Topic Archive — Page 21 of 112

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

  1. Semiconductor Stocks Rotate Out as S&P 500 Implied Dispersion Plunges from Six-Year High
  2. AI Chip Glut Fears Drive Data Center Developers to Flock to Texas
  3. U.S. 50% Tariffs on Canada Take Effect This Week as Negotiation Gap Remains Wide
  4. Analyst Ratings Diverge After Earnings: Morgan Stanley Cuts JD.com Price Target
  5. U.S. Treasury Issues Proposal on Stablecoin Rules Under the GENIUS Act
  6. SanDisk Surges 628% YTD as Hedge Fund 13F Filings Reveal Sharp Divergence
  7. AstraZeneca's Two Lung Cancer Drugs Both Achieve Positive Phase 3 Trial Results
  8. Shein Valuation Cut to $25 Billion as IPO Set for Hong Kong Listing This Week
  9. Surging AI Data Center Demand Drives Sharp Rise in Indium Phosphide Wafer Prices
  10. NVIDIA Earnings Preview: Morgan Stanley Expects Another "Beat-and-Raise," but Stock Reaction Remains Uncertain
  11. Wells Fargo: Strong Pre-Earnings Trading Momentum for Palo Alto and CrowdStrike
  12. Nasdaq Futures Short Positions Hit All-Time Record with $18 Billion Net Short
  13. Arm CFO: Doubled Stock Price Provides M&A Firepower, Large Acquisitions Not Ruled Out
  14. Trump Threatens to Bomb Oman as Hormuz Strait Blockade Pressure Escalates
  15. Goldman Sachs Updates AI Productivity Beneficiary Stock List, Adding Airbnb, Boeing and Others
  16. Raytheon Wins $22.9B Tomahawk Missile Contract, Driving Expansion Across Hundreds of Suppliers
  17. CFTC Seeks Public Comment on AI Computing Power Futures Contracts
  18. U.S. August Empire State Manufacturing Index Unexpectedly Surges to 20.6
  19. Goldman Sachs Initiates Coverage on Luxshare Precision H-Shares, Betting on Data Centers and Auto Electronics to Accelerate Profit Growth
  20. NVIDIA Executive: We're Building Robots to Create Markets, Not Beat Competitors
  21. HKEX CEO Bonnie Chan's Contract Renewed for Three Years Until 2030
  22. Dollar Falls to May Low as Emerging Market Currency Index Hits Record High
  23. Morgan Stanley: Fed to Hold Rates Steady for the Rest of the Year
  24. Unitree Robotics Unveils Record-Breaking Humanoid Robot "Superman" Ahead of IPO
  25. Huazhu Q2 Operating Profit Up 24%, Asset-Light Revenue Exceeds Half
  26. Bessent Bets on Sharp Rate Cuts: Short-Dated Debt Rollover Strategy Carries Hidden Risks
  27. Rothschild Upgrades Apple: Foldable iPhone Underestimated by the Market
  28. Reuters Poll: Economists Maintain Forecast of No Fed Rate Cuts This Year
  29. Ultra-Pure Micro Surges 641% on Debut, Single Lot Profit Exceeds 200K Yuan
  30. Bridgewater Nearly Liquidates Micron in Q2, Significantly Increases SPY Holdings
  31. Germany's Competition Regulator Orders Apple to Modify App Data Consent Rules
  32. Morgan Stanley: HBM Shortage Drives Nvidia Rubin Ultra Tiered Configuration; China Super Nodes Shift to NPO Interconnect
  33. Platform Partnered with Trump's Crypto Firm Offers Restricted Chinese AI Models
  34. Cathie Wood's ARK Buys Cloudflare and NVIDIA, Significantly Trims Deere
  35. Meta and BlackRock's $14 Billion Texas Data Center Insurance Gap Exposes Lender Risk
  36. Northbound Funds Net Bought Over HK$1.7 Billion in SMIC, While Hua Hong Semi Saw Net Selling
  37. An Conghui Succeeds as Chairman of Geely Auto's Board; Li Shufu Transitions to Honorary Chairman
  38. LNG Ship-to-Ship Transfers Emerge in Strait of Hormuz, Oil Prices Under Pressure
  39. AI-Driven Debt Surge Pushes U.S. Treasury Yields to 25-Year Highs
  40. Point72 Cuts NVIDIA and Broadcom in Q2, Initiates Texas Instruments Position to Target Semiconductor Subsectors
  41. AMD Acquires Canadian AI Chip Startup Taalas, Betting on HBM-Free Inference Architecture
  42. Segantii's Storage Chip Bet Blows Up, Citadel Takes Over Positions, Jane Street Loses $15 Billion
  43. Crypto Market Weekly Watch: FOMC Minutes, Coinbase-Circle Agreement Renewal & Oil Price Trends
  44. ECB Blog: AI Tech Stock Valuation Correction May Be Unavoidable, Limited Policy Buffer
  45. TSMC Overseas Fabs H1 2026: Arizona Profits Surge 663%, Japan Turns Profitable
  46. GDS Plans to Invest RMB 30-50 Billion in Data Centers Over Three Years, Raises Full-Year Sales Target to 1 GW
  47. HK Stock Market Closing Review, Aug 17: HSI Rises 1.34% Snapping Four-Day Losing Streak; Computing Power, Container Shipping, and Non-Ferrous Metals Lead Gains
  48. US-Iran Ceasefire Expires Amid Negotiation Deadlock; US Stock Futures Edge Higher
  49. China's FX Reserve Indicator Posts Largest Quarterly Gain in 12 Years
  50. Samsung's H1 Sales to China Surpass U.S., Nvidia Absent from Top Five Clients
  51. China's "15th Five-Year Plan": 2030 Oil & Gas Supply Target of 440 Million Tonnes of Oil Equivalent
