Topic Archive — Page 20 of 112

Every market topic nashnova has published, newest first (11162 total).

  1. Pimco: Over $14.5 Billion Trapped in Private Credit Funds as Wealth Managers Accelerate Withdrawals
  2. U.S. July Housing Starts Drop 12.4% MoM While Building Permits Rise 5%
  3. U.S. July Export Prices Fall 1.3% MoM, Import Prices Drop 0.4%
  4. U.S. Diesel Crack Spread Breaks $100 for First Time as Inventories Hit Lowest Seasonal Level Since 1996
  5. Four U.S. States Seek $200 Billion in Damages as First Federal Case Over Meta's Child Social Media Addiction Goes to Trial
  6. Xiaomi Q2 Net Profit Declines for Third Consecutive Quarter, Commits to Large-Scale AI Investment
  7. Alibaba's Qwen3.8-27B Lightweight Model Rivals OpenAI and DeepSeek Flagships
  8. Ant Group Cashes Out $300 Million by Selling ~3% Stake in Paytm
  9. Strategists: The Real Sell-Off Threshold for U.S. Stocks Is Far Above 4.5%
  10. Google Reportedly Partners with AMD to Design 10th-Gen TPU; Wedbush Says It Could Reshape the Chip Industry Landscape
  11. Klarna Q2 Revenue Hits $1.04B Beating Expectations, GMV Up 18%
  12. Guotai Haitong Reports H1 Net Profit of 20.26 Billion Yuan, Institutional and Trading Business Contributes Nearly Half of Revenue
  13. China's Z.ai Releases GLM 5.3, Open-Source Model's Cybersecurity Capabilities Approach Anthropic and OpenAI
  14. JPMorgan Strategist: European Stock Valuations Have Priced In Earnings Improvement; Financials and Industrials Still Offer Relative Edge
  15. Bitcoin Consolidates Near $64,000 as Treasury Yields and Oil Prices Weigh on U.S. Stocks
  16. Alibaba-Backed Robotics Firm LimX Plans Hong Kong IPO, Seeking Up to $300 Million
  17. GigaDevice H1 Net Profit Surges Over 10-Fold YoY to RMB 6.857 Billion
  18. U.S. Crypto Legislation Stalls as SEC and CFTC Take Over Rulemaking
  19. US Military Funding Spawned Unitree Robot Dogs, but Open Technology Was Scaled Up by China First
  20. Southbound Funds Net Bought HK$14 Billion on August 18, with Alibaba and SMIC Leading the AI Industry Chain
  21. Huawei's Hubble Invests Across the Full InP Optical Chip Chain, Betting on AI Interconnect Infrastructure
  22. Mainland Insurance Funds Approved to Invest in Hong Kong ETFs via Stock Connect
  23. Apple's "Anti-AI" Label Becomes a Burden as Stock Drops 10% in Three Weeks
  24. Fuyao Glass Interim Net Profit Drops 17% to RMB 3.97 Billion, Declares Dividend of RMB 1 Per Share
  25. Pony.ai H1 Revenue Surges 99% YoY, Robotaxi Revenue Accounts for One-Third of Total Revenue for the First Time
  26. State Council Amends Housing Provident Fund Regulations: Expanded Withdrawal Scope Effective September
  27. Baidu Q2 Revenue at RMB 31.33 Billion, Missing Expectations; Adjusted Earnings at RMB 7.22 per ADS
  28. BofA Survey: Bond Market Turmoil Rises to Second-Largest Tail Risk as Global Treasury Yields Hit Multi-Year Highs
  29. Hesai Technology Q2 Net Profit Surges 60% YoY, Robotics LiDAR Shipments Skyrocket 193%
  30. China Unicom H1 Net Profit Drops 34.6% YoY, Computing Power Revenue Up 13%
  31. Morgan Stanley's Wilson: Gold's 2025 Bull Run Isn't Over, ETF Inflows Key to $5,200 Target
  32. HKEX Launches First Offshore China Government Bond Futures, Filling Gap in RMB Interest Rate Risk Management
