Topic Archive — Page 19 of 112

Every market topic nashnova has published, newest first (11156 total).

  1. BlackRock, AXA and Other Institutions Shift to Short-Duration Bonds to Avoid Long-End Risk
  2. AMEC Reports H1 Net Profit of 2.825 Billion Yuan, Up 300% YoY
  3. Triple Pressure from Fiscal Risk, Soft Data, and Ambiguous Fed Signals Weighs on the Dollar
  4. Twin Typhoons Collide with Peak Export Season: Shanghai Port Congestion Hits Worst Level in a Decade
  5. Where Do Global Central Banks' $19 Trillion in Bonds Go from Here?
  6. Goldman Sachs: Offshore Wealth Management Remains Resilient Amid China's Regulatory Tightening
  7. Eurozone July CPI Rises to 2.9%, in Line with Expectations
  8. Alphabet Completes Inaugural AUD Bond Offering: A$5.5 Billion at 6.9% Coupon
  9. Novo Nordisk Launches New Trial for Low-Dose Oral Wegovy Tablets
  10. Kingsoft Cloud Q2 Revenue Up 30.8% YoY, AI Cloud Business Accounts for 56% of Public Cloud Revenue
  11. Samsung Foundry Raises Prices Up to 15% as AI Demand Drives Capacity Tightness
  12. Kuaishou Technology Q2 Revenue Reaches RMB 35.54 Billion with Net Profit of RMB 3.15 Billion
  13. Goldman Sachs: High Yields on Korea's 20-Year Bonds May Be a Value Trap
  14. BofA Survey: China Fund Managers' AI Chip Preference Rises to 73% in August
  15. China Accelerates Removal of Government-Customized Windows 10, Domestic Software Stocks Hit Daily Limit
  16. UAE Announces Severing Economic and Trade Ties with Iran
  17. Ukrainian Strike on Ufa Refinery Sparks Fire, Intensifying Russia's Fuel Shortage Pressure
  18. Goldman Sachs: AI Is Already Suppressing Hiring in Some Industries, Entry-Level Positions Hit Hardest
  19. Samsung Display Restarts Asan A7 OLED Production Line, Completion Expected by Early 2028
  20. China's Youth Unemployment Rate Rises to 17.9% in July as Graduation Season Compounds Job Market Pressure
  21. SK Hynix: At Least 50% of Free Cash Flow from 2025–2027 Allocated to Shareholder Returns
  22. China's Central Bank Expected to Hold LPR Steady in August for 15th Consecutive Month
  23. South Korea Yield Curve Steepens to Nearly Five-Year High
  24. Goldman Sachs: Real Rates Are the Ultimate Arbiter of Cross-Asset Performance
  25. Market Begins to Debate: Is Microsoft's Credit More Reliable Than U.S. Treasuries?
  26. Shanxi Supply Continues to Tighten, Coking Coal Futures Rise 15% This Week to Over One-Year High
  27. YMTC Completes IPO Counseling, Advancing China's Chip IPO Process
  28. HKEX H1 Net Profit Hits Record High, Surging 24% to HK$10.568 Billion
  29. Yen Intervention Risk Heats Up, Swiss Franc Becomes New Carry Trade Favorite
  30. U.S. Clean Energy Installations Set to Hit Record This Year as Trump Policies Fail to Halt Expansion
  31. Unit Labor Cost Inflation Falls to 1.5%, Casting Doubt on the Fed's Case for Rate Hikes
  32. Ant Group's Four Subsidiaries Launch Intensive Fundraising, Spin-off IPO Expectations Heat Up
  33. Soros Capital's Q2 TSMC Position Surges Over 13-Fold, Memory and Foundry Become Core Bets
  34. LME Copper Inventories Surge Over 20,000 Tonnes in a Single Day, Easing Historic Squeeze Pressure
  35. Tech Giants' Off-Balance-Sheet AI Commitments Reach $3 Trillion as Morgan Stanley Warns of Hard-to-Assess Liability Risks
  36. KeyBanc Identifies Potential M&A Targets in Software Sector, Including HubSpot and Five9
  37. China Expands Housing Provident Fund Usage: 10.9 Trillion Yuan Now Withdrawable for Renovation and Consumption
  38. Trump Announces 3-Day Pause on 50% Tariffs on Canada, Says Deal Has Been Reached
  39. China Eases Import Restrictions on Nvidia H200 Chips; ByteDance and Tencent Each Receive About 10,000 Units
  40. J.P. Morgan Asset Management: Market Expectation of 2% BOJ Terminal Rate Is Too Aggressive
  41. Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.49%, AI Computing Hardware Sector Slumps
  42. Unitree Robotics Surges 629.44% on IPO Day, Closing at 1,100 Yuan
  43. LandSpace Completes China's First Rocket Vertical Landing Recovery
  44. Taiwan Semiconductor July Revenue Hits NT$907.8B: Memory Leads While Logic Lags
  45. U.S. Pressures South Korea to Prioritize Investment in American Memory Chip Manufacturing
  46. Samsung & SK Hynix Ride AI Memory Boom, Combined Cash Exceeds 27 Trillion Won
  47. Samsung Leads SK Hynix by About One Quarter in 1d DRAM Development Progress
  48. CSC: AI Application Flywheel Exceeds Expectations, Computing Power Investment Enters Return Verification Phase
