Topic Archive — Page 22 of 112

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

  1. Trump Advisor Warns Nvidia's $500B Financing Plan Faces 'Dark GPU' Oversupply Risk
  2. Goldman Sachs: Path of Least Resistance Is Up, Market Tilts Bullish in Coming Weeks
  3. CITIC Securities: AI Price-Hike Chain's Risk-Reward Ratio Drops Sharply, Investors Should Return to Reasonable Expectations
  4. Zijin Gold International Reports H1 Net Profit of US$1.451 Billion, Up 179% YoY
  5. JPMorgan Optical Communications Closed-Door Conference: Key Takeaways from LITE and AAOI Management Discussions
  6. Deutsche Bank: Central Bank Gold Buying and ETF Inflows Drive Continued "Explosive" Gold Rally
  7. Duan Yongping Cuts Nvidia Stake by Over 50% in Q2, Initiates New Position in Alibaba
  8. Nvidia Plans $3 Billion Investment in SB Energy to Expand into AI Data Center Energy Supply Chain
  9. JPMorgan: Five Converging Pressures Could Trigger a Global Food Crisis by 2027
  10. Hillhouse HHLR Increases NVIDIA Stake in Q2 as Biotech Exceeds Half of Portfolio
  11. HBM4 Race Drains South Korea's Chip Design Talent
  12. China's AI Super-Node Computing Power Accelerates Expansion, 2026 Market Size Estimated at Nearly 90 Billion Yuan
  13. Ruijie Networks H1 Net Profit Up 53%, 800G Revenue More Than Doubles Full-Year 2024
  14. Situational Awareness Fund Held Heavy Positions in SanDisk and Micron Before Blowup, 13-F Filing Reveals
  15. Iran and Oman Reach Agreement on Strait of Hormuz Shipping Plan
  16. Morgan Stanley: Nvidia's Neocloud Financing Structure Could Open Up Significant Revenue Stream
  17. CITIC Securities: Midterm Elections May Constrain Trump's "TACO" Agenda Less Than Expected
  18. Alibaba's Qwen Reaches 3 Billion Downloads, Surpassing Meta and Google
  19. China Plans to Lift Travel Ban on Manus Founder, Independent Operations Set to Resume
  20. Bernstein Raises China Semiconductor Equipment Market Forecast to $101B, Top Pick: NAURA Technology
  21. China's Tax Authority Launches Training to Clarify Offshore Trust Tax Rules for Ultra-High-Net-Worth Individuals
  22. Germany Launches Pension Reform; Private Pension Pool Could Double to €500 Billion Within a Decade
  23. U.S. Government Urges Apple to Stop Purchasing Chinese Memory Chips
  24. Joint U.S.-Japan Intervention Takes Effect as Hedge Funds Cut Yen Shorts by More Than Half
  25. Nvidia Cuts Guarantee for OpenAI's Ohio Data Center to Under $120 Billion
  26. Unitree Robotics IPO: Humanoid Robot Shipments Surge, but Industrial Deployment Remains in Early Stages
  27. Gelsinger Slams HBM as "Terrible," SK Hynix: Not the Ultimate Answer
  28. 13F Filings: Institutional Investors Turned Cautious on Big Tech in Q2
  29. U.S. Report Accuses Chinese Exporters of Evading Tariffs by Transshipping Through Over 40 Countries
  30. Appaloosa Cuts Micron, Exits SanDisk in Q2, Loads Up on Mag7
  31. Top Market Maker Jane Street Lost $15 Billion in a Single Month in July
  32. U.S. Plans to Force AI Alliance Members to Choose Sides Against China
  33. Anthropic Q2 Revenue Exceeds $11.5 Billion, Surging Over 14x Year-over-Year
  34. Nvidia and Harvard Endowment 13F Filings Reveal Heavy SpaceX Positions
  35. Intel CEO Purchases Over 100,000 Shares During Funding Period
  36. Druckenmiller Family Office Opens New Positions in Google and Riot in Q2, Fully Exits Intel and Micron
  37. Berkshire Boosts Alphabet to Third-Largest Holding, Ending 14-Quarter Net Selling Streak
  38. Trump Opens U.S. Navy Shipbuilding to Foreign Contractors; Hanwha and Fincantieri Shares Rise
  39. Natural Gas Pipeline Delay Stalls Oracle's $165 Billion Data Center Project
  40. Trump Family Crypto Project World Liberty Obtains U.S. Banking License
  41. Tiger Global Initiates New Positions in Cerebras and AMD in Q2, Trims All Top 10 Holdings
  42. SoftBank Slashes TSMC Stake by Over 70% in Q2, Cashing Out $270M as AI Holdings Shift from Hardware to Ecosystem
  43. Stripe and Advent Reportedly in Talks to Acquire PayPal; $60.50 Offer Rejected, Negotiations Continue
  44. Executives from Crypto Giants Including Coinbase and Ripple to Visit White House Next Week for Regulatory Meeting
  45. Anthropic Risk Report: AI Misalignment Risk Upgraded, Internal Model 2 Withheld from Public Release
  46. Nomura: Hidden Capital Flows Are Suppressing Tech Stocks
  47. Meta Q2 Revenue Up 28% Yet Sold Off: AI Spending Surges 55%, Causing Free Cash Flow to Plunge 90%
  48. Apple Q3 Revenue Hits Record Yet Stock Drops Over 7% — A Classic Sell-the-News Pullback
  49. Dell Earnings Validate Strong AI Hardware Demand
  50. Japan Plans Legislation to Provide State Reinsurance Backstop for Gulf Oil Tankers
