Topic Archive — Page 2 of 153

Every market topic nashnova has published, newest first (15242 total).

  1. Morgan Stanley's Cybersecurity Outlook: Platform Leaders as Top Long-Term Picks, Earnings May Trigger Short Covering
  2. TSMC Explores Rare Earth Alternatives to Mitigate China Export Control Risks
  3. Japan Considers Restarting Natural Gas and Electricity Subsidies in December, Intensifying Fiscal Pressure
  4. Norway's Sovereign Wealth Fund Posts $30 Billion Q3 Loss as Bond Market Volatility Weighs
  5. Rio Tinto Reaches Multi-Year Iron Ore Supply Agreement with China Mineral Resources Group
  6. Nomura Warns: AI Credit Risk Bears Striking Resemblance to Dot-Com Bubble and Pre-Lehman Crisis
  7. Apple iPhone Duo Goes on Sale in Stores Friday with Limited Initial Stock
  8. Musk's Public Remarks Raise Negotiation Concerns as SpaceX-Tesla Merger Faces Complex Challenges
  9. Huawei Secures ¥15 Billion Offshore Loan as Chip R&D Spending Continues to Expand
  10. JPMorgan: Tech Sector's $400 Billion Earnings Surplus Can Sustain AI Infrastructure Buildout; Neocloud Risks Remain Limited
  11. Jensen Huang: Global Controls on AI Development Pace Are "Utterly Ridiculous"
  12. Tesla and Nvidia Jointly Invest $2.8 Billion in Samsung Electro-Mechanics for AI Chip Substrate Production Line
  13. Evergrande Liquidators Plan First Distribution to Creditors in H1 2027
  14. Japan's Largest Labor Union Sets 6% Interim Target for 2027 Wage Negotiations
  15. Barclays Cuts 5,000 Jobs as AI Drives Cost Efficiency
  16. Western Digital Stock Cut in Half — Earnings May Be the Key Inflection Point for Valuation Recovery
  17. Japanese Investors Net Sell Foreign Bonds for Five Consecutive Weeks, Marking Longest Selling Streak in Four Years
  18. Barclays Q3 Pre-Tax Profit Up 12%, Equities Trading Hits 17-Year High, Fixed Income Drags Overall Results
  19. Chinese Prosecutors Seek Confiscation of Over 61,800 BTC Linked to $5.7 Billion Ponzi Scheme
  20. Palantir: NATO AI System Has No "Kill Switch," Europe Worries About U.S. Tech Dependence
  21. BNP Paribas Asset Management Increases Positions in Ultra-Long JGBs, Betting on Yield Curve Flattening
  22. Hermès Q3 Sales Growth Hits Six-Year Low as China Market Drags Down Asia-Pacific
  23. IMF Forecasts 1.3% GDP Contraction for Middle East, North Africa and Pakistan in 2026
  24. Jio IPO Oversubscribed 3.47x on Day 2, Retail Portion Sold Out Within Two Hours
  25. Altman: Current Phones and Computers Not Designed for AI — OpenAI to Build Entirely New Hardware
  26. Nokia Q3 Profit Beats Expectations by Wide Margin, AI Data Center Orders Surge 118% YoY
  27. Bitcoin Falls Below $83,000 as AI Sentiment Drag Intensifies
  28. Tesla's European September Sales Surge 72.5% Year-over-Year
  29. Tesla Unsupervised FSD to Launch in Q2 Next Year, Initially Limited to Robotaxi Geofenced Areas
  30. Europe September New Car Sales Up 10.2%, EV Share Rises to 76%
  31. AI Outlook Concerns Drive Safe-Haven Buying, Long-End U.S. Treasury Yields Hit One-Month Low
  32. Alibaba Shares Post Biggest Single-Day Drop in Two Months as Regulators Tighten Quality Standards
  33. Hong Kong Stocks Fall to Nearly Four-Month Low, Hang Seng Index Drops 2.7%
  34. Morgan Stanley Behind Closed Doors: Who Can Retain Profits in China's Industry 5.0
  35. Wealth Tax Pressure and Financing Needs as Dual Drivers: Inside Meta's Equity Restructuring
  36. NVIDIA's AI Factory Strategy: Infrastructure Expansion Coexists with "Central Bank" Role Risks
  37. Apple Raises iPhone Duo Shipment Target by 44% to 14 Million Units
  38. Huawei Erodes Nvidia's China AI Chip Share, Gap Narrows to 6 Percentage Points
  39. DeepSeek Raises ~$15 Billion, Led by CATL and Tencent
  40. SemiAnalysis: GPU Oversupply Already Emerging, Data Center Supply-Demand Reversal Possible by 2028
  41. Dollar Decline Pauses as Markets Await Multiple Central Bank Rate Decisions
  42. Tesla Terafab Expands Korean Semiconductor Supplier Network
  43. Healthcare Sector Valuation Discount Vanishes as Defensive Capital Accelerates Inflows
  44. Morgan Stanley Cuts CATL Earnings Forecast, Maintains Overweight Rating
  45. NVIDIA Partners with Supply Chain Allies to Expand Production, Substrate Capacity to Reach 2.5x in Three Years
  46. Sovereign Wealth Fund Investment in China and Hong Kong Surges 190%, Middle Eastern Capital Takes the Lead
  47. BOJ Survey: Corporate Financing Demand Still Expanding After Rate Hikes
  48. Rumors of Joint U.S.-Israel Strike Intensify, Oil Prices Continue to Rise as Brent Breaks $110
  49. Meta Faces Class Action Lawsuit in Australia Over Alleged Harm to Minors by Facebook and Instagram
