Topic Archive — Page 18 of 154

Every market topic nashnova has published, newest first (15362 total).

  1. Hong Kong Stocks Open Over 1% Higher, Led by Alibaba and Auto Stocks
  2. Broadcom Guarantees $60 Billion AI Chip Debt as Syndication Begins
  3. GPT-6 Inference Speed Up 50%, OpenAI Has Already Shifted 80-90% of Research to GPT-7 and GPT-8
  4. Record Russian Gold Floods Into Hong Kong, Western Sanctions Reshape Global Gold Trade Landscape
  5. JPMorgan: U.S. Investment-Grade Bond Credit Spreads Expected to Narrow to 0.85% in Q4
  6. OpenAI Launches Visual Ads in ChatGPT and Expands Ad Measurement Tools
  7. Nasdaq Hits Record High as AI Enthusiasm Offsets Treasury Yield Pressure
  8. US mega-cap tech stocks single-handedly prop up indices as elevated rates weigh on most sectors
  9. Meta and Microsoft Cut Internal Claude Usage, Anthropic Faces Pressure from Major Client Losses
  10. Goldman Sachs: Asset Managers Net Sold Over $64 Billion in S&P 500 Futures in Six Weeks
  11. Morgan Stanley Upgrades Wells Fargo to Overweight: NIM Stabilization May Drive Valuation Recovery
  12. CFTC and SEC Propose New Cryptocurrency Regulatory Framework
  13. Citadel: High Treasury Yields Driven by Strong Economy and AI Capital Competition
  14. Morgan Stanley Raises Lam Research Target Price to $385, Bullish on Market Share Gains in GAA Era
  15. U.S. September ISM Services PMI Falls to 54.9 as Price Pressures Intensify
  16. Morgan Stanley: AI Memory Shortage to Persist for Years — Three Paths Forward Unlock Opportunities in Storage and Heterogeneous Computing
  17. Morgan Stanley and Bernstein Push Back on Toshiba Expansion Fears, Western Digital and Seagate Rebound Sharply
  18. Morgan Stanley: U.S. Data Center Power Gap Reaches 34%, Divergent Impact Across Chip Supply Chain
  19. JPMorgan Trading Desk Turns Tactically Bullish on U.S. Equities
  20. Melius Upgrades Microsoft to Buy with $665 Price Target
  21. AI Data Center Financing Tightens: Bond Discounts Become the Norm as Banks Grow Cautious on Lending
  22. CICC Forecasts September PPI Rising to 4.5%, Export Growth Remains Elevated
  23. BofA: AI Sector Positioning Overcrowded, Room for Alpha Narrows
  24. Options Pricing Shows ~50% Probability of NVIDIA Reaching $6 Trillion Market Cap Within the Month
  25. AI Drug Discovery Supply Chain "Bottleneck Trade" Takes Shape: DNA Synthesis and Protein Production First to Benefit
  26. SEC Approves 3x Leveraged Bitcoin and Ethereum ETFs
  27. U.S. Stock Fear Index Breaks Above 16 as Treasury and European Bond Yields Rise in Tandem
  28. Former ECB Executive Board Member: QT Should Be Paused Amid Bond Market Turmoil
  29. Qualcomm and Arm Head Back to Court, Dispute Centers on Massive Damages
  30. Silicon Valley Investors Visit Chinese Robot Factories to Assess Competitive Gap
  31. Cerebras Rises 6.2% Premarket After Altman's Endorsement as Analysts Upgrade Ratings
  32. Sterling Hits Nearly Three-Month High Against Euro as French Fiscal Concerns Continue to Weigh on the Single Currency
  33. Saudi Aramco CEO: Replenishing Global Crude and Fuel Inventories Could Take Two Years
  34. Multiple CCL Stocks Hit New Highs, Nan Ya PCB Surges Nearly 9%
  35. After Treasury Yields Hit 5%, 6% Is the Real Warning Line for Stocks
  36. Nvidia's $20 Billion Groq Licensing Deal Hit with Shareholder Lawsuit
  37. AMD CEO Lisa Su Visits Taiwan to Compete for AI Chip Production Capacity
  38. 24 Central Bank Governors Gather in Istanbul to Discuss Inflation and Global Economic Fragmentation
  39. Hong Kong Market Close: Hang Seng Up 0.28%, PCB and Computing Power Chains Lead Gains
  40. Saudi East-West Oil Pipeline Attacked and Suspended, Brent Crude Surges to $102.31
  41. DBS CIO: Nvidia's 17x P/E Shows AI Rally Is Not a Bubble
  42. ECB's Nagel: Inflation Outlook Uncertain, Central Banks Have Strong Case for Increasing Gold Holdings
  43. US-India Trade Negotiations Hit Deadlock as Both Sides Claim Limited Room for Concessions
  44. Why U.S. Treasuries Have Become High-Risk Assets Again
  45. China Stockpiles Over 340 ASML DUV Systems as U.S. Think Tank Calls for Complete Sales Ban
  46. ECB Chief Economist: Rising Energy Prices May Limit the Need for Rate Hikes
  47. Foxconn Reports September Revenue of NT$1.16 Trillion, Up 38.4% YoY
  48. G7 Reserve Releases Weigh on Oil Prices as Strait of Hormuz Attack Risks Persist
