Topic Archive — Page 27 of 112

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

  1. 15th Five-Year Coal Plan Implemented: HK-Listed Coal Stocks Face Valuation Reassessment
  2. NVIDIA Vera Rubin Memory Cost Breakdown: SOCAMM2 Accounts for Nearly 50%
  3. Chinese Automakers' European Market Share Rises to 9.5% as Trade Frictions Intensify
  4. Drone Strike Hits Libya's Zawiya Refinery, National Oil Corporation Declares State of Emergency
  5. UMC July Revenue Hits 45-Month High as Wafer Price Hikes Support H2 Growth
  6. Intel Expands Share Offering to $20 Billion as Subscription Demand Exceeds $100 Billion
  7. TWD Options Bet on Rebound as Bearish-USD Positions Exceed Bullish for First Time This Year
  8. South Korean Minister Warns: CXMT Expansion Threatens Memory Profits, Urges Against Splitting Semiconductor Gains
  9. U.S.-Iran Compensation Dispute Escalates, Oil Prices Surge Over 5% in a Single Day, All Three Major U.S. Stock Indexes Close Lower
  10. OpenAI Ethics Lead Departs with No Replacement Lined Up
  11. Trump Claims U.S. Military Has 100% Control of the Strait of Hormuz
  12. Anthropic Permanently Locks in Low Pricing for Sonnet 5, Scraps Planned 50% Price Hike
  13. Gold Extends Rally to Two-Month High as Markets Await U.S. CPI Data
  14. AI Leveraged ETF Trading Volume Surges, Structural Market Risks Emerge
  15. Trump Acknowledges One Call with Waller, Denies Frequent Contact
  16. OpenAI Spends $7 Billion of Its Own Cash to Buy Back Employee Shares, Valuation Holds at $852 Billion
  17. Rocket Lab Q3 Revenue Guidance Beats Expectations, but Gross Margin Guidance Falls Short of Market Consensus
  18. JPMorgan: July CPI Could Trigger Significant S&P 500 Swings
  19. Adani U.S. Securities Fraud Charges Dismissed
  20. Fed's Hammack: Multiple Rate Hikes May Be Needed to Curb Inflation
  21. AI Threats Escalate After Black Hat Conference as CrowdStrike and Palo Alto Hit All-Time Highs
  22. Buffett's Heavy Bet on Japan's Five Major Trading Houses: Moats Face AI-Era Challenges
  23. U.S. Strategic Petroleum Reserve Falls to 298.3 Million Barrels as Oil Prices Surge Over 4% in a Single Day
  24. Prediction Markets Bet July CPI Will Come in Below Consensus, Only 15% Chance of Exceeding 3.4%
  25. Netflix Nearly Doubles 2026 Upfront Ad Commitments
  26. Goldman Sachs Co-Head of Global Banking & Markets: Advises Investors to Stay Invested
  27. Nvidia Teams Up with Wall Street Giants to Assemble $500 Billion AI Infrastructure Financing Consortium
  28. U.S. Naval Blockade Causes Sharp Drop in Iranian Oil Exports, Daily Shipments Fall to 500K Barrels in August
  29. U.S. Appeals Court Allows Over 2,400 Social Media Addiction Lawsuits to Proceed
  30. SEC Grants Exemptions from Core Regulatory Requirements for Data Center ABS Securitization
  31. U.S. Investment-Grade Bond Issuance Surpasses $1.4 Trillion Year-to-Date, Exceeding 2020's Record Pace by 9%
  32. Global Long-End Bond Yields Surge as Economists Warn of Fiscal De-Anchoring Risks
  33. Deutsche Bank Designated by China as First European RMB Clearing Bank
  34. CoreWeave Q2 Earnings Preview: Strong AI Demand, but Debt and Margin Under Pressure
  35. U.S. Crypto Legislation Vote Delayed to September, Passage Prospects in Doubt
  36. AI Cloud Provider Lambda Issues $917 Million GPU-Backed Loan to Purchase Nvidia Chips
  37. Equal-Weight S&P 500 Outperforms Cap-Weighted Index as Market Rally Broadens
  38. Over $38 Million in Tariff Refunds Flow into Chinese Listed Companies
  39. Zhipu AI Reaches Nearly 7 Million API Users, Deploys Over 50,000 Domestic AI Chips
  40. UniCredit and Commerzbank CEOs Launch Formal Talks Over Change of Control
  41. Shein's Hong Kong IPO Roadshow Targets Valuation Below $30 Billion, Down ~70% from Peak
  42. Hot Weather Forecasts Trigger Short Covering, U.S. Natural Gas Futures Surge Over 5% in a Single Day
  43. Onshore Yuan Hits 3.5-Year High; Analysts Expect Two-Way Volatility Ahead
  44. Enterprise AI Inference Costs Hit New YTD Low, Driven by Price War and Chinese Open-Source Models
  45. Wall Street Raises the Bar for Earnings Season: Profit Growth Alone Is No Longer Enough
  46. Strategy Has Cumulatively Sold Over $400M in BTC; STRC Falls Below Par Value, Constraining Financing
  47. Apollo: S&P 493 AI Spending Yields No Profit Returns
  48. Report: Microsoft Plans to Significantly Ramp Up AI Chip Production
  49. Anthropic Partners with Macquarie and GIC to Form AI Data Center Joint Venture
  50. Hassett: Hopes Cook Is Cleared, but Won't Seek to Replace Her at the Fed
  51. Prediction Markets: Less Than 50% Chance of Strait of Hormuz Reopening This Year
  52. AI Chip Shortage Drives Memory Prices Up as Multiple Industries Lobby Washington for Allocation Priority
