Topic Archive — Page 23 of 154

Every market topic nashnova has published, newest first (15349 total).

  1. Chicago Fed's Goolsbee: AI Hype Overheating May Push Inflation Higher
  2. St. Louis Fed President Musalem: Recommends FOMC Publicly Adopt 18-Month Dual Mandate Achievement Framework
  3. OpenAI Considers Raising $30 Billion at $1.4 Trillion Valuation
  4. OpenAI Launches AI Agent Tool Dots
  5. JPMorgan Trading Desk Turns Tactically Bullish
  6. France's 2027 Government Bond Issuance Plan Hits Record €340 Billion
  7. Microsoft Joins Apache Ossie, Opening Up AI Data Access Restrictions
  8. Wells Fargo Investment Institute Downgrades Tech Stocks for the Second Time This Month
  9. Fed Governor Cook: AI Intensifies Inflation in Short Term, Delays Return to 2% Target
  10. Yardeni: Yen Carry Trade Unwinding Triggers Global Bond Market Selloff
  11. U.S. Hedge Funds Unwind Basis Trades and Rotate Into Short-Term Treasuries Ahead of High Volatility
  12. BoE's Taylor: Case for Rate Hike Not Yet Sufficient
  13. Morgan Stanley: Cybersecurity Valuations Stretched, Capital Rotating to Okta, Fortinet and Others
  14. Apple's New CEO Ternus Drives Company to Move Faster and Leaner
  15. Amazon Takes Stake in Taiwanese AI Server PCB Supplier Gold Circuit Electronics
  16. China's Commerce Ministry Warns EU's "Section 301" Tool Will Backfire
  17. FICO Stock Plunges 22% in Single Day, Worst Drop Since 2004
  18. Netlist Seeks Import Ban on Micron Chips, Affecting Google and Nvidia AI Products
  19. Bain: AI Compute Demand Must Reach $6 Trillion to Justify Data Center Investment
  20. San Francisco Fed: Stablecoin Demand for U.S. Treasuries Could Reach $400 Billion by 2030
  21. Bernstein: Meta Muse Disrupts Financial Industry; Visa and Mastercard Could Emerge as Winners
  22. OpenAI's Annual Recurring Revenue Approaches $70 Billion
  23. U.S. Municipal Bonds Drop 4.7% in September, Worst Monthly Loss in Nearly 40 Years
  24. U.S. September Consumer Confidence Index Unexpectedly Drops to 81.9, Sharply Below Expectations
  25. U.S. August JOLTS Job Openings Fall to 7.079 Million, Below Expectations
  26. Carnival Cruise Q3 Earnings Beat Expectations, 2027 Bookings Hit Record, Cruise Sector Rallies in Tandem
  27. AT&T Signs Over $3 Billion Fiber Supply Agreement with Corning
  28. Dollar Index Breaks Below 100-Week MA, Two Bearish Candles Emerge — 100.7 Becomes Key Validation Level
  29. Falling Oil & Gas Prices Ease Inflation Pressure, UK Gilts Lead European Bond Rally
  30. U.S. July Home Price Indices Both Beat Expectations as Mortgage Rates Rise to 7%, Intensifying Homebuyer Pressure
  31. Morgan Stanley Analyst Road-Tests Tesla FSD: Autonomous Driving Challenge Nearing Resolution
  32. Oura Shelves $2.2 Billion IPO Despite Nearly 4x Oversubscription Amid Market Uncertainty
  33. Apollo and Oaktree Sue Drahi, Alleging Asset Stripping in U.S. Telecom Restructuring
  34. US-Iran War Costs EU an Extra €100 Billion in Fuel Bills
  35. TD Cowen Initiates SpaceX at Buy with $200 Price Target
  36. Novo Nordisk Real-World Data: Ozempic 2mg Shows Lower Cardiovascular Risk Than Eli Lilly's Mounjaro
  37. Eli Lilly's Oral Weight-Loss Drug Foundayo Shows Superior Data Over Novo Nordisk's Ozempic Tablet in Indirect Comparison
  38. First-Home Mortgage Subsidy Policy Takes Effect: Fiscal Intervention Amid Three Years of Housing Market Decline
  39. China's Outstanding External Debt Reached $2.4982 Trillion at End of June; Current Account Surplus Hit $378 Billion in H1
  40. Nvidia's $150 Billion Buyback: Market Cap Rises in Tandem, but Real Value Remains Questionable
  41. Ethereum Glamsterdam Upgrade Scheduled for Sepolia Testnet on October 6
  42. GAC to Acquire 50% Stake in FAW Toyota via Share Swap: Central-Local SOE Auto Restructuring Materializes
  43. Germany's Industrial Competitiveness Index Falls to Historic Low
  44. Bitget Sees $463M Net Outflow in Single Day After $388M Hack
  45. AI Investment Boom Pushes U.S. Treasury Yields Higher, Fed Faces Pressure for Multiple Rate Hikes
  46. CXMT Plans to Invest 34 Billion Yuan to Expand R&D and Testing Capacity
  47. Southbound Funds Net Bought Over HK$800M in AIA, Sold Over HK$500M in Alibaba
  48. China's Central Bank Cuts PSL Rate by 0.25 Percentage Points to 1.5%
  49. Musk: Cybercab Commercial Operations in California Delayed to 2027
  50. Bitcoin Gains 7% in September, Breaking a Decade-Long Pattern of 'Positive August Followed by Negative September'
