Topic Archive — Page 27 of 154

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

  1. HSBC: AI Model Slowdown Won't Suppress Traditional Data Centers; Triple Tailwinds Support 11%-12% AFFO Growth
  2. Yu Chengdong Confirms Seres Takes Lead on AITO as Huawei Focuses on Four-Brand Strategy
  3. U.S. 7-Year Treasury Auction in Focus as Citi Warns of Repeat Weakness Similar to 5-Year Sale
  4. Gen Digital's Rumored Acquisition of GoDaddy: GoDaddy Stock Jumps 14%
  5. Saudi Arabia's September Crude Exports Rise to Highest Since Outbreak of Iran War
  6. Paramount Issues $7.5 Billion in Bonds to Finance Warner Bros. Discovery Acquisition
  7. U.S. August New Home Sales Rise 6.4% MoM, Significantly Beating Expectations
  8. Google Launches Project Suncatcher, First Testing AI Chip Performance in Orbit
  9. JPMorgan Trader: Stay Tactically Cautious After Treasury Storm, Outlines Three Middle East Scenarios
  10. Morgan Stanley Asia Deal Pipeline Leaked via Misdirected Email; Indian and Chinese Regulators Step In to Assess
  11. Hong Kong SFC: IPO Volume Up but Quality Down, Enforcement Focuses on Drawing Red Lines in Advance
  12. U.S. Q2 Current Account Deficit Widens to $246 Billion as Goods Imports Surge
  13. Cleveland Fed President: Inflation Risks Tilted to the Upside
  14. U.S. Treasury Selloff Intensifies as Box Spread Options Hit Record Volume
  15. Google, OpenAI, and Anthropic Plan to Form AI Safety Self-Regulatory Body
  16. BNP Paribas: Fiscal Deficits and Midterm Elections May Push U.S. Long-End Rates Higher
  17. ECB Executive Board Member Schnabel to Leave Early, Taking Role as IMF Markets Department Director
  18. U.S. Industrial Stocks Drop Nearly 10%, Breaking Below 200-Day Moving Average Sends Technical Warning
  19. Oracle Invokes Force Majeure to Avoid Data Center Contracts, Stock Drops Nearly 5% Pre-Market
  20. U.S. Initial Jobless Claims Fell to 197K Last Week, Approaching a 57-Year Low
  21. Epoch AI: AI Costs Are Falling Faster Than Any Transformative Technology in History
  22. China's Outbound Direct Investment Hits Record $214 Billion as Investment in the U.S. Falls to Over-a-Decade Low
  23. CSPC's JMT101 Combined with Osimertinib Meets Primary Endpoint in Phase III Trial
  24. Democratic Victory Expectations in U.S. Midterm Elections Weigh on AI Sector
  25. BlackRock Tokenizes Three Model Portfolios On-Chain, Open to Non-U.S. Investors
  26. China's Gold Imports Hit Record High, Spending $158.8 Billion in First 8 Months
  27. Trump Explicitly Rejects Summit AI Guardrail Negotiations, Claims DOJ Is the Guardrail
  28. Qualcomm and Apple Renew Global Patent License Agreement, Effective from April 2027
  29. Morgan Stanley Survey: Humanoid Robot OEMs Sharply Raise 2026 Shipment Targets, Industry Shakeout May Come Sooner
  30. U.S. Plans to Expand Tech Blacklist Scope as Lenovo Drawn into Patent Dispute
  31. Strategists Warn S&P 500 Is Overvalued as Bear Market Probability Rises to 50%
  32. Eli Lilly's Once-Weekly Insulin Onswik Approved by U.S. FDA
  33. JPMorgan Raises Meta Price Target to $920, Bullish on Muse Becoming the Most Widely Used Consumer AI Application
  34. EU Raises Concerns Over Proposed U.S. Diesel Export Ban as Oil Industry Lobbying Continues
  35. Williams Says Further Rate Hikes This Year Are Reasonable; Market Prices in Two More
  36. Taiwan Central Bank Makes Record Cut to Short-Term Bond Issuance, Releasing Over NT$1 Trillion in Liquidity
  37. ChatGPT Voice Mode Gains Plugin Access and GPT-6, Enabling Email and Calendar Control by Voice
  38. Bank of America Predicts ECB to Raise Rates by 25 Basis Points in December as Energy Shock Drives Inflation Higher
  39. Goldman Sachs Raises Behind-the-Meter Data Center Power Forecast to 67GW; Fuel Cells Ranked Top
  40. U.S. and Japan Hold Talks on China's Yttrium Export Controls Ahead of Trump-Xi Summit
  41. Blue Cross Study: AI Tools Drive Nearly $1 Billion in Additional Insurance Claim Payouts
  42. Hedge Funds Unwind Treasury Basis Trade, Scale Drops to $1.2 Trillion
  43. Wall Street Veteran: Bond Market Flashing Signals Reminiscent of Eve Before 1987 Black Monday
  44. Micron Earnings Preview: Price-Driven Beat Expected, Cycle Duration and Buyback Resumption Are Key Focus
  45. PBOC Q3 Quarterly Meeting: Strengthening Counter-Cyclical Adjustments with Focus on Long-End Bond Yields
  46. Cybersecurity Stocks Trade at Elevated Valuations as Institutions Question Rally Sustainability
  47. Hong Kong August Exports Surge 53% YoY, Led by Electronics
  48. World's Largest Bond Fund Managers: Avoid Big Bets, Favor Short Duration and High-Quality Assets
  49. Tech Industry Groups Demand Withdrawal of New H-1B Visa Fee Exceeding $100,000
  50. Brent Crude Returns to $100 as Iranian Adviser Warns Conflict Could Spread to Indian Ocean