  53. Emerging Market Stock Valuations Fall Below Half of S&P 500 for First Time in Two Decades
  54. Glencore's Exposure to Iron Ore Trader Radiant World Exceeds $500 Million
  55. Goldman Sachs Significantly Raises AI PCB/CCL Market Size Forecasts, Bullish on Shengyi Tech, Shenghong Tech, WUS Printed Circuit, and Shennan Circuits
  56. GameStop Reportedly Plans to Withdraw $56B eBay Acquisition Bid, Exploring Partnership Model Instead
  57. Boeing Folds Flying Taxi Unit Wisk into Archer Aviation, Acquiring ~20% Stake
  58. Longsys Reports H1 Net Profit of 10.577 Billion Yuan, Surging Over 715-Fold Year-on-Year
  59. Hormuz Shipping Uncertainty Pushes European TTF Natural Gas Prices Up Over 5%
  60. US Pre-Market Movers: HPE Up Over 5%, Apple Down 1%
  61. Hang Seng Indexes Company Seeks Consultation on Hang Seng TECH Index Methodology Revisions
  62. Iran: Oman Negotiations Do Not Involve Reopening the Strait of Hormuz
  63. Jefferies Downgrades Apple to Sell as All-Glass iPhone Scrapped Due to Low Yield Rates
  64. Citi Q2 Holdings Rise to $303B, Significantly Adding Micron, AMD and Other Semiconductor Plays
  65. Temasek Q2 Holdings: Total Market Value Rises to $37.3B, Trims NVIDIA and Microsoft
  66. Cloudflare Plans $2.175 Billion Convertible Bond Offering, Stock Drops 3.3% Pre-Market
  67. Intel Files Shelf Registration for Potential Common Stock Offering with SEC
  68. Southbound Capital Drives Hong Kong Stock Accumulation as Foreign Funds Stage Major Comeback from Mid-July
  69. S&P 500 Futures Rise 0.14% as Hormuz Negotiation Progress Boosts Sentiment
  70. Hedge Funds Slash Mag-7 Positions Before Rebound Hits as Valuations Compress to Decade Lows
  71. CyrusOne Eyes 2027 IPO with Potential Raise of Up to $5 Billion
  72. Republican Lawmakers Urge U.S. Commerce Department to Close Loopholes Allowing Advanced Chips to Flow to Sanctioned Chinese Companies
  73. Meta Releases Lightweight AI Model as Zuckerberg Urges U.S. to Ease Open-Source Restrictions
  74. Southbound Funds Net Bought Over HKD 1 Billion in MINIMAX in a Single Day, AI Large Model Commercialization Thesis Validated by Capital Flows
  75. BlackRock Goes All-In on AI Compute Chain in Q2, Total AUM Rises to $6.73 Trillion
  76. iPhone 18 Pro Bill of Materials Expected to Rise Nearly 40%
  77. Alibaba Cloud Plans to More Than Double Global Modular Data Center Capacity This Year
  78. UBS Capital Reform Legislative Progress: Parliamentary Committee Reviews Relaxation Plan This Week
  79. CME Hedge Fund Bitcoin Futures Rarely Turn Net Long
  80. Burry: Abel Eager to Deploy Capital, Berkshire Has Lost Its Investment Appeal
  81. South Korea Plans KRW 5 Trillion Fund to Invest in Semiconductor Materials, Parts, and Equipment
  82. Goldman Sachs: AI Agent Wave Reshapes SaaS Landscape, Widening Gap Between Winners and Losers
  83. HK Stocks Close: HSI Up 1.05%, Gold, Pharma & Property Lead Gains, Guotai Junan International Surges 37% on Trading Resumption
  84. Research Warns Memory Chip Price Rally Is Losing Steam, Cycle May Peak in 2026
  85. Memory Chip Company Beijing Ingenic Passes Hong Kong Stock Exchange Listing Hearing
  86. Public Comment on New LOF Delisting Rules: ~25 Billion Yuan Worth of Products May Be Terminated from Listing
  87. ASE Technology's July Revenue Surges 43% YoY to NT$73.78 Billion
  88. Bloomberg Survey: South Korea's 2026 GDP Growth Forecast Raised to 3.3%, Chip Exports Drive Current Account to Record High
  89. Panda Bond Issuance Surges Over 60% YoY in H1; Goldman Sachs Warns Low Financing Costs Alone Cannot Sustain RMB Internationalization
  90. Big Five Oil Majors Post $48B Q2 Profits as Trump Ramps Up Windfall Tax Pressure
  91. Germany's Trade Deficit with China Widens to €55 Billion as Exports Drop, China Falls to 9th Largest Market
  92. Morgan Stanley: Fed Balance Sheet Runoff Does Not Equal Tightening — $1.5 Trillion Can Be Unwound with Low Market Impact
  93. 7 Days After Innolight's H-Share Listing, Korean Capital Net Bought US$43.39 Million, Ranking First Among Hong Kong Stocks
  94. JPMorgan Raises S&P 500 Year-End Target to 8,000
  95. Super Micro Q4 Earnings Preview: Gross Margin Nearly Doubles, Revenue May Land at Low End of Guidance
  96. Goldman Sachs' China Internet Q2 Preview: Cloud Growth and AI Capex Are Key Themes
  97. Yen Depreciation Drives Japanese Multinationals to Collectively Raise Earnings Forecasts
  98. Chinese Manufacturers Account for 97% of Global Humanoid Robot Shipments, with Agibot Surpassing Unitree to Rank First
  99. TSMC July Revenue Reaches NT$467.58 Billion, Up 44.7% Year-over-Year
  100. Dimon: U.S. Dollar's Reserve Currency Status at Risk If America Loses Military and Economic Edge
Topic Archive — Page 27 · nashnova