Topic Archive — Page 29 of 112

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

  1. U.S. July Crude Oil Imports from Saudi Arabia Drop to Zero; Oil Prices Fall ~8% in a Single Week
  2. Apollo Chief Economist: AI Capex Growth Is Twice the Pace of the 2000s Housing Boom
  3. Unitree Robotics IPO: Early Investors Reap Up to 800x Returns
  4. China's Quant Funds Lost 17% on Average in July; DeepSeek Founder's Product Dropped Over 20%
  5. TSMC Accelerates Japan Expansion: Kumamoto 3nm Fab Approved, Advanced Packaging Partnerships Expand to 120 Companies
  6. AI Chip Export Boom: South Korea and Taiwan's Exports Surpass Japan for the First Time
  7. BofA Sentiment Indicator Rises to 9.7, Hitting Most Extreme Bullish Level Since 2021
  8. Fed Abandons Forward Guidance: Every Data Release Becomes a "Mini FOMC"
  9. Goldman Sachs Warns: Europe May Face Dual Diesel and Natural Gas Shortages in Winter 2026
  10. Malaysia Plans to Ease Rare Earth Export Restrictions, Attracting Investment from Multiple Countries
  11. European Blue-Chip Q2 Earnings Growth Expected to Hit Fastest Pace Since 2022
  12. Germany, France, and Spain Refuse to Issue RMB-Denominated Bonds, Dim Sum Bond Expansion Hits Roadblock
  13. Global Food Prices Hit Three-Year High as Supply Concerns Intensify
  14. Yen Weakness Rooted in Bond Market; U.S.-Japan Intervention Deliberately Avoids U.S. Treasuries
  15. UBS Raises Gold Target to $5,000: Three Structural Pillars Underpin Medium-to-Long-Term Upside
  16. JPMorgan Raises S&P 500 Target to 7,600: AI Model Releases as Key Catalyst
  17. China's Cyberspace Administration Launches Security Review of Palo Alto Networks
  18. Global Equity Funds See 11 Consecutive Weeks of Net Inflows; Europe Posts Highest Weekly Inflow in a Month
  19. SK Hynix to Spend $38 Billion on Two New Wafer Fabs, Ramping Capacity Based on Demand
  20. Reuters Poll: China's July New Loans Expected to Plunge to 45 Billion Yuan
  21. Greenlight Capital Warns: SpaceX IPO May Mark Peak of Market Speculation
  22. Japan's Four Largest Life Insurers Face $96 Billion in Unrealized Bond Losses
  23. Morgan Stanley: Two Chinese AI Companies' Inclusion in Hang Seng Tech Index to Attract Over $1 Billion in Passive Funds
  24. SK Hynix Plans to Announce Additional Shareholder Return Plan in Q3, Declares Dividend of KRW 375 Per Share
  25. Zhongji Innolight Plunges Over 10% Intraday as U.S. Optical Transceiver Maker's Expansion Plans Spark Competition Concerns
  26. HKEX: July Securities Market Cap at HK$46.8 Trillion, IPO Fundraising Up 154% YoY
  27. Berkshire Q3 Operating Profit Surges 34%; Wall Street Divided Over Succession Risk
  28. Moonshot AI's Kimi K3 Escapes Sandbox in Testing, Criticized for Lacking Cybersecurity Safeguards
  29. Morgan Stanley Raises Q2 2027 Target Prices for Major Chinese Indices
  30. HSBC Raises Equity Allocation to Maximum Overweight: Peak Panic Over Iran Oil Prices Has Passed
  31. Morgan Stanley Recommends Three Humanoid Robot Component Stocks as Musk's Optimus Bet Accelerates Demand
  32. Berkshire's $9.7 Billion Acquisition of Occidental Petroleum's Chemical Business OxyChem
  33. Germany's June Trade Surplus Narrows to €15.4 Billion, Below Expectations
  34. India Plans Polysilicon Production Incentive Scheme Covering Over 10GW Capacity
  35. U.S. Stocks Fall for Five Straight Weeks as S&P 500 Pulls Back 9.1% from Peak
  36. Citi Raises S&P 500 Target to 8,100 on AI-Driven Earnings Growth
  37. Germany's June Industrial Output Rises for Third Consecutive Month, Led by Auto Sector
  38. China Rebar Prices Fall to Near Decade-Low as Steel Mill Profitability Drops to 32%
  39. SK Hynix's Solidigm Plans Pre-IPO Fundraising of Up to $7.2 Billion
  40. KOSPI Posts Biggest Monthly Drop Since 2008 as Korean Retail Investors Flock Back to U.S. Stocks
  41. Allianz Q2 Operating Profit Hits Record High, Asset Management Drives Double-Digit Growth
  42. Bitcoin Whales Net Buy $1.2 Billion as ETFs Attract Over $750 Million This Week
  43. Reuters Poll: Japan Q2 GDP Expected to Expand for Third Consecutive Quarter with 2.0% Annualized Growth
  44. Global AI Trade Rebounds as China Tech Stocks Rally ~6% in a Single Week
  45. Japan's 15-Year JGB Yield Appears Abnormally High, Likely Distorted by Simple Yield Calculation Methods
  46. U.S. Mulls Ban on Chinese Optical Modules, AI Data Centers Face Supply Gap
  47. NVIDIA CPO Switches Enter Mass Production; Pluggable Optics to Coexist Long-Term
  48. STATS ChipPAC Plans Across-the-Board Packaging Price Hikes of 20%-30%
  49. U.S. CLARITY Act Vote Postponed to September, XRP Leads Decline Among Major Cryptocurrencies
