Topic Archive — Page 25 of 112

Every market topic nashnova has published, newest first (11168 total).

  1. HKEX Becomes the World's Largest Mining IPO Fundraising Market in 2025
  2. AI Capex Boosts Optical Stocks, Some Surge Over 70% in Nine Days
  3. AI Computing Expansion Fuels Inflation, Putting the Fed in a Policy Dilemma
  4. Citadel Securities: Leverage Reset Is Over, Re-Leveraging May Be Ahead
  5. AT&T Bets on Open-Source AI, Targeting 70%-80% Adoption
  6. Goldman Derivatives Trader: AI Trade Momentum Fading, SPX May Be Range-Bound
  7. Samsung Adopts Claude, Compressing Chip Verification from One Month to Two Days
  8. Asian Chip Stocks Lead Gains as EM Equity Index Rises 1.1%
  9. PBOC Releases Q2 2026 Monetary Policy Implementation Report
  10. U.S. July CPI Due Today, Stock Futures Rise as September Rate Hike Odds Stand at 50-50
  11. Meta Teen Social Media Lawsuit Goes to Trial: 29 States Seek Damages Potentially Reaching $1.4 Trillion
  12. Samsung Electro-Mechanics Fails Glass Substrate Certification, Mass Production Delayed Beyond 2028
  13. Hong Kong Clarifies: Tax Incentives Will Not Extend to Proprietary Trading Firms
  14. Report: Over 70% of U.S. Data Center Power Applications May Never Materialize
  15. World's Largest Non-Chinese Alumina Refinery Hit by Natural Gas Disruption, 50% Output Cut Pushes Aluminum Prices to Seven-Week High
  16. Eli Lilly Files Six Lawsuits Over Black Market Sales of Retatrutide
  17. Fidelity Ethereum ETF Proposes Adding Staking Feature with Quarterly Dividends
  18. XPENG G9L Pre-Sale Starts at 258,000 Yuan, Targeting Large Five-Seat Family SUV Segment
  19. Yen Intervention Spillover Effects Intensify RMB Appreciation Pressure
  20. Nvidia Fortifies AI Chip Ecosystem with Cash Moat
  21. Bank of America Launches $250 Billion Critical Infrastructure Financing Initiative
  22. Listed Miners Sold 28,000 BTC Year-to-Date, Adding $1.78 Billion in Selling Pressure to Bitcoin Market
  23. Tencent Q2 Revenue Beats Expectations at RMB 204.79 Billion, Net Profit of RMB 56.02 Billion Misses Estimates
  24. Ukrainian Drone Strike on Novorossiysk Halts Two Major Russian Grain Terminals
  25. Hedge Funds Ramped Up Short Bets on AI Stocks in July as Chip Sector Suffered Worst Monthly Drop Since 2008
  26. AMD: Agentic AI Will Drive CPU-to-GPU Ratio Toward 1:1
  27. IEA: Hormuz Blockade Widens Oil Demand Drop to 1.6M bpd, Supply Gap Hits Five-Year High
  28. CAAM: NEV Monthly Sales Share Exceeds 60% for First Time; Exports Top One Million Units for Second Consecutive Month
  29. Intel CEO Lip-Bu Tan: Company Exploring Return to Memory Market
  30. Morgan Stanley Upgrades US IT Hardware Ratings: Storage Leads, but Cyclical Risks Flagged
  31. OCP APAC 2026: AI Compute Bottleneck Shifts to Networking, Copper vs. Optical Interconnect Debate Intensifies
  32. CXMT's DDR5 Yield Breaks 90%, Narrowing Gap with Samsung to Just 2-3 Percentage Points
  33. Gold ETFs See $3 Billion Net Inflows in July as Western Buyers Return, but North America Still Lags
  34. Norway's Sovereign Wealth Fund Posts 9.4% Return in First Half, Led by Asian Tech Stocks
  35. Japan JGB Yields Rival U.S. Treasuries as Fund Houses Race to Launch Retail Investment Trusts
  36. Hon Hai Reports NT$109.9B Net Profit for H1 2026; Q2 Beats Expectations
  37. SK Hynix Resumes NAND Expansion at Dalian Fab, Capacity Set to Increase by ~50%
  38. Germany's July CPI Rises to 2.8% YoY, Beating Expectations
  39. Tesla FSD EU Approval Mired in Regulatory Exemption and Transparency Disputes, Key Vote in October
  40. Signs of Intel's Israel Fab Restart Emerge, but 14A Node Execution Remains Uncertain
  41. Japan Bets on Rapidus 2nm: Semiconductor Investment to Reach ¥68 Trillion by 2040
  42. Tata Group Chairman Chandrasekaran Resigns, Group Stocks Drop Over 4%
  43. Bitcoin Options Bulls Bet on $70,000 Ahead of CPI, On-Chain ETH Continues Flowing Out of Exchanges
  44. Temasek Reportedly Eyes Direct Stakes: Samsung, SK Hynix Surge Over 8%
  45. Memory Giants Secure $38B in Customer Commitments; Buyer Bargaining Power May Return by 2029
  46. Foxconn Q2 Earnings Call Focuses on AI Rack Shipments, Apple and EV Progress
  47. Nvidia and Broadcom Publicly Diverge on AI Network Scaling Roadmap
  48. Galaxy Entertainment Reports HK$24.2 Billion Net Revenue in H1, Declares Interim Dividend of HK$0.90 Per Share
  49. Hong Kong Stocks Drop 1.17% at Midday as Memory Chip Stocks Buck the Trend
  50. TSMC: AI Advanced Packaging Competition Extends to System-Level Reliability
