Topic Archive — Page 2 of 54

Every market topic NashNova has published, newest first (5331 total).

  1. China's Five-Year Plan Drops Numerical Urban Employment Target for the First Time
  2. TSMC Raises CoWoS 2027 Capacity Target to 200K Wafers
  3. JCET Plans ~10 Billion Yuan Capex in 2026, Betting Big on AI Advanced Packaging
  4. Goldman Sachs Research: China's AI PCB Supply Chain Accelerates Ecosystem Migration to Thailand
  5. Huawei, China Mobile, and Baidu Co-Found NPO Optical Interconnect Standards Organization
  6. BofA Raises Samsung Electronics Price Target to KRW 550,000, Forecasting KRW 50.6 Trillion Profit for 2027
  7. Morgan Stanley Upgrades Lenovo to Overweight, Raises Target Price to HK$30
  8. Micron Raises U.S. Investment Target to $250 Billion by 2035
  9. OpenAI and Google Sold AI Services to U.S.-Blacklisted Chinese Companies
  10. NHS Hospitals Admit Significant Errors in Palantir Contract Data
  11. HSBC Markets Hang Seng Bank's Problem Loans to Investors
  12. FT: SK Hynix's Massive Rights Issue Reflects Overheated Market
  13. JGB Yields Approach 30-Year Highs as SocGen Warns of Global Valuation Shock
  14. MiniMax CEO Forgoes Salary and Gives Up 5% Stake
  15. HBM4 Prices Could Double by 2027 as AI Demand Locks Up Half of DRAM Capacity
  16. GlobalWafers Signs 10-Year Supply Agreement with Micron, Backed by $500 Million Strategic Funding
  17. EU Tariffs Push Chinese Automakers Toward Local Production in Europe
  18. India Eliminates Tariffs on Electronics and Battery Components, Benefiting Apple and Foxconn
  19. India Approves Dixon-Vivo Joint Venture Factory, Marking Breakthrough for Chinese Capital Entry
  20. OpenAI Launches ChatGPT Work to Enter Enterprise AI Agent Market
  21. Multiple Institutions: Katayama's Remarks May Trigger Triple Rally in Japanese Assets
  22. Tencent Leads Unwinding of Meta's $2 Billion Manus Acquisition
  23. SSE Composite Up 0.52%: Innovative Pharma and AI Applications Lead Gains, Hang Seng Tech Index Rises Nearly 2%
  24. Copper Prices Rise for Second Consecutive Week as Market Downplays Iran Conflict Impact
  25. Deutsche Bank: USD Risk Profile Shifting Toward Tech-Like High-Volatility Asset
  26. Japan Government Bond Yields Drop Sharply by 10 Basis Points
  27. Asia-Pacific Stocks Rally Broadly: Korea's KOSPI Surges Over 2%, Nikkei Gains 2%
  28. Largan's Variable Aperture Ramps Up in Q3; CPO Samples to Be Shipped This Month
  29. LG Energy Solution Converts Idle EV Lines to Energy Storage, Targeting AI Data Center Demand
  30. Zhipu AI's Free Float Remains Just 8% After Fundraising, Low Float Risk Persists
  31. CITIC Securities: June PPI YoY May Have Peaked, Profit Under Pressure in H2
  32. Japan's June PPI Rises 7.1% YoY, Fastest Pace Since Early 2023
  33. "Away from Musk" ETF Files for Listing
  34. JPMorgan: The Key Question in AI Investment Has Shifted from "Whether to Invest" to "How to Invest"
  35. China's Hidden Debt Cleanup Nears Completion, Fiscal Focus May Shift Toward Growth
  36. Nexchip Lists in Hong Kong, Raising $890M to Test Chip Stock Demand
  37. Murati Departs Over Chronic Illness, OpenAI Leadership Shaken Again Ahead of IPO
  38. Stargate Power Developer Lancium Seeks Minority Stake Sale
  39. Tesla's Per-Vehicle Profit Drops 40%, Gap with Toyota Narrows to Under ¥10,000
  40. U.S. Terminates Investigation Into Import Tariffs on Aircraft and Parts, No New Tariffs for Now
  41. CXMT Targets Trillion-Dollar Memory Market with Secret Supply Chain to Circumvent U.S. Controls
  42. TSMC Partners with ASML and Imec to Advance 2D Chip Mass Production
  43. New Version of U.S. Crypto Regulatory Bill Could Come as Early as Next Week
  44. Fed Officially Announces Leaders of Five External Task Forces
  45. Gold Drops Over 13% in Q2, Worst Quarter Since 2013
  46. Carlyle Sells Data Center Power Platform for $2.6 Billion, Achieving 5x Return