  33. Alipay Launches AI Merchant Platform, Alibaba Hong Kong Shares Rise 5%
  34. SoftBank Plans to Issue Approximately ¥1 Trillion in Retail Bonds, the Largest Corporate Bond Offering in Japanese History
  35. German Natural Gas Inventories Hit 17-Year Low; UBS Warns of Winter Gas Price Surge and Inflation Pressure
  36. Chinese Foreign Minister Wang Yi Visits Seoul as China-South Korea Relations Warm Up
  37. SK Hynix's Second-Largest Customer Approaches NVIDIA in H1 Sales
  38. State Grid's Record Dim Sum Bond Draws 13x Oversubscription, Boosting Hong Kong's Offshore RMB Bond Market
  39. Iran Tightens Hormuz Strait Controls as Oil Tankers Halted and Attacked
  40. Nasdaq Plans to Launch 23-Hour Trading on December 6, 2026
  41. New SF Fed Model Suggests Current Fed Policy May Already Be Too Loose
  42. Samsung Establishes Physical AI Lab, Deepening Humanoid Robot Strategy
  43. Ajinomoto's ABF Film Monopolizes 95% of Market, China's AI Chip Packaging Faces Supply Cutoff Pressure
  44. South Korea's National Pension Service Participates as Cornerstone Investor in Innolight's Hong Kong IPO, Latter Already on U.S. Military Companies List
  45. French Government Bonds Under Short-Seller Siege as France-Germany Spread Widens to 84 Basis Points
  46. Quant Giant Jane Street Discloses Over $1 Billion in Bitcoin ETF Holdings
  47. Bridgewater China Lost 2.8% in July but Still Posts 3% Positive Return Year-to-Date
  48. Morgan Stanley: China Cloud AI Computing ROIC Reaches 13%-20%, Alibaba Cloud Best Positioned
  49. Core Logic of AI Trade Shaken as Long-Chips-Short-Software Strategy Nears Collapse
  50. China Accelerates Mandate for Government Agencies to Uninstall Customized Windows 10
  51. China's Commercial Bank Net Interest Margins Rise for First Time in Four Years, but Weak Loan Demand Clouds H2 Outlook
  52. China 10-Year Government Bond Yield Falls to 13-Month Low
  53. Middle East Ceasefire Hopes Fade, Asian Stocks Fall Broadly, Oil Prices Rise Above $85
  54. Iran Declares Offensive Shift Amid Bond Selloff, Triggering Global Stock-Bond Double Whammy
  55. Nvidia's $50B AI Financing Plan vs. Broadcom's Approach: A Structural Comparison
  56. Antitrust Regulation Begins to Erode Apple's $100B+ Services Business
  57. Top 10 Global Private Equity Giants See Zero China Deals This Year
  58. Small Modular Nuclear Reactor Stocks Plunge as Short Sellers Pocket $2.1 Billion in One Year
  59. HK Stocks Midday: Hang Seng Index Falls 0.65%, Pork Stocks Buck the Trend to Lead Gains
  60. Samsung HBM4E Mass Production Challenge: Yield and Process Are Key Variables
  61. UBS: AI Infrastructure Investment Spreading from GPUs to the Entire Supply Chain
  62. China's Budget AI Challenges Silicon Valley's Dominant Business Model
  63. AI Data Center Demand Drives Power Semiconductor Shortage to Last at Least Two Years
  64. Horizon Robotics J7 Chip Takes Aim at Nvidia and Tesla
  65. Vessel Struck by Unidentified Projectile in Strait of Hormuz, Causing Engine Room Damage and Casualties
  66. Hedge Funds Net Bought U.S. Stocks for Five Consecutive Days as Tech Sector Short Squeeze Drives Second-Fastest Buying Spree of the Year
