Topic Archive — Page 23 of 112

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

  1. Nan Ya Confirms Electronic Materials Cumulative Price Hikes Have More Than Doubled This Year, with Fiberglass Cloth Shortage Being the Most Severe
  2. JPMorgan Upgrades Sandisk to "Overweight" with $2,250 Price Target
  3. Duan Yongping's $100M Bold Bet: Going All-In on Moutai in a 10-Year Challenge Against China's Funds
  4. Bridgewater: AI Capital Needs Could Reach $1 Trillion Next Year; OpenAI May Need New Funding Round by Early 2027
  5. MSCI Proposes to Remove Strategy and Metaplanet from Indices Under "Non-Operating Company" Criteria
  6. Unitree Robotics on the Eve of Its Shanghai Listing: IPO Oversubscribed Over 8,000 Times, Grey Market Implies Nearly Fourfold Gain
  7. Zhipu GLM-5.3 Coding Capability Surpasses Claude Opus 4.8 but Still Trails Fable 5
  8. COMEX-LME Copper Price Spread Becomes Real-Time Signal for Trump Tariff Risk
  9. Samsung Plans to Relocate Legacy Memory Backend Operations to Vietnam to Free Up HBM Capacity
  10. Alibaba's Gaming Subsidiary Lingxi Interactive Reportedly to Be Sold to Trustar for Over $1.5 Billion
  11. Hedge Fund Treasury Holdings Double, Systemic Risk in Government Bond Market Rises
  12. NVIDIA Feynman Advances TSMC A16 Process and CPO Mass Production
  13. OpenAI Annualized Revenue Surpasses $40 Billion as IPO Preparations Accelerate
  14. Lam Research Invests Over $3 Billion in Five Years to Expand R&D Network, Boosting Lab Capacity by More Than 50%
  15. OpenAI and Anthropic Cut Prices to Counter Chinese AI, Price War Slashes User Costs by Nearly a Quarter
  16. Goldman Sachs: Move Down the Credit Rating Spectrum — BBB Over AA, B Over BB
  17. UBS: U.S. Industrial Recovery Spreading from AI to Broader Sectors
  18. DeepSeek Launches V4 Pro and Sharply Raises API Prices
  19. Quanta Q2 Revenue Surpasses NT$1 Trillion, AI Servers Account for 75%-80% of Server Revenue
  20. Phison Electronics Posts Record Q2 Net Profit as AI Storage Demand Drives Revenue Surge
  21. China's Auto Exports Surge as Specialized Shipping Capacity Runs Short
  22. White House Report Says China's Transshipment Schemes Cost U.S. Over $19 Billion Annually
  23. China's Tech Boom Masks Economic Slowdown as July Data Signals Continued Pressure
  24. Alibaba Cloud's Zhenwu M890 Super Node Officially Commercialized, Supporting 20-Trillion-Parameter Large Models
  25. S&P: Hong Kong Life Insurance Premiums to Grow 8-10% Annually Over Next Two Years
  26. PBOC Conducts Overnight Reverse Repo Mid-Month for the First Time, Injecting Net 348 Billion Yuan
  27. Carry Traders Rebuild Yen Short Positions After Intervention
  28. AI Frenzy Pushes Chinese Tech Stock Valuations Far Beyond U.S. Peers
  29. Chey Tae-won: HBM Capacity Gap May Persist, Memory Shortage Most Severe Next Year
  30. Bloomberg Intelligence: CXMT's Inclusion in CSI 300 Unlikely Before Late 2027
  31. OpenAI Releases GPT-5.6 Builder Guide: Smallest Model Costs Drop 25x
  32. CICC: Warsh Reform to Drive Fed Monetary-Fiscal Coordinated Balance Sheet Expansion
  33. China Healthcare Stocks Beat Earnings Expectations, Leading MSCI China in Valuation Recovery
  34. Fed Pauses Short-Term Treasury Purchases in Aug-Sep, Signaling Ample Reserves
  35. Iran War Drives Oil Prices Higher, China's Electric Heavy Truck Exports Double
  36. Yen Outlook Remains Uncertain as Japanese Corporate Earnings Beats Struggle to Translate into Stock Gains
  37. Chicago Fed President Goolsbee: Latest Inflation Data Shows Improvement
  38. Chinese Banks Pilot Repo Rate-Linked Corporate Loan Pricing
  39. Regulatory Filing Reveals Musk Holds 48.4% Stake in SpaceX
  40. U.S. Imposes 100% Tariffs on Certain Drones, DJI Potentially Hit Hard
  41. Reddit Added to S&P 500, Stock Surges 11% After Hours
  42. Ford Pulls Lincoln Production Out of China, GM Halts Chevrolet Sales — U.S. Automakers Accelerate Their Retreat
  43. Iran Attacks ADNOC Vessel Again as Strait of Hormuz Suffers Two Strikes in One Week
  44. U.S. Supreme Court Rejects Apple's Stay Request, App Store Commission Lawsuit Proceedings Move Forward
  45. Fitch Affirms U.S. Sovereign Rating at AA+ with Stable Outlook
  46. S&P 500 Net Profit Margin Hits All-Time High, Tech Stocks the Biggest Contributors
  47. Berkshire Deploys Over $23 Billion in Q2 New Positions; Google Parent Alphabet Holding Could Reach $10 Billion Level
  48. Applied Materials Q4 Revenue Guidance of ~$10.25B Beats Wall Street Expectations
  49. U.S. Court of International Trade Upholds Elimination of De Minimis Tariff Exemption
