Topic Archive — Page 2 of 112

Every market topic nashnova has published, newest first (11134 total).

  1. Morgan Stanley Private Meeting: MiniMax and Zhipu ARR Growing Rapidly, Model Competition Enters Tiered Elimination Phase
  2. Barclays, UBS and Other Institutions Turn Bullish on China A-Share Derivatives, Viewing Them as Alternative AI Allocation
  3. Morgan Stanley Reiterates Overweight Rating on Microsoft with $600 Price Target
  4. U.S. Military Strikes Three Iranian Oil Tankers; Iran Fires Ballistic Missiles at Aircraft Carrier
  5. VIX Hits Trump-Era Low as U.S. 30-Year Treasury Yield Surges to Historic High
  6. Trump Administration Pressures the Fed from Multiple Fronts, Warning Rate Hikes Will Harm the Economy
  7. BofA and Citi Diverge on August CPI Forecasts, September Rate Hike Path Remains Uncertain
  8. U.S. Treasury Selloff Pressure Spreads to Junk-Rated Borrowers as Defaults Rise to $40.1 Billion This Year
  9. U.S. Envoys Witkoff and Kushner Arrive in Moscow to Push for Russia-Ukraine Ceasefire
  10. Trump Threatens U.S. Bond-Holding Nations with Military Force; Analysts Say It Will Accelerate Dollar Decline
  11. Explosions Reported Near Iran's Kharg Island; Oil Tanker Allegedly Hit by U.S. Missile
  12. GPT-6 Astra Fully Rolled Out to Premium Users, Performance Benchmarks Released
  13. Hon Hai August Sales Surge 52% YoY, Cumulative Growth of 40% for First 8 Months
  14. Citi Raises Short-Term Gold Target to $4,800
  15. AstraZeneca's New Breast Cancer Drug Receives FDA Accelerated Approval
  16. Goldman Sachs Bullish on Structural Yen Appreciation, Morgan Stanley Warns of Policy Disappointment Risks
  17. Japan-U.S. $550 Billion Investment Agreement Negotiations Make Progress, AI and Chip Sectors Gain Greater Weight
  18. Hong Kong's First Five-Year Plan Focuses on Expanding Offshore RMB Usage
  19. Canada's Share of Exports to the U.S. Falls to 66.3%, Hitting a Nearly 30-Year Low
  20. Chinese Listed Companies' Earnings Up 26%, Yet CSI 300 Down 9%
  21. Samsung and SK Hynix Chiefs Head to New York to Meet Nvidia's Jensen Huang
  22. VLCC Freight Rates from U.S. Gulf to China Hit All-Time High
  23. Hedge Fund Crude Oil Long Positions Rise to May Highs as Iran Tensions Boost Energy Risk Premium
  24. Japan's AI Data Center Capacity to Reach 4.9GW by 2033, with Investment of Approximately $60 Billion
  25. Citi's Chronert: Fed September Rate Hike 'Not Necessarily Bad' for Stocks
  26. Anthropic IPO Underwriters Confirmed: Morgan Stanley to Lead Listing at $2 Trillion Valuation
  27. Global DRAM Q2 Market Size Hits Record High, Up 55.9% QoQ
  28. Bessent: Oil Prices Could Drop to $40 After Iran Conflict Ends, Potentially Pulling Down Treasury Yields
  29. AMC and Robinhood Clash Publicly Over Tokenized Stocks as Regulatory Gray Area Sparks Debate
  30. Limited Details at Cybercab Launch Send Tesla Stock Down Over 6%
  31. Magnificent Seven's Correlation with Momentum Factor Turns Negative for the First Time
  32. Fed's Hammack: The Time Has Come for Monetary Policy to Address Inflation
  33. U.S. and China to Launch Dedicated AI Safety Dialogue in Mid-September
  34. DoubleLine: Alphabet and Amazon Bonds Look Attractive After AI Selloff
  35. S&P 500 Quarterly Rebalancing Imminent: Twilio, Bloom Energy Among Top Candidates for Inclusion
  36. U.S. Treasury ETFs See Largest Weekly Outflows in Nearly Two Decades
  37. S&P Warns: Hyperscale Cloud Providers Face Opaque AI Returns, Rating Headroom Narrows
  38. Samsung and Arm Partner to Develop 2nm On-Device AI Chips, OpenAI Potentially a Target Customer
  39. Citi Pushes Back Fed Rate Cut Forecast to 2027
  40. Blue Owl Plans to Package $6.5 Billion in Data Center Assets for Public Listing
  41. Nvidia Builds $99 Billion Equity Investment Portfolio in Two Years
  42. Stellantis in Talks on Huawei-JAC Collaboration, Aims to Revive Maserati via HarmonyOS Platform
  43. Crypto Fund Net Inflows Hit Highest in Five Weeks Since October 2025
  44. Bessent Announces EU Joining Iran Sanctions Effort, but Divergence Emerges Over EU Statement Wording
  45. Abu Dhabi AI Firm G42 Considers Bringing in U.S. Shareholders to Secure Chip Access
  46. Bailey Warns: Populism Poses Serious Challenge to Central Bank Independence
  47. BofA: Worst Century-Long Returns on Long-Term Treasuries May Signal Generational Buying Opportunity
  48. U.S. August Nonfarm Payrolls Rise 162K, Far Exceeding Expectations
  49. France's Sovereign Risk Spread Continues to Widen, 10-Year Government Bond Yield Hits Highest Since 2008