  51. U.S. Treasury Yields Surge to 5.11%, Asia EM Spreads Approach Historic Extremes
  52. U.S. 30-Year Treasury Yield Surges to 5.44%, Highest Since 2004
  53. PCB Leader Kinwong Electronic's Hong Kong IPO Margin Subscription Oversubscribed by 56.88 Times
  54. Volkswagen and XPeng's Second Co-Branded Vehicle Opens for Pre-Sale, Starting at RMB 199,900
  55. Germany's September Ifo Business Climate Index Rises to 89.9, Beating Expectations
  56. China's AI Hardware Localization Accelerates as Low-Cost Models Build Moats at Both Ends of the Value Chain
  57. CXMT's DRAM Market Share Rises to 9.5% as Samsung and SK Hynix Shift Capacity to HBM
  58. Germany's Top Five Economic Institutes Raise 2026 Growth Forecast to 1.3%
  59. Trump-Xi Summit Narrows Geopolitical Discount on China's Dollar Credit
  60. HSBC Relocates Board Meeting Away from Dubai as Middle East Security Concerns Continue to Restrict Executive Travel
  61. 8th Round of U.S.-China Trade Talks Reaches Multiple Agreements, First-Ever AI Dialogue Initiated
  62. SNB Holds Rates at 0% in September; Markets Bet on Rate Hike as Early as Early Next Year
  63. Cadence and Synopsys Complete TSMC A14 Process Design Flow Certification
  64. International Oil Prices Fall as U.S.-Iran Diplomatic Thaw Coincides with Saudi Pipeline Restart
  65. China's NDRC: Gasoline and Diesel Prices Raised by 395 Yuan/Ton and 385 Yuan/Ton Respectively Starting September 24
  66. U.S.-Iran Tensions Escalate, European Natural Gas Futures Surge Over 4% in a Single Day
  67. BlackRock and IFM Plan $25 Billion Acquisition of Stack's Asia-Pacific Data Centers
  68. JPMorgan Upgrades BP to Overweight, Raises Target Price to 675 Pence
  69. UBS: Mortgage Subsidy Expectations Drive Property Stocks Up 10%, but Sustainability in Question
  70. Swap Connect Plans to Include Standard Interest Rate Swaps and Standard Bond Forwards, Targeting 2028 Launch
  71. JPMorgan: Commodity Positioning Near Historic Highs, Net Outflows of $8 Billion for the Week
  72. DeepSeek's Annualized Revenue Tops $1 Billion, Plans $7.5 Billion Fundraise Ahead of IPO
  73. Asian Markets Mixed as China Stocks Fall Despite Trade Truce
  74. Morgan Stanley: Chinese Household Deleveraging May Trigger Deflationary Spiral
  75. Hong Kong Government Advances Inclusion of RMB Counters in Southbound Stock Connect, Targeting Launch Before July Next Year
  76. Apple Plans M8 Ultra AI Servers, Entering Enterprise Infrastructure Market
  77. Qualcomm Flagship Chips Stick with TSMC 2nm, Samsung Foundry Faces Competitive Setback
  78. Meta Launches Muse Charm: A 2-Inch Screen AI Wearable Device, but Can It Break Beyond Early Adopters?
  79. InnoCare Pharma Partners with Eli Lilly, Potential Proceeds Exceeding $3.3 Billion
  80. Emerging Market Sovereign Hard-Currency Debt Issuance Hits Record as Iran Conflict Fails to Halt Borrowing Boom
  81. HK Stocks Midday: Hang Seng Index Falls 0.52% to 24,704; CATL Drops Over 4% Again
  82. Samsung Sub-10nm DRAM Roadmap Shifts Toward Hybrid Bonding Technology
  83. Yen Approaches 160 Threshold, Intervention Risks Resurface
  84. India's Central Bank Secretly Sells Over $10 Billion in Swaps to Drain Rupee Liquidity
  85. Super Micro Computer Begins Shipping NVIDIA Vera Rubin NVL72 AI Racks
  86. Alibaba Unveils Zhenwu V900, Claims It's China's Most Powerful AI Chip
  87. Global Debt Surpasses $365 Trillion as G7 Interest Payments Rise to Highest Since 2008
  88. Morgan Stanley ECOC Minutes: NPO Consensus Shifts to 2028 Deployment, Optical Component Supply Chain Sold Out for 12–18 Months
  89. Jensen Huang Pushes Back on AI Giants' Slowdown Narrative: If You're Afraid of Losing Control, Don't Ship
  90. Hong Kong Plans to Issue Up to HK$26 Billion in Digital Green Bonds, Potentially Setting a Global Record
  91. Tesla Roadster Confirmed for October 1 Launch, Options Market Implied Volatility at Low Levels
  92. Google's Flagship Model Gemini 4 Enters Post-Training Phase; DeepMind Head Hopes to Release It as Early as Possible This Year
  93. U.S. September PMI Surges Beyond Expectations, Price Pressures Hit Highest Since Late 2022
  94. Japan Government Bond Yields Hit 30-Year High as U.S.-China Trade Truce Extension Confirmed
  95. India's Largest Exchange NSE Goes Public, Expected to Rise 2%-3% on Debut
  96. MGM Resorts Drops 11% After Hours as Diller's IAC/People Inc. Withdraws Acquisition Offer
  97. China's Port Weekly Throughput Hits All-Time High Ahead of US-China Summit
  98. Pantheon Forecasts Fed to Cut Rates to 3.125% by End of 2027
  99. U.S. AI Infrastructure Investment Surpasses Any Single Industry in History
  100. GRAIL's Multi-Cancer Early Detection Blood Test Galleri Receives FDA Advisory Committee Endorsement