Topic Archive — Page 21 of 154

Every market topic nashnova has published, newest first (15345 total).

  1. Three Oil Tankers Struck by Unidentified Flying Objects in the Strait of Hormuz
  2. Top Four Glass Substrate Makers Converge on 510×515mm Format, Hinting at TSMC's Post-2030 Packaging Roadmap
  3. China's Share of Global PV Module Demand Falls Below 40% as Europe and India Gain Market Share
  4. Global Agricultural Commodity Prices Surge 13% in a Single Quarter, Marking the Largest Gain Since 2022
  5. Sanofi Pays $1 Billion Upfront to Regeneron to Expand Immunology Collaboration
  6. Chinese Refiners Halt October Fuel Exports as PetroChina Cancels Most Gasoline and Jet Fuel Cargoes
  7. Li Auto Delivered 31,800 Vehicles in September, Down 6.3% YoY
  8. NIO Delivers 37,400 Vehicles in September, Q3 Up 25.4% YoY
  9. Lan Fo'an: Studying Targeted New Fiscal Policies to Address Economic Growth Slowdown
  10. Global M&A Hits $3.8 Trillion Year-to-Date, but Three Headwinds Stand in the Way of Matching 2021's $5 Trillion Record
  11. Chinese OSAT Firms Expected to Capture 13% Market Share in Cloud AI Accelerator Packaging by 2026
  12. Apple's Foldable iPhone Duo Takes Aim at China as Huawei and Xiaomi Stand Ready
  13. Samsung Galaxy S26 Price Hike in South Korea, 256GB Versions Included Across All Models for the First Time
  14. Bitcoin Pulls Back After Surging to $85,500 as Elevated Bond Yields Cap Rally
  15. OpenAI Agent Infiltrates 55 Government and Institutional Websites and Covers Its Tracks
  16. EU Regulators Question Binance's Continued Operations Under "Reverse Solicitation" Exemption
  17. Huawei Launches Mate 90 Series with Proprietary Chip Featuring 3D Folding Architecture
  18. Tencent Leases 100,000 AI Chips from Oracle in Five-Year Contract Valued at Approximately $7 Billion
  19. Synopsys Raises FY2027 Revenue Guidance to $11.15B, Secures $1B IP Deal with Amazon
  20. Yen Drops 0.5% as Worst G10 Performer; BOJ Summary Dampens October Rate Hike Expectations
  21. Trump Administration Launches Medicare Drug Price International Benchmarking Plan, Expected to Save $440 Million
  22. Apple Absent from White House AI Luncheon, Raising Questions About Cook's Evolving Role
  23. Applied Materials Partners with Kioxia to Advance AI Memory and 3D Stacking R&D
  24. Google Launches First Orbital TPU Satellite, Testing Feasibility of Space-Based AI Computing
  25. Unimicron Spends Over NT$10 Billion to Acquire Land in Hsinchu for ABF Substrate Capacity Expansion
  26. AWS Trainium 3 Shipment Delays as Supply Chain Bottlenecks Emerge Across Multiple Fronts
  27. Chinese Humanoid Robot Suppliers Account for Over 95% of Global Shipments
  28. TS Lombard: U.S. 10-Year Treasury Yield Could Reach 8% Long-Term Target
  29. U.S. August Core PCE Comes in Below Expectations; Goldman Sachs Pushes Second Rate Hike Forecast to December
  30. South Korea's September Manufacturing PMI Rises to 53.9, Export Orders Hit Over 15-Year High
  31. U.S.-China Chip Policy Landscape Unchanged After Trump-Xi Talks
  32. ASIC Shipments to Surpass GPUs for the First Time by 2027; ABF Substrates Emerge as New Bottleneck
  33. Japan September Manufacturing PMI Falls to 54.1, Six-Month Low but Ninth Consecutive Month of Expansion
  34. China's Property Crisis Remains Unresolved After Five Years as Vanke Posts Record ¥89 Billion Loss
  35. BOJ Tankan Large Manufacturers' Sentiment Index Rises for Sixth Consecutive Quarter
  36. Micron's AI Memory Revenue Surges Nearly Fivefold, Free Cash Flow Surpasses Apple
  37. Kashkari: Inflation Still Too High, Expects Fed to Raise Rates Again
  38. Elliott Wins Arbitration: $113 Million Awarded in Samsung Korea Merger Case
  39. Regeneron's Combination with Novo Nordisk's Semaglutide Cuts Muscle Loss by Half
  40. U.S. Ambassador: China Weaponizes Rare Earth Dominance, Diversifying Supply Chains Faces Criminal Risks
  41. U.S. Stocks End September Mixed as Treasury Yields Rise for Seven Straight Days
  42. SocGen, MUFG and Other Banks Tighten Data Center Lending
  43. Trump Media and Fusion Company TAE File Regulatory Documents for Merger
  44. Rising Energy Costs and Bond Yields Weigh on Gold Prices, Gold Posts Notable September Decline
  45. Meta Stock Surges 27% in September, Marking Best Monthly Performance Since 2022
  46. Amazon Signs Deal with Constellation Energy to Expand Maryland Nuclear Plant
  47. Google Launches Gemini 4 Argon, Taking Aim at OpenAI's Frontier Models
  48. Supervisors' Union at World's Largest Copper Mine Rejects Contract Proposal, Strike Procedures Initiated
  49. Saudi Fiscal Deficit Expected to Widen to 4.9% of GDP as Wartime Spending Offsets Oil Price Gains
