Topic Archive — Page 21 of 54

Every market topic NashNova has published, newest first (5335 total).

  1. Leveraged ETFs Amplify Chip Stock Volatility as Global Semiconductor Sector Hit by Sell-Off
  2. Russian Crude Exports Hit Year-to-Date High as Iran Sanctions Waiver Squeezes Revenue
  3. US Stocks Open: Nasdaq Falls 2.4%, Philadelphia Semiconductor Index Drops Over 7%
  4. JPMorgan: Momentum Stocks Return 35% YTD, Significantly Outpacing Quality Stocks
  5. Bernstein: AI Demand Supports Fundamentals but Valuations Approach Historical Highs
  6. Bernstein Maintains Neutral Rating on Qualcomm with Target Price 37% Below Current Level
  7. Coatue Founder Laffont: Betting on Semiconductor Equipment Is His Largest AI Position
  8. Menlo Ventures Closes $3 Billion Fund, Anthropic Bet Yields Nearly $14 Billion in Returns
  9. China Cracks Down on Cross-Border Securities Trading; Economists Say Hong Kong's Offshore Hub Status Will Actually Be Strengthened
  10. Morgan Stanley Raises China Humanoid Robot Shipment Forecast, Targeting 50,000 Units in 2026
  11. Morgan Stanley Bullish on AI Semiconductors, Market Size Could Reach $1.5 Trillion by 2030
  12. U.S. Dollar Index Hits One-Year High as Markets Bet on Prolonged High U.S. Interest Rates
  13. Goldman Sachs Q2 Equities Revenue Expected to Exceed $5.3 Billion, Setting an All-Time Record
  14. Meta Launches Its First Self-Branded Smart Glasses, With Prices Starting at $299
  15. White House Issues Two Executive Orders on Quantum Technology; IBM and Other Quantum Stocks Rise Against the Trend
  16. Report: Alibaba Plans to Sell Gaming Brand Lingxi Interactive in Deal Valued at 7-9 Billion Yuan
  17. Middle East Peace Talk Progress Sparks Supply Recovery Expectations, Aluminum Drops Over 4% Leading Base Metals Lower
  18. VIX Call Option Demand Hits Year-High as Traders Brace for Market Turbulence
  19. EU Brussels Summit Seeks to Expand Trade Defense Toolkit to Counter Chinese Competition
  20. U.S. Plans to Offer $17.5 Billion in Low-Interest Loans to Restart Large-Scale Nuclear Power Construction
  21. Report: TSMC Pushes Advanced Process Price Hikes to Customers, Covering 7nm and Below Nodes
  22. Constellation Strikes First Nuclear Power Purchase Agreement with Walmart for 176MW
  23. Samsung's HBM4 Revenue Surpasses $1 Billion as SK Hynix Deliberately Slows Down to Pivot Toward Conventional DRAM
  24. A Rare 10% Single-Day Plunge: What's Going Wrong with the Korean Stock Market?
  25. Morgan Stanley: MLCC Evolving from Commodity to Strategic Resource in the AI Era
  26. Evercore ISI Downgrades Nike, Citing Limited Upside from Turnaround
  27. Goldman Sachs Warns: The First Tech Giant to Cut AI Spending Will Trigger a Market-Wide Repricing
  28. JPMorgan: Extreme Heat Is Reshaping Global Energy Demand
  29. FAO Warns El Niño Threatens Global Agriculture; China's Grain Imports May Face Pressure
  30. BofA Raises Price Targets on Intel, Arm and Other Chip Stocks as AI Visibility Extends to 2028
  31. Barclays Considers Return to Japan Cash Equities Business, Over a Decade After Previous Exit
  32. Iran Says $12 Billion in Frozen Funds to Be Unfrozen in Two Tranches
  33. Multiple ECB Officials Warn of Oil Price Pass-Through Spreading, Inflation May Stay Above 2% for Extended Period
  34. Abu Dhabi's MGX Completes ~$50 Billion Fundraise to Accelerate AI Infrastructure Investment
  35. Maersk CEO: Container Demand in H2 Expected to Sustain H1's Strong Momentum
  36. BASiC Semiconductor Passes HKEX Hearing, Poised to Become Hong Kong's First SiC Stock
  37. WeChat Rolls Out Biggest Update Ever as Alipay Simultaneously Unveils Major Redesign
  38. UK June Composite PMI Falls to 49.4, Hitting 14-Month Low
  39. AI Memory & Chip Stocks Sell Off Across the Board as South Korea's Two Storage Giants Plunge Over 12% in a Single Day
  40. JPMorgan Upgrades IBM to Overweight with $291 Price Target
  41. BlackRock: Energy Bottlenecks Create Investment Opportunities Beyond Oil & Gas Producers
  42. SoftBank-Backed Carro Eyes U.S. IPO as Early as This Month, Seeking Up to $500 Million
  43. Netherlands Plans to Open €1.5 Trillion Mandatory Occupational Pension Market to EU Institutions
  44. London Stocks Fall to Over One-Week Low as Rising Rate Hike Expectations Drag Down Mining Shares
  45. JPMorgan: Section 232 Tariffs Are the Core Trading Theme for Copper in H2
  46. Tencent's WeCom Tests AI Agent "Da Yuan," Targeting Workflow Entry Point
  47. Musk Warns Trump: Taiwan Chip Concentration Risk Could Spell "Disaster"
  48. U.S. Treasury Yields Edge Lower as Rate Hike Expectations Weigh on Global Tech Stocks
  49. Masayoshi Son Dismisses Musk's Space Data Center Vision, Says AI Race Hinges on Ground-Based Computing Power
  50. China's Supercomputer LineShine Reclaims TOP500 Crown, but Ranks Only Fourth in AI Computing Power
  51. Iran Establishes Dedicated Insurance Firm, Effectively Imposing Tolls on Strait of Hormuz
