Topic Archive — Page 28 of 112

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

  1. Samsung HBM4 Yield Rises to Nearly 80%, Intensifying Capacity Competition with SK Hynix
  2. China's AI Large Models Still Rely on Nvidia Chips as Domestic Alternatives Face Software Ecosystem Constraints
  3. Eurozone Q2 GDP Grows 0.4%, Full-Year 2026 Forecast Revised Up to 0.8%
  4. U.S. Department of Defense Issues $400 Million Loan to Australian Scandium Miner, Bypassing China's Rare Earth Supply Chain
  5. SK Hynix Faces Dual U.S. Patent Lawsuits Over HBM and 3D NAND
  6. Cisco Q4 Earnings Preview: AI Orders May Beat Expectations Again, Security Business Becomes Key Validation Point
  7. Semiconductor Materials See Broad-Based Price Hikes: Silicon Wafers, Specialty Gases, and Advanced Packaging All Under Pressure
  8. Palantir's UK NHS Data Platform Costs Rise to £1.1 Billion as Expected Benefits Are Revised Down
  9. German Economy Minister Warns: Rise of Far-Right AfD Could Deter Foreign Investment
  10. UK FCA Plans Regulatory Framework for Tokenized Gold
  11. US FCC Extends Tech Regulations to Chip and Optical Module Supply Chains
  12. One Week After the Short Squeeze, Hedge Funds Ramp Up Short Positions Again
  13. Funds Shift Away from Restricted Leveraged ETFs, Korea's KOSDAQ Rebounds Over 30% from Lows
  14. KOSPI Pares Gains After Surging Over 2% Intraday; Hormuz Standoff Pushes Oil Prices Higher
  15. Anthropic's New Model Claude Sonnet 5.5 Reportedly Set to Launch, Context Window Doubling to 2 Million Tokens
  16. UBS: Tech Stock Volatility Hits Highest Level Since Dot-Com Bubble
  17. U.S. Polysilicon Tariffs Take Effect, Limited Impact on Taiwan's Chip Supply Chain
  18. Morgan Stanley Raises Zhipu Target Price by Nearly 72%, Bullish on Computing Power and Financing Improvements
  19. Sony and TSMC Plan $6.3 Billion Joint Image Sensor Factory in Kumamoto
  20. Hong Kong Stocks Open Higher with AI Concepts Leading Gains; HSI Up 0.53%
  21. Japan's Current Account Posts First Deficit in 17 Months in June
  22. JPMorgan Raises Kioxia Earnings Forecast but Cuts Target Price to ¥130,000
  23. Private Credit Default Rates Hit Five-Year High as Industry Optimism Struggles to Mask Growing Pressure
  24. BOJ July Minutes: Rising Risk of Inflation Overshooting, Rate Hikes May Come Faster Than Expected
  25. Goldman Sachs Tech Trader: Optics Outperform Memory by Over 20%, Open-Source Model Costs Less Than 8% of Closed-Source
  26. AI Data Center Expansion: Texas Oil Field Landowners Rush to Seize New Opportunities
  27. Korean Chaebols Collectively Move into Humanoid Robots as NVIDIA Deepens Ties with Five Major Conglomerates
  28. CSC: U.S. Non-Farm Payrolls Miss Expectations, Copper, Aluminum, and Gold Rally Together
  29. Chinese Brokerages Tighten Leverage Scrutiny as Margin Balance Retreats from ¥3 Trillion
  30. Hormuz Deal Still Elusive as Brent Crude Rises for Third Straight Day Past $84
  31. China Leverages $28 Trillion Capital Market to Finance AI Industry
  32. Goldman Sachs Partner: S&P 500 Target at 8,000 — Buybacks to Overwhelm Record Stock Supply
  33. Overseas Social Media Sentiment on Memory & Semiconductors: Shifting from Broad Bullishness to Cautious Position Trimming
  34. Apple Testing CXMT Memory Chips for iPhone and MacBook
  35. Goldman Sachs: No Broad Bubble in China's AI Sector; Massive Foreign Allocation Gap Remains
  36. OpenAI's Largest Pre-Training Model 'Doug' Exposed, Potentially Launching Before November
  37. Wall Street Sentiment on Chinese ADRs Shifts from "Hopeless" to Tactical Long
  38. Moore Threads' H1 Revenue Surges 147%, Plans Hong Kong IPO
  39. Saudi Aramco's Jazan Refinery Hit for Second Time in Under Two Weeks
  40. World's Largest Semiconductor ETF Plans to Include CXMT by End of September
  41. Key Events Next Week: U.S. CPI and Earnings from Tencent, JD.com, Moutai, and SMIC
  42. U.S. Military Seeks Exit, Iran Sets Six Conditions: Strait of Hormuz Standoff Enters Middle Game
  43. China's July CPI Rises 0.5% YoY, Down from Previous Reading
  44. Goldman Sachs Warning: AI Hyperscaler Bond Issuance Saturating Investment-Grade Credit Market
  45. Bank Loans Reclaim Market Share from Private Credit as Refinancing Wave Reshapes Credit Market Landscape
  46. Japan's Three Mega-Banks' Foreign Currency Liquidity Rises to $1.25 Trillion, Up 18% in 18 Months
  47. PBOC Boosts Gold Reserves in Hong Kong to Support Gold Clearing System Development
  48. Berkshire Q2 Operating Profit Up 16%, Cash Reserves Rise to $365.5 Billion
  49. U.S. Crypto Regulatory Bill Stalled in Senate Despite Industry's $225M+ Lobbying Effort
  50. BofA: U.S. Midterm Elections Could Be a Major Turning Point for Stocks
  51. Apple's China Version of Apple Intelligence Officially Integrates Alibaba's Qwen
  52. Canva Voluntarily Slows Growth, Figma Absorbs Inference Costs: AI App Gross Margin Structures Face First Financial Test
