Topic Archive — Page 32 of 54

Every market topic NashNova has published, newest first (5343 total).

  1. Memory Chip Prices Surge 200% in Six Months, Becoming a Key Driver of U.S. Inflation
  2. Ahead of SpaceX IPO, Family Offices Are Betting Space Investments on Infrastructure and Defense
  3. Visa: Stablecoins Are Reshaping the Commercial Backend, Expanding AI and Tokenization Initiatives
  4. Strategy CEO: Selling 32 Bitcoin Was a "Market Immunity" Test, Not a Strategic Retreat
  5. Morgan Stanley Initiates Nebius at "Equal-Weight" with $144 Price Target
  6. Morgan Stanley: Memory Pullback Is a Healthy Reset, AI Will Push Cycle Peak Out by at Least Several Quarters
  7. Price per Million Tokens Drops to Just a Few Yuan: The Rise of the "Computing Power Supermarket" Model
  8. Wall Street's First Institutional Coverage on SpaceX, Price Target Up to $190
  9. Leveraged ETF Trading Accounts for 60%-70% of SK Hynix Volume, Amplifying Stock Price Volatility
  10. Bitcoin Holds 200-Week Moving Average While Major Altcoins Remain Under Pressure
  11. OpenAI CEO Altman to Visit South Korea Next Week to Discuss AI Partnerships with Samsung and Kakao
  12. SpaceX IPO Pricing Confirmed Thursday, Nasdaq Opening Cross Set for Friday
  13. Gold Drops Over 20% from March High, Officially Entering Bear Market as Rates and Liquidity Drive Pricing
  14. Japan Meteorological Agency Declares El Niño Onset, Intensifying Food Inflation Pressures
  15. Middle East Crude "Shadow Fleet" Breaking Through Hormuz as Depleting Inventories Amplify Oil Price Rebound Risk
  16. Meta's Subscription Strategy Fails to Mask AI Competitive Weakness as Non-Ad Revenue Transition Faces Long Road Ahead
  17. Micron Stock Rebounds 3% Premarket as SK Hynix Expansion Plan Shrugged Off by Market
  18. Bernstein: Surging Memory Prices May Strengthen Nvidia's Pricing Power
  19. Driven by Growing TSMC Orders, Amkor Plans to Invest Over KRW 1 Trillion to Expand Packaging Plant in South Korea
  20. US-Iran Negotiations Near Interim Deal as Iran Seeks to Unfreeze $6-12 Billion
  21. Ming-Chi Kuo: TSMC's CoPoS Expected to Enter Mass Production in H2 2028
  22. After April's Surge, Can Tonight's U.S. May PPI Cool Down?
  23. Asian Central Banks Extend Currency Defense to Offshore Markets
  24. Meta and Manus Complete Operational Separation, Cease Mutual Data Sharing
  25. Musk to Attend ASML Event Ahead of SpaceX IPO, Discussing Terafab Chip Factory Plans
  26. SK Hynix Rarely Raises Equipment Procurement Prices, Supplier Price Hikes of 3%-4%
  27. BNP Paribas: AI Liquid Cooling Demand Continues to Expand, Vertiv and Eaton Best Positioned
  28. Japan Plans to Bring Crypto Assets Under Stock Regulatory Framework, Bill Expected to Take Effect Next Year
  29. Morgan Stanley: China's AI Differentiates Through Cost-Efficiency and Multimodal Capabilities
  30. Workers' Daily Calls for Building "Levees" Around AI Employment, Urging Improved Labor Standards and Algorithm Oversight
  31. Iron Ore Prices Hold Steady, but China's May Import Data Reveals 8 Million Ton Shortfall
  32. BlackRock Files Fourth Amendment for Bitcoin Income ETF; Bloomberg Analyst Says Launch May Be Imminent
  33. India's Largest IT Services Firm Allies with Anthropic, Equipping 50,000 Employees with Claude
  34. Goldman Sachs: Hyperscaler Capex Could Reach $1.1 Trillion by 2027
  35. Regulators summon e-commerce platforms over false 618 promotion claims; Alibaba and JD.com drop nearly 6% in Hong Kong
