Topic Archive — Page 24 of 112

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

  1. Barclays: Notable Divergence in Downside Risk Perception Between Equity and Credit Markets
  2. Amazon Internal Documents Reveal: Power Shortages Force E-Commerce Cloud Architecture Restructuring
  3. China's Domestic AI Chip Share Expected to Reach 90% by 2026, Huawei Poised to Surpass Nvidia
  4. Citi: Chinese Automakers Could Capture 15%-30% of European Market by 2035
  5. CK Hutchison 2026 Interim Net Profit Surges 30x, Interim Dividend at HK$0.7455 Per Share
  6. CXMT's Market Cap Surpasses Tencent, Becoming China's Most Valuable Company
  7. JD Health Reports H1 Net Profit of 3.4 Billion Yuan, Up 32% YoY
  8. Hua Hong Semiconductor Q2 Revenue of $718M Beats Expectations, Net Profit of $38.6M Slightly Misses Estimates
  9. SMIC Q2 Revenue Reaches $3.006 Billion, Up 36% YoY
  10. China's Tax on Offshore Insurance Triggers Market Volatility, Testing Hong Kong's Wealth Management Model
  11. China Mobile H1 2026 Operating Revenue at RMB 538B, Down 1.1% YoY
  12. South Korea's Sovereign Wealth Fund Plans to Invest in AI and Robotics Supply Chains by 2027
  13. Samsung Delays High-NA EUV to 2030, SK Hynix Expands Roadmap in Parallel
  14. Pegatron Stockpiles AI Server Components Ahead of Supply Chain Shortages
  15. ASUS Q2 Revenue Hits Record High, Server Business Expected to Grow Over 150% YoY
  16. Guotai Junan Plans to Privatize Its Hong Kong-Listed Financial Leasing Subsidiary
  17. Bank of Korea Buys Gold for First Time in 13 Years, Purchasing $250M in Gold ETFs in Q2
  18. AI Inference Demand Drives NAND Market Revenue to Record Highs
  19. AI Rally Pushes A-H Premium to Near One-Year High
  20. India's L&T Wins NVIDIA AI Factory Construction Contract Worth Up to Over 100 Billion Rupees
  21. UBS Resumes Coverage on Innolight with ¥1,500 Target Price, Views Pullbacks as Buying Opportunity
  22. Japanese Government Signals Support for BOJ Rate Hike, September or October Seen as Potential Window
  23. Lenovo Q1 Revenue Hits Record $26.9B, Adjusted Net Profit Surges 176% YoY to Break $1B for the First Time
  24. HBM4 Orders Rebound: Hanmi Semiconductor Widens Profitability Gap
  25. China Accounts for 97% of Global Humanoid Robot Shipments as U.S. Imposes Import Ban and Plans Countermeasures
  26. Nvidia Clarifies $500 Billion AI Financing Plan: Residual Value Guarantee Capped at 25%
  27. China's Sodium-Ion Batteries Granted 28-Month Consumption Tax Exemption
  28. YMTC NAND Shipments Surpass Micron and Kioxia, Rising to Global Third Place
  29. MSCI Adds 33 Chinese Stocks with Zhipu Leading, Effective August 31
  30. Oman Oil Spill Spreads Amid Shipping Lane Attacks, Oil Prices Rise Over 1%
  31. Hong Kong stocks open 0.6% lower, Tencent drops over 3%, semiconductor sector strengthens
  32. Anthropic Plans $6 Billion Acquisition of AI Chip Optimization Startup Decart
  33. Over 40 S&P 500 Companies Receive $9.6 Billion in Tariff Refunds, Apple Leads the Pack
  34. Goldman Sachs: Japan's Over $1 Trillion in FX Reserves Can Support Multiple Rounds of Yen Intervention
  35. Hassabis Pushes for Independent AI Regulatory Body Before Stepping Down as DeepMind CEO
  36. Korean Stocks Surge 22% in 10 Days, Chip Stocks Lead Rally Nearing Technical Bull Market
  37. Japan's July PPI Rises 7.2% YoY, BOJ September Rate Hike Expectations Heat Up
  38. Citi: Silver Price Target at $90/oz Over 6 to 12 Months
  39. HK-Listed Brokerages Report Across-the-Board H1 Profit Surges as Buyback and Stake-Raising Signals Intensify
  40. Apple in Talks to Pay Publishers to Power AI-Enhanced Siri
  41. U.S. and Japan Plan to Develop World's Deepest Seabed Rare Earth Mine to Challenge China's Supply Chain
  42. U.S. Treasury Permanently Stops Collecting Beneficial Ownership Data on Shell Companies
  43. AI Cloud Provider Lambda Completes $926 Million Leveraged Loan Pricing
  44. U.S. Supreme Court Stays Apple App Store Fee Rate Litigation Proceedings
  45. Institutions: Memory Cycle Peak Call May Be a Year Too Early
  46. CoreWeave Warns: Switching Away from Nvidia Chips Would Cost Significant Time and Money
  47. AI Fund "Situational Awareness" Forces Liquidation of Japan's MLCC Leader Taiyo Yuden
  48. Coherent Q4 Revenue Up 34% Beating Expectations, Data Center Revenue Up 59%, Stock Falls 5% After Hours
  49. Tech Earnings Lift U.S. Stocks; July CPI Meets Expectations, Cooling Rate Hike Bets
  50. Cerebras Raises 2026 Revenue Guidance as Hardware Revenue Drops 23%
