Topic Archive — Page 31 of 112

Every market topic nashnova has published, newest first (11178 total).

  1. Sinopec Ramps Up Russian ESPO Crude Purchases to Offset Middle East Supply Cuts
  2. Intel Secures Government Stake and Nvidia-SoftBank Capital Injection as Lip-Bu Tan Leads Deep Restructuring
  3. Celestica's $3 Billion Stock Offering Priced at $310, Shares Drop 12% After Hours
  4. Severe Power Fluctuations in AI Data Centers Are Destroying Their Own Infrastructure
  5. China's MIIT Conducts Surprise Inspections on Five Automakers Over Battery and Intelligent Driving Safety
  6. Citi: Global AI Capex Rises to $1.2 Trillion, Market Underestimates 2027 Revenue
  7. BNP Paribas: SpaceX's Aggressive Expansion May Trigger GPU Shortage Again by 2027, Benefiting CoreWeave and Two Others
  8. South Korea's Industry Minister: China's Chip Investment Pace Beyond Imagination, Korea Must Accelerate Its Strategy
  9. DeepSeek Announces Significant Price Hikes, Calling Increases "Substantial"
  10. Samsung 4nm Capacity Fully Booked Through 2027, Driven by NVIDIA Orders and HBM4; 5nm Emerges as Alternative
  11. U.S. Restricts Exports of Tungsten Scrap and Battery Black Mass, Invoking Defense Production Act
  12. First mRNA Flu Vaccine Wins FDA Approval, but Moderna's Commercialization Outlook Remains Uncertain
  13. China to Tax Offshore Insurance Policies, AIA Group Drops Nearly 9% in Hong Kong
  14. Hang Seng Opens 0.96% Lower; Gold Stocks Buck the Trend with Zijin Mining Surging Over 9%
  15. OpenAI AI Agents First Breach Their Own Testing Systems, Then Infiltrate Hugging Face
  16. MiniMax-W Officially Included in Stock Connect, ARR Sprinting Toward $1 Billion
  17. AI Chip Exports Drive South Korea's Current Account Surplus to Record Highs for Two Consecutive Months
  18. SK Hynix Plunged 30% to Hit Limit Down in Pre-Market; Nextrade to Introduce Circuit Breaker Mechanism
  19. Trump and Waller in Frequent Contact: Central Bank Independence Under Scrutiny
  20. Goldman Sachs: SanDisk and Western Digital Post Strong Results but Expectations Were Too High — Shares Likely to Face Pressure
  21. Gold Surges 4.2% in Single Day for Largest Gain in Five Months as Triple Catalysts Converge to Break Consolidation Pattern
  22. Japanese Ruling Party Lawmaker Proposes Using BOJ ETF Holdings to Cover Tax Cut Shortfall
  23. South Korea's Ministry of Finance: Probability of 3% Economic Growth in 2026 Rises Significantly
  24. U.S. Plans to Ban Chinese Optical Transceivers from AI Data Centers, Zhongji Innolight Takes the Biggest Hit
  25. Memory Shortage Drives Up Smartphone Costs as Chinese Brands Leverage AI Phones to Counter Weakening Demand
  26. Chinese Automakers' Profit Margins Drop to 3.8% as Battery Supply Chain Pricing Power Tilts
  27. Guolian Minsheng: U.S. Treasury Pricing Framework Shifts to Fiscal Risk Premium Dominance
  28. CSC: HK Stock Rebound Is Not a Reversal — Bull Market Must Clear Both Earnings and Liquidity Hurdles
  29. Whistleblower Alleges JPMorgan Denied Over $100 Million in Claims; U.S. Prosecutors Launch Review
  30. Prudential Financial Cuts Country Footprint by ~50%, Targets $750M in Cost Savings by 2028
  31. U.S. Has Refunded ~$100 Billion in IEEPA Tariffs; Critics Say Refunds Go to Businesses, Not Consumers
  32. Meta's Model Breached Third-Party Systems During Testing, Sharing Root Cause with Anthropic Incident
  33. Western Digital's Long-Term Contracts Booked Through 2031 as AI Drives Structural Growth in HDD Demand
  34. Etsy Cuts 12% of Workforce and Approves $2B Buyback; Q2 Marketplace GMS Up 7.5%
  35. JPMorgan Raises SpaceX Price Target to $240
  36. SpaceX Spent $295 Million on Additional Tesla Megapack Purchases in Q2
  37. BofA: U.S. July Wages Up 2% YoY, Low-Income Group Growth Outpaces High-Income for the First Time
  38. Bezos Sells ~$350 Million in Amazon Stock in First Reduction This Year
  39. Dow Rises 263 Points to Hit 24th Record High of the Year
  40. HubSpot Full-Year Guidance Misses Expectations, Stock Drops Over 20%
  41. eBay Raises Full-Year GMV Guidance to 12.5%; Depop Acquisition Completed
  42. BofA Raises Yen Forecast, Expects USD/JPY to Reach 149 by End of 2026
  43. IonQ Q2 Revenue Nearly Quadruples to $80.1M, Raises Full-Year Guidance and Completes SkyWater Acquisition
  44. Carney Seeks Full Tariff Exemption as Trump's 50% New Tariff Takes Effect on August 19
  45. Expedia Q2 Revenue Up 14% Beating Estimates on Both EPS and Revenue, Full-Year Growth Guidance Raised to 9%-10%
  46. SanDisk Q4 Revenue Nearly Quintuples Beating Expectations, but Mixed Q1 Guidance Drags Shares Down Over 3% After Hours
  47. DoorDash Q2 Results Beat Expectations, Q3 Guidance Above Consensus
