Topic Archive — Page 27 of 54

Every market topic NashNova has published, newest first (5331 total).

  1. U.S. SEC Proposes to Abolish Trade-Through Rule, Tokenized Stock Platforms Could Be Major Beneficiaries
  2. U.S. Pending Home Sales Rise 3.8% MoM in May, Marking Largest Monthly Gain in Nearly Two Years
  3. U.S. Crude Inventories Fell by 8.263 Million Barrels Last Week, Approaching Minimum Operational Safety Threshold
  4. Retail Investors Pile In: U.S. Equity ETFs See Over $150 Billion in Monthly Inflows, Approaching Historic Record
  5. Deutsche Bank and TD Cowen Both Raise Micron Price Target to $150
  6. G7 Leaders' Summit Statement Reaffirms Exchange Rate Commitments, Calls for Establishing Oil Reserve Mechanism
  7. SpaceX Options See Nearly 1 Million Contracts Traded on First Day as Valuation and AI Hype Spark Market Debate
  8. Citi Raises DataDog Price Target to $270, Citing Sustained AI Monitoring Demand
  9. Renaissance Macro Analyst Warns: Sell Microsoft on Rallies
  10. Amazon's Low-Cost AI Chips Attract Enterprise Clients, Priced ~80% Below NVIDIA H100
  11. US Stock Market Opening: Three Major Indexes Edge Higher, Philadelphia Semiconductor Index Up 2%, SpaceX Turns Negative
  12. Morgan Stanley: MLCC Market Enters Structural Divergence — Murata Upgraded to Top Pick, TDK Taiyo Yuden Downgraded
  13. Nichicon Raises Aluminum Electrolytic Capacitor Prices Across the Board, Hikes Expand to 10%-15%
  14. Two AI Giants Poach Over 85 Salesforce Employees This Year
  15. Europe Seeks to Bypass U.S. Frontier AI Model Restrictions
  16. Bernstein Raises 2030 Server CPU Market Forecast to $223 Billion
  17. Microsoft Turns to AWS to Lease Capacity; Bernstein Says Demand Growth May Be Stronger Than Expected
  18. U.S. May Retail Sales Rise 0.9% MoM, Fastest YoY Growth Since 2023
  19. Citi Bullish on Semiconductor Equipment Cycle Extending Through 2028, Raises Price Targets on All Three Equipment Giants
  20. SpaceX Set to Join Index — Passive Fund Investors Face Nearly 120% Implied Volatility
  21. Alibaba Launches HappyOyster 1.0: Generating Real-Time Interactive Open Worlds from a Single Prompt
  22. AI Chip Stocks Rebound Collectively: AMD Up 2.7%, Intel Up 3.5%
  23. Apple's AI Progress Lags Behind, Investor Patience Wearing Thin
  24. US SEC Proposes "Innovation Exemption" to Allow Crypto Firms to Trade Tokenized Stocks
  25. Trump Administration Explored Taking Stakes in AI Giants; Export Controls on Anthropic Could Add Uncertainty
  26. Nvidia-Backed SandboxAQ Wins $500 Million Chip Materials Contract from U.S. Commerce Department
  27. Oil Price Shock Fades as JPMorgan, Barclays, and Deutsche Bank Turn Bullish on European Equities
  28. Intel Launches 18A-P 'Risk Production': Securing Major Foundry Clients Is the Key
  29. SpaceX Successfully Deploys Three AST SpaceMobile Satellites, Both Stocks Rise in Premarket Trading
  30. BofA Raises China AI Data Center Capex Forecast to $327 Billion by 2030
  31. US Semiconductor Stocks Plunge 6% in a Single Day as Debate Over Momentum Trade Inflection Point Intensifies
  32. China's SAMR Drafts New Rules on Food Delivery Platform Subsidies, Seeking Public Comments Starting June 17
  33. Active ETFs Officially Launch! Shanghai and Shenzhen Exchanges Release Business Guidelines
