Topic Archive — Page 22 of 154

Every market topic nashnova has published, newest first (15348 total).

  1. U.S. August Goods Trade Deficit Widens to $132.6 Billion, Largest Since Early 2025
  2. U.S. August PCE at 3.4% YoY, Core PCE at 3.0% YoY, Both Below Expectations
  3. U.S. Q2 Real GDP Final Reading Revised Up to 2.2%, Beating Expected Preliminary Estimate
  4. U.S. September ADP Private Payrolls Rise by 90,000, Highest in Three Months
  5. Analysts Raise 2026 Oil Price Forecasts, Brent Average Expected Near $90
  6. Bullish Options Positioning Dominates Ahead of Micron Earnings as Traders Bet on 7% Move
  7. HPE Secures $1.2 Billion AMD Server Order from Vultr
  8. Russia Issues Nuclear Threat to NATO: Will Use Full Force If Kaliningrad Is Blockaded
  9. Panama Plans to Restart Cobre Copper Mine Through National Joint Venture
  10. Jabil's Quarterly Revenue Beats Expectations by Over $800M, Full-Year Guidance Above Market Consensus
  11. Credit Cracks Widen in U.S. Junk Bond Lower Ratings as Equity Volatility Lags Behind
  12. Phison CEO: AI Demand May Drive Storage Shortage Lasting Years
  13. Volkswagen Plans to Terminate Wage Agreement as German Union Warns of Year-End Confrontation Escalation
  14. Meta Classified AI Data Centers as "Experimental" to Claim Billions in Tax Credits
  15. Nearly $1 Trillion Gap in AI Investment: Stanford Economist Warns of Bubble Risk
  16. Bank of Japan Shifts to Inflation-Fighting Mode, Rate Hike Pace May Accelerate
  17. SEC Proposes Expanding Retail Investor Access to Private Market Assets
  18. Iraq's October Crude Discount Widens to $37, Surpassing Levels Since August
  19. Japan's MOF Confirms Suspension of Intervention; Yen at 156.93
  20. William Blair Bullish on Both CoreWeave and Nebius, Projects New Cloud Market to Reach $300 Billion by 2031
  21. Apple A20 Pro Ditches PoP Packaging for WMCM Side-Mounted Memory Architecture
  22. PwC Refuses to Sign Off on Nidec's Accounts; Major Uncertainty Remains Over $6.3 Billion Impairment
  23. Takaichi Sanae to Pledge Flexible Response to Market Disruptions, Bond Issuance Scale to Track Interest Rate Trends
  24. France-Germany Bond Spread Breaks 120 Basis Points, Hitting Highest Level Since 2012
  25. Russia Extends Diesel Export Ban Through End of October
  26. Citi Downgrades Moderna to Sell, Target Price Implies 60% Downside
  27. Apple to Launch Smart Home Hub on October 13, First Major Product Test for New CEO
  28. Market Chill and AI Safety Controversy Deal Heavy Blow to Wall Street IPO Season
  29. China's Battery Five-Year Plan Pivots: Solid-State Batteries to Begin Mass Production by 2030, Quality Controls Tightened
  30. Anomaly in Brent Options Market: Put Demand Surges as Call Premium Fades
  31. ByteDance Accounts for One-Fifth of China's AI Data Center Capacity
  32. JPMorgan: Total Commodity Positioning Drops to $2 Trillion as Copper Net Longs Buck the Trend with $5 Billion Increase