  50. Goldman Sachs: Joint U.S.-Japan Intervention on the Yen Won't Shake the Dollar's Reserve Status
  51. Hormuz Transit Plunges to 33 Vessels as Iran-Oman Negotiations Stall
  52. ByteDance Reportedly Training Massive AI Model Approaching Scale of Anthropic's Flagship System
  53. Asia-Pacific Equity Fundraising Hits Record in July, Exceeding $83 Billion in a Single Month
  54. HK Stocks Midday Aug 7: Domestic AI Large Models Lead Gains, HSI Up 0.15%
  55. China's July Crude Oil Imports Rebounded 22% MoM but Remained Below Year-Ago Levels
  56. Meta's Safe Harbor Protection in India Faces 72-Hour Revocation Threat
  57. Backed by Beijing's Policies, Chinese AI Chip Makers Enter a Breakout Earnings Season
  58. China's Export Structure Upgrade: Intermediate and Capital Goods Growth Outpaces Consumer Goods
  59. AI Demand Widens MLCC Supply-Demand Gap, Samsung Electro-Mechanics to Raise Prices by 30% Starting August
  60. Chinese Solar Stocks Face Double Blow: Price Floor Pledge Lifts Sentiment, U.S. Tariffs Weigh
  61. Nokia Acquires NXP Arizona Wafer Fab, Betting on AI Optical Network Supply Chain
  62. "The Big Short" Prototype: Shorting AI May Be the Right Call, but Timing Remains Unknown
  63. China's July Exports Rise 23.9%, Imports Up 27.5%, Trade Surplus Narrows to $112.5 Billion
  64. Asian Markets Cautious Ahead of Non-Farm Payrolls as Oil Prices Rise on Middle East Risks
  65. SK Hynix Chip Windfall Pours into Korean Corporate Bond Market
  66. Deutsche Bank Meets Micron Management: Memory System Value Share Nears 50%, CPU-Side AI Demand Still in Warm-Up Phase
  67. PBOC Increases Gold Holdings in Hong Kong, Bolstering the City's Bid to Become a Gold Trading Hub
  68. Alibaba Plans to Charge Revenue-Sharing Fees for Heavy Users of Qwen Open-Source Models
  69. Tencent's AI Capital Expenditure Under Market Scrutiny as Earnings Growth May Slow to Lowest Since 2023
  70. AI Disrupts SaaS Valuation Logic, Forcing Software Companies to Reinvent Business Models
  71. Big Four Tech Giants' Physical Assets Reach $1.46 Trillion, Rivaling Oil Majors in Scale
  72. U.S. Sells Euro to Support Yen, Catching ECB Off Guard as Western Central Bank Coordination Norms Break Down
  73. Yen Retraces Nearly Half of Intervention Gains as Markets Bet on Another Official Move
  74. Japan's Record Single-Day Yen Purchase in April: US-Japan Joint Intervention Reshapes FX Market Logic
  75. Volkswagen and Gotion High-Tech Vie for Control of Spanish Battery Plant
  76. Nvidia Seeks Chinese Partners to Deploy AI Base Stations and Push into 6G
  77. Global Memory Shortage May Extend Through 2027 as Smartphone Price Hikes Spread
  78. DeepSeek Subscribes to RMB 141 Million Strategic Placement in Unitree Robotics with 36-Month Lock-Up Period
  79. SoftBank Borrows $10 Billion Against OpenAI Stake, Exposing Margin Call Risk If Valuation Drops
  80. New Mexico Court Orders Meta to Pay $567 Million for Youth Mental Health
  81. Roku Q2 Net Profit Surges Over 15x as Advertising and Subscriptions Both Grow More Than 25%
  82. Morgan Stanley: The Sharpest Correction in the Memory Sector Is Over, Valuations Look Attractive
  83. Japan's June Household Spending Falls for Seventh Straight Month, Real Decline Worse Than Expected
  84. China's Regulatory Tightening Drags on Macau Gaming, Revenue Growth Forecast Cut to 3%
  85. Chinese Banks Expand Direct Settlement Currency Coverage to Boost RMB Internationalization
  86. China AI Boom Drives Hong Kong Data Center Rents to Nearly Double Within the Year
  87. Petrobras Q2 Adjusted EBITDA Surges 80% YoY, Beats Expectations with $3.4B Dividend Payout
  88. Japan Discusses Expanding GPIF Investment Flexibility; Q1 Performance Expected to Be Solid
  89. Microchip Technology Q1 Revenue Beats Expectations, Q2 Guidance Above Wall Street Estimates
  90. OpenAI Upgrades Default Model to GPT-5.6 Luna, Granting Free Users Unlimited Conversations
  91. Saudi Arabia Warns of Coordinated Attack by Iraqi Militias and Houthi Forces
  92. Musalem: Monetary Policy Should Not Be Loosened to Boost Productivity
  93. DeepSeek Restarts $74 Billion Fundraising While Announcing Major API Price Hikes
  94. US Stocks After Hours: Twilio Surges 16%, Trade Desk Plunges 22% as Earnings Divergence Widens
  95. Rocket Companies Q2 Results Miss Expectations, Stock Falls 5.6% After Hours
  96. U.S. Commerce Department Bans Export of Tungsten Scrap and Battery Black Mass
  97. Atlassian Q4 Revenue of $1.77B Beats Expectations, Stock Surges 27% After Hours
  98. Twilio Q2 Revenue of $1.5B Beats Expectations; Q3 Guidance Also Tops Consensus
  99. Trump Refunds Over $4 Billion to Wind Down U.S. Offshore Wind Projects
Topic Archive — Page 29 · nashnova