  48. Salesforce Promotes Milanow to COO as Talapragada Departs
  49. Figma Raises 2026 Revenue Forecast as AI Monetization Emerges, but Stock Drops 10% After Hours
  50. AppLovin Q2 Revenue Growth of 52% Slightly Misses Expectations; Q3 Guidance Midpoint Exceeds $2 Billion
  51. MercadoLibre Q2 Revenue Surpasses $10 Billion, Up 50% YoY Marking Fastest Growth in Four Years
  52. Dow Hits Third Consecutive Record Close as S&P 500 and Nasdaq Slip
  53. Western Digital Q4 Revenue of $3.75B Beats Expectations, Stock Drops 11% After Hours
  54. Block Raises Full-Year 2026 Profit Outlook as Q2 Results Beat Expectations
  55. Fed Governor Cook: Ready to Raise Rates If Inflation Doesn't Fall
  56. Honeywell Aerospace Supply Chain Disrupted, Full-Year Growth Guidance Cut to 4%-5%
  57. Fed May Cut Number of Annual Policy Meetings, Heightening Market Volatility Expectations
  58. 70% of Microsoft's AI Revenue Comes from OpenAI, Concentration Level Quantified for the First Time
  59. Yen Gains from Japan's FX Intervention Fall Far Short of Covering Food Tax Cut Gap
  60. Copper Breaks $14,000 as U.S. Stockpiling Drains Global Inventories
  61. Cloud Business Incremental Margins Surge, Lifting Shares of Microsoft, Google, and Amazon
  62. U.S. DOJ Plans to Revoke Antitrust Exemption Letters for Proxy Advisors
  63. Nikkei Surges Over 2,000 Points as Korean Market Volatility Dampens AI Stock Sentiment
  64. Alphabet Plunge Drags Nasdaq Lower, S&P 500 Record Close Derailed
  65. FOMO Dominates US Stocks as S&P Skew Collapse Triggers Heavy Options Positioning
  66. Google Chief Scientist Jeff Dean Departs to Found AI Research Automation Company
  67. Hacking Wave Hits Major Wall Street Hedge Funds
  68. Middle East Conflict Drives Refining Margins to Record Highs; Shell and Other Majors See Q2 Earnings Surge
  69. Zoox to Launch Paid Robotaxi Service Without Steering Wheel in Las Vegas Starting August 10
  70. U.S. Senate Committee Advances Children's Online Safety Legislation; Meta, Google Face "Duty of Care" Provisions
  71. EIA: U.S. Crude Inventories Rise 2.5 Million Barrels for Week Ending July 31, Far Exceeding Expectations
  72. Disney Sells A+E Stake for $1.2 Billion, Raises Buyback Target to $9 Billion
  73. U.S. Lifts Sanctions on IRGC-Linked Entities as Shipping Industry Warns Hormuz Toll Fees Could Trigger Chain Reactions
  74. Soft Payrolls Lift Sentiment as Dow and S&P Hit Fresh Record Highs on Wednesday
  75. Photonics ETF Rides AI Data Center Boom to Market as Nvidia Bets Over $6.5 Billion
  76. Meta Launches Internal AI Coding Tool MetaCode to Rival Anthropic and OpenAI
  77. U.S. July ISM Non-Manufacturing PMI Came in at 54.1, Slightly Below Expectations
  78. U.S. July Composite PMI Final Reading Revised Up to 54.5
  79. Musk's First Earnings Call: SpaceX Moves Up $1 Trillion Revenue Target to 2030
  80. Nasdaq Rises Over 1% for Four Consecutive Days — Only the 18th Time in History
  81. ByteDance Founder Explicitly Rejects AI Distillation Strategy, Willing to Sacrifice Short-Term Gains
  82. Bank of America CEO: AI Hedge Fund Blowup Serves as Warning for Leveraged Markets
  83. PayPal Splits Reporting Structure as CEO Sets Revenue Targets for Three Business Units for the First Time
  84. Wedbush: UMC May Benefit from Intel EMIB-T; Powerchip Semiconductor Enters Supply Chain
  85. U.S.-China AI and Robotics Trade Tensions Escalate Ahead of Xi-Trump Summit
  86. Anthropic Builds In-House Chip Team While Maintaining Multi-Chip Strategy
  87. Goldman Sachs: Investors Rush to Build Upside Exposure as SPX Call Options Hit Record-High Volume
  88. U.S. Treasury: Long-Term Bond Issuance Size Won't Expand for at Least Several Quarters
  89. Nasdaq 100 Single-Day Bullish Signal Ranks in Top Ten of the Past Decade
  90. Google Plans to Acquire AI Coding Startup Mechanize for Over $1.5 Billion
  91. U.S. July ADP Employment Adds Only 44K Jobs, Far Below Expectations
  92. ECB: AI Investment Helps Cushion Eurozone Uncertainty Drag
  93. AstraZeneca and Bristol-Myers Squibb Merger Rumors Denied
  94. Fed's Kashkari: Now Is the Time to Gradually Raise Interest Rates
  95. SpaceX's Largest-Ever Lock-Up Expiration of 910M Shares Hits Today, Short Interest Surpasses Tesla
  96. Google's UK Search Ads Class Action Lawsuit Certified, Seeking Over $6.7 Billion in Damages
  97. European Legacy Tech Stocks Emerge as Surprise AI Beneficiaries This Earnings Season
  98. Douyin E-Commerce GMV Growth Slows to ~20% in H1 2026, Deceleration Continues
  99. Yen Carry Trade Shows Resilience as Investors Shift to Euro and Swiss Franc for Funding
  100. ByteDance Launches Full-Duplex Audio-Video Large Model SeedRealtime, Now Fully Deployed on Doubao
Topic Archive — Page 31 · nashnova