  36. China Abruptly Cancels Two High-Level Meetings with the EU
  37. KKR Launches $10 Billion Data Center Platform Led by Former AWS Chief to Build Out AI Infrastructure
  38. Iran War Compounded by Structural Shortages: Copper and Aluminum Markets Face a "Super Squeeze"
  39. Citi: AI PCB Bottleneck Shifting Upstream, E-Glass Fabric Has Strongest Pricing Leverage
  40. U.S.-Iran Conflict Escalation Fuels Inflation Expectations as Copper Prices Drop to Three-Week Low
  41. Adobe Earnings Preview: The Valuation Deadlock Under the Shadow of AI Self-Cannibalization
  42. Mitsubishi Heavy Industries' Order Backlog Hits $82 Billion — Can Capacity Expansion Keep Up?
  43. JPMorgan and Axon Discuss U.S. Data Center Drone Defense Strategy
  44. NVIDIA 800V Data Center Architecture Timeline in Question as Suppliers Say They Have Not Received Official Specs
  45. Bitmine Purchases Another 25,000 ETH, Accumulating $205M in Buys Over Three Days
  46. HKEX: 10 Companies Listed via Chapter 18C in First Five Months of This Year, Raising Over HK$25 Billion
  47. SK Hynix to Mass-Produce 375-Layer NAND by Year-End, Introducing Molybdenum Material for the First Time
  48. High-End MLCC Supply Tightens as Taiwanese Firms Turn to Chinese Alternative Sources
  49. OpenAI Considers Significant Token Price Cuts to Preempt Anthropic Price War
  50. A-Share Market Opens with ChiNext Leading Gains as Semiconductor Sector Surges
  51. Anthropic's New Model Fable Faces Strong User Backlash Over Safety Restrictions
  52. U.S. Dollar Index Falls Below the 100 Level
  53. South Korea's Exports Hit Record $28.6 Billion in First 10 Days of June, Semiconductors Account for Nearly 40%
  54. Nike Stock Down 45% in CEO's First 20 Months
  55. NVIDIA Rubin Ramping Up: Cloud Giants Lock In All Memory Supply Through 2027 via Long-Term Agreements
  56. Goldman Sachs: Asian Equity Crowding and Leverage Rising, Warning of Increased Pullback Risk
  57. China Restricts Indium Phosphide Exports, 6-Inch Wafer Prices Surge 250%
  58. JPMorgan: AI Capex Spiraling Out of Control — META and Microsoft Could Emerge as Winners
  59. Xiaomi Unveils 1-Trillion-Parameter Large Model with Inference Speed Exceeding 1,000 Tokens/s
  60. OpenAI CEO to Visit Samsung, Driving Internal AI Transformation
  61. Meituan's GN06 Team Launches AI Browser Tabbit 1.0
  62. OpenAI Launches Product Ads in ChatGPT
  63. BofA: Record Net Selling of U.S. Stocks Last Week; Tech Outflows Highest Since 2008
  64. Oracle Earnings Call: $70B CapEx for FY2027, $40B in Financing to Fuel AI Expansion
  65. Iran Announces Closure of Strait of Hormuz, Threatens to Sink Transiting Vessels
  66. Goldman Sachs Warns of Tightening Texas Grid as Data Center Demand May Cause Supply-Demand Imbalance
  67. Aura Laser Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
  68. Traders Aggressively Short Crude Oil, Betting Hormuz Crisis Is Nearing Resolution
  69. First Wall Street Analyst Initiates Coverage on SpaceX with $165 Price Target, Implying $2.3 Trillion Valuation
  70. Anthropic Proposes AI Regulatory Framework: Government Should Have Authority to Block High-Risk Models
  71. U.S. Plans to Loan Up to 40 Million Barrels of Crude from Strategic Petroleum Reserve
  72. U.S. Military Strikes Iran for Second Consecutive Day, WTI Surges to $92 as Ceasefire Agreement on Verge of Collapse
  73. Vanda: AI Trading Positions Hit by Largest Unwind in 15 Years
  74. U.S. May CPI Surges to 4.2%, a Three-Year High; Dow Drops 953 Points and Gold Falls Below $4,100
  75. Volkswagen Plans to Introduce Samsung SDI's European-Made Prismatic Batteries, Building a Three-Way Supply System
  76. Oracle Q4 Earnings Mixed; Announces $40B FY27 Financing to Expand AI Data Centers
  77. Warsh Favors "Trimmed Mean" Inflation Gauge, Bond Market Signals Risk
  78. ECB May Raise Rates Today for the First Time in Nearly Three Years, Lagarde's Stance in Focus
  79. De-Dollarization Accelerates: Can the Renminbi Surpass the Euro as the World's Second-Largest Currency?
  80. China's Embodied AI Funding Surge: Humanoid Robot Commercialization Faces Three Critical Tests
  81. U.S.-Iran Exchange Fire, Trump Threatens "Fierce" Strikes: Oil Prices Surge, U.S. Stocks Fall Across the Board
  82. Report: OpenAI Expected to Go Public "Within the Next Year," GPT-5.6 to Be Released This Month
  83. SpaceX May Be Fast-Tracked into Dow Jones Index, but S&P 500 Threshold Remains a Hurdle
  84. Super Micro Plunges 18%: Why Did a $7 Billion Offering Trigger a Selloff?
  85. All Three Major U.S. Stock Indexes Extend Losses in Midday Trading; Philadelphia Semiconductor Index Falls 2.76%
  86. Foreign Investors Pulled Nearly $27 Billion From Emerging Markets in May, With South Korean Stocks as the Biggest Outflow Point
  87. Morgan Stanley: Recent Pullback Is a Normal Correction, Maintains Bullish Year-End Target for S&P 500
  88. Hedge Funds' SOFR Futures Short Positions Hit All-Time Record, Betting on Fed Maintaining Higher Rates for Longer
  89. Polymarket International Platform's May Trading Volume Drops to $7.1 Billion, Declining for Second Consecutive Month
  90. Anthropic's Claude Fable 5 Introduces Anti-Distillation Mechanism to Raise Training Barriers for Competitors
  91. SpaceX Frenzy Triggers Retail Fund Rotation Out of Chip Stocks
  92. Middle Eastern Sovereign Funds Reportedly Submit Multi-Billion Dollar Orders for SpaceX IPO
  93. Citadel Securities: AI Theme Faces Rising Political Pressure, Inflation Risks May Force the Fed to Hike Rates
  94. Goldman Sachs Partner: Market Has Razor-Thin Margin for Error as Crowded Positioning and Leverage Risks Compound
  95. U.S. May CPI Rises to 4.2% YoY, Cooling Core CPI MoM Becomes the Biggest Highlight
  96. China's Bond Yields Fall Below Japan's Across All Maturities
  97. Two Bullish Signals Emerge in Options Market After Tuesday's Wild Swings in U.S. Stocks
  98. Morgan Stanley Responds to SemiAnalysis Report: Agrees on CPO Delays, Disagrees on 800V Roadmap Disruption
  99. Middle East Risks Combined with Tech Sell-Off: Foreign Investors Pull Over $27 Billion from Asian Equities in June
  100. U.S. CFTC Proposes New Prediction Market Rules: Most Sports Betting Contracts to Remain Permitted, War-Related Contracts May Be Banned