Topic Archive — Page 32 of 154

Every market topic nashnova has published, newest first (15354 total).

  1. Li Chenggang's Title Elevated to National Level; Ling Ji Appointed Deputy Trade Representative
  2. Goldman Sachs: China's AI Capex to Reach RMB 8.5 Trillion Over Five Years, Computing Capacity to Triple
  3. CSC: A-Shares Enter Second Round of Recovery, Balanced Allocation Between AI Computing Power and Dividend Assets
  4. Ukrainian Drones Strike Moscow Refinery, Deepening Global Diesel Supply Crisis
  5. CITIC Securities: Seize the Last Offensive Window for A-Shares This Year — Non-Institutionally Held Stocks Offer Greater Upside
  6. China's Rare Earth Exports to Japan Continue to Decline, August Magnet Shipments Down 17% YoY
  7. Goldman Sachs: Speculative Longs Re-Enter Copper Market as Prices Stabilize
  8. Samsung Electronics Expected to at Least Double HBM4 Series Production by 2027
  9. Big Tech Leverages Off-Balance-Sheet Guarantees to Unlock $300 Billion in AI Financing
  10. China Strengthens Enforcement Against Malicious Price Competition, Advances Price Law Revision
  11. Meta Files Multiple Lawsuits Against UK Regulator, Challenging Online Safety Act Enforcement
  12. Saudi Arabia Exits China-Led Cross-Border Digital Currency Platform mBridge
  13. CXMT Begins Mass Production of 5th-Gen DRAM Platform, Boosting Per-Wafer Output by 50%
  14. Novo Nordisk Investors Call for M&A and New Drug Development
  15. Taiwan Chip Equipment Grows 65%, Driven by AI Testing Segment
  16. Acer CEO Jason Chen: Chinese Memory Capacity Surge Disrupts Pricing, PC Prices Won't Peak and Decline Until H2 2027
  17. China's 1-Year LPR Held Steady at 3.0% for 16 Consecutive Months
  18. Sovereign Wealth Funds Shun China as Capital Concentrates in U.S. AI
  19. China's August Electricity Consumption Surpasses 1 Trillion kWh, Peak Load Hits All-Time High
  20. Goldman Sachs: Smooth Midterm Elections + Falling Oil Prices Could Trigger Year-End Rally Across All Assets
  21. Houthi Attacks Target Riyadh and Yanbu Crude Facilities, Pressuring Two Saudi Export Routes
  22. AI Computing Demand Reshapes MLCC Supply-Demand Dynamics, High-Capacity Orders Booked Through 2027
  23. Iran: Mediators Inform U.S. That Tehran Is Ready to Negotiate; Reopening of Strait of Hormuz Set as Precondition
  24. Trump Announces Formation of "AI Force," Predicts AI Will Account for 25% of U.S. GDP
  25. SpaceX Nasdaq 100 Weight Confirmed to Rise to 2.82%
  26. Judge Refuses to Terminate Consent Decree, Blocking TikTok's $400 Million Privacy Settlement
  27. JPMorgan: AI Infrastructure Investment at a Crossroads, Asian Tech Hardware Remains Attractive
  28. CICC: Interest Rate Risk Surpasses AI Bubble as Top Concern; Foreign Investors Most Bullish on China's AI and Semiconductors
  29. UBS: Global AI Capex Approaching $1 Trillion in 2026, with 90% of Incremental Spending Driven by Memory Price Increases
  30. Investors Question Anthropic's Post-IPO Revenue Sustainability
  31. CITIC Securities: Strong August Exports but Weak Consumption; Housing Prices Have a Foundation to Stop