  67. U.S. Pressures South Korea to Build Memory Chip Fabs in America; Samsung and SK Hynix's Initial Investment Plans in Flux
  68. Fundstrat: Bitcoin Volatility Hits Historic Lows, 30% Major Swing Possible Within Next 60 Days
  69. AMD Holds Over $565 Million in SpaceX Shares as Musk Shifts to NVIDIA
  70. Druckenmiller Returns to Chinese Tech Stocks; Tepper Doubles Down on Baidu While Trimming Alibaba
  71. Walmart Earnings Kick Off Retail Season: U.S. Consumption Slowing but Not Stalling
  72. Copper Supply Tightness Intensifies as Key LME Spread Surges to Nearly Eight-Month High
  73. BHP Full-Year Profit Surges 30% with Highest Dividend in Four Years as Copper Business Overtakes Iron Ore
  74. Google Plans to Move Entire Pixel Production Out of China by 2027
  75. Macro and Technical Convergence: Gold's $4,500 Level Becomes Key Resistance
  76. Korean Retail Investors Flood Into U.S. Stocks, Paying 10% Premium for SK Hynix ADRs and Betting on Triple-Leveraged ETFs
  77. Anthropic and OpenAI May Tighten API Access, Putting Enterprise Clients Under Dual Pressure
  78. Long-End Treasury Yields Break 5%: Basis Trade "Conversion Option" Activity Heats Up
  79. BofA Maintains Buy Rating on Tencent, Citing Turning Point in AI Competitive Landscape
  80. Private Sector Replaces Central Banks: The Evolving Support Structure Beneath the Dollar
  81. Japan 10-Year Government Bond Yield Rises to 30-Year High
  82. Xiaomi Q2 Earnings Released Today: Memory Costs and EV Deliveries Are Key Focus Areas
  83. Goldman Sachs: Elevated U.S. Equities Lower the Threshold for Conflict, Beware of Geopolitical Tail Risks
  84. AI Server Demand Pushes High-End MLCC Lead Times to 40 Weeks
  85. U.S. Plans to Warn Allies: Join the American AI Bloc or Face Incompatibility with China's Initiatives
  86. MediaTek Raises ASIC Market Share Target to 20%, Wins Google TPU Orders to Challenge Broadcom
  87. Lithium Mining Giant Rongjie's Net Profit Surges Over Tenfold YoY, Institutions Bullish on Extended High-Profit Cycle
  88. Memory Stocks Return to Bull Market: AI Revenue Accelerates Chip Demand Reassessment
  89. U.S.-Canada Auto Tariff Reduction Talks Stall as North American Origin Determination Becomes Core Dispute
  90. Fed Rate Hike Expectations Cool, Gold Rises to $4,417
  91. Number of Negative-Beta Stocks in S&P 500 Hits Highest Since 1990
  92. Fabrinet Q4 Revenue Hits $1.32B, Beating Expectations with 45% YoY Growth
  93. UK, Japan, and China All Reduced US Treasury Holdings in June
  94. Korean Won vs. Japanese Yen Divergence: One Stabilized by Capital Inflows, the Other Dragged Down by Fiscal Deficits
  95. Tesla Cybercab Could Hit Public Roads in Austin as Early as This Month
  96. Japan's Listed Companies Raise Full-Year Net Profit Forecast to 14% Growth, Driven by AI and Chip Demand
  97. Dow Drops 300 Points as Surging Oil Prices Accelerate Stock Selloff
  98. Morgan Stanley: AWS to Reach Trillion-Dollar Revenue in a Decade, Amazon Stock Could Double to $500 by End of 2027
  99. Microsoft-Linked Data Center Bond 'Project Odyssey' Attracts Over $8 Billion in Orders
  100. Japan Life Insurers' Bond Unrealized Losses Near $200 Billion, Exceeding Unrealized Stock Gains
Topic Archive — Page 20 · nashnova