  34. EU MiCA Era Begins: USDT Delisted from Licensed Exchanges, Circle's Compliant Stablecoins Emerge as Biggest Beneficiary
  35. Tencent WorkBuddy API Calls Surge 10x in Three Months
  36. Deep Dive: China's Cost Advantage in Humanoid Robots
  37. Rolls-Royce SMR Secures Third European Order While Advancing Gas-Cooled Reactor Technology
  38. IEA Warns: Oil Could Face Severe Oversupply by 2027 If Middle East Peace Deals Hold
  39. UBS: U.S. Stock-Bond Correlation Drops to 30-Year Low; Next Shock May Come from the Rates Market
  40. Bernstein Raises Hygon Information Target Price to 450 Yuan
  41. JPMorgan: Google TPU v9 Not Delayed, Broadcom AI Revenue Visibility Extended to 2031
  42. Japan Plans First-Ever Consumption Tax Cut, Food Tax Rate May Be Temporarily Reduced to 1%
  43. Warsh's Fed Debut Tonight: Press Conference in the Spotlight
  44. PBOC: Closely Monitoring the Impact of Stablecoins on the International Monetary System and Cross-Border Payments
  45. General Atlantic in Talks to Lead $2 Billion Funding Round for Kling AI
  46. Hong Kong SFC Advances HK$1 Billion Investor Compensation for Evergrande as Liquidators Seek Judicial Review
  47. Wall Street Bull-Bear Divide Deepens: Optimists Eye S&P 500 at 9,000 While Bears Warn of Triple Headwinds
  48. Japanese and Korean Stock Indices Rally Together; SK Hynix Hits All-Time High in Afternoon Trading
  49. US-Iran Deal Boosts Supply Expectations, Middle East Crude Spot Prices Fall Into Discount
  50. BMW Issues Profit Warning, Stock Drops 8%: Double Blow from China Weakness and Iran War Risks
  51. Hong Kong Government Rolls Out Multiple Derivatives Market Expansion Measures as Futures and Options Daily Turnover Hits Record High
  52. Bank of Korea Warns AI Chip High-Salary Bonuses May Trigger Industry-Wide Wage Competition and Fuel Inflation
  53. Lujiazui Forum: NFRA Director Proposes Hard-Constraint Mechanism for Early Correction of Financial Risks
  54. Li Auto Unveils Self-Developed 5nm Chip Mach M100 with Over 3x the Computing Power of NVIDIA's Thor U
  55. "MANGOS" Gains Traction After SpaceX IPO Buzz as Wall Street Races to Launch Next-Gen AI-Themed ETFs
  56. Samsung's 1d DRAM Mass Production Plan Takes Shape, Initial Production Could Begin as Early as Late Next Year
  57. WeChat Pay Officially Launches AI-Exclusive Card, Initially Supporting WorkBuddy
  58. UK May CPI Unexpectedly Holds at 2.8%, Below Expectations, Giving Bank of England Breathing Room
  59. Foxconn Partners with Bull to Manufacture NVIDIA Vera Rubin NVL72 Servers in Europe
  60. China's CSRC Announces Relaxed STAR Market Thresholds, Encouraging Dual Listings for AI and Hong Kong-Listed Companies
  61. Adani Green Seeks $1 Billion Offshore Loan After U.S. Settlement
  62. Anthropic's Enterprise AI Subscription Share Rises to 41%, Surpassing OpenAI for the First Time
  63. Goldman Sachs: AI Sparks a Capex Supercycle, Earnings Growth to Drive Stock Prices
  64. Listed Energy Storage Companies Posted ¥152B Net Profit Last Year, with CATL Alone Accounting for 47%
  65. Dasheng Precision's $1.2 Billion Bet on AI Optical Modules as Source Photonics Accelerates Capacity Expansion
  66. Alibaba Launches Qwen Robot Suite, Entering Three Core Embodied Intelligence Scenarios