  50. Bipartisan U.S. Senators Reach Deal on Permitting Reform
  51. U.S. Court Approves Paramount's Acquisition of Warner Bros., Clearing the Way for $110 Billion Deal
  52. FERC Orders PJM to Revise Cost Allocation Plan for Data Center Power Demand
  53. Synopsys Signs Multi-Year Deal with OpenAI to Jointly Develop Chip Design Models
  54. Ford's AI Energy Storage Rally Fades — 45% Year-to-Date Gains Fully Erased
  55. Ackman Plans to Bring in Outside Capital, Driving Howard Hughes' Transformation into Asset Management
  56. OpenAI Accuses Moonshot of Large-Scale Data Extraction from GPT Models
  57. Lagarde Does Not Rule Out Leaving ECB Months Ahead of Schedule
  58. Reddit Announces Termination of RSS and Public API Access to Combat AI Scraper Abuse
  59. EU Plans to Halve Capital Requirements for Safest Securitized Products
  60. Court Rules CalPERS Shareholder Lawsuit Against UnitedHealth Can Proceed
  61. Tanker Stocks Outperform AI This Year as Geopolitical Conflicts Drive Up Freight Rates
  62. Iran War Disrupts Oil Market as U.S. Shale Executives Slam Surging Planning Difficulties
  63. Global Stocks Surge Over 12% in Q3 as U.S. Treasury Yields Break 5%, Hitting Highest Since 2007
  64. Fed Inspector General: Headquarters Renovation Mismanaged, No Illegal Conduct Found
  65. Wells Fargo Analyst: AI Impact on Bank Stocks Is Overpriced
  66. Ford and GM Maintain China EV Partnerships, Trading Technology for Competitiveness
  67. Carry Trade Unwind Makes Mexican Peso the World's Worst-Performing Currency
  68. US Trade Representative Launches "Milwaukee Framework" to Coordinate Global Response to Steel Overcapacity
  69. PIMCO Co-Founder: Hold No Bonds, Be Cautious on Stocks
  70. ECB's Schnabel: Inflation Expectations and Demand Resilience Are Key to Next Rate Hike Decision
  71. Bank of Korea Buys Physical Gold for First Time in 13 Years, Acquiring ~1 Ton in December
  72. CBOE Equity Put/Call Ratio Drops to 0.38, Downside Protection Demand Falls to Multi-Year Lows
  73. AI Capital Expenditure Surpasses Cash Flow, Rewriting the Definition of Quality Stocks
  74. U.S. Midwest Gasoline Inventories Hit Record Low, Oil Prices Rise to Intraday High
  75. Stripe, Visa, and Over 100 Companies Join Forces to Launch USD Stablecoin OUSD
  76. Hong Kong and Malaysia Regulators Officially Launch Dual-Listing Single Submission Framework
  77. Lower-Rated AI Borrowers Face Financing Hurdles as U.S. High-Yield Market Demand Concentrates on Higher-Quality Assets
  78. Paramount's $30 Billion Investment-Grade Bond Pricing Tightens as Orders Exceed 3.6x Oversubscription
  79. Nike Q1 Earnings Preview: Wall Street Expects $11.3B in Revenue as EPS Estimates Continue to Decline
  80. Mexico-U.S. Steel and Auto Tariff Negotiations Turn Optimistic
  81. New World Development Posts Three Consecutive Years of Losses, FY2026 Loss Widens to HK$28.1 Billion
  82. CoreWeave Expands Compute Product Line and Launches Partner Network
  83. U.S. Federal Trade Commission Launches Regulatory Investigations into Anthropic and OpenAI
  84. South Korea Plans to Allocate Funds from $54 Billion Investment Package to Support Alaska LNG Project
  85. Nuclear Startup Applies to Build 456 Small Modular Reactors on U.S. Federal Land
  86. China Extends Two Trade Barrier Investigations Against the U.S. to December 27
  87. U.S. September Chicago PMI Rises to 55.8, Significantly Beating Expectations
  88. Synopsys Signs Multi-Year Chip Design Agreement Worth Over $1 Billion with Amazon AWS
  89. Hayes Bullish on Bitcoin to $1M, Ethereum Target $10K, Crypto Stocks Rally in Tandem
  90. Tesla Introduces Default Voting Mechanism for New Shareholders, Lowering Barriers to SpaceX Acquisition
  91. Fed Approves Stress Test Overhaul 6-to-1, Marking Major Policy Win for Wall Street Giants
  92. BMW Capital Markets Day: AI to Cut 20% of Management, 2028 Margin Target at 3% to 5%
  93. MongoDB Raises Atlas Three-Year Growth Guidance to 25%; Multiple Firms Maintain Buy Ratings
  94. Germany Plans to Block COSCO Shipping's Acquisition of Hamburg Freight Company
  95. Skyworks' Acquisition of Qorvo Receives All Regulatory Approvals, Deal to Close This Week
  96. Chile's Copper Output Hits 15-Year Low, Tightening Global Supply
  97. Piper Sandler Raises Microsoft Price Target to $610, Bullish on Copilot and M365 E7 Upgrade
  98. U.S. August Goods Trade Deficit Widens to $132.6 Billion, Largest Since Early 2025
  99. U.S. August PCE at 3.4% YoY, Core PCE at 3.0% YoY, Both Below Expectations
  100. U.S. Q2 Real GDP Final Reading Revised Up to 2.2%, Beating Expected Preliminary Estimate