  49. Italy's Largest Bank Intesa Sanpaolo's €35 Billion Bid for MPS Gains Support from Largest Shareholder
  50. Hong Kong Plans Preferential Tax Regime to Attract High-Value Industries, With Concessionary Rate as Low as 8.25%
  51. New World Development Terminates 11 SKIES Contract; Airport Authority Granted 30% Equity Subscription Right
  52. Qualcomm Pays Huawei for the First Time as Both Sign Multi-Year 5G/AI Patent Cross-Licensing Agreement
  53. AI Server Production Lines Move Nearshore: Taiwan's Direct Export Growth to the U.S. Halved
  54. AI Token Price Deflation: Three-Way Structural Divergence Beneath the Surface
  55. Bessent: U.S. and China May Establish AI Incident Notification Mechanism
  56. ICC: Hormuz Blockade Could Cause Fertilizer Shortage, Food Prices May Surge 80%
  57. European Equity Financing Down 20% YoY in Q3, IPO Pipeline Thinning
  58. Global Pension Funds Trim U.S. Stock Holdings as AI Concentration Risk Becomes Core Concern
  59. China's Bulk Commodity Price Index Rose 4.1% MoM in September, Led by Energy and Chemicals
  60. Goldman Sachs Derivatives Strategist: S&P 500 Has Lost Its Cross-Asset Risk Pricing Function
  61. Quanta Halts Shipments to HP for a Week to Force Price Hikes, Leveraging Server Business as Bargaining Chip
  62. ASEAN+3 Research Body Warns: Asia's AI Sector Faces Risk of Disorderly Correction
  63. U.S.-Iran Enters Critical Week as Oil Holds Above $103
  64. Goldman Sachs Upgrades Zhipu Rating to Buy with Target Price of HK$1,560
  65. AI Servers Seize LPDDR5X Supply, Smartphone and PC Shortages to Persist Through 2027
  66. Anthropic: Zhipu GLM-5.3's Cyberattack Capabilities Approach Claude, but Safety Guardrails Remain Weak
  67. OKX and ICE Joint Venture Files with SEC for Tokenized U.S. Stock Trading Platform
  68. BOJ Deputy Governor: AI May Push Up Neutral Interest Rate
  69. AI Optimism Reignites as Nikkei Reclaims 70,000
  70. Saudi Arabia Cuts Crude Oil Prices for Asia to Six-Year Low
  71. Nvidia Bets $800 Million as AI Startup Reflection Set to Release Open-Source Model
  72. Schneider Electric Eyes $20 Billion Acquisition of PTC, Potentially the Largest M&A Deal in History
  73. Mitsubishi Corp CEO Warns Japan Bull Market Faces Bond Competition Pressure
  74. Global M&A Falls Below $1 Trillion in Q3, Annual Record at Risk
  75. Hedge Fund Net Leverage Drops to "Liberation Day" Lows as Market Sentiment Indicators Flash Red Across the Board
  76. UK Considers Following EU in Imposing Tariffs on Chinese EVs
  77. BI Report: DeepSeek's Rise Narrows US-China AI Gap to Just 3%
  78. Asian Gold-Producing Nations Hoard Domestic Supply as Resource Nationalism Adds Medium- to Long-Term Upward Pressure on Gold Prices
  79. Morgan Stanley's Wilson: Bond Volatility Will Determine Market Breadth Direction
  80. Iran Insists on Seven Conditions as Strait of Hormuz Blockade Standoff Continues
  81. Iranian Oil Minister Paknejad Resigns, Bovard Takes Over as Acting Minister
  82. S&P 500 Earnings Revision Optimism Hits 20-Year High
  83. Wall Street Strategists Push Cross-Asset Hedging as Dual Digital Options Gain Popularity
  84. U.S. Treasury Yields Break 5%, Emerging Market Carry Traders Hold Their Ground
  85. Seven OPEC+ Nations Keep November Production Targets Unchanged; Actual Output Remains Well Below Quotas
  86. Nvidia-Backed Reflection to Release Powerful Open-Source AI Model
  87. U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties
  88. Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030
  89. White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal
  90. SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing
  91. Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims
  92. China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record
  93. CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms
  94. Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides
  95. OpenAI Safety Staff Resign: Claim Company Culture Is Broken
  96. BofA: AI Narrative Becomes Last Line of Defense for U.S. Bond Market — A Collapse in the Narrative Would Amplify All Macro Risks
  97. Musk Confirms Talks with TSMC on Texas Chip Fab Collaboration
  98. UBS: 90% of Foreign Capital Flowing into the U.S. Is M&A, Manufacturing Reshoring Data Questioned
  99. Thick Smoke Reportedly Seen at Saudi Aramco's Riyadh Refinery as Saudi Arabia Plans Major Military Operation Against Houthis