Topic Archive — Page 19 of 54

Every market topic NashNova has published, newest first (5335 total).

  1. JPMorgan Cuts Tesla Q2 Delivery Forecast to 420,000 Units
  2. Anthropic Accuses Alibaba of Illegally Accessing Claude Model, Involving 28.8 Million Interactions
  3. Fed Report: Basis Trade Drives Hedge Fund Treasury Exposure to Double to $4 Trillion
  4. AI Layoff Fears Fade as Office REITs Rebound 35% in Q2
  5. Novo Nordisk: Medicare Patients Preferring Oral GLP-1 Drugs Are Twice Those Preferring Injectables
  6. Bessent Predicts 3% U.S. GDP Growth, but Prediction Markets Put the Odds at Just 15%
  7. JPMorgan's Top Trader: Most Crowded Positions in History Are Breaking Predictive Models
  8. Fed's Bowman Completes Restructuring of Bank Supervision Division, Effective July 12
  9. Oil Supply Floods Market After Hormuz Reopening, Brent Falls Below $75
  10. Pfizer's Ibrance Receives FDA Approval for New Breast Cancer Indication
  11. Russell 2000 Index Hits Intraday All-Time High, Up 21% Year-to-Date
  12. Weak Demand at U.S. $70 Billion 5-Year Treasury Auction as Foreign Buyer Share Hits Year-to-Date Low
  13. SOXX Put Volume Surges as Cracks Emerge in Chip Stock Bull Signal
  14. Goldman Trading Desk: AI Data Center Long Crowding Rises to Six-Month High
  15. Bitcoin Falls Below $60,000, Retreating Over 52% from All-Time High
  16. Tech, AI, and Fed Pressure Converge as U.S. Stocks and Oil Prices Continue to Diverge
  17. Over 300 U.S. Bans Threaten Data Center Expansion Wave
  18. Google Gemini 2.5 Flash Embeds Cross-Platform Agent Capabilities, Opening Up Enterprise Automation
  19. Russia's June Crude Exports from Western Ports Expected to Hit Record 2.7 Million Bpd
  20. Evercore Maintains Oracle FY2027 Revenue Outlook as Remaining Performance Obligations Reach $638 Billion
  21. Morgan Stanley: Global Power Semiconductor Supply Tightening, Prices Expected to Rise in H2 2026
  22. Tom Lee Says Chip Stock Pullback Presents Another Buying Opportunity
  23. Corning Surges Over 9% as Optical Communication Stocks Rally on Wednesday
  24. CATL Targets Over 10,000 Sodium-Ion Battery Vehicle Installations This Year: Commercialization Accelerates but Challenges Remain
  25. Falling Oil Prices Boost Travel Sector as Cruise and Online Booking Stocks Rally
  26. Goldman Sachs: Chinese Households Allocate Less Than 10% to Equities; Stocks and Insurance Are Key Mid-Term Beneficiaries
  27. JPMorgan: iPhone 18 Price Increase Around $50, Below Market Expectations
  28. Trump Cancels Signing of Bipartisan American Housing Act
  29. Analysis: Spot DRAM Prices Will Signal Memory Cycle Turning Point Before Micron's Earnings
  30. Apple-Intel Chip Partnership Has Clear Strategic Logic, but Mass Production at Least 2-3 Years Away
  31. Warsh's Hawkish Stance Unwinds Debasement Trade as Gold ETFs See Largest April Outflows Since 2013
  32. Silver Falls to 6-Month Low, Down Over 50% from All-Time High
  33. Pelosi Discloses New Call Options on Intel and Uber
  34. SpaceX Short Interest Rises to 13% of Free Float as Borrowing Costs Drop Sharply
  35. Saudi PIF-Led Consortium Files EU Notification for $55 Billion EA Acquisition
  36. Fertilizer Exports Resume Through Strait of Hormuz as Urea Prices Retreat
  37. BlackRock Recommends 1%-2% Bitcoin Allocation, Now Included in Model Portfolios
  38. Bessent Calls for Abolishing the Fed's Dot Plot: Says It Has Become a Market 'Crutch'
  39. U.S. Q1 Current Account Deficit Widens to $226.8 Billion, Exceeding Expectations
  40. U.S. Major Indexes Open Slightly Higher as Semiconductors Lead Gains While Gold Stocks Face Pressure
  41. MSTR Underperforms Bitcoin by Widest Margin Since 2024, Holding ~847,000 BTC
  42. Wall Street Warns of Crowded AI Trade as Short Sellers Use Derivatives to Hedge Systemic Risk
  43. Deutsche Bank: Bitcoin Market Fragility Rises as Retail Investors Retreat and ETF Outflows Mount
  44. South Korea Plans KRW 300 Trillion Investment to Build Second Chip Cluster, Cutting Construction Timeline by Over a Decade
  45. OpenAI Partners with Broadcom to Launch First Custom AI Inference Chip Jalapeño
  46. Spot Gold Falls Below $4,000 as Hawkish Fed and Strong Dollar Overpower Safe-Haven Demand
  47. Sunrun Partners with Tesla on 16GW Distributed Power Deal, Surges 19.4% Premarket
  48. China's EV Exports Hit Record High in May, Reaching $9.2 Billion in a Single Month
  49. Alibaba's Qoder Launches "Peak-Valley Token" Pricing, Targeting U.S. Users During Off-Peak Hours
  50. Citi: Optical Interconnect Market to Reach $92B by 2028 with 3-Year CAGR of 65%
  51. Amazon Prime Day First-Day Online Sales Hit $8.3 Billion as Generative AI Traffic Leads in Conversion Rates
  52. Apollo: Reopening of Hormuz Could Boost Growth, Inflation, and Interest Rates
