single Day
  18. BofA: Nasdaq 100 Tops Bubble Risk Rankings, Recommends Replacing Stock Holdings with Options
  19. JPMorgan: U.S. Deeply Distressed Loans Rise to Highest Since the Pandemic
  20. NY Fed: Tariff-Driven Consumer Price Increases May Persist, With Peak Inflation Contribution Near 3%
  21. Tokyo Electron CFO: AI-Driven FY2026 Operating Profit Expected to Hit Record-Breaking ¥1 Trillion
  22. Fed Plans to Restructure Bank Supervisory Framework and Dynamically Adjust Asset Thresholds
  23. Marvell Technology Surges Over 10% After Investor Day Guidance Significantly Raised
  24. San Francisco Fed President: AI, Tariffs, and Energy Could Keep Inflation Elevated Longer Than Expected
  25. Wells Fargo Raises Meta Price Target to $1,000, Bullish on Muse-Driven AI Growth
  26. UBS CEO: France's Debt Crisis Demands Tough Measures as Franco-German Spread Breaks 140 Basis Points
  27. JPMorgan's Dimon: Anthropic's Mythos Could Amplify Cyber Threats by Roughly 10x
  28. Venture Global in LNG Long-Term Contract Negotiations with PetroChina and at Least Three Other Chinese Buyers
  29. U.S. CCC-Rated Bond Spreads Hit 4-Year High as Credit Stress Spreads
  30. BofA Warns of ASML's Entry into Hybrid Bonding, Downgrades Besi and Halves Target Price
  31. Skydance Officially Launches with ~$70B Annual Revenue, Listed on NYSE Under Ticker SKYD
  32. Micron Pays Netlist $600 Million in Five-Year Patent License Deal to Settle Litigation
  33. JPMorgan: AI Cooling Per-Rack Value Approaching $100,000
  34. Altman: AI Extinction Risk Is Non-Zero; Open-Source Models Will Trigger a Cybersecurity Tsunami
  35. Money Fund Inflows Plunge as Short-End Treasury Yield Spreads Widen
  36. U.S. August Trade Deficit Widens to $105.6 Billion, Far Exceeding Expectations
  37. Google UK Faces Class Action Lawsuit: Play Store Accused of Monopolistic Practices, £1.2 Billion in Damages Sought
  38. China's Commerce Ministry Criticizes France and Germany for Pushing EU to Strengthen Trade Protectionist Tools
  39. All Three U.S. Stock Futures Rise, Brent Crude Falls Below $100, Treasury Yields Retreat
  40. Citi Raises AMD Price Target to $800, Forecasts CPU Market to Reach $300 Billion by 2030
  41. Seagate Reportedly Bidding for TDK's HDD Head Business, Competing Against Toshiba
  42. Can Apple's Foldable iPhone Duo Revive a Sluggish iPhone Cycle?
  43. Middle East Export Recovery Pressures Oil Prices as Strait of Hormuz Attacks Continue to Disrupt
  44. Samsung Electro-Mechanics Plans $5 Billion Substrate Expansion with Customer Co-Investment to Lock in Long-Term Orders
  45. U.S. Treasury Yields Retreat from 2002 Highs as Bessent Pledges to Rein in Debt Trajectory
  46. Burry Warns Stock Market Is in a 2000/2008-Style "Denial" Phase
  47. India's SEBI Accuses Jane Street of Stalling Investigation by Demanding Excessive Documents
  48. S&P 500 Correlation with Top Stocks Drops to 15-Year Low
  49. Goldman Sachs: Toshiba HDD Expansion to Pressure Seagate and Western Digital Valuations Mid-Term, Upstream Japanese Supply Chain to Benefit
  50. ECB Governing Council Member: Middle East Energy Shock Has Not Yet Transmitted to Wages, but Longer Conflict Raises Greater Risks
  51. Apple Renews Patent Agreement with Qualcomm as In-House Modem Development Accelerates Replacement
  52. Germany's August Factory Orders Plunge 10.6%, Far Exceeding Expectations
  53. AI Whistleblowers Testify Before Congress: Tech Giants Show "Extreme Disregard for Risk"; New York Proposes Kill Switch Legislation
  54. Hong Kong SFC: Securities Industry Net Profit Rose 21% to HK$51.7 Billion in H1
  55. Goldman Sachs: Refining Capacity Constraints May Keep Diesel Prices Elevated Through 2027
  56. Wall Street's First-Half Profits Hit $45.9 Billion, Full Year Could Set Historic Record
