Topic Archive — Page 26 of 154

Every market topic nashnova has published, newest first (15351 total).

  1. Hyperscaler CDS Spreads Widen as New AI Data Center Financing Risks Emerge
  2. Multiple Wall Street Firms Adjust Ratings on Nvidia, Apple, Tesla, AMD and Others
  3. Bitcoin Rebounds Over 50%, Short Squeeze Risk Rises for Crypto-Related Stocks
  4. GF Securities: Akamai-Anthropic Mega Deal to Boost Structural CPU Demand, Lenovo and Jabil Join Supply Chain
  5. U.S. Treasury Volatility Surges While Bitcoin and U.S. Equities Remain in Low-Volatility Territory
  6. U.S. Stock Futures Rise Across the Board in Pre-Market Trading, Led by Chip and Optical Communication Stocks; ARM Up Over 4%
  7. Goldman Sachs Estimates: AI Capex Requires $11.6B Annual Revenue per GW to Meet 15% ROIC Threshold
  8. U.S. Equity Funds See First Net Inflow in Five Weeks at $37.6 Billion
  9. Foreign Investors Set Record with $426 Billion in U.S. Stock Purchases in Q2
  10. HKEX Derivatives Clearing House to Accept Chinese Government Bonds as Collateral Starting November 2026
  11. Morgan Stanley Admits Forecast Miss, Raises Dollar Index Target to 102
  12. Morgan Stanley: AI Investment Enters a New Phase of Barbell Allocation
  13. 127 Days Since Warsh Took Over as Fed Chair: Institutional Reform Advances, Rate Hike Path Becomes Clearer
  14. Pimco's AAA-Rated CMBS Hit with 85% Writedown, Losing Over $35 Million
  15. China-EU Medical Device Negotiations Stall as PHEV Tariff Talks Continue
  16. Fed Plans to Raise Bank Regulatory Asset Thresholds, Top Tier May Rise to Nearly $1 Trillion
  17. U.S. September Nonfarm Payrolls and PCE Data to Test Rate Hike Path
  18. Nvidia Advances Glass Substrate Technology, Targeting HBM Integration Bottleneck
  19. China's Export Orders to the U.S. Unexpectedly Jump Ahead of Summit
  20. BoE Governor: High Energy Prices Make Holding Rates Steady Increasingly Difficult
  21. BNP Paribas: Three Catalysts Driving 30-Year Treasury Yield to 5.6%
  22. Hot Money Pours into AI-Nuclear Power, but Commercialization Remains Distant Until 2035
  23. Hormuz Blockade Causes Jebel Ali Port Throughput to Plunge 90%, DP World Losing $90 Million in Monthly Profit
  24. Bitcoin ETF Year-to-Date Net Inflows Turn Positive, Erasing $5.8 Billion Gap
  25. UBS: October Rate Hike Pricing Overdone; Core PCE Revision Down to Undermine Case for Consecutive Hikes
  26. UBS: U.S. Corporate Capex Intentions Bottoming Out, Marginal Impact of Rate Hikes May Be Narrowing
  27. Hong Kong Market Close: Hang Seng Falls 1.01% to 24,510 as Northbound Funds Absent and Turnover Stays Subdued
  28. Morgan Stanley Raises BOE Forecast: 25bp Hikes Each in November and February
  29. Novo Nordisk Licenses Nanexa's Drug Delivery Technology in Deal Worth Up to $1.3 Billion
  30. U.S. Stock Futures Edge Higher as Treasury Yields Retreat from 19-Year Highs
  31. Tata Group Assures Indian Government That $14 Billion Chip Plan Remains Unaffected by Boardroom Dispute
  32. Eurozone Corporate Lending Halved MoM in August as Monetary Tightening Suppresses Investment
  33. U.S. 10-Year Treasury Yield Surpasses Single-Family Rental Returns for the First Time in Over 20 Years
  34. Taiwan's Nuclear Safety Commission Approves Preliminary Plan to Restart Maanshan Nuclear Power Plant
  35. Hong Kong SFC: GEM-Main Board Integration Still Under Study, Public Consultation to Be Launched
  36. Bernstein: CoreWeave Rated Underperform, IREN Rated Outperform, With Price Targets of $74 and $100 Respectively
  37. Japan's FSA Tightens Scrutiny on Banks and Insurers' AI Data Center Financing
  38. Musk: xAI Colossus 2 NVIDIA Chip Count Could Double by Year-End
  39. European Stocks Post First Weekly Gain in Four Weeks as Falling Oil Prices Boost Sentiment
  40. UniCredit and Crédit Agricole Reportedly Join Forces to Bid for Italy's Banco BPM
  41. China's BEV Exports Up 33% YoY in August, Cumulative Volume Exceeds 2.1 Million Units YTD
  42. Transsion Holdings Plans Hong Kong IPO to Raise $400-500 Million
  43. Goldman Sachs Reverses Bearish Stance, Raises 12-Month Yen Target to 150
  44. Trump's White House State Dinner Speech: Recalls Warm China Visit, Raises Toast with Musk, Huang and Other Tech Leaders
  45. BOJ Core Inflation Gauge Accelerates, Fueling Expectations for Another Rate Hike
  46. JPMorgan: If Oil Prices Sustain Above $100, Stagflation Risks Could Echo the 1970s
  47. EU Warns UK: Must Raise Tariffs on Chinese Cars in Exchange for Market Access
  48. Dell Executive: AI Agents Could Cause Memory and HDD Shortages Lasting Over Five Years
  49. Citi: WeChat's "Xiaowei" Poised to Become China's Ultimate Consumer AI Agent; Maintains Buy Rating on Tencent