  52. AI Auto-Coding on the Rise: NVIDIA's CUDA Moat Could Weaken Within Two Years
  53. Arm and AMD Erode Intel's Share as Server CPU Market Could Exceed $210 Billion by 2030
  54. German Government Considers Selling Commerzbank Stake to UniCredit
  55. China's July Crude Steel Output Falls 3.6% YoY as Rebar Prices Hit Near-Decade Lows
  56. China's July Retail Sales Rise Just 0.6% YoY, Missing Expectations and Declining from Prior Month
  57. Tier-1 City Home Prices Rise MoM in July While Tier-2 and Tier-3 Cities See Declines
  58. China's National Real Estate Development Investment Down 19.2% YoY in Jan–Jul
  59. China's July Industrial Output Grows 4.5% YoY, Down from Previous Reading
  60. Biren Technology Forecasts Up to 21x Revenue Surge in H1 2026 with Significantly Narrowed Net Losses
  61. AstraZeneca Terminates Volrustomig Lung Cancer Trial, Analysts Estimate ~$1.3 Billion Valuation Loss
  62. Alibaba Sells Lingxi Interactive for Over $2 Billion to Trustar Capital
  63. German Direct Investment in the U.S. Falls to Three-Year Low as Trade Policy Uncertainty Suppresses New Capital Inflows
  64. Jefferies: Global Copper Deficit Expected to Reach 440K Tonnes in 2026 as Major Miners Cut Q2 Output by 3.9%
  65. Apple iPhone 17 Series May See Global Price Hikes Before Month-End, Up to ~$140 More Per Unit
  66. CITIC Securities Report: AI Wave Drives Structural Rally in A-Shares, Shift in Market Cap Leaders Points to Era-Defining Theme
  67. U.S. Warns Allies: Joining China's AI Framework Will Mean Exclusion from U.S.-Led Coalition
  68. LG and NVIDIA Advance Humanoid Robot Collaboration, Bipedal Robot Set for Q1 2027 Launch
  69. Top Chinese Hedge Funds Rotated Out of NVIDIA and Hyperscalers in Q2
  70. Nvidia Plans $3 Billion Stake in SoftBank's SB Energy, Linked to OpenAI Ohio Data Center
  71. Geely Auto's H1 Net Profit Drops 1.8% as Doubled Exports Offset China Market Decline
  72. Export-Import Bank of Korea Provides $1 Billion Loan to Glencore in Exchange for Copper Supply
  73. Iran's Military Commander: U.S. Forces Expelled, Permanently Banned from Strait of Hormuz
  74. Private Credit Non-Performing Loans Rise to Near Decade-High
  75. Samsung Plans to Convert Giheung R&D Line into 2nm HBM Foundry Capacity
  76. Nokia Shuts Down Hangzhou R&D Center and Lays Off 1,600 Employees, China Restructuring Provisions Rise to €350 Million
  77. Trump Deregulation Effect Spreads as EU Moves Toward Banking Regulatory Reform
  78. China's Chip Industry Achieves Breakthroughs: CXMT's IPO Catapults It into Global Top Three, Huawei's AI Chips Now Capable of Training Large Models
  79. Jefferies: Moutai Shifts to Luxury Model, Target Price RMB 2,100
  80. Jane Street's $15 Billion Debt Swap: Narrowing the Creditor Circle to Safeguard Financing Stability
  81. JPMorgan Raises Zhipu Target Price to HK$1,800; DeepSeek Price Hike Reshapes China's AI Competitive Landscape
  82. JPMorgan: Semiconductor Q2 Demand Beats Expectations, Price Hikes Spreading from Memory to Equipment and Materials
  83. Foreign Capital Snaps Up Chinese Real Estate Assets as Wanda Plaza Receives PAG Investment
  84. Hormuz "Dark Fleet" Ships Over 4 Million Barrels Daily; Brent Crude Holds Steady at $80–$90
  85. Think Tank Warns: China's Robotics Industry May Replicate EV Disruption Playbook
  86. Goldman Sachs: Fed Rate Hike in September Now Highly Unlikely, but Market Rate Pricing Remains Hawkish
  87. Big Tech's Off-Balance-Sheet AI Commitments Reach $3 Trillion, Dwarfing On-Book Capex
  88. Indium Phosphide Supply-Demand Imbalance Intensifies, Q4 Price Surge Hits Record High
  89. Google Parent Alphabet Plans Debut Australian Dollar Bond Offering with Maturities Up to 20 Years
  90. EU Plans Largest Round of Russia Sanctions Since Start of War This Autumn
  91. Japan's Q2 GDP Grows at Annualized 1.1%, Below Expectations as Capital Spending Continues to Shrink
  92. WuXi AppTec Stock Doubles Year-to-Date, Fundamentals Strengthen Against Geopolitical Headwinds
  93. Apple Partners with Alibaba to Train Custom AI Models for the Chinese Market
  94. Stripe Plans to Acquire AI Model Routing Platform OpenRouter for Over $7 Billion
  95. U.S. $16 Billion 20-Year Treasury Auction Tests Long-End Demand
  96. China's AI Developers Struggle to Break Free from Nvidia Dependency as Migration to Domestic Chips Proves Costly
  97. BofA: AI Productivity Lag Favors Value Stocks, Biotech & Commodities
  98. Global Interest Rates Rise in Sync, Bond Diversification Role Under Question
  99. Wells Fargo: JPMorgan Poised to Become First Trillion-Dollar Bank, With Sights Set on $2 Trillion
  100. SenseTime Reports First-Ever Interim Profit Since IPO, Expects H1 Net Profit of RMB 500–700 Million
Topic Archive — Page 21 · nashnova