  57. HKMA: Linked Exchange Rate System Operating Normally; Timing of Weak-Side Convertibility Undertaking Trigger Hard to Predict
  58. Ueda Gives No Rate Hike Signal, Expectations Rise for BOJ to Hold Steady in October
  59. Guosen Securities: Q4 Hong Kong Stock Valuation Recovery Path and Sector Allocation
  60. Japan 10-Year JGB Yield Rises to 3.105%, Coupon Hits 30-Year High
  61. Goldman Sachs Turns Bullish on Semiconductors: Risk-Reward Improves After SOX Drops 11% in Two Months
  62. KPMG: Hong Kong IPO Fundraising in 2026 Expected to Hit Record High Near HK$500 Billion
  63. 3.2T Optical Module Upgrade Forces PCB Redesign, Only 3 Qualified Suppliers Remain
  64. Goldman Sachs Raises TSMC Price Target Ahead of Earnings, US Stock Target at $660
  65. JPMorgan: China Stock Screens Under Four Stimulus Scenarios
  66. Skyworks Completes Acquisition of Qorvo, Expected Annual Synergies Exceed $500 Million
  67. AI May Undermine the U.S. Dollar's Global Reserve Status
  68. DeepSeek Raises Over 80 Billion Yuan with Tencent and CATL Leading the Round, Potentially Reaching 100 Billion
  69. Trump Signs Order Allowing Red Diesel on Roads, Tax Exemption Extended Through Year-End
  70. Economists Estimate China's Q3 GDP Growth at 4.4%, Missing Target for Second Consecutive Quarter
  71. U.S. Repeals $10,000 Reporting Rule for Private Crypto Wallets
  72. China's Rare Earth Processing Monopoly Unlikely to Be Broken Within a Decade
  73. HBM4 Prices Expected to Nearly Triple by 2027, Memory Makers Set for Broad Margin Expansion
  74. Citi: JGB Yields May Be Nearing Peak as Clearer Fiscal Outlook Set to Boost Demand
  75. Nvidia Reassesses Revenue-Sharing Agreements with Cloud Providers
  76. Global Banks Rush Into Asian GPU Financing as $3.8 Billion in Deals Close
  77. Anthropic IPO Prospectus: Legal Liability for AI Agents Remains Unresolved
  78. Google in Talks to Sign Billion-Dollar Nuclear Power Deal with Constellation
  79. Zhipu GLM-5.3 Launches on AWS, Stock Surges Nearly 8% in Early Trading
  80. 30-Year Treasury Yield Approaching 6%: Futures CTD Switch May Trigger Chain Selling
  81. Houthi Forces Launch Three Rounds of Strikes on Saudi Aramco Refineries and Riyadh Airport
  82. Musk's Net Worth Returns to $1 Trillion as SpaceX Stock Hits Highest Since June
  83. Hong Kong Stocks Open Over 1% Higher, Led by Alibaba and Auto Stocks
  84. Broadcom Guarantees $60 Billion AI Chip Debt as Syndication Begins
  85. GPT-6 Inference Speed Up 50%, OpenAI Has Already Shifted 80-90% of Research to GPT-7 and GPT-8
  86. Record Russian Gold Floods Into Hong Kong, Western Sanctions Reshape Global Gold Trade Landscape
  87. JPMorgan: U.S. Investment-Grade Bond Credit Spreads Expected to Narrow to 0.85% in Q4
  88. OpenAI Launches Visual Ads in ChatGPT and Expands Ad Measurement Tools
  89. Nasdaq Hits Record High as AI Enthusiasm Offsets Treasury Yield Pressure
  90. US mega-cap tech stocks single-handedly prop up indices as elevated rates weigh on most sectors
  91. Meta and Microsoft Cut Internal Claude Usage, Anthropic Faces Pressure from Major Client Losses
  92. Goldman Sachs: Asset Managers Net Sold Over $64 Billion in S&P 500 Futures in Six Weeks
  93. Morgan Stanley Upgrades Wells Fargo to Overweight: NIM Stabilization May Drive Valuation Recovery
  94. CFTC and SEC Propose New Cryptocurrency Regulatory Framework
  95. Citadel: High Treasury Yields Driven by Strong Economy and AI Capital Competition
  96. Morgan Stanley Raises Lam Research Target Price to $385, Bullish on Market Share Gains in GAA Era
  97. U.S. September ISM Services PMI Falls to 54.9 as Price Pressures Intensify
  98. Morgan Stanley: AI Memory Shortage to Persist for Years — Three Paths Forward Unlock Opportunities in Storage and Heterogeneous Computing
  99. Morgan Stanley and Bernstein Push Back on Toshiba Expansion Fears, Western Digital and Seagate Rebound Sharply