Topic Archive — Page 18 of 112
Every market topic nashnova has published, newest first (11156 total).
- China Restricts Exports of Germanium, Quartz, and Permanent Magnet Materials to Taiwan
- Credit Spreads Widen for AI Tech Giants; Strategists Say It's a Supply Shock, Not a Default Signal
- Xu Jiayin Sentenced to Life in Prison at First Trial; Evergrande Group Fined RMB 8.82 Billion
- Iran Blocks Strait of Hormuz, Tanker Rates Hit Highest Since 2008
- SiC Substrate Maker TanKeBlue Posts Record Q2 Revenue as 8-Inch Products Exceed 50% of Sales
- Carry Trade Pushes HKD Toward 7.85 Weak-Side Convertibility Undertaking
- Samsung Onyang HBM Packaging Plant Breaks Ground in September with 6 Trillion KRW Investment
- Guojin Securities: AI Capital Expenditure Crowding Out Sovereign Debt May Force the Fed to Ease
- Systematic Funds Suffer Worst Single-Day Plunge in Over Two Years as Momentum Factor Collapses by 4.7 Standard Deviations
- JPMorgan and Goldman Sachs Decode SK Hynix's Record-Breaking Buyback
- STAR 50 Index Outperforms CSI 300 by ~30% Amid AI Frenzy
- India's SEBI Plans Trading Reforms Within Nine Months as Foreign Holdings Drop to 17-Year Low
- Foreign Net Outflows from Japan's Medium-Term Government Bonds Hit Highest Since 2006
- Citi Turns Strongly Bullish on Gold: Dollar Deliberate Devaluation Logic Confirmed by Policy
- Samsung Plans Shareholder Return Package Exceeding 100 Trillion Won
- China's Bond Market Bucks Global Yield Surge; Strategists See Diversification Value
- U.S. Corn Futures Break Above $5 for First Time in 18 Months as Crop Tour Reveals Tightening Supply
- SK Hynix Publishes CPO Technology Roadmap in Nature Electronics
- Novogratz Warns: If U.S. Treasuries Trigger a Minsky Moment, All Assets Must Be Liquidated
- HKEX: About 10 Overseas Companies Are Applying for Listing
- Leveraged Financing Costs for SK Hynix Korean Shares Halved as Banks Reopen for New Deals
- Wall Street's Top Bull: U.S. Stocks Need a Pullback to Flush Out Overheated Positions
- Former Samsung Engineer Testimony: CXMT Sought Samsung Process Data from Its Very Inception
- World Robot Conference Opens: China Accounts for Over 90% of Global Humanoid Robot Shipments
- Intel Expands Packaging Capacity in Malaysia as HBM Supply Flow Shifts Away from Taiwan
- India's SEBI Bans JPMorgan's Mauritius Subsidiary from Market Access
- Apple Camera AirPods Pro Supply Chain Disrupted, Launch Delayed to 2027
- Winbond Electronics Accelerates Kaohsiung Fab Expansion, Customer Capacity Negotiations Already Booked Through 2030
- Yuan Rises to Three-Year High as PBOC Sets Fixing 598 Pips Below Expectations
- U.S. Treasury Expands Long-Bond Buybacks, Stocks Snap Three-Day Losing Streak
- High-End CCL Supply Tightens, AI Server PCB Lead Times Extend to Six Months
- Memory Chip Price Hikes Squeeze Chinese Phones as Apple and Samsung Grab Market Share in India
- CK Hutchison Initiates International Arbitration Over Revocation of Panama Port Concession, Seeking Over US$1.5 Billion in Damages
- Japan's July Exports Rise 23.2% YoY, Marking 11 Consecutive Months of Positive Growth
- Japan's 20-Year Bond Auction Under Pressure as Elevated Global Yields Test Demand
- Trump Declares "Economic War" on Iran, Threatens Its Trading Partners
- AIA's First-Half New Business Value Hits Record High of US$3.2 Billion
- ServiceNow Leads Rally as Software Sector Surges Across the Board
- China-US AI Gap Narrowing Rapidly as Chinese Models Capture Growing Share of Global Downloads
- Proposed U.S.-Canada Trade Deal Would Cut Auto Tariffs from 25% to 15%
- Trump Endorses Hyperliquid's Compliant U.S. Entry, Related Stock Surges 31% in Single Day
- U.S. National Debt Surpasses $40 Trillion for the First Time as Deficit Spiral Accelerates
- OpenAI CFO: Company Could Go Public by 2027 or Sooner
- SpaceX Explored Acquisition of AI Coding Startup Cognition; Deal Talks Now on Hold
- Fed July FOMC Minutes: Inflation Risks Tilted to the Upside, Most Officials Support Rate Hikes If Necessary
- Stripe Acquires AI Routing Platform OpenRouter for $7.5 Billion
- Reports: US-Canada Deal May Cut Steel and Aluminum Tariffs from 50% to 25%
- G20 Finance Ministers' Summit to Be Held in Asheville, Bessent to Lead Economic Growth Agenda
- U.S. 20-Year Treasury Auction Yield Hits Second-Highest on Record Amid Weak Demand
- U.S. CFTC Seeks Public Comment on AI Computing Power Derivatives Contracts