  51. Key Theme of U.S. Earnings Season: Tech Giants' AI Capex Intensity and the Battle Over Returns
  52. VMware Security Vulnerabilities Actively Exploited, Broadcom Stock Drops ~5% in Single Day
  53. China's Export Controls Slash Japan's Rare Earth Imports by 80%, Pressuring EV and Chip Equipment Supply Chains
  54. HBF Capacity Far Exceeds HBM but Cannot Fully Replace It: Cost Advantages Coexist with Access Limitations
  55. Week Ahead: Fed Meeting Minutes and China Economic Data in Focus
  56. Jefferies: AI Capex Arms Race Eroding Hyperscaler Cash Flows
  57. Germany 30-Year Bund Yield Rises to 3.72%, Hitting Highest Level Since 2011
  58. Citi and JPMorgan Raise S&P 500 Targets as Bullish Sentiment Reaches Elevated Levels
  59. Apple Proposes 15% Commission on App Store External Link Purchases
  60. U.S. August Preliminary Michigan Consumer Sentiment at 51, Significantly Below Expectations
  61. Deutsche Bank: China's Actual Gold Reserves May Already Account for 25%
  62. World Gold Council: Poland's Central Bank Leads H1 Gold Purchases at 82 Tons; China Extends Buying Streak to 21 Consecutive Months
  63. Tesla to Unveil New Roadster as Early as This Month, Set to Showcase "Flying" Stunts
  64. SpaceX Completes $60 Billion Acquisition of AI Coding Tool Cursor
  65. Renaissance Technologies Opens New CrowdStrike Position in Q2, Nearly Triples Nvidia Holdings
  66. Citi: U.S. and China May Play the "Trade Card" Again Before September Summit, AI Exports Become Core Bargaining Focus
  67. Kweichow Moutai Reports H1 Net Profit of 44.5 Billion Yuan, Down 1.95% YoY
  68. Rate Hike Expectations Cool as U.S. Equity Funds See $2.58 Billion Weekly Net Inflow
  69. U.S. July Retail Sales Plunge 0.6% MoM, Sharply Missing Expectations
  70. Shengyi Technology's H1 Net Profit Surges 130% YoY to RMB 3.287 Billion
  71. U.S. National Debt Approaches $40 Trillion with Annual Interest Costs Reaching $1.5 Trillion
  72. U.S. Stocks Keep Hitting New Highs as Options Market Call Buying Surges to Near-Decade Peak
  73. Tesla Buys Out Striking Swedish Workers, Ending Labor Standoff of Over 1,000 Days
  74. Pictet Wealth Warns: Reduce Dollar and U.S. Treasury Holdings Over the Next Decade
  75. Wedbush: AI Data Center Price Hike Trend to Continue Benefiting CoreWeave and Nebius
  76. LME Spot Copper Premium Hits Highest Since 2021 as Inventories Fall for 42 Consecutive Days
  77. Unigroup Guoxin Reports 13% Revenue Growth and 15% Net Profit Growth in H1; Acquisition of Ruineng Semiconductor Enters Inquiry Stage
  78. Deutsche Bank Becomes First Non-Chinese RMB Clearing Bank in Europe
  79. SK Hynix Scouts U.S. Sites for Front-End Wafer Fab as AI Clients Push for Supply Chain Localization
  80. Bitcoin Falls Below $63,000 as Spot ETFs See First Consecutive Two-Day Net Outflows in August
  81. DeepSeek Launches Harness Developer Preview, Officially Pivoting to Agentic AI
  82. China's Banking Sector Total Assets Reach 498 Trillion Yuan in Q2, Up 6.6% YoY
  83. Boeing Bull Ratings Rise to Highest Level Since 2022
  84. Alphabet's SpaceX Stake Surges Over 100-Fold to $94 Billion
  85. UBS Increases Micron and Nasdaq Call Options in Q2 While Expanding S&P Put Option Hedges
  86. German Auto Industry Employment Falls to Lowest Level Since 2005
  87. $121 Billion in One-Time Investment Gains Inflate Big Tech Profits
  88. China's Q2 2026 Current Account Surplus Reaches $195.1 Billion
  89. ECB Blog: China's Subsidies in Strategic Sectors Boost Exports, Potentially Intensifying Trade Frictions
  90. Regulatory Scrutiny Tightens on Open-Source AI as U.S. Government Pressure Approaches Critical Threshold
  91. South Korea's Southwestern Semiconductor Cluster May Expand to Nine Fabs as SK's Multi-Trillion Won Investment Plan Awaits Official Announcement
  92. After Acquiring Groq's Technology, Nvidia Converts It Into Its Own Customer
  93. Hong Kong Raises Full-Year 2026 Real GDP Growth Forecast to 3.5%-4.5%
  94. U.S. Threatens Indefinite Blockade of Iran; Dow Futures Fall, Treasury Yields Rise Across the Board
  95. NVIDIA CPO Switch Enters Mass Production, Supply Chain Roles of Five Key Companies Revealed
  96. Morgan Stanley Loads Up on Semiconductor Chain in Q2, with Micron Leading Top 5 Additions
  97. Kioxia's Massive Buyback Drives Japan's Weekly Corporate Share Repurchases to Record High
  98. Taiwan Raises 2026 GDP Growth Forecast to 11.05%
  99. China's Aggregate Social Financing Increment Reaches 22.25 Trillion Yuan from January to July
  100. South Korea's Memory Chip Exports Surge 277% YoY in July, Setting a Record for July ICT Exports
Topic Archive — Page 22 · nashnova