  50. U.S. Earnings Season Optimism Spreads to Healthcare, Industrials, and Real Estate Sectors
  51. Silver Lake in Talks to Acquire Workday, Potentially One of the Largest Software Take-Private Deals in History
  52. Cerebras Powers Ultra-Fast Inference for OpenAI GPT-5.6 Sol
  53. Tether Completes First Comprehensive KPMG Audit, USDT Reserves Exceed Liabilities by $6.8 Billion
  54. Both Sides in U.S.-Canada Trade Talks Aim for Deal Before August 19
  55. SEC Proposes "Innovation Exemption" to Pave the Way for Stock Tokenization
  56. U.S. 30-Year Treasury Auction Yield Hits Highest Since 2001
  57. Google Releases Gemini 3.7 Flash, Flagship Pro Version Still Has No Timeline
  58. USMCA Renegotiation Could Add Over $2 Billion in Annual Costs to Each Detroit Automaker
  59. OpenAI Replaces Chief Revenue Officer for Second Time in Under a Year
  60. SanDisk Shares Surge Over 10% After Investor Day Unveils Long-Term Financial Model
  61. Tencent to Acquire Manus Stake to Become Largest Shareholder, Taking Over Meta's Interest
  62. Microsoft Consolidates Copilot Apps and Discontinues Several Failed AI Features
  63. AMD Plans Bond Offering of Up to $5 Billion, Its Largest-Ever Investment-Grade Debt Issuance
  64. HPE's $14 Billion Acquisition of Juniper Receives Court Approval
  65. Anthropic Eyes IPO at $2 Trillion Valuation: Rapid Revenue Growth Supports Pricing but Risks Accumulate
  66. S&P 500 Breaks Above 7,800 for the First Time as Cooler PPI Data Fuels New All-Time High
  67. Zhongji Innolight Invests 1.747 Billion Yuan to Acquire Stake in Thermal Material Supplier Zhongshi Technology
  68. European Blue-Chip Q2 Earnings Estimates Rise for Eight Consecutive Weeks, with Expected Growth of 23.4%
  69. Databricks Closes $5 Billion Funding Round, Valuation Rises to $190 Billion
  70. Net Long Dollar Positions Rise to Highest in Nearly a Decade
  71. CK Asset Interim Profit Up 38%, Property Margin Drops to 3.5%
  72. Tech Giants' Bond Issuance Spree Spills Over: CDS Spreads on Premium Names Like LVMH Surge Over 10%
  73. Fed's Barkin: Whether Rate Hikes Are Needed Remains an Open Question
  74. U.S. Initial Jobless Claims Rise to 209K in Early August, Above Expectations
  75. Institutional Entry Fails to Lift All Boats as Crypto Liquidity Concentrates in Top Assets
  76. Banks' Tier 2 and Perpetual Bond Issuance Exceeds 1.3 Trillion Yuan This Year: Major Banks Account for 60%, Smaller Banks Struggle to Follow
  77. U.S. July PPI Up 4.7% YoY, Below Expected 4.9%
  78. Alibaba Qwen3.8 Open-Sources Flagship Model with 2.4T Parameters
  79. Philadelphia Semiconductor Index Nears Bull Market as Analysts Question Quality of Order Backlogs
  80. AI M&A Wave Reshapes Forex Market Drivers
  81. Shein Loses UK Copyright Lawsuit, Ordered to Compensate Temu for Delisting Losses
  82. Bank of England Warns: U.S. Tech Earnings Shocks Could Ripple Into UK Markets
  83. Jefferies: Hormuz Shock Shows Up in Crack Spreads, Not Crude
  84. Asian Corporate ADR Fundraising Hits Six-Year High of $28 Billion; Citi Says Pipeline Remains Robust
  85. Hygon Information Posts H1 2026 Revenue of 9.099 Billion Yuan, Up 66.52% YoY
  86. Maersk Raises 2026 Guidance for Second Time This Year, EBITDA Target Range Lifted to $12.5 Billion
  87. UnitedHealth Hit with Shareholder Lawsuit: Cybersecurity and Medicare Billing Failures on Two Fronts
  88. China Export Control Expectations Drive Niche Rare Earth Prices Higher
  89. Didi Posts Q2 Net Profit of ¥866M, Swinging to Profit as China Mobility Demand Hits Record GTV
  90. IBM Partners with OpenAI to Scale Enterprise AI Deployment
  91. Quanta Raises 2026 Capex to NT$40 Billion as AI Order Visibility Extends to 2028
  92. Data Center Giant Vantage Explores IPO with Potential Valuation of $100 Billion
  93. Microsoft Has Closed Over 15 Facilities in China in the Past Five Years, Once Considered Full Withdrawal
  94. Reuters Poll: ECB Expected to Raise Rates Again to 2.50% in September
  95. Tencent Drops 4% Post-Earnings as Southbound Funds Buy HK$5.6 Billion on the Dip
  96. JD.com Q2 Net Revenue Reaches RMB 346.4 Billion, Beating Expectations
  97. Ackman Opens Six New Positions, Pivoting to High-Cash-Flow Assets Led by Visa and Mastercard
  98. U.S. Deploys AI "Border Detective" to Crack Down on Tariff Evasion, Over 40 Countries Flagged as High Risk
  99. Texas Tightens Data Center Audits, Big Tech AI Infrastructure Expansion Faces Political Resistance
  100. JD Logistics Q2 Net Profit Reaches RMB 2.4 Billion, Up 13% YoY
Topic Archive — Page 23 · nashnova