- China Launches Offshore Treasury Futures to Boost RMB Internationalization
- Trump Nominates White House Aide Overton to Lead FDA
- Goldman Sachs Markets ~$1.15 Billion Bond Offering for CoreWeave-Linked Data Center
- OpenAI Launches Zero Data Retention Security System, Widening Strategic Rift with Anthropic
- NVIDIA Partners with Six Major Financial Institutions to Launch $50 Billion Compute Asset-Backed Financing
- Fed Policy Uncertainty Weighs on Long End; Effectiveness of Buybacks in Question
- Treasury Yields Driving U.S. Stock Moves: These Sectors Face the Greatest Risk Exposure
- Fisher Investments Appears to Bet on Long-Bond Rebound with Record $4 Billion Contrarian Swap
- Anthropic's Revenue Growth Outpaces OpenAI, Triggering Divergence in Related Supply Chain Stocks
- Alibaba Q2 Earnings Preview: Strong Revenue Expectations, but Profit May Decline ~21%
- Bitcoin Breaks Through $69,000 as Crypto-Related Stocks Rally Broadly
- Optimism Over Clarity Act Legislation Drives Sharp Rally in Crypto Stocks Like Coinbase
- Peru's Las Bambas Halts Production, Chile's Caserones Cuts Output, Intensifying Copper Supply Pressure
- Survey: Over 60% of Respondents Expect U.S. 10-Year Treasury Yield to Break 5% This Year
- Deutsche Bank: U.S. Treasury Bond Buybacks Comparable to Operation Twist, Dollar Under Pressure
- HSBC and Standard Chartered Complete First Real-Time Cross-Border Bank Transaction on Swift Blockchain Ledger
- Houthi Forces Blockade Yanbu Port; Saudi Arabia Resumes Hormuz Oil Shipping and Shifts to Ship-to-Ship Transfers in Gulf of Oman
- CMOC Group Reports H1 Net Profit of 16.1 Billion Yuan, Up 86% YoY
- EIA: U.S. Commercial Crude Oil Inventories Rose by 4.4 Million Barrels for the Week Ending August 14
- Nvidia Acts as Matchmaker for Nordic AI Data Centers
- Productivity Gains Partially Offset Tariff-Driven Inflation Pressures
- U.S. Stock Indexes Open Higher as Treasury Buyback Plan Pushes Yields Lower
- U.S. Net Interest Expense Hits Record High at 3.3% of GDP
- Morgan Stanley Downgrades Baidu to Underweight, Slashes Price Target to $80
- US-Japan Joint Intervention Loses Steam as Yen Slides Back Toward 160
- U.S. Treasury Raises Long-Term Bond Buyback Cap to $4 Billion
- Accelink Technologies' H1 Net Profit Surges 56%, AI Demand Drives Optical Component Boom
- BofA: Tech Sector Records Largest Weekly Fund Inflow Ever
- Marvell Partners with Google on Chip and AI Collaboration, Surges Over 12% Premarket as It Issues Warrants to Google
- RBI Meeting Minutes: Inflation Spillover Risks May Trigger Rate Hikes
- Anthropic-Linked Texas Data Center Secures $1.3 Billion Mezzanine Private Credit
- AI Stock Volatility Drags Down Macro Hedge Funds: Rokos and Brevan Howard Each Drop 1.2% in July
- Nebius Group Plans $4.5 Billion Convertible Bond Offering, Pre-Market Stock Price Drops Over 8%
- European Bond Issuance Sets Record for Fastest Late-Summer Restart in History
- EVE Energy's H1 Net Profit Reaches 3.3 Billion Yuan, Doubling Year-over-Year
- SERES Swings to Net Loss of 1.717 Billion Yuan in First Half
- Hengrui Medicine Reports H1 Revenue of 15.456 Billion Yuan with Net Profit Up Just 0.34%
- European Financial Institutions Set Record Dividend Payouts of €228 Billion in 2026
- ECB President Warns Europe's Post-War Growth Model Is Unraveling
- HKEX USD Gold Futures Single-Day Physical Delivery Hits All-Time High
- Bond Selloff Dragging Down Stocks? Fundstrat: Technicals Don't Support a Deep Decline
- China's Ministry of Justice Rules EU Subsidy Investigation Into JD.com Constitutes Improper Extraterritorial Jurisdiction
- Anthropic Paper: Natural Language "Thought Viruses" Can Spread Across Multi-Agent Systems
- FT: U.S. Economy Structurally Overheating, Labor Supply Contraction Is the Main Driver
- Analog Devices Q3 Revenue of $4.02B Beats Expectations, Up 39.6% YoY
- Kingsoft's H1 Net Profit Attributable to Shareholders Reaches RMB 1.639 Billion, Doubling Year-over-Year
- China Northern Rare Earth's H1 Net Profit Surges 120% YoY; Shareholder Zhang Jianping Exits Top Ten
- Merck and Moderna's Melanoma Vaccine Phase 3 Trial Succeeds, Paving Way for Regulatory Submission
- U.S. Tightens Chip Controls on China, Seeks to Close Remote Access Loophole
- JPMorgan Tours Tesla Factory: Robotaxi Expansion Tied to FSD v15, Optimus External Sales Targeted for 2027 at Earliest