Topic Archive — Page 3 of 54

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

  1. Surging Hotel Room Rates May Push Up Services Inflation in U.S. June CPI
  2. KeyBanc Downgrades Salesforce as Agentforce Customer Feedback Weakens
  3. Palantir Takes London Police Contract Rejection to High Court
  4. Chip-Software Rotation Reverses as Correlation Turns Negative for the First Time
  5. Meta's In-House AI Chip Enters Mass Production in September, Doubling Computing Power to 14 Gigawatts Next Year
  6. China's Central Bank Increases Gold Holdings for 20 Consecutive Months, June Purchases Hit 16-Month High
  7. Deutsche Bank: Rising USD Risks as Foreign Capital Inflows Shift Toward Equity
  8. U.S. Military Strikes Near Iran's Bushehr Nuclear Power Plant as Conflict Continues to Escalate
  9. Strengthening Yuan Could Be a Tailwind for Emerging Market Currencies
  10. Morgan Stanley Maintains Overweight on Rocket Lab; Iridium Acquisition Opens Valuation Upside
  11. SAP Accepts EU Commitments to Avoid Antitrust Fine
  12. Phison's H1 Revenue Surpasses NT$100 Billion for the First Time; AI Order Visibility Extends to H1 2027
  13. U.S. Semiconductor Index Drops 14% as Technical Warning Signals Intensify
  14. Foxconn Industrial Internet Q2 Net Profit Expected to Surge 86%-101%
  15. Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage
  16. GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year
  17. French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion
  18. Taiwan's H1 Exports Surge 47%, Hitting All-Time High
  19. Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions
  20. BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years
  21. China's State Council Issues "15th Five-Year Plan" Carbon Peaking Action Plan
  22. Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet
  23. Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend
  24. Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast
  25. U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs
  26. SK Hynix ADR Arbitrage Far More Challenging Than TSMC
  27. Nexchip's Hong Kong Grey Market Trading Up Over 8%
  28. UK Long-Term Bond Issuance Plans Draw Market Warnings
  29. JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating
  30. CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations
  31. BofA Reiterates Buy on Micron with $1,550 Price Target
  32. Taiwan Central Bank Governor Warns of AI Bubble Risks
  33. U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes
  34. Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure
  35. ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ
  36. European Tech Stocks Rebound as Middle East Oil Supply Risks Persist
  37. Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program
  38. BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low
  39. AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint
  40. Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion
  41. US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test
  42. Applied Materials CEO: Chip Expansion Cycle to Last Several More Years
  43. Wistron and Wiwynn Both Hit Record-High H1 Revenue as AI Server Shipments Continue to Grow
  44. U.S.-Iran Tensions Escalate Again: Bitcoin Holds Firm While Gold Continues to Slide
  45. PBOC Introduces "Structural Divergence" Concept for the First Time, Emphasizing Monetary Policy Flexibility
  46. Goldman Sachs: Hormuz Tensions May Delay Middle East Crude Supply Recovery
  47. Hong Kong Stocks Drop 0.78% at Midday as AI IPO Lock-Up Expirations Trigger Divergence
  48. Chinese Regulators Halt Bank Underwriting of LGFV Bonds Maturing Within Two Years
  49. Samsung and SK Hynix Delay Hybrid Bonding Adoption Timeline
  50. China's Rare Earth Export Controls Squeeze Japanese Competitors
  51. 15 AI Chip Firms Compete for SMIC's 7nm Capacity, Shortage Could Reach 1.6 Million Wafers
  52. Bain Capital Fully Exits Kioxia, AI Wave Delivers Epic Private Equity Returns