  49. Cerebras Launches CS-4 Server, Claims Significant AI Inference Speed Advantage Over NVIDIA
  50. Nikkei 225 Opens Nearly 1% Lower, KOSPI Opens Down 5%
  51. Keysight Q3 Orders Surge 56% YoY, Commercial Communications Revenue Tops $1 Billion for First Time
  52. ZTO Express Q2 Net Profit Reaches RMB 3.051 Billion, Up 57.4% YoY
  53. Bitcoin Whales Net Accumulated 43,000 BTC in 60 Days as Sell-Off Cycle Ends
  54. SEC Proposes First Regulatory Framework for Crypto Token Offerings
  55. U.S. 30-Year Treasury Yield Approaches Highest Level This Century
  56. Crude Oil Rallies for Four Consecutive Days as U.S.-Iran Standoff Keeps Strait of Hormuz Supply Risks Alive
  57. China Added ~200K bpd to Oil Stockpiles in July, Reversing Two-Month Drawdown Trend
  58. U.S. Accounting Standards Body Proposes Stablecoins Could Be Classified as Cash Equivalents
  59. Bond Traders Bet on Fed Pivot to Rate Cuts by 2027
  60. Anthropic Plans Super-Voting Rights for Founder, Accelerating Preparations for Largest-Ever IPO
  61. Mexico Plans to Expand Anti-Dumping Measures Against China, Steel and Automobiles on the List
  62. Five Grain Ships Attacked Near Russia's Black Sea Ports
  63. Fed Decouples from Treasury Yields as Markets Enter the "Great Normalization"
  64. OpenAI Rewrites Safety Framework, Pauses Largest Frontier Reinforcement Learning Training
  65. Anthropic Plans to Expand Revolving Credit Facility to Over $10 Billion
  66. Iran Fires Two Ballistic Missiles at UAE, Country on High Alert
  67. BOJ 2027 Leadership Reshuffle May Narrow Rate Hike Window
  68. Walter Insurance Private Credit Empire Under U.S. DOJ Investigation
  69. JPMorgan: AI Concentration Risk Has Spread to the Bond Market
  70. SEC Proposes Abolishing Best Price Rule, Sparking Strong Investor Opposition
  71. Apple Cuts European App Store Commission, Reaches Settlement with EU
  72. SMIC and Hua Hong Both Hit Record Q2 Revenue; OSAT Profit Pass-Through Enters Verification Phase
  73. Photonics Stocks Surge 113% YTD, Emerging as the Strongest AI-Linked Theme Globally
  74. Japan Braces for Trump's Pre-Midterm Pressure on Defense and Yen
  75. Raw Sugar Futures Hit 14-Month High as India Plans to Cut Import Tariffs
  76. Disney Sues FCC: License Review Order Issued Just One Day After Trump Singled Out the Company
  77. Strategists Warn: Abnormal Gamma Swings in U.S. Stocks as Low-Correlation Regime Faces Risk of Sudden Reversal
  78. GPT-5.6 Sol Limited-Time Half-Price Offer Draws Analyst Scrutiny Over Alleged Market Share Data Manipulation
  79. Persian Gulf-to-Asia VLCC Daily Charter Rates Surge Past $500,000
  80. BofA Survey: AI Hyperscaler Capex Seen as Biggest Systemic Credit Risk
  81. Nvidia Officially Confirms $105 Billion Commitment to Back SoftBank's Ohio Data Center
  82. Kalshi Applies to Launch Stock Index Perpetual Futures Contracts
  83. Bank of America: NVIDIA Valuation Attractive, Significant Discount on Relative Free Cash Flow Basis
  84. U.S. Pending Home Sales Unexpectedly Decline 2.3% in July
  85. Optical Communication Stocks Sell Off Broadly, Coherent Drops 11% in a Single Day
  86. Goldman Trading Desk Warns: The Fed May Be Forced to Hike Rates Even as Data Softens
  87. Nasdaq Falls 1.1% as Chip Stock Rally Reverses Intraday
  88. Citi Plans to Launch Institutional Bitcoin Custody Service
  89. U.S. July Industrial Production Rises for Second Straight Month, with Manufacturing and Utilities Both Strengthening
  90. Anti-Data Center Sentiment Spreads as Wall Street Prices Political Risk into U.S. Stocks
  91. A Single $129 Million Bet on Chip Stock Decline: Contrarian Short Position Emerges in SMH Options Market
  92. ByteDance's $20 Billion Syndicated Loan Attracts Over $30 Billion in Subscriptions
  93. US Think Tank: China's Data Strategy May Give It an Edge in AI Competition
  94. Unitree IPO Beneficiary Stocks: 18 Targets Across Three Main Themes
  95. Pimco: Over $14.5 Billion Trapped in Private Credit Funds as Wealth Managers Accelerate Withdrawals
  96. U.S. July Housing Starts Drop 12.4% MoM While Building Permits Rise 5%
  97. U.S. July Export Prices Fall 1.3% MoM, Import Prices Drop 0.4%
  98. U.S. Diesel Crack Spread Breaks $100 for First Time as Inventories Hit Lowest Seasonal Level Since 1996
  99. Four U.S. States Seek $200 Billion in Damages as First Federal Case Over Meta's Child Social Media Addiction Goes to Trial
  100. Xiaomi Q2 Net Profit Declines for Third Consecutive Quarter, Commits to Large-Scale AI Investment
Topic Archive — Page 19 · nashnova