Topic Archive — Page 26 of 54

Every market topic NashNova has published, newest first (5341 total).

  1. OPEC Maintains Strong Demand Growth Forecast, Sees No Peak Before 2050
  2. TS Lombard Warns: Fed Could Become World's Most Hawkish Central Bank by 2027
  3. Global Risk Sentiment Rebounds: Intel Surges Nearly 9%, Gold Hits $4,300
  4. Société Générale Unveils Seven Key Market Strategies for Mid-2026
  5. US Dollar Index Hits Highest Since May 2025, SocGen Bullish on Further Dollar Upside
  6. DOJ Investigates JPMorgan, Citi Over Transactions Linked to Iran's Supreme Leader's Assets
  7. Jefferies Initiates Coverage on IREN with Buy Rating and $79 Price Target
  8. JPMorgan Warns: Chip Stock Valuations and Positioning Both Peaking, Rising VaR Shock Risk
  9. Liblib's Parent Company Completes Nearly $300M Series B+ Round at Over $2B Valuation
  10. Bank of England Holds Interest Rate Steady at 3.75% for Fourth Consecutive Meeting
  11. Bitcoin Stabilizes at $64K as Fed's Hawkish Signals Cap Rebound Potential
  12. Baseten Seeks $1.5B Raise at Up to $13B Valuation, Betting on Open-Source Model Inference Infrastructure
  13. Trump Administration Shapes 'Shadow AI Policy' Through Executive Actions, Tech Companies Face Regulatory Uncertainty
  14. OpenAI Expands ChatGPT Advertising Services to Japanese Users
  15. Saudi Aramco Considers Expanding Global Oil Storage Capacity After Hormuz Supply Disruption
  16. BHP's Jansen Phase 2 Potash Project Faces $2 Billion Cost Overrun, Triggering ~$2.3 Billion Impairment Charge
  17. IMF Chief: Oil Prices to Decline Moderately, Not Crash, After US-Iran Deal
  18. ByteDance Turns to Domestic Chips as Second-Tier Makers Compete for AI Cloud Infrastructure Orders
  19. China's Ministry of Commerce: Smooth China-EU Economic Communication, 'Export to China' Event to Be Held in UK in July
  20. U.S.-Iran Ceasefire Deal Reached, Average U.S. Gasoline Price Falls Below $4 for First Time in Months
  21. MSCI China Index Approaches Bear Market Territory
  22. JPMorgan: Falling Oil Prices Set to Unlock Upside for European Equities
  23. Yen Nears 40-Year Low Against Dollar as Traders Bet 161.95 Will Be Japan's Intervention Threshold
  24. Following Goldman Sachs, JPMorgan Blocks Hong Kong Staff from Accessing Anthropic Models
  25. China-Africa Trade Surges After Full Tariff Exemption as RMB Settlement Accelerates Across Africa
  26. Anthropic Ban Triggers AI Political Risk Reassessment; Goldman Sachs: Frontier AI Becomes National Strategic Infrastructure Under Regulatory Control
  27. Citi Withdraws India Rate Hike Forecast as Iran Deal Reduces Oil Price Risk
  28. Institutions Cut Germany's Growth Forecast as Iran War Energy Shock Takes Center Stage
  29. White House Demands Anthropic Fix Jailbreak Vulnerabilities Before Fable 5 Re-release; Experts Say It's Nearly Impossible