  53. Quant Long-Short Funds Down 3.6% in Two Weeks as Momentum Collapse Meets Korean Stock Turmoil
  54. Citi Summit: Scaling Robotics Is a Decade-Long Marathon
  55. Foxconn Builds a Four-Dimensional Semiconductor Ecosystem
  56. Sovereign AI Emerges as Next Growth Driver for Chip Industry, NVIDIA Holds Strongest Edge
  57. China Reportedly Plans to Allow Limited H200 Imports: Training Only, Inference Must Use Domestic Chips
  58. Goldman Sachs Predicts Over 50% Upside for CATL in the Next Year
  59. Jensen Huang: AI Value Shifting to Enterprise Workflows, Harness Becomes Key Competitive Edge
  60. Former BOJ Official: Terminal Rate Could Exceed 2%
  61. Asian Stocks Rebound on Chip Rally as Three-Day Oil Surge Weighs on Bond Market
  62. Chinese Banks Claim Seven of World's Top Ten Spots, with Assets More Than Double Those of U.S. Banks
  63. US-Iran Ceasefire Collapse Combined with Hawkish Fed Minutes Triggers Sharp Global Bond Selloff
  64. Luxshare Precision Drops Over 5% on Hong Kong Debut, Opening at HK$60
  65. Deutsche Bank Maintains Sell Rating on Pop Mart, Warns IP Cycle May Have Peaked
  66. China's June CPI Up 1% YoY, PPI Up 4.1% YoY
  67. OpenAI Safety Chief Departs as Leadership Turmoil Continues Ahead of IPO
  68. CXMT IPO Subscription Opens on July 16; H1 Net Profit Expected to Surge Over 22-Fold
  69. Global Nuclear Power Capacity to Surge 44% by 2036, China to Overtake U.S. as Top Producer
  70. IMF Sharply Raises South Korea's 2026 Growth Forecast to 2.6%, Driven by AI Chip Demand
  71. Taiwan AI Data Center Power Demand to Surge Ninefold in Five Years, Grid Faces Four Major Bottlenecks
  72. Semiconductor ETF Attracts Record $5.4 Billion in Single-Day Inflows
  73. HK-Listed Brokerages See Divergent H1 Results as Industry Concentration Accelerates
  74. Warsh to Testify Before Congress on Monetary Policy for the First Time
  75. Burry Buys Flutter and DraftKings, Betting on Tighter Prediction Market Regulation
  76. Paramount's Acquisition of Warner Bros. Closing Delayed Again as Oregon Investigation Adds Pressure
  77. U.S. Senate Committee to Vote on Tightening Ban on Chinese Vehicles
  78. Moody's Maintains Japan's Sovereign Rating at A1 with Stable Outlook
  79. Dollar Long Positions Rise to a Decade High
  80. SpaceX AI Releases Grok 4.5, Pricing Significantly Lower Than Anthropic
  81. SEC Proposal to Cut Quarterly Reporting Opposed by 99% of Public Comments
  82. Pimco: Japanese Government Bond Yields at 3% Could Be Attractive
  83. U.S. Military Strikes Iranian Targets Near Hormuz for Second Consecutive Day
  84. Court Approves Musk's SEC Settlement Over Twitter Disclosure
  85. Morgan Stanley: 43 Stocks Identified in the Orbital Computing Race
  86. Treasury Yields Rise as Geopolitical Tensions Escalate, 10-Year Climbs to 4.567%
  87. Meta to Build First Canadian Data Center with Over C$13 Billion Investment
  88. U.S. Consumer Credit Unexpectedly Declined in May; Credit Card Debt Posts Largest Drop Since 2024
  89. Goldman Sachs Advises Clients to Rotate into China's AI Value Chain
  90. NVIDIA Open-Source Model Nemotron 3 Ultra Cuts Inference Costs to One-Tenth of Closed-Source Rivals
  91. U.S. Fuel Exports Hit Record High as Domestic Inventories Drop to Multi-Year Lows
  92. AI Data Centers Tap $3.5 Trillion Market via 144A Private Placements
  93. Fed June Minutes: Officials Sharply Divided on Rate Path
  94. JPMorgan: SpaceX-Tesla Merger Strategically Feasible, but Regulatory Hurdles Should Not Be Underestimated
  95. Chip Stock Rebound Helps Nasdaq Narrow Losses, Broadcom Surges Over 6%
  96. Foreign Demand at U.S. 10-Year Treasury Auction Hits Third Highest on Record
  97. OpenAI Launches GPT-Live Voice Model, Powered by GPT-5.5 on the Backend
  98. Meta AI Glasses Privacy Controversy and Cloud Business Bet
  99. US-Iran Ceasefire Collapses as Shipowners Assess Hormuz Transit Risks
  100. TD Cowen: Amazon AWS Q2 Growth Expected to Reach 35.5%