  51. China's Eight Major Polysilicon Producers Jointly Pledge to Reject Below-Cost Sales
  52. Amazon to Build 7.65GW Natural Gas Power Plant in Texas to Power AI Data Centers
  53. Deutsche Bank: Markets Betting on Triple Optimistic Assumptions Simultaneously, Leaving Minimal Margin for Error
  54. Deutsche Bank Becomes First Non-Chinese Bank to Serve as RMB Clearing House in Europe
  55. UBS Maintains $1,625 Target for Micron: DRAM/HBM Upgrades Offset NAND Downgrades
  56. Bessent and Takaichi Sanae Diverge on BOJ Rate Hike Stance
  57. SPIL Breaks Ground on New Douliu Fab, Betting Billions on AI Advanced Packaging
  58. Musk: SpaceX AI Revenue Will Surpass All Other Businesses Next Month
  59. Yen Options Activity Rebounds as Traders Embrace Flexibility Ahead of U.S. CPI
  60. Nvidia Plans to Build Trillion-Parameter Open-Source AI Model, Free Models to Drive GPU Demand
  61. BofA: AI Has Not Yet Destroyed Overall Employment, but Young Graduates and the Information Sector Are Already Under Pressure
  62. CICC: Global Liquidity Remains in Easing Territory, Expected to Expand Further in H2
  63. Two Indicators Tracking Tech Crowding Unwind: IV Decline and Large-Small Cap Valuation Gap Widening
  64. MediaTek July 2026 Revenue Drops 16% MoM as Smartphone Chips Face Pressure While Non-Mobile Business Steps In
  65. Apple Pushes iPhone 18 OLED Procurement Prices Down by Over 40%
  66. China Internet Earnings Season Tests AI Sector Rotation
  67. Japan's August Business Sentiment Improves as Semiconductor Demand Drives Manufacturing Index to Nearly 5-Month High
  68. Foreign Investors Pivot to Taiwan Stocks After AI Selloff, Net Buying $1.7 Billion This Month
  69. Berkshire's Insurance Underwriting Profit Drops 13%, Multiple Units Underperform Peers
  70. Trump Considers Cutting Capital Gains Tax to Boost Midterm Elections
  71. Asian Markets Face Weak Open as CPI Data and Iran Tensions Create Dual Headwinds
  72. API Data: U.S. Crude Oil Inventories Rise by an Unexpected 9.07 Million Barrels
  73. Panama Canal Transit Fees Hit Record High, Averaging Over $1.1 Million in August
  74. Sanders Sends Letter to OpenAI and Two Other Giants: Pause AI Development or Congress Will Step In
  75. U.S. Stocks Close Lower Tuesday as Energy Leads; CPI Data Becomes Key Validation Point
  76. Gold Surges 7.25% in One Week as CTA Positioning Flips Long and Volatility Rises in Tandem
  77. Super Micro Computer's FY2027 Revenue Guidance Tops $72 Billion, Far Exceeding Wall Street Expectations
  78. CoreWeave Q2 Revenue of $2.58B Slightly Beats Expectations as Infrastructure Spending Surges 125%
  79. Anthropic Procures 470MW Modular Natural Gas Power Equipment from ERock
  80. Lumentum Q4 Revenue Hits $1.01B Beating Expectations; Stock Drops 5% After Hours Before Recovering
  81. Big Tech and Bitcoin Under Pressure, Treasuries Rally, Hormuz Tensions Roil Oil Prices
  82. Oracle Launches New Round of Layoffs This Month, with Some Teams Facing Double-Digit Cuts
  83. SEC Bypasses Congress, Proposes Exemption Rules for Crypto Token Issuance
  84. Google Gemini Surpasses 1 Billion Monthly Active Users, Now on Par with ChatGPT
  85. Eli Lilly's Oral Weight-Loss Drug Foundayo Approved in the UK, Marking First European Regulatory Green Light
  86. Colombia Earthquake Causes Widespread Coffee Export Disruptions
  87. Nvidia's $50 Billion Third-Party Financing Platform Eases Analyst Concerns Over Circular Trading
  88. CLO ETFs Attracted $2.3B in July, With Year-to-Date Inflows Reaching $11.8B
  89. CME Launches AI Compute Futures as Computing Power Becomes a Tradable Asset
  90. Eurazeo: US-Japan Joint Intervention Is a Turning Point, Yen Could Strengthen to 125
  91. Former OpenAI COO Lightcap Departs as Executive Exodus Continues
  92. Strong U.S. 3-Year Treasury Auction with Better-Than-Expected Demand
  93. xAI Launches Grok Bot Multi-Agent Product Capable of Cross-Application Collaborative Task Processing
  94. U.S. Government Borrows Over $800 Billion in Q2, Annualized Pace Reaches $3.2 Trillion
  95. U.S. Projects Iran War Oil Supply Disruption to Extend Through 2027
  96. Chile Cuts 2026 Copper Output Forecast Again to 5.27 Million Tons
  97. Heatwave Meets Solar Eclipse: European Natural Gas Prices Approach Iran War Highs
  98. Nomura: Gold Becomes the Pressure Relief Valve for U.S. Treasuries and Hyperscale AI Debt
  99. VIX Drops Below 15: Market Digests Middle East Risks, Sparking Complacency Warnings
Topic Archive — Page 25 · nashnova