  50. Baidu Group Class A Shares Included in Stock Connect (Southbound) Effective September 7
  51. Japan Finance Minister Katayama: Not Pressured by Bessent to Raise Interest Rates
  52. Hedge Fund Citadel Seeks to Acquire U.S. Shale Oil Assets
  53. NHTSA Opens Formal Investigation into Cybercab's Road Deployment
  54. AI Bot Traffic Surpasses Humans by Five Times; Low-Cost Chinese Models Gain Competitive Edge
  55. SK Hynix: Financing Plans for U.S. Subsidiary Solidigm Remain Undecided
  56. Roubini: Rising Yields Signal AI-Driven Growth, Not a Fiscal Crisis
  57. Nvidia's $12.9 Billion Acquisition of Hugging Face: A Defensive Move to Secure the Open-Source AI Ecosystem
  58. FHFA Orders Fannie Mae and Freddie Mac to Open VantageScore to All Lenders, FICO Stock Drops 3.4%
  59. Global Money Market Funds See $46.1 Billion Weekly Net Inflow, Hitting a Near One-Month High
  60. Citi: The Worst May Be Over for European Cyclicals, Autumn Presents a Buying Opportunity
  61. World's Largest Tanker Operator: Hormuz Disruption May Extend to 2027
  62. The Trade Desk Lays Off 15%, Restructuring Charges Up to $51 Million
  63. Trump's Chip Supply Chain Protection Policy May Force Closure of Tennessee Polysilicon Plant
  64. U.S. and Chinese Military Commanders Meet for First Time Over Taiwan Strait, Both Sides Emphasize Communication to Reduce Miscalculation Risks
  65. OpenAI Autonomous Agents Caught Infiltrating German Wiki Website
  66. DeepSeek Plans to Purchase 160,000 Huawei Ascend 950DT Chips to Build Inner Mongolia Data Center
  67. PBOC Conducts 500 Billion Yuan Outright Reverse Repo on September 7
  68. Bilibili Issues $700 Million Convertible Notes with Tencent Subscribing $200 Million
  69. Nikkei 225 to Add Capcom, Kokusai Electric, and JX Advanced Metals in October
  70. Binance Operates in EU Without License, Exposing MiCA Regulatory Loopholes
  71. iPhone 18 Pro Starting Price May Reach $1,319, Setting a New Record High for Apple
  72. Top Global Asset Managers Rebuild Gold Positions, Betting on Sustained Long-Term Drivers
  73. European Stocks Closed Slightly Lower on Sept 4; Volkswagen Restructuring Plan Drives Stock Up Nearly 10%
  74. U.S. Average Retail Diesel Price Hits Record High at $5.85
  75. Zuckerberg Privately Called Trump to Oppose Establishing an AI Regulatory Body
  76. Chinese Rare Earth Firms Refuse Shipments to the U.S., Supply Squeeze Persists
  77. PIMCO Flagship Fund Trims Mag 7 Positions, Pivots to Asian AI Supply Chain
  78. Bank of Korea: South Korea's Memory Chip Lead Over China Set to Widen Further
  79. Xiaomi Auto to Enter European Market Next Year, Facing 35.3% Tariff Barrier
  80. Citi Could Obtain China Brokerage License as Early as This Month, Plans to Expand Team to 100
  81. Chinese Banks Increase U.S. Treasury Holdings in Recent Months, Driven by Higher USD Deposit Rates
  82. JPMorgan, BNP Paribas Forecast Another 25bps ECB Rate Hike in December
  83. Apple's Foldable iPhone Initially Producing Only Hundreds of Units Per Day, Production Ramp-Up Faces Pressure
  84. Germany Softens Stance: UniCredit's Bid for Commerzbank May Drive European Banking Consolidation
  85. Global Bond Selloff Intensifies as Structural Inflation Alarms Escalate
  86. A-Share Margin Balance Falls to ¥2.62 Trillion as Deleveraging Continues
  87. BCA: The Biggest Risk for the S&P 500 Lies in Excessively High Profit Margins
  88. EU Defense Officials Resist Legislation to Restrict Use of U.S. Cloud Services
  89. Anthropic IPO to Preserve External Trust's Control Over Board
  90. Hong Kong Stocks Midday: Hang Seng Index Up 2.08%, AI Application Sector Leads Gains
  91. Norway's Sovereign Wealth Fund Plans to Cut ~$80 Billion in U.S. Treasuries
  92. Nomura: AI Boom Masks Rising U.S. Equity Risk Premium
  93. Micron Plans to Double HBM Capacity by End of 2026, Targeting NVIDIA's Vera Rubin Platform
  94. Nomura: If Yen Continues to Weaken Toward 160, BOJ May Hike Rates Three Consecutive Times
  95. Trump's 50% Tariff on Canada May Pressure Toyota and Honda Profits
  96. Goldman Sachs Raises 2026 USD Investment-Grade Bond Issuance Forecast to $2.3 Trillion, Citing AI Demand as Key Driver
  97. Carry Trade Unwinding Pushes Yen to Monthly High as BOJ Rate Hike Expectations Continue to Build
  98. Chinese Refiners Rush to Buy ESPO Crude, Premium Hits Record Above $7/Barrel
  99. Hang Seng Composite Index Rebalance Takes Effect in September: Over 60 Stocks Added, Potentially Opening Stock Connect Access
  100. Hang Seng Index Opens 1.2% Higher, Hang Seng Tech Index Rises 1.46%
Topic Archive — Page 2 · nashnova