  52. Portuguese Drone Unicorn Tekever Plans to Build Factory in Japan and Export to Asia
  53. Qianfan Constellation Parent Company Seeks Up to 7.4 Billion Yuan in Financing to Scale LEO Satellite Deployment
  54. Hong Kong May CPI Rises 2.0% YoY, Driven by Accelerating Transport and Medical Costs
  55. Institution: Global Memory Market Faces Sharp Price Correction Risk in H2 2027
  56. Star Analyst Recommends Trimming Cloud Giants, Pivoting to Semiconductors, Warns AI Rally Will Hit "Speed Bumps"
  57. South Korea's National Assembly Discusses Unrealized Gains Tax, KOSPI Plunges 10% in Single Day Triggering Circuit Breaker
  58. German Pension Commission Proposes Mandatory Capitalized Fund and Gradual Retirement Age Increase to 70
  59. BHP Iron Ore Port Strike Suspended, Significant Gaps Remain Between Labor and Management
  60. UK June Services PMI Falls to 48.7, Contracting at Fastest Pace Since January 2023
  61. Gulf Stock Markets Fall Broadly as Oil Prices Drop and Fed Rate Hike Expectations Rise
  62. ECB Chief Economist Lane: Eurozone Inflation May Remain Above 2% Target Until First Half of 2027
  63. India's Nifty IT Index Down 28% YTD, Worst in 16 Years; Largest Fund Buys the Dip
  64. Google DeepMind Loses Two Top Researchers in One Week
  65. Syrius Robotics Drops Over 11% in Grey Market Trading, Losing HK$580 Per Lot
  66. Gundlach and Zulauf Warn: AI Bubble Burst Could Trigger U.S. Stock Market Peak in Q3
  67. MiCo Pharma-B Surges Over 60% in Grey Market Trading, Earning HK$2,200 Per Lot
  68. Fed September Rate Hike Expectations Rise to 90%, Dollar Index Hits One-Year High
  69. BNP Paribas Sets $275 Price Target for Credo Technology, Total Addressable Market Expands to $10 Billion
  70. Japan's Mitsubishi Chemical to Raise Helium Prices Over 30% from July as Middle East Supply Crisis Drives Up Costs
  71. Surging AI Data Center Optical Interconnect Demand Meets 6-Inch InP Wafer Supply Bottleneck, Constraining Industry Upgrade
  72. Six Government Departments Jointly Issue Guidelines to Promote Large-Scale Application of AI Technology in Advertising
  73. Eurozone June Composite PMI Rises to 49.5, Beating Expectations; Manufacturing Edges Lower
  74. Korean Media: Korean Lawmakers Discuss Taxing Unrealized Gains on Stocks and Real Estate
  75. ByteDance: Will Narrow Business Scope to Focus Fully on AI; No Plans to Spin Off Volcano Engine for Independent IPO
  76. Germany's June Composite PMI Falls to 48.0, an 18-Month Low, as Services Sector Hits 43-Month Low
  77. Renowned Analyst: AI-Driven Semiconductors Entering First True Demand Supercycle
  78. France June Composite PMI Rises to 47.6, Beating Expectations but Still in Contraction Territory
  79. JPMorgan Private Bank: S&P 500 Year-End Base Target at 7,800, Bull Case Could Reach 8,900
  80. STMicroelectronics Raises MCU Prices for the Second Time This Year, Effective June 28
  81. Alibaba's T-Head Increases Registered Capital to 1 Billion Yuan, Betting on Full-Stack AI Chip Strategy
  82. Quantitative Enhanced Index Products See Widening Negative Excess Returns as Extreme AI Sector Rally Erodes Alpha
  83. Sony and Nomura Lead Japanese Corporate Rush to Overseas Bond Markets, Returning to USD Debt After Nearly 30 Years
  84. Keytop IPO Sees 972x Margin Oversubscription, Set to List on June 26
  85. Zhongke Wenge's margin subscriptions oversubscribed by 3,934 times, listing on June 26
  86. CICC Liu Gang: Maintains Hang Seng Index Center at 26,000; Tech Index Offers Odds Value but Upside Constrained by Fundamentals
  87. Doubao Large Model 2.1 Released, Daily Average Token Calls Surpass 180 Trillion
  88. Google Cloud and Nokia Expand Partnership, Embedding Six AI Agents into Network Operations
  89. Israeli Stocks Plunge Over 12% This Month as Peace Talks Trigger War Premium Unwind
  90. NatPower Signs Initial 25GWh Energy Storage Deal with Tesla, Total Scale Reaching $5 Billion
  91. Deutsche Bank Cuts Gold Price Forecast by Over 20% as Gold Faces Interest Rate Pressure
  92. Europe's May New Car Sales Rise 3.6%, EVs Reach 34% Market Share
  93. Momenta to Launch Hong Kong IPO as Early as Next Week, Aiming to Raise About $900 Million
  94. The AI Memory Super Cycle Is Reshaping South Korea's Macroeconomic Structure
  95. Tesla Optimus 3 Mass Production Accelerates as Taiwanese Suppliers Begin Stocking Components
  96. Tech Sell-Off Hits Asian Markets as South Korea's KOSPI Triggers Circuit Breaker, Closes Down 10%
  97. Nissan Shelves Electric Qashqai Development, Launch Delayed to Early 2030s at Earliest
  98. 48 Chinese Developers File Antitrust Complaint Against Apple's App Store Commission with Market Regulator
  99. IBM Partners with OpenAI to Launch Enterprise-Grade AI Cybersecurity Tools
  100. Morgan Stanley: Sodium-Ion Battery Market Could Reach 2.4TWh by 2035, Spurring $800 Billion in Capex