Topic Archive — Page 25 of 154

Every market topic nashnova has published, newest first (15393 total).

  1. U.S. Sharply Cuts Fuel Economy Standards, Fully Reversing Biden's EV Policies
  2. Bernstein: Comprehensive Mapping of China's NPO and AI SuperPod Supply Chain
  3. Volkswagen Sells 5.3% Stake in Gotion High-Tech While Deepening European Battery Cooperation
  4. BofA Initiates IonQ at Buy with $60 Price Target
  5. Shein's First Earnings Report Post-IPO: Q2 Net Profit of $2.4B Marks Turnaround, but Stock Already Down 28%
  6. Apollo Chief Economist Warns: AI Agents Could Trigger a Slow Exodus of Bank Deposits
  7. U.S. Senate Report: Tether Stablecoin Identified as Key Tool for Iran to Evade Sanctions
  8. Roche Terminates Development of Obesity Drug Candidate Emugrobart
  9. Meta Launches Enterprise AI Division, Betting on Monetizing Massive Infrastructure Spending
  10. Morgan Stanley Bearish on GBP to 1.30 as Short Positions Surge Ahead of Budget
  11. SpaceX Starship Conducts First Orbital Flight Test, Carrying 26 V3 Starlink Satellites
  12. Nu Holdings Reportedly Eyes £8-10 Billion Acquisition of UK Digital Bank Monzo
  13. Jefferies: Weak Hong Kong Secondary Market Prices Signal Softening iPhone 18 Pro Demand
  14. State Council Deploys Counter-Cyclical Measures, Accelerating Bond Issuance and Expanding Re-Lending Programs
  15. Citi Recommends Buying China 30-Year Government Bonds, Targeting 1.80% Yield
  16. UK Launches New First-Time Buyer Scheme, Housebuilder Stocks Surge Over 10%
  17. U.S. 10-Year Treasury Yield Rises to 5.23%, Hitting Highest Level Since 2007
  18. Citi Partners with Coinbase to Expand Stablecoin Payment Services
  19. Citi Plans Banamex IPO to Raise Over $3 Billion, Targeting January Listing
  20. RBC Strategist: S&P 500 May Face 5% to 10% Pullback
  21. Snowflake Plans $3.5 Billion Private Offering of Zero-Coupon Convertible Notes
  22. Nvidia Adds $150 Billion Buyback Authorization, the Largest in U.S. History
  23. Gold Technicals Deteriorate as Record Speculative Longs Face Liquidation Pressure
  24. U.S. Trucking Freight Rates Continue to Climb, Transportation Costs Ripple Through the Economy
  25. Innovent Biologics' Pirtobrutinib Approved for Full-Line CLL/SLL Treatment
  26. Baird Raises Micron Price Target to $152, Bullish on Agentic AI Demand
  27. Northbound Capital Net Sold HK$6.554 Billion, Tracker Fund of Hong Kong Dumped Over HK$2.1 Billion
  28. Apple and Amazon UK Antitrust Class Actions Partially Allowed to Proceed
  29. Rise of Small Models Threatens Cloud Computing Demand, Putting Nearly $1 Trillion in Data Center Spending at Risk of Misallocation
  30. Trump Policies Backfire: U.S. Interest Rates and Inflation Both Under Pressure
  31. Goldman Sachs Models Five Transmission Effects of a U.S. Diesel Export Ban
  32. Goldman Sachs: Limited Outcomes from U.S.-China Summit, Deep Divisions Remain Unresolved
  33. Oil Prices Break $100, TotalEnergies Raises Buyback Target and Pledges Over 5% Annual Dividend Growth
  34. Bitcoin Futures Open Interest Drops to Year-Low as Shorts Pay to Maintain Bearish Positions
  35. Mining Stocks Broadly Decline as Gold, Silver, and Copper Prices Pull Back in Tandem
  36. Macro Risks Weigh on ETF Demand as Bitcoin Pulls Back Below $83,000
  37. JPMorgan: AI Trade Poised for Recovery After Pullback, Bullish on Semiconductors
  38. Expectations Rise for RBI Rate Hike in October as Over 60% of Economists Forecast a 25 Basis Point Increase
  39. Hedge Funds Rebuild Dollar Longs as Energy Positions Sharply Cut
  40. China Extends Exit Bans on Top AI Talent to Their Immediate Family Members
  41. U.S. Stock Index Highs Mask Internal Bear Market as Hedge Fund Nasdaq Shorts Hit Decade Record
  42. Atsushi Mimura Warns Markets to Heed Yen Signals as 160 Level Becomes Intervention Trigger Line
  43. NVIDIA Launches AI Agent Safety Platform to Prevent Loss of Control
  44. UBS Raises TSMC's 2027 Capex Forecast to $90B as NVIDIA Revenue Share Surpasses Apple for the First Time
  45. Merck's Keytruda Subcutaneous Injection Approved for Launch in China
  46. Hong Kong Stocks Sept 28 Close: Hang Seng Up 0.54%, AI Hardware and Gold Stocks Plunge
  47. Morgan Stanley: US AI Power Gap to Reach 57 GW by 2026, Speed-to-Power Becomes New Value Frontier
  48. Brent Crude Breaks $100, Trump Considers Banning Diesel Exports
  49. Hormuz Supply Disruption Tightens LNG Market as Europe Ramps Up Imports to Compete for Asian Cargoes
  50. Duan Yongping Adds 30,000 More Shares of Kweichow Moutai, Spending Over 36.9 Million Yuan