  67. Bank of Korea: Inflation to Stay Above 2% Target Through Next Year, Monetary Tightening Expectations Rise
  68. Innoscience Wins GaN Patent Lawsuit Against Infineon as China's Supreme Court Orders Tens of Millions in Damages and Sales Ban
  69. Lithium Carbonate Prices Rebound as Citi Forecasts 75,000-Ton Global Deficit by 2026
  70. Iron Ore Falls Below $100 as Oversupply and Weak Chinese Demand Weigh
  71. Tankers Make Large-Scale Diversions Toward Middle East Ahead of Strait of Hormuz Reopening
  72. Morgan Stanley: The Hefei Model Is Hard to Replicate, Industrial Policy Cannot Substitute for Rebalancing Reforms
  73. Apple's Foldable iPhone Launch May Be Delayed to Early 2027
  74. BOJ Stabilizes Markets as Yen Volatility Drops to Lowest Since 2021
  75. Bloomberg: ECB Rate Hike Path Diverges from the Fed, Raising Transatlantic Stagflation Risks
  76. HK Stock Midday Review: Hang Seng Index Falls 0.37%, China National Building Material Surges Over 16%
  77. Bezos Joins CuspAI's $400M Funding Round, Valuation Rises to $2.6B
  78. Amazon Leads $310M Investment in Odyssey ML, Betting on AI Physical World Simulation
  79. Accenture Reports Earnings This Thursday, Market Expects Revenue Growth to Slow to 6%
  80. Goldman Sachs Analysis: Why Are U.S. Semiconductor Stocks Weakening?
  81. Samsung Foundry Sees Surge in Inquiries from BYD, Google, AMD and Other Clients
  82. PBOC Launches Two New Tools on Same Day: Optimizing Temporary Overnight Repo Mechanism and Creating Offshore Central Bank RMB Liquidity Facility
  83. Trump-Affiliated World Liberty Financial Nears OCC Federal Trust Charter
  84. Poland Courts Taiwan Chip Capacity as Foxconn Signs EV Assembly Deal
  85. Singapore's May Non-Oil Exports Surge 38.4%, Marking Largest Jump in 20 Years
  86. Shanghai Unveils Offshore Finance Action Plan, Targeting Strategic Hub Status by 2035
  87. Deutsche Bank Model: DRAM Supply-Demand Shortage May Extend Beyond 2028
  88. Indian Stocks Pause After Three-Day Rally as Foreign Outflows Hit Record High This Year
  89. Qualcomm CEO: AI Computing Supply-Demand Crunch May Persist Until H2 2027
  90. Perplexity CEO: Micron's HBM Pricing Doesn't Fully Reflect Bottleneck Value; AMD to Benefit from Agentic AI Wave
  91. Top Japanese Executive Warns: Unlimited U.S. Investment Will Drain Japan's Domestic Capital
  92. Employment-First Policy May Constrain AI Productivity Gains for Chinese Companies
  93. Korean Retail Investors Set Record with $796M Net Purchase on SpaceX's First Trading Day
  94. CITIC Securities: US AI Sector Remains Resilient Against High Rates, but Financing Shock Phase Has Arrived
  95. China's A-Share Three Major Indices Open Lower, Semiconductor Memory Chip Sector Leads Declines
  96. Gold Rallies for Five Consecutive Days to $4,348 as Fed Decision and US-Iran Deal Emerge as Dual Variables
  97. Zhipu AI Releases GLM-5.2: 753B-Parameter Open-Source Model Approaches Opus 4.8 on Long-Horizon Coding Tasks
  98. Hong Kong Semiconductor Stocks Decline at Open, Hua Hong Semiconductor Falls Over 2%
  99. U.S. Stocks Face Triple Pressure: Warsh Policy Shift, AI Regulation, and the Largest IPO Wave in History
  100. Huawei to Raise Prices on Smart Collaboration Product Line Terminals Starting July