  51. Citi: China Battery Chain September Output Below Expectations, October Production Schedule Up 7% MoM
  52. TSMC Reportedly Considering Second U.S. Chip Hub in Dallas, Texas
  53. Bond Veteran Bianco Turns Bullish for First Time in Six Years as 5.2% Yield Offers Sufficient Cushion
  54. Citi: NVIDIA's Revenue per GW to Rise from $18B to $40B
  55. Airbus A350F Freighter Completes Maiden Flight, Challenging Boeing 777F's Market Dominance
  56. EUR/USD Approaches Year-to-Date Low Under Dual Pressure from Energy Shock and Political Risks
  57. HKMA Raises 2026 GDP Growth Forecast to 3.5%-4.5%
  58. Analysts Predict U.S. 10-Year Treasury Yield Could Rise to 6%
  59. UBS: S&P 500 Valuations Have Priced In Most of the Rate Hike Impact, Further Upside More Likely
  60. State Council Signals Property Stabilization; Three Innovative Drug BD Deals Closed in a Single Day
  61. U.S. Warns of Houthi-Al-Shabaab Nexus Threatening Red Sea Shipping
  62. South Korea's Lee Jae-myung Urges Acceleration of $589 Billion AI Industry Cluster Plan
  63. IEA: Member Countries Will Discuss Releasing Strategic Petroleum Reserves as Needed
  64. Citi: Middle East and Russian Diesel Exports Both Contracting, Global Shortfall May Reach 1 Million Barrels/Day
  65. US-Iran Ceasefire Deadlock Persists, Oil Prices Rally as Brent Hits $106
  66. Spain's September HICP Inflation Rises to 5%, Beating Expectations
  67. LNG Canada Phase 2 Approved, Doubling Canada's Export Capacity to 28 Million Tonnes
  68. UBS Raises Full-Year Hong Kong IPO Fundraising Forecast to HK$450 Billion
  69. OpenAI Releases Frontier AI Training Safety Guidelines, Executives Hold Veto Power
  70. Dongshan Precision Plans Hong Kong IPO, Targeting Up to $3 Billion in Funding
  71. OpenAI Apologizes for Australian Government Data Breach Incident
  72. Google Appeals EU Order to Open Up Android
  73. RBA Raises Rates for Fourth Time This Year to 4.6%, Hitting 15-Year High with Unanimous Vote Reinforcing Hawkish Signal
  74. Samsung Electro-Mechanics Invests $5 Billion to Expand ABF Substrate Production, NVIDIA Secures Dedicated Capacity with Prepayment
  75. Hengrui Medicine Licenses HRS-1596 to Novo Nordisk in Deal Worth Up to $2.6 Billion
  76. Citi Asia Roadshow: AI Chain Divergence Intensifies, Optical Module Valuations Fully Priced While PCB Leaders Have the Edge
  77. Toyota Global Sales Decline for Seventh Consecutive Month, China Market Plunges 23%
  78. Nvidia in Talks on Insurance Mechanism to Spread Default Risk in AI Chip Financing
  79. UniCredit Plans to Seize Control of Commerzbank Within Months and Overhaul Its Board
  80. Six Countries Issue Ultimatum to EU Budget: Cut Hundreds of Billions or Face Veto
  81. U.S. Tennessee SMR Nuclear Project Receives Construction Permit
  82. Oil Price and U.S. Treasury Yield Correlation Hits Strongest Level Since 1990
  83. HK Stocks Midday: Akeso Surges Over 14% to Lead Gains, HSI Falls 0.63%
  84. SK Hynix HBM5 Completes TSMC Packaging Validation; HBM4 Enters NVIDIA's Vera Rubin Platform
  85. Japan 40-Year Bond Auction Sees Strongest Demand Since 2020
  86. Coinbase Receives CFTC Approval to Establish Derivatives Clearing House
  87. Chilean Copper Mine Workers Vote to Strike as Copper Prices Approach Record Highs
  88. Indian Rupee Breaks Below 96 to Hit Two-Month Low Under Dual Pressure from Oil Prices and U.S. Treasury Yields
  89. Six Tech CEOs Gather at White House as Trump's AI Regulatory Roadmap Faces Multi-Party Power Struggle
  90. Bessent Taps Jefferies Strategist Zervos as U.S. Treasury Advisor
  91. Citi: September Core CPI Will Determine Fed's October Rate Hike Decision
  92. IDC: Surge in AI Agents to Drive Global Computing Power Gap to $380.9 Billion
  93. AI Server MLCC Prices Surge Up to 5x, Chinese Suppliers Seize Opportunity in General-Purpose Market
  94. Apple's Foldable iPhone Duo Faces Only 60% Yield Rate, Posing Mass Production Ramp-Up Challenges
  95. Rising Storage Costs Put Korean Component Makers Under Dual Price-Cut Pressure
  96. South Korea's September Exports Expected to Grow for 16th Consecutive Month, Supported by AI Chip Demand
  97. Samsung: HBM Expected to Account for Nearly 30% of Industry DRAM Capacity Next Year
  98. CICC: AI Overcrowded in Q4, Consumer Odds Hard to Materialize — How to Allocate?
  99. Hutchmed's Savolitinib Combined with Tagrisso: NDA Submitted to U.S. FDA
  100. Global EV Sales Expected to Rise 6.5% in 2026; China's Exports Projected at 5.1 Million Units