Topic Archive — Page 17 of 112

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

  1. U.S. Ends Summer-Blend Gasoline Requirement Early to Lower Gas Prices
  2. Bessent Pushes to Suppress Bond Yields as Warsh's Independence Stance Faces Test
  3. Broadcom Seeks Over $60 Billion in AI Chip Debt Financing, Total Scale Could Reach $100 Billion
  4. Credit Market Alarm and Tech Volatility Divergence Intensify
  5. AI Borrowing Spree Pushes U.S. Treasury Yields to Near Two-Decade Highs
  6. Alibaba's AI Cloud Profit Margin Rises to 12% as Proprietary Chips Serve Over 650 Clients
  7. Two Binance Employees Detained at UAE Airport Amid Financial Crime Investigation
  8. Jefferies Forecasts NVIDIA Q2 Revenue at $95 Billion, Potentially the Largest Beat in History
  9. Anthropic's Planned IPO Could Surpass SpaceX as the Largest in History
  10. Morgan Stanley: Apple App Store Monthly Revenue Posts First Year-over-Year Decline in Four Years
  11. Apple's New CEO John Ternus Takes Over in Two Weeks, May Adjust AI Spending Strategy
  12. Nvidia Leverages Its Balance Sheet to Position for the Next Phase of AI
  13. Nvidia Plans Small-Batch Shipments of Custom AI Chips to China Within This Year
  14. Citi Turns Bearish on the Dollar, Cuts 3-Month Dollar Index Target to 98.34
  15. Bernstein Upgrades Analog Chip Giant ADI to Outperform
  16. Bessent: U.S. Budget Deficit Has 'Most Likely' Peaked
  17. Token Prices Drop 40% Yet Enterprise AI Spending Rises 50%: Jevons Paradox Emerges
  18. Bond Veteran: Credit Spreads Near 30-Year Lows, Risk-Reward No Longer Attractive
  19. St. Louis Fed President Musalem: Not Prejudging September FOMC Rate Decision
  20. Japan's Foreign Currency Deposits Surge Nearly ¥4 Trillion in a Single Quarter, Marking the Largest Increase Since Liberalization in 1998
  21. Nomura Report: Advanced Packaging Equipment Expanding from CoWoS to Hybrid Bonding — Who Benefits Most?
  22. Bessent: U.S. Unlikely to Resume Large-Scale Military Action Against Iran, Shifting Toward Stronger Economic Pressure
  23. Bessent: Treasury Buybacks Could Exceed $4 Billion Per Operation, Aiming to Suppress Long-End Yields
  24. China's Rare Earth Exports to U.S. Rebound While Controls on Japan Continue to Tighten
  25. Switzerland and China Reach New Trade Agreement, 99.8% of Exports Tariff-Free
  26. Russia's Gold Reserves Drop to Lowest Level in Over Six Years
  27. Franklin Templeton Receives First SEC Approval to Integrate Tokenized Assets into Traditional Funds
  28. Goldman Sachs Data: Mutual Funds Significantly Underweight NVIDIA and AI Stocks
  29. U.S. Leading Indicators Rise in July as Six-Month Growth Rate Turns Positive for First Time in Four Years
  30. Monte dei Paschi Board Approves Simultaneous Bids for BPM and Generali's Banca Generali
  31. Waymo's In-House Autonomous Driving Chip Enters Mass Production, Computing Power Exceeds 1,000 TOPS Rivaling NVIDIA
  32. S&P 500 Dividend Yield Falls Behind Treasuries, Ending a Decade-Long Advantage
  33. U.S. Financial Sector Price-to-Book Ratio Rises to 2.3x, Approaching 20-Year High
  34. Warsh to Speak at Jackson Hole as Fed Credibility Faces Test
  35. UBS Teardown of Huawei Atlas 950 Super Node: Bullish on SMIC, AMEC, Montage Tech and More
  36. SF Fed's Daly: Bond Market Signals Credible Monetary Policy Stance
  37. Super Micro Completes Independent Review: Executives Unaware of Export Violations
  38. Bitcoin Surges 11% in Two Days to Near Two-Month High; CFTC: Will Set Own Rules If Legislation Fails
  39. U.S. National Debt Surpasses Historic $40 Trillion Mark
  40. Former Cleveland Fed President Mester: Rate Hikes Are More Appropriate Now
  41. JCET Reports H1 Net Profit of 845 Million Yuan, Up 79% YoY
  42. U.S. Stock Futures Fall, Oil Breaks Above $94, Long-Bond Yields Rebound Erasing Treasury Intervention Effects
  43. Chinese AI Firms Face Computing Power Constraints; High-Quality Inference Still Relies on Nvidia Chips
  44. Ceasefire Drives China's July Gulf Crude Imports to Double MoM, Analysts Warn of Uncertain Follow-Through Demand
  45. Philadelphia Fed Manufacturing Index Surges to 47.4 in August, Far Exceeding Expectations
  46. U.S. Initial Jobless Claims Fall to 206K, Better Than Expected
  47. Micron Technology Plans to Invest $10 Billion in U.S. Memory Research Lab Over the Next Decade
  48. Han's CNC Reports H1 Revenue Doubling and 263% Net Profit Surge, Driven by Explosive AI Computing PCB Demand
  49. Morgan Stanley Upgrades Merck to Overweight, Raises Price Target to $179
  50. GoerTek Posts CNY 40B Revenue in H1; AI Glasses Push Accelerates