  50. OpenAI Reportedly Planning $500 "Pro Max" Tier Featuring Fastest Computing Power and Codex
  51. Trump-Xi Summit: AI Dialogue Mechanism Established, Hotline Details Still Disputed
  52. Japan's Finance Minister: U.S. Has Expressed Concerns Over Yen Weakness; Japan and U.S. to Coordinate Closely
  53. Japan's Economic Growth Strategy Chief Aiki: The Era of Abenomics-Style Easing Has Ended
  54. Dollar Posts First Back-to-Back Weekly Gains in Three Months as Euro and Pound Continue to Slide
  55. Oracle Japan Posts Record Q1, Stock Surges 7% Against the Trend
  56. Hang Seng Tech Index Extends Decline to 2%, Xiaomi and Alibaba Drop Over 3%
  57. Iranian Speaker Mocks Bessent: 10-Year U.S. Treasury Yield Rises to 5.1%
  58. Gold Falls Over 2% for the Week as Iran Stalemate Fuels Rate Hike Expectations
  59. Tether Banking Partner EQIBank Has $90 Million in Assets Seized by U.S. Department of Justice
  60. China Reinstates Consumption Tax on Lithium-Ion Batteries, Battery Makers and Automakers Clash Over Who Foots the Bill
  61. Trump to Meet with Tech CEOs on AI Policy on September 29
  62. OpenAI to Preview Cybersecurity-Specific Model GPT-6 Cyber
  63. Tesla Semi Truck Nevada Factory Officially Opens, Betting on Commercial Electric Heavy-Duty Truck Market
  64. Anthropic Seeks 51% Voting Control for Founding Team Ahead of IPO
  65. U.S. Senate Rejects Resolution to End Iraq War by One Vote; High Oil Prices Intensify Republican Election Pressure
  66. MGM Seeks to Acquire Largest Shareholder People Inc; Shares Rise 9% After Hours
  67. Goldman Sachs Asset Management Underweights Hyperscaler Bonds Amid Supply Surge
  68. Bitget Confirms $351 Million Security Breach, Suspends Withdrawals
  69. Airbus Issues Warning on A321neo Fuselage Corrosion Defect, Over 500 Aircraft Affected
  70. India's SEBI Eases Asset Management Rules: Allows Overseas Investment and Short Selling for the First Time
  71. Surging Interest Rates Have Triggered Financial Crises 16 Times in History — Analysts Warn 'Something Always Breaks'
  72. Morgan Stanley: AI Investment Should Adopt a "Barbell" Strategy, Balancing Infrastructure and Emerging Adopters
  73. White House Asks OpenAI and Anthropic to Give U.S. Government Priority Access to New Models
  74. Fed and Bank of England Probe Banks' Exposure to Jane Street and Citadel Securities
  75. Iridium Shareholders Approve Rocket Lab Acquisition Deal
  76. Meta Launches AI Game Creation Tools, Sending Roblox, Unity and Other Competitors' Shares Lower
  77. Anthropic Signs $11.6 Billion Seven-Year Cloud Services Agreement with Akamai
  78. CFTC: Commodity Firms Can Invest in Tokenized Assets and Use Blockchain for Record-Keeping
  79. U.S. Treasury Selloff Hits Emerging Market Carry Trades as Citi Closes Related Basket Positions
  80. Report: UBS Executives Reopen Discussions on Relocating Out of Switzerland, Including Foreign Bank Merger Options
  81. Fed Proposes New Regulatory Framework for Stablecoin Issuance
  82. U.S. Treasury Buyback Accepts Only 68% of Offers as Long-End Yields Hit New Highs
  83. Treasury Selloff Hits Small Caps: Russell 2000 Correlation with 10-Year Treasuries Reaches One-Year High
  84. U.S. 30-Year Mortgage Rate Surges to 7.37%; Experts Say 8% Is Not Impossible
  85. Bipartisan U.S. Senators Push Legislation to Force AI Companies to Disclose Model Mechanisms and Safety Measures
  86. Dutch PM Meets Trump to Prevent Expansion of ASML Export Controls
  87. U.S. Municipal Bond 30-Year Yield Breaks 5%, Hitting Highest Level Since 2011
  88. U.S. Memory Chips Heavily Reliant on Asia, Tariff Policy Dilemma Intensifies
  89. AI Infrastructure Investment Hits All-Time High, Potentially Reaching $10.3 Trillion by 2032
  90. Meta Stock Rises 4% Approaching Year-High as Muse Ecosystem Expansion Opens Up Trillion-Dollar Market
  91. 80 Countries Co-Sign UN Statement Demanding Reopening of Strait of Hormuz and Condemning Iran and Houthi Forces
  92. Oracle Credit Default Swaps Hit Record High as AI Debt Risk Concerns Intensify
  93. U.S. Lawmakers Seek Senate Approval for Permanent Ban on Chinese Auto Imports
  94. Trump Has Limited Leverage to Pressure Chinese Exports; Tariffs Unlikely to Resolve Structural Imbalances
  95. U.S. and Iran Explore Phased Hormuz Deal as Neither Side Willing to Make the First Concession
  96. West Virginia Pipeline Declares Force Majeure, U.S. Natural Gas Futures Rise 4.5%
  97. Treasury Yields Hit New Highs as Mag-7 Bucks the Trend to Become a Safe Haven
  98. U.S. Government Seeks to Intervene in X Platform's EU €120 Million Fine Lawsuit
  99. Google Launches Gemini 3.8 Live Real-Time Virtual Avatar Feature
  100. U.S. 10-Year Treasury Yield Rises for 7 Consecutive Months, Matching the Longest Streak Since 1970