  53. ADNOC: 15 Ships Attacked, Strait of Hormuz Operations Under Heavy Pressure
  54. Nvidia Plans to Invest Up to $3 Billion for Stake in Power Developer Lancium
  55. Quanta's July Revenue Hits Second-Highest Record as Notebook Shipments Plunge 38% MoM
  56. Trump Media Terminates CRO Token Treasury Plan; BTC Holdings Worth Over $100M Transferred to Crypto.com
  57. China's Rare Earth Exports to Japan Plunge 51%, Down 28% to the U.S.
  58. Hedge Fund Yen Shorts Nearly Halved: Net Short Positions Drop to 63,600 Contracts After Joint U.S.-Japan Intervention
  59. U.S. Court Blocks Designation of WuXi AppTec on Chinese Military Companies List
  60. U.S. Stocks Post Best Weekly Performance Since April, Focus Shifts to CPI
  61. Trump Administration Announces Over $2 Billion in Funding for Battery and Critical Mineral Companies
  62. SpaceX Acquisition of Cursor Could Close as Early as Next Week; Brand May Be Rebranded to Grok
  63. US Officials: Iran-Oman Hormuz Agreement Expected Soon
  64. U.S. Treasury Hints at Potential Cuts to Long-Bond Auction Sizes, Market Debates Yield Impact
  65. U.S. Senate Passes Russia Sanctions Bill 86 Votes, Authorizing 100% Tariffs on China and India
  66. Trump Again Threatens to Fire Fed Governor Cook
  67. Private Equity Rushes to Exit via IPO Boom, With Listings Hitting Highest Since 2021
  68. BlackRock's Rieder: AI-Driven Productivity Revolution Could Sustain U.S. Nominal GDP Growth at 6%
  69. Bybit Sues North Korea and Lazarus Group, Obtains Asset Freezing Order
  70. Citi Raises Q3 2026 Brent Crude Forecast to $80/Barrel
  71. OpenAI Slows Astra Model Development Over Cybersecurity Concerns
  72. Beijing Follows Shanghai in Easing Home Purchase Restrictions, Reducing Non-Local Residents' Social Security Requirement to 1 Year
  73. Japan's GPIF Posts Record Quarterly Profit as AI-Driven Stock Rally Pushes Assets Beyond ¥300 Trillion
  74. Escalating AI Attacks Reshape Cybersecurity Landscape: Execution Capability and Hardware Moats Determine the Winners
  75. Goldman Sachs, JPMorgan: Weak July Jobs Data Supports Fed Pause on Rate Hikes
  76. Eli Lilly and Novo Nordisk GLP-1 Antitrust Lawsuit Dismissed by Texas Court
  77. Citi Recommends Buying the Dip on Datadog as AI-Native Customer Growth Nears 97%
  78. Goldman Sachs Partners: Ten Key Topics for the Rest of the Year After Jackson Hole
  79. China's R&D Spending Surpasses the U.S., Reaching $615 Billion in 2024
  80. Russia Strikes Odesa Port, Ukraine Grain Exports Expected to Be Halved
  81. Richmond Fed President Barkin: Labor Market in a "Fragile Equilibrium"
  82. SpaceX Lock-Up Expiry Selling Pressure Fails to Materialize, Short Covering Drives Consecutive Stock Gains
  83. Optical Communication Stocks Rally Collectively, AAOI Surges Over 12%
  84. SK Hynix Plans to Sell Chongqing Packaging & Testing Assets at ~$3 Billion Valuation
  85. Guotai Junan International Plans Privatization and Delisting with 44% Premium Offer
  86. U.S. July Nonfarm Payrolls Unexpectedly Drop by 23,000, Sharply Below Expectations
  87. China's Tax Authority Clarifies: 20% Overseas Insurance Tax Is Not a New Policy and Does Not Target Hong Kong
  88. Silver Surges Nearly 5% in a Single Day as CTA Short Covering Fuels Rebound
  89. UBS Initiates Coverage on CXMT with Buy Rating, Target Price RMB 70
  90. BofA: Mag 7 Must Maintain Stock Price Strength to Fend Off China's Cheap Computing Power Shock
  91. Tesla Rises 3.3% This Week as Retail Investors' $372M Net Buying Helps Halt Decline
  92. Cambricon Reports H1 Net Profit of 2.31 Billion Yuan, Up 122.61% YoY
  93. Take-Two Q1 Earnings Beat Expectations; GTA VI Confirmed for November 19 Launch
  94. JPMorgan: Risk of BOJ Rate Hike in September Rising, October Remains Base Case
  95. US-China AI Competition: China's Models Closing the Gap, but America's Computing Power Advantage Remains Significant
  96. Berkshire Acquires Taylor Morrison, Becoming a Top-Four U.S. Homebuilder
  97. Burry Shorts Oracle and Nebius, Warns of Leverage Risks in Tech Cloud Sector
  98. Wall Street Recalibrates Issuance Strategy as AI Capex Bonds Face Market Indigestion
  99. July CPI on Deck: U.S. Stocks Face Inflation Test After Hitting Record Highs
  100. U.S. Scrutinizes Chinese Companies' Overseas Leasing of NVIDIA Chips
Topic Archive — Page 28 · nashnova