  51. PIMCO: Market Expectations for RBA Rate Hikes Are Overdone; Australian Bonds in the 5-to-10-Year Segment Offer Allocation Value
  52. Bond Yields Approach Two-Decade Highs, Putting Pressure on European Stock Rally
  53. Anonymous Model 'Space Bunny' Tops OpenRouter API Call Rankings; Community Evidence Points to MiniMax's New Product
  54. China Consumer Stocks Slide to Near Decade-Low Amid AI Capital Crowding-Out Effect
  55. Middle East Tensions Escalate, Emerging Market Stocks Fall as Oil Prices Surge to $106
  56. TSMC Affiliate's Singapore Wafer Fab Phase 1 Sold Out, Phase 2 Expansion Already in Planning
  57. TSMC 2nm Monthly Capacity to Hit 120K Wafers by Year-End, Far Ahead of Market Expectations
  58. GM Warns of Intensifying U.S. Market Competition as Global Automakers Flock to Seek 'Safe Haven'
  59. Trump Doesn't Rule Out Striking Iran Again; Bitcoin Falls 1.3%, Nasdaq Futures Drop 0.7%
  60. ASML CEO: EUV Lithography Machines Are One-of-a-Kind Globally, Monopoly Stems from Extreme Complexity
  61. Global Funds End Four-Year China Underweight, Shift to Benchmark Neutral
  62. U.S.-China $30 Billion Reciprocal Tariff Reduction Product List Officially Released
  63. U.S.-Iran Tensions Push Oil Prices Higher, Dollar Rises to Two-Month High
  64. ChiNext Index Drops Over 2%
  65. China's August Industrial Profits Rise 4.2% YoY, Sharply Down from Previous Reading
  66. Bloomberg Intelligence: China Tech Stocks Trade at Over 50% Valuation Discount, Need AI Catalysts for a Boost
  67. South Korea's HBM-Related Exports Hit $60.7B in First Seven Months; Taiwan and Malaysia Lead in Unit Price
  68. Apple iPhone Duo Stays in China for Production as India's Supply Chain Lacks Depth
  69. Meta Muse Hit by Zero-Day Exploit as Human-in-the-Loop Testing Sparks Privacy Controversy
  70. BOJ July Minutes: Multiple Board Members Call for Faster Rate Hikes
  71. Institutional Options Flow into U.S. Stocks Hits 3x Average During Treasury Yield Surge
  72. Nidec Plunges 17% in a Single Day Amid Reports of Over ¥1 Trillion Impairment Charge
  73. NIO Energy Brings in Geely Holdings as Strategic Investor at ~16 Billion Yuan Valuation
  74. Trump Reportedly Proposed Selling U.S. Weapons to Xi Jinping
  75. U.S. Treasury Yield Curve Flattening as Recession Warning Signals Intensify
  76. U.S. Pours Billions Into Critical Minerals, Taking Aim at China's Supply Chain Dominance
  77. S&P 500 Near Record Highs, Yet Three-Quarters of Its Constituents Trade Below Their 50-Day Moving Average
  78. Morgan Stanley: Earnings Expectations Rising Faster Than Interest Rates
  79. Bessent Urges Fed to Keep an Open Mind on Rates, Citing AI Productivity and Deregulation Logic
  80. Multiple Foreign Banks Reportedly Express Acquisition Interest in UBS
  81. Trump Hosts Private Dinner with Anthropic CEO, Signaling AI Regulatory Thaw
  82. China Plans to Approve ByteDance and Alibaba's Purchase of Nvidia RTX Pro 5500 Chips
  83. AI Demand Fills Optical Communication Orders, but InP Substrate Bottleneck Constrains Near-Term Delivery
  84. Goldman Sachs: Investor Positioning Remains Light, S&P 500 Still Has Upside
  85. AI Sentiment Swings from Panic to Greed in Two Weeks as Nasdaq 100 Hits Highest Since June
  86. CITIC Securities: Politicization of Data Centers May Become the Biggest Short-Term Obstacle to the AI Narrative
  87. Analyst: AI Storage Bills May Account for 60% of Cloud Capex Next Year; Ten-Year Demand Visibility Is a Lie
  88. U.S. Treasury Yields Rise to 5.17%, Intensifying Financing Cost Pressures for AI Infrastructure
  89. Samsung Electronics and SK Hynix Q3 Earnings Approaching: AI Memory Super Cycle Resilience Under Scrutiny
  90. OpenAI to Launch 'o' Always-On AI Assistant, Code Already Leaked
  91. OpenAI Pauses Training of Most Powerful Model as Jensen Huang Pushes Back Against AI Slowdown Narrative
  92. Trump Signs New Fuel Economy Standards, Ending Biden's EV Mandate
  93. Ellison Pledges Oracle Shares for $9B Acquisition Financing; Oracle CDS Hits Record High
  94. Boeing 737 MAX Navigation Software Found Defective, Permanent Fix Not Expected Until 2028
  95. Trump Rejects Iran's Seven-Day Ceasefire Proposal as Strait of Hormuz Standoff Continues
  96. Jury Rules Apple Infringed Haptic Patents, Awarding $5.7 Billion in Damages
  97. Morgan Stanley: Tech Hardware Investment Theme Shifts Toward Structural Upgrades and AI Infrastructure
  98. UBS Maintains Neutral Rating on Tesla with $385 Price Target
  99. Nasdaq Hits All-Time High as Wall Street ETF Flows Cement 80/20 Equity-Bond Skew
  100. Bernstein Raises Montage Technology Price Target, Betting on AI Memory Interface Chip Expansion