  30. Gulf Oil Producers Accelerate Alternative Routes Bypassing Hormuz as Germany Deploys Minesweeping Vessels
  31. Broadcom Guarantees Anthropic's $35 Billion Chip Order, Pioneering a New AI Financing Model
  32. Samsung, SK Hynix Both Hit Record Closing Highs as Japanese and Korean Markets Reach New Milestones
  33. BE Semiconductor Raises Long-Term Revenue Target to €1.7-2.2 Billion, Driven by AI Demand
  34. NASA Selects Eric Schmidt-Backed Relativity for Mars Mission, Racing Against SpaceX
  35. Musk Says Chinese AI Could Reach Fable-Level as Early as Q1 Next Year
  36. AI Demand Tightens Probe Card Supply; MPI Considers Prepayment Mechanism to Lock In Capacity
  37. JPMorgan Raises 2026-27 Semiconductor Equipment Market Forecasts
  38. CICC: Tencent Valuation Near 5-Year Low, Accelerating AI Initiatives May Trigger Revaluation
  39. Taiyo Yuden Plans to Raise MLCC Annual Capacity Growth to 15%, Refuses to Hike Prices Amid Supply Tightness
  40. Goldman Sachs: Post-Conflict Oil Flows Through Hormuz May Only Recover to 70% of Pre-War Levels
  41. JPMorgan: China's Crude Oil Imports to Rebound from August, Top Pick Is PetroChina
  42. Broadcom Increases Cash Tender Offer Size to $3 Billion
  43. Trump Announces Apple Will Partner with Intel to Design and Manufacture Chips in the U.S.
  44. Morgan Stanley's Caron: Markets Must Adapt to a New Direction Under Fed Chair Warsh
  45. Report: Thailand Revives $30 Billion Land Bridge Corridor Plan to Bypass Strait of Malacca
  46. Wall Street Banks and Sovereign Borrowers Flock to China's Panda Bond Market
  47. Meta Brings in Goldman Sachs Veteran McCormick to Lead AI Financing Strategy
  48. Ark Invest Buys $18.4M in Coinbase While Trimming $29M in Robinhood
  49. Citi Analyst: Indonesia's Fiscal and Exchange Rate Risks Have Largely Subsided
  50. China's NDRC: To Promote Direct Interconnection and Capacity Expansion of National Computing Hubs During the 15th Five-Year Plan, Reducing Transmission Latency
  51. LME to Launch Hot-Rolled Coil Futures Linked to Shanghai Futures Exchange USD Prices
  52. MSCI May Downgrade Indonesia's Emerging Market Status, Potentially Triggering $13 Billion in Passive Fund Outflows
  53. Kioxia Tops Japan's Market Cap Rankings, Yet Keeps Capital Spending in Check Amid NAND Super Cycle
  54. South Korea's Financial Supervisory Service Warns of Sharp Short-Term Price Volatility Risks in Single-Stock Leveraged Products
  55. Goldman's Kaplan: If Inflation Persists, Fed Could Hike in Fall and May Act Consecutively
  56. Kirin 9030 Teardown: SMIC N+3 Metal Pitch Beats Intel 18A, but Transistor Density Still Lags by 38%
  57. Bank of England Expected to Hold Rates Steady at 3.75% as Falling Energy Prices Reduce Urgency for Hikes
  58. China's Commercial Space Industry Replicating Solar & Lithium Battery Cost Reduction Curves, Approaching Commercialization Inflection Point
  59. Acer Inventory Hits Record High of NT$80 Billion as Price Hike Momentum Slows
  60. SPCX Options See Record Nearly 1.8 Million Contracts on First Day of Trading as Institutions Lock In Gains at Zero Cost
  61. CR New Energy Prices Shenzhen IPO at 10.11 Yuan, Raising Up to 24.5 Billion Yuan
  62. Hillhouse Seeks $600M Loan to Double Down on DayOne Data Centers
  63. First LNG Tanker Heads Toward Strait of Hormuz After U.S.-Iran Deal Takes Effect
  64. Samsung Advances 1d DRAM Development, Targeting Pilot Production by End of 2027
  65. Robin Zeng Slams Industry Talent Poaching and Tech Theft: Price Wars Rooted in Short-Sightedness
  66. Marvell Confirms Adoption of TSMC 1.4nm Process for AI Data Center Strategy
  67. China's A-Share Three Major Indices Open Lower Collectively, Non-Ferrous Metals Sector Leads Decline
  68. Sanen Group Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
  69. Samsung to Open 2nm MPW Services Next Year, Boosting Korea's Chip Design Ecosystem
  70. CME Group Sues CFTC: Perpetual Futures Should Be Classified as Swaps
  71. TSMC/ASML/Imec Complete 2D Transistor Integration Validation on 300mm Wafers
  72. Long Zhipu, Short MiniMax: Pairs Trading Emerges in Hong Kong AI Stocks
  73. Trump: Incredible That the Fed May Raise Rates This Year, Would Drag Down the Economy
  74. Fed Rate Hike Expectations Heat Up, Asian Currencies Under Broad Pressure
  75. HKEX CEO: SpaceX IPO Has Not Shaken Global Investors' Priority Allocation to China
  76. Pop Mart's China Online Sales Post First Year-on-Year Decline Since 2024 in May
  77. Google's Top AI Researcher Shazeer Joins OpenAI
  78. Microsoft Sells OpenAI Models to ByteDance and Other Chinese Tech Giants via Azure
  79. Cook: Apple Price Hikes 'Inevitable,' Will Tap Cash Reserves to Secure Memory Supply
  80. Global Crude Inventories Running Critically Low — Hormuz Strait Reopening Unlikely to Ease Near-Term Pressure
  81. Brazil's Central Bank Cuts Rates for Third Consecutive Time to 14.25%, but High Inflation and Fiscal Pressures Constrain Further Easing
  82. G7 Rare Earth De-Sinicization Targets Materialize, Rare Earth Stocks Rally Collectively
  83. SK Hynix Sends 12-Layer HBM4E Chip Samples to Key Customers
  84. Trump Says He'd Rather Terminate USMCA but 'Might Also Sign'
  85. SpaceX Appoints Former Sequoia Head Roelof Botha as Independent Director
  86. Marvell Bucks the Trend with 3.9% Gain as AI Orders and Nvidia Synergy Continue
  87. Polymarket Iran Deal Bets Raise Insider Trading Concerns
  88. Nomura: Iran MOU Deal Triggers Fund Rotation, Semiconductors and Energy Become "Source of Funds"
  89. Amazon AI Chief: Nova 2 Aims to Catch Up with OpenAI and Anthropic 'Next Year'
  90. Apple Shifts iPhone Launch Cadence, Second-Gen Air Set for Spring Next Year
  91. Stock Index Futures Rebound After Fed Rate Hike Signal Triggers Sell-Off
  92. Iran Oil Exports Resume: Two Supertankers Carrying 3.8 Million Barrels Break Through Sanctions Blockade
  93. Fed Hawkish Signals Weigh on Yen as Bearish Bets Hit Nine-Year High
  94. AI World Model Startup Odyssey Closes $310 Million Series B Funding
  95. Saudi Aramco Seeks to Sell Over $50 Billion in Infrastructure Assets
  96. Fed Sends Hawkish Signal as Traders Fully Price In Rate Hike Before October
  97. U.S. FERC Plans Guidelines to Accelerate Data Center Grid Interconnection
  98. European BEV Market Share Hits Record 23.6% in May
  99. Amazon AI Executive: Quantum Computing to Achieve Commercialization Within 5 to 7 Years
  100. Billions in Arbitrage Capital Funneled Through ARKK and Other ETFs to Gain Exposure to SpaceX IPO