  33. Accenture Stock Down 34% YTD as AI Transformation Pressure Sparks Investor Skepticism
  34. Hedge Fund's Leveraged AI Bet Nearly Implodes, Exposing Wall Street's Leverage Risks
  35. China's Generative AI Users Surpass 700 Million with Penetration Rate Exceeding 50%
  36. Southbound Net Inflow Reaches HK$6.864B; Tencent Sees Over HK$1.4B in Net Buying
  37. U.S. Treasury Yields Retreat, Global Bond Markets Briefly Stabilize
  38. Scottish Mortgage Trust Cuts China Exposure to 11% Over Six Years
  39. Trump's Third Round of Tariffs Faces New Court Challenge, Citing the Trade Act of 1974
  40. U.S. House Democrats Question Amazon and Other Tech Giants Over AI Data Center Non-Disclosure Agreements
  41. Fed Dovish Signals Lower Rate Hike Expectations, U.S. Treasury Yields Retreat Across the Board
  42. Zhoushan Port Fuel Waiting Times Extend to Two Weeks, Prices Hit Highest Since March
  43. Goldman Sachs: Cross-Asset Moves on September 30 Were the Most Unsettling Day in Recent Memory
  44. Barclays: Quant Funds Propping Up U.S. Stocks; Year-End Rally Hinges on Oil Price Decline
  45. ASML and TSMC Earnings Approaching: Can They Serve as Market Catalysts?
  46. Novo Nordisk Oral Wegovy Real-World Data: Weight Loss Continues After Switching from Injectable
  47. G7 Military Spending Could Reach $8 Trillion Over the Next Decade, Pressuring Bond Markets
  48. U.S. 100% Pharmaceutical Tariffs Take Effect, Small and Mid-Cap Biotech Companies Under Pressure
  49. Bank of England Warns of Risk of Sharper Correction in AI Valuations
  50. Goldman Sachs Strategist: Accelerating Bond Selloff to Pressure Equities
  51. PBOC Conducts 1.2 Trillion Yuan Outright Reverse Repo on October 8
  52. JPMorgan: NVIDIA VRU Rack Cooling Value Could Rise Nearly 49%
  53. Goldman Sachs: Asia CDMOs Entering Structural Growth Cycle with Peptides, ADCs, and Oligonucleotides as New Engines
  54. Germany's September Unemployment Rate Holds Steady at 6.4%
  55. Trump Denies Iran Sanctions Waiver as Qatar Mediation Pushes Oil Prices Higher
  56. Bernstein: Value in China's AIDD Space Will Flow to Data Owners and Vertically Integrated Players
  57. Foxconn Unveils Vertically Integrated Robotics Strategy Spanning Components to Mass Production
  58. Behind Brent Breaking $100: Hormuz Strait Reopens, Markets Bet on Iran Escalation
  59. Global Foundry 2.0 Revenue Hits Record in Q2, TSMC Accounts for 42%
  60. HSBC Bets on Chinese Wealth Outflows: What Are the Risks of Its Asia Strategy?
  61. HK Stock Midday Review: Hang Seng Dips Slightly, CRO and mRNA Concept Stocks Lead Gains
  62. Goldman Sachs: Agentic AI Reshapes E-Commerce Intent Entry Points — Winners Determined by Five Key Capabilities
  63. China Lithium Carbonate Futures Plunge 25% in One Month, Battery Demand Resilience Questioned
  64. Former CSRC Chairman Yi Huiman Indicted
  65. AMD CEO Lisa Su to Visit South Korea in October, Deepening HBM4 and NPU Collaboration
  66. DeepSeek Partners with Huawei to Open-Source Ascend Chip Programming Tools, Taking Aim at NVIDIA's CUDA Ecosystem
  67. South Korean Stocks Plunge 18.8% in Q3, Becoming the Worst-Performing Major Index Globally
  68. China Stocks Hit Year-to-Date Lows While Yuan Surges to Three-Year High
  69. China Hardware Tech Stocks Drop ~30% in Q3, Marking Worst Quarterly Performance
  70. Asia-Pacific Equity Fundraising Approaches 2021 Record Highs, Driven by AI Chip and Data Center Capital Raising Wave
  71. Anthropic Discloses $84.5 Billion Compute Agreement with SpaceX
  72. JPMorgan: Middle East Oil Exports Recover to 89% of Pre-War Levels, Crude Market Largely Normalized
  73. India IPO Market Raises Over $9 Billion in Q3, Setting a Historic Record for the Period
  74. Basel Committee Chair: Regulatory Fragmentation Will Amplify Cross-Border Financial Risks
  75. Tsinghua Economist Proposes China Issue 10 Trillion Yuan in Offshore Sovereign Bonds
  76. AI Computing Demand Diverges: H100 Prices Drop, B200 Rebounds, DRAM Pulls Back After Five Consecutive Gains
  77. China's Official Manufacturing PMI Rebounds to 50.1 in September; Non-Manufacturing PMI Comes in at 50.2
  78. China's 3D DRAM Moves from Lab to Fab, but Mass Production Still Faces Equipment Bottlenecks
  79. Rare Earth Supply Chain Constraints Limit the Depth of US-China Trade Truce
  80. Tesla's Optimus Robot Replicates EV Playbook, Auditing Three Component Suppliers in Zhejiang
  81. Private Equity Bets $5.3 Billion on Behind-the-Meter Power for AI Data Centers
  82. Chip Boom Drives South Korea's Tax Revenue to Record Highs
  83. Japan's Industrial Output Declines for Second Consecutive Month as Middle East Tensions Weigh on Manufacturing
  84. Three Ministries Announce Mortgage Interest Subsidy Policy: First-Home Buyers Eligible for Up to One Million Yuan in Subsidies
  85. Google Pays Around 100 Digital Publishers for AI Overviews Content Licensing
  86. Robinhood Launches AI Automated Trading Agent and Weekend Round-the-Clock Stock Trading
  87. Eli Lilly's Investigational Weight-Loss Drug Achieves 21% Weight Reduction in Diabetes Trial
  88. Boeing Wins U.S. Navy Next-Generation Stealth Fighter Contract
  89. BofA Warns: Meta's Muse Threatens Apple's Services Revenue
  90. Crowded Short Positions in U.S. Treasury Futures Raise Short Squeeze Risk
  91. U.S. Diesel Prices Hit Record Highs as Multiple States Roll Out Tax Relief Measures
  92. Bain Capital Eyes $15 Billion Acquisition of Data Center Firm Edged
  93. Altman Outlines OpenAI's Three-Step Strategy at DevDay: Models, Building, and Distribution
  94. Tesla Signs $30 Billion Credit Agreement Including $20 Billion Delayed Draw Term Loan
  95. Workday Cuts 2.5% of Workforce, Product and Technology Teams Hit Hardest
  96. OPEC+ Expected to Keep November Production Quotas Unchanged at Weekend Meeting
  97. OpenAI Sued Over Allegations of Rogue AI Attacking Hugging Face
  98. Nearly Half of $9 Trillion Data Center Plans May Never Materialize
  99. Anthropic Claims AI Discovered CRISPR-Like Enzyme System; Scientific Community Skeptical
  100. Chicago Fed's Goolsbee: AI Hype Overheating May Push Inflation Higher