  53. JPMorgan: Non-U.S. Equities Trade at ~25% Discount to U.S. Stocks, Valuation Gap Near Historical Extremes
  54. Wall Street Analyst Ratings Wednesday: AMD Price Target Raised to $670, ARM to $455
  55. Bessent: Iran Negotiations Drive Oil Trade Toward Dollar Settlement
  56. Wedbush: SpaceX Leasing Compute Power May Signal New Colossus Data Center Construction
  57. Investor Who Profited from the 2008 Crisis Shorts U.S. Insurance Sector, Betting on a Private Credit Bubble
  58. Five Eyes Warn Frontier AI Risks Are Imminent; Chinese and Japanese Models Closing Gap Faster Than Expected
  59. Micron Rises Over 2.5% Pre-Market Ahead of Earnings, Market Cap Soars to $1.19 Trillion in One Year
  60. Brent Crude Falls to February Low as Stranded Barrel Clearance Weighs on Near-Term Oil Prices
  61. Wedbush: Google's Potential Shift to MediaTek for TPU Supply Would Materially Undermine Broadcom's Custom ASIC Position
  62. LingYi Technology Prices Hong Kong IPO at Top of Range, Raising HK$8.3 Billion
  63. Li Auto Launches New L8 Flagship SUV Starting at RMB 369,800
  64. Led by Meta and Microsoft, Tech Giants' Data Center Lease Commitments Surpass $850 Billion
  65. Cerebras Stock Drops 14% After First Earnings Report as Full-Year Gross Margin Guidance Falls Far Below NVIDIA
  66. Three Oil Tankers Carrying 5 Million Barrels of Crude Exit the Strait of Hormuz
  67. Costco Stock Drops 3% After Earnings as Wall Street Expects Special Dividend Ahead
  68. SpaceX Plunges 16% Combined with Tesla Decline Sends Musk's Net Worth Below $1 Trillion
  69. KeyBanc Initiates Coverage on SpaceX: Base Case Valuation Less Than Half Current Level, Lock-Up Expiry Pressure Persists Through Year-End
  70. Amazon CEO Makes First India Visit, Rapid Delivery Expands to 300 Cities
  71. Biotech ETFs Hit All-Time Highs as AbbVie's Billion-Dollar Acquisition Ignites Sector M&A Enthusiasm
  72. Alphabet to Join the Dow Jones Industrial Average on June 29, Replacing Verizon
  73. Latest Round of U.S.-India Trade Talks Concludes with Agreement Outlook Still Uncertain
  74. U.S. Legislative Proposal Would Require Tech Companies to Pay for AI Data Center Grid Upgrade Costs
  75. Japan Unveils 14-Year ¥370 Trillion National Investment Plan, AI and Semiconductors Account for Over a Quarter
  76. Fed Stress Test Results Released Today; Limited Impact on Banks' Capital Allocation Plans
  77. Oil Prices Fall Back to Pre-Iran Conflict Levels as Treasury Yields Decline in Tandem
  78. FedEx Margins Under Pressure After Freight Spinoff, Shares Drop 7% Premarket
  79. Amazon Leads in Computing Power Scale, Google Expands the Fastest
  80. Indonesia Plans to Raise Nickel Mining Quota to 360 Million Tons, LME Nickel Price Drops Over 2%
  81. Ueda Reaffirms BOJ Will Raise Rates When Appropriate, Terminal Rate Expectations Rise to 1.75%
  82. Euro Falls to One-Year Low as Retreating Oil Prices Cool ECB Rate Hike Expectations
  83. Oman Opens Temporary Shipping Corridors Through Strait of Hormuz with No Transit Fees
  84. Netherlands Lobbies U.S. to Ease ASML Export Controls, Opposes MATCH Act
  85. SK Hynix U.S. ADR Reference Fundraising Amount Approximately KRW 45.45 Trillion, Nasdaq Listing on July 10
  86. Report: Apple's First Foldable iPhone Expected to Enter Mass Production in Late July, September Launch Plan Unchanged
  87. MediaTek Eyes Stake in Global Unichip as TSMC's AI ASIC Ecosystem Faces Restructuring
  88. Analyst Suggests Strategy Pause Bitcoin Purchases, Prioritize Repairing Cash Reserves and STRC Discount
  89. Barclays and Stifel Both Raise S&P 500 Target to 7,800 on the Same Day: Earnings Logic Outweighs Tech Selloff
  90. Report: Samsung Has Allocated Half of Its HBM Capacity to HBM4
  91. Chinese Automakers' European Market Share Rises to 10.6%, BYD Overtakes SAIC to Lead
  92. Allianz: Approximately $125 Billion in Ship Cargo Stranded in the Persian Gulf, Geopolitical Risk Becomes Top Threat to Shipping
  93. Serenity Analyzes Diverging AI Capex Paths Among Tech Giants
  94. Eli Lilly's Oral GLP-1 Drug Orforglipron Could Launch in China by Late 2026 at the Earliest
  95. South Korea's KOSPI Stages Sharp Rebound, TSMC Drops 4% as AI Sentiment Continues to Rattle Asian Tech Stocks
  96. Scotiabank: SpaceX Is Strengthening Starlink's Moat Through FCC Regulatory Processes
  97. BOCOM International: Recommends Overweighting HK Stocks in H2, Hang Seng Index and Hang Seng Tech Index Have Upside Potential
  98. Southbound Stock Connect Average Daily Turnover Surges 84% YoY to HK$124.1 Billion, Hitting Record 24% Market Share
  99. Persian Gulf Tanker Freight Rates Surge to 897% of Benchmark, Hitting Year-High
  100. Mainland Brokerages Suspend New Cross-Border Equity TRS, Private Fund Channels for HK/US Stock Allocation Continue to Tighten