  50. Wall Street Balance Sheets Maxed Out: Banks Urge Hedge Funds to Add Short Positions to Mask Rising Gross Leverage
  51. Bessent Behind Closed Doors: AI Poses No Systemic Risk, Dismisses Bubble Narrative
  52. Bloomberg Intelligence: China's National Team May Need to Step Up Share Purchases to Stabilize Markets
  53. CICC: Increase Gold Allocation to Hedge AI Asset Risks
  54. Tesla Announces Cybercab Sales to Customers This Year; Regulatory Investigations Pose Potential Hurdles
  55. Goldman Sachs: Silver Hit by Three Consecutive Weeks of Institutional Selling as Bull Case Unravels
  56. MSCI Warns Indonesia's Stock Market: Changing Rules Isn't Enough, Prove Real Enforcement
  57. Eight Months into the US-Iran War: China's Petrochemical Inventories Running Critically Low, Price Pressures Transmitting Globally
  58. EU Reaches Agreement on Securitization Market Reform, Set to Unlock Hundreds of Billions of Euros in Financing
  59. Lam Research Q1 Revenue Surges 54% YoY to Record High; Shares Drop Over 6% After Hours
  60. Kinder Morgan to Build $4.2 Billion Natural Gas Pipeline in Texas to Power Data Centers
  61. LSEG in Talks to Acquire Credit Data Provider Octus for $3.5 Billion
  62. Las Vegas Sands Q3 Results Miss Expectations, Weak China Consumer Spending Drags Shares Down 3% After Hours
  63. Record US Stock Short Positions Meet Record Buybacks: Short Squeeze Fuel Accumulates
  64. Musk: Tesla Targets 5 Million Annual Production by 2030, Megapack Nearly Sold Out Through 2027
  65. Tesla Optimus Humanoid Robot Begins Mass Production at Fremont Factory in California
  66. Meta and Tesla Both Beat Expectations in After-Hours Earnings; Muse Users Surpass 10 Million
  67. Meta Creates Class C Non-Voting Shares, Paving the Way for AI Financing
  68. Anthropic Launches Claude Duet to Challenge Meta and OpenAI in Personal AI Agent Race
  69. SAP Q3 Cloud Business Beats Expectations, Full-Year Profit Guidance Maintained
  70. IBM Raises Full-Year Software Revenue Growth Guidance as Q3 Results Beat Expectations
  71. Tesla Q3 Revenue Hits $28B, EPS Beats Expectations but Net Income Drops 4% YoY
  72. Escalating Middle East Tensions Push Oil Prices Higher; U.S. Treasury Yields Jump to Weekly Highs
  73. Texas Instruments Revenue Guidance Beats Expectations as Automotive and Industrial Demand Recovers
  74. U.S. 20-Year Treasury Auction Yield Hits Record High, Potentially Among the Last of Its Kind
  75. 1% of Companies Account for 80% of OpenAI and Anthropic Spending, Growth Already Stalling
  76. Tesla Q3 Earnings: Gross Margin Is the Key Metric
  77. GM Bets on AI: Halving Development Cycles, Smarter OnStar, and Eyes-Off Autonomous Driving by 2028
  78. Meta Ordered to Pay $25 Billion in Damages Over Cambridge Analytica Data Scandal
  79. Micron CTO: 4F² Memory Architecture Is a "Smoke Screen," Firm Commitment to 6F² Roadmap
  80. Tech Stock Rebound Drives Bitcoin Up 2.4% to $84,737
  81. Trump White House Targets Overseas Crypto Fraud, Over $800 Million Intercepted
  82. U.S. Stocks Enter the Highest-Risk Window of the Year
  83. SK Hynix Completes 40 Trillion Won Share Buyback One Month Ahead of Schedule
  84. BOE Governor Bailey: Supporting Powell Was the Right Call, Would Do It Again
  85. U.S. Crude Inventories Fall for Three Consecutive Weeks, Decline Far Exceeds Expectations
  86. China Imposes Export Controls on Drones and Heavy Machinery, Effective November 18
  87. Intel's Ohio Fab Completes Installation of First Main Truss
  88. Merz: Germany Seeks New Balance in Trade with China, Reluctant to Activate "Circuit Breaker"
  89. Nasdaq Up 0.45% Intraday as SpaceX and Super Micro Computer Earnings Boost AI Sector
  90. Coinbase Report: Stablecoins Transfer Over $400 Million Per Hour, 73% Occurring Outside Banking Hours
  91. U.S. Department of Homeland Security Bans DeepSeek as Experts Warn of Chilling Effect Spreading to Corporate Sector
  92. U.S. Taps Heating Oil Reserves to Curb Prices as Wright Calls for Natural Gas Pipeline Approval
  93. Tencent Shares Fall Below HK$400 to One-Year Low, Down Nearly 40% Year-to-Date
  94. Nvidia and Amkor Sign Advanced Packaging Agreement Worth Up to $3 Billion
  95. Pop Mart Drops Over 13% in Five Days; Duan Yongping Says He Will Continue Adding to His Position
  96. RBI Meeting Minutes: Members Lean Toward Continued Rate Hikes but Warn Against Excessive Tightening
  97. Hackers Use Claude and Grok to Automate Attacks on Over 400 Latin American Financial Institutions
  98. U.S. OCC Finalizes Stablecoin Reserve and Redemption Rules
  99. Goldman Sachs: Triple Shock Convergence Keeps Upside Risks to Global Food Prices Alive
  100. Middle East Oil Exports Recover to Pre-War Levels, but Hormuz Strait Throughput Still Down 30%