  47. Rising U.S.-Iran Negotiation Expectations Send Crude Oil Futures Down Over 2%
  48. S&P 500 Quietly Approaches All-Time High
  49. Bank of England Chief Economist: Interest Rates Need to Rise
  50. War-Driven Inflation Fears Fail to Shake Treasury Yield Expectations
  51. Anthropic Introduces Usage-Based Pricing for Claude Fable 5
  52. Bitcoin ETFs and Private Credit Face Simultaneous Redemption Pressure
  53. AI Budget Expansion Squeezes Traditional SaaS Market Share
  54. U.S. 30-Year Treasury Auction Halts Selloff as Foreign Demand Hits Second-Highest on Record
  55. Palo Alto CEO: AI Pricing Needs to Drop Another 90%
  56. Goldman Sachs: Hedge Funds Rotate Heavily into Energy and Medical Devices
  57. CFTC Moves to Block CME's 24/7 Crude Oil Futures Self-Certification Filing
  58. Poland's Central Bank Buys 82 Tons of Gold This Year, Targeting 700-Ton Reserve Goal
  59. Annual PCE Revision May Lower Core Inflation, Giving Waller Room to Stand Pat
  60. Wells Fargo: Nvidia's H200 Sales to China Are Limited in Scale
  61. MiniMax Plans to Raise $1.9 Billion Through Share Placement and Convertible Bonds
  62. Micron Surges Over 7% as AI Memory Long-Term Contract Collateral Structure Revealed for the First Time
  63. Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus
  64. UBS Raises European Equity Target to 690, Signaling 8% Upside
  65. U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End
  66. Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT
  67. Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse
  68. BofA Picks Chevron, Goldman Eyes Crack Spreads
  69. U.S.-Iran Tensions Escalate as Iran Rushes to Ship Out 11 Million Barrels of Crude in 24 Hours
  70. AI Momentum Volatility Surges to 6-Year High, Sharply Diverging from S&P 500
  71. AMD Partners with 5C to Build Gigawatt-Scale AI Campus
  72. Morgan Stanley Predicts Global M&A Volume to Reach $6.4 Trillion in 2026, Surpassing the 2021 Peak
  73. Newspaper Group Seeks Sanctions Against OpenAI: Accused of Concealing Copyright Search Capabilities
  74. NY Fed President: AI Demand Is the Top Inflation Concern Right Now
  75. OpenAI's Latest Model Achieves 54% Token Efficiency Gain in Agentic Coding
  76. Meta Launches First Paid AI Model Muse Spark 1.1, Entering the Coding Market
  77. U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High
  78. Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks
  79. U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10%
  80. InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material
  81. Hedgeye Initiates Short Rating on Apple, Sees 23% Downside
  82. Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble"
  83. Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading
  84. Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks
  85. SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price
  86. US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy
  87. U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak
  88. Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further
  89. Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders
  90. Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027
  91. U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable
  92. Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More
  93. Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain
  94. William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult
  95. U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars
  96. SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million
  97. ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25%
  98. Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet
  99. MiniMax Plunges Over 18% on Lock-Up Expiry Day as Price Support Pledges Fail to Offset Selling Pressure
  100. US Pre-Market: Ionis Falls 19%, Alnylam Rises 17%