  51. HFT Giant HRT Signs Multi-Billion Dollar AI Cloud Contract with CoreWeave
  52. XRP Surges 15% in a Single Day as On-Chain Transactions Show "Banking Hours" Concentration Pattern
  53. India's Stock Market Underperformance vs. Emerging Markets Hits Widest Gap in Nearly 30 Years
  54. U.S. Reportedly Plans to Cut Canada Steel & Aluminum Tariffs to 25% and Auto Tariffs to 15%
  55. CITIC Securities Reports H1 2026 Net Profit of 23.3 Billion Yuan, Up 70% YoY
  56. Meta Has Become One of Microsoft Azure's Largest AI Customers
  57. China Tourism Group Duty Free Reports H1 Net Profit of 3.106 Billion Yuan, Up 19.49% YoY
  58. Muyuan Foods Reports Net Loss of 6.08 Billion Yuan in H1 as Low Hog Prices Turn Operating Cash Flow Negative
  59. Uber Cashes Out $472 Million by Selling Aurora Innovation Shares
  60. AT1 Bond Volatility Hits Record Low as Spreads Drop Below 200bps, Sparking Warnings of Excessive Optimism
  61. Barclays: Structural Shift in U.S. Treasury Buyer Base, Valuation Sensitivity Rising Significantly
  62. Economist Warns Two Key U.S. Indicators Are Flashing Red, Recession "Could Arrive at Any Time"
  63. AI Equity Gains Boost S&P 500 Q2 Earnings Growth to 52%
  64. Bundesbank: Plunging River Water Levels Drag on Industry and Exports
  65. Ant Group Q2 Net Profit Rises 1% YoY to Approximately RMB 4.7 Billion
  66. Ping An of China Reports H1 Net Profit of 92.585 Billion Yuan, Up 36% YoY
  67. Morgan Stanley: Tanker Earnings Cycle May Extend Through 2028
  68. Southbound Funds Net Sold HK$10.4 Billion on August 20, Tracker Fund Dumped Over HK$2.7 Billion
  69. X Explores Using Stablecoins to Pay Creator Royalties
  70. Fidelity International Plans to Exit China's Wholly-Owned Mutual Fund Business
  71. Frequent Off-Grid Power Failures at Hyperscale Data Centers, with Downtime Costs Reaching Tens of Millions of Dollars
  72. Alibaba FY2026 Q1 Revenue Reaches RMB 268.95 Billion, Slightly Beating Expectations
  73. iPad Air May Mark a Turning Point for IT OLED Scale-Up as BOE Competes for Apple's Supply Chain
  74. Hong Kong Stocks Close Up 0.8% on Aug 20 as mRNA Vaccine Breakthrough Ignites Biotech Sector
  75. NetEase Q2 Revenue Beats Expectations at 30.1 Billion Yuan, but Adjusted EPS Misses
  76. China Telecom Reports H1 Net Profit of 19.588 Billion Yuan, Down 14.9% YoY
  77. North Korea Suspected of Launching Ballistic Missile Landing in Waters Outside Japan's Exclusive Economic Zone
  78. Pop Mart Reports H1 Revenue of RMB 17.17 Billion and Net Profit of RMB 5.04 Billion, Both Missing Expectations
  79. JPMorgan: Treasury Buybacks Treat Symptoms Not Causes, Long-End Rate Pressure Remains
  80. Moderna Surges 177% in a Single Day, Marking the S&P 500's Largest One-Day Gain This Century
  81. China's Global LCD Panel Share Surpasses 70%, Approaching 80%
  82. Unitree Robotics CEO Wang Xingxing: Home Robots Must Complete 80% of Tasks to Reach Mass Adoption Threshold
  83. Taiwan's 2027 Tax Revenue Forecast Hits Record NT$3.52 Trillion
  84. China's Banking Sector Shifts to Short-Term Repo Rate Pricing, Heightening Net Interest Margin Pressure
  85. Taiwan Cabinet Approves Record $35.1 Billion Defense Budget for 2027
  86. Futu Holdings Q2 Revenue Hits $918M, Beating Expectations with 35.7% Growth
  87. Australia Legislates to Force Tech Giants to Pay for News
  88. China's Ministry of Commerce Opposes U.S. Section 232 Tariffs on Drones
  89. Nomura: Election Year Historical Patterns and Cooling Inflation Constrain the Fed's Room to Turn Hawkish
  90. BofA Raises Price Targets on 10 Software Stocks as AI Disruption Fears Fade
  91. Samsung's Texas Fab 2 to Break Ground by Year-End as Equipment Certification Begins Early
  92. Investors Shift to Italian Bonds as French Debt Risk Premium Climbs
  93. China Luxury Sales Plunge Over 10% in July as Tax Policies Weigh on High-End Consumption
  94. Marvell's $12.2B Warrants from Google: Filling TPU Ecosystem Gaps, Not Replacing Broadcom
  95. SK Hynix Builds HBM Co-Design Team in Silicon Valley, Adjacent to Nvidia and AMD
  96. Chery Automobile H1 2026 Revenue Reaches 143.28 Billion Yuan, Shareholder Profit Down 11.7% YoY
  97. Shanghai Cuts Down Payment Ratio for Second Homes Outside Outer Ring to 15%
  98. China Restricts Exports of Germanium, Quartz, and Permanent Magnet Materials to Taiwan
  99. Credit Spreads Widen for AI Tech Giants; Strategists Say It's a Supply Shock, Not a Default Signal
  100. Xu Jiayin Sentenced to Life in Prison at First Trial; Evergrande Group Fined RMB 8.82 Billion
Topic Archive — Page 17 · nashnova