  51. Cisco Q4 Revenue of $17.25B Beats Expectations; FY2027 Full-Year Guidance Far Exceeds Wall Street Estimates
  52. U.S. Financial Sector Surges Over 13% in Three Months, Broadly Outperforming the S&P 500
  53. Nvidia's 2020 A100 Chip Contracts Extended to 2029, Reigniting Debate Over Old GPU Lifespan
  54. Morgan Stanley: AI Computing Power Supply Constrained, Power Gap Reaches 10% to 20%
  55. Takaichi Sanae's Food Consumption Tax Cut Faces Strong Opposition Within LDP
  56. xAI Launches Grok 4.6, Ranking in Top Tier on Agentic Benchmarks at Roughly Half Competitors' Pricing
  57. U.S. CPI Meets Expectations, Gold Rises to Two-Month High
  58. Japan Margin Trading Doubles in Six Months as AI Stocks Drive Retail Leverage to Record Highs
  59. U.S. July Fiscal Deficit Hits Monthly Record of Over $432 Billion, Fiscal Year Cumulative Deficit Surpasses Last Year's Full-Year Total
  60. U.S. 10-Year Treasury Auction Yield Hits Highest Since 2007
  61. USDA Cuts U.S. Corn Yield Estimate, Futures Surge Over 4% in a Single Day
  62. Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch
  63. Strait of Hormuz Shipping Volume Drops to Three-Month Low as U.S.-Iran Deal Prospects Remain Uncertain
  64. C919 Completes First International Commercial Flight, but Lack of EU and US Certification Still Constrains Global Expansion
  65. Goldman Sachs: AI Investment Crowding-Out Effect Exists but Is Limited
  66. Tesla Plans $10.1 Billion Solar Factory in Texas
  67. Burry's Warning: US Stock Low Volatility Hits 30-Year Record, Advises Staying Away from Leverage
  68. Bank of America to Acquire Up to 49.9% Stake in Jio Credit for $1.9 Billion
  69. DeepSeek API Adds New DeepSeek-V4-Pro-0813 Model
  70. Blackstone Reportedly Abandons $3 Billion Mortgage Fund Debt Financing Plan
  71. Switzerland Launches Banking Regulatory Reform Consultation; UBS Capital Requirement Vote Postponed
  72. Global Equities Show Technical Strength as Over 80% of Country ETFs Trade Above 50-Day Moving Average
  73. U.S. Crude Inventories Surge by 17.4 Million Barrels in a Single Week, WTI Falls Below $83
  74. U.S. Allocates $50 Million to Build AI-Powered Rapid Cargo Clearance Platform in Panama
  75. JPMorgan: Fed Should Hold Rates Steady, "Teflon Inflation" Won't Last
  76. Applied Materials Q3 Earnings on Deck: Wall Street Expects 36.7% EPS Growth
  77. ECB Inclined to Approve UniCredit's Acquisition of Commerzbank
  78. Black Sea Tanker Freight Rates Hit Record Highs as Kazakhstan's CPC Crude Discount Widens
  79. Russia's July Crude Output Falls Nearly 1 Million Barrels Per Day Below OPEC+ Quota
  80. Anchorpoint Launches HKD Stablecoin HKDAP, HashKey Completes First Minting
  81. Akeso's Ivonescimab Approved for Third Indication: First-Line Treatment of Advanced Squamous Non-Small Cell Lung Cancer
  82. NVIDIA Rubin Ultra NVL576 Architecture Revealed, Supply Chain Implications Emerge
  83. Hormuz Blockade Drives EM Corporate Bonds to Outperform U.S. Peers
  84. OPEC Cuts 2025 Demand Growth Forecast Again to 580K bpd, Widening Gap with IEA
  85. Burry Slams Nvidia's $50B AI Financing: A 2008-Style Wall Street Trick
  86. UBS: Deleveraging in China's AI Tech Stocks Nearing End, Valuations Retreating to Historical Averages
  87. Chip Stocks Surge on Strong Earnings as Palantir and Other Software Names Slide Pre-Market
  88. Apple iOS 27 Beta Leak: AI Features to Be Tied to iCloud+ Subscription Plans
  89. Saudi Arabia's July Crude Output Rebounds by Over 1 Million bpd, Still Below Pre-Conflict Levels
  90. Goldman Sachs Acquires ETF Provider Neos for $2.3 Billion, Expanding ETF AUM to $130 Billion
  91. CoreWeave Surges Over 18% Pre-Market; Super Micro and Nvidia Rally in Tandem
  92. Nebius Q2 Revenue Hits $582M with 454% YoY Growth, Shares Up 13% Premarket
  93. Traders: Cloud Provider Defaults Could Mark the Starting Point of AI Bubble Burst
  94. JPMorgan: Funds Rotate Back into Gold and Copper, Metals Net Longs Rise Nearly $20 Billion
  95. HKEX Becomes the World's Largest Mining IPO Fundraising Market in 2025
  96. AI Capex Boosts Optical Stocks, Some Surge Over 70% in Nine Days
  97. AI Computing Expansion Fuels Inflation, Putting the Fed in a Policy Dilemma
  98. Citadel Securities: Leverage Reset Is Over, Re-Leveraging May Be Ahead
  99. AT&T Bets on Open-Source AI, Targeting 70%-80% Adoption
  100. Goldman Derivatives Trader: AI Trade Momentum Fading, SPX May Be Range-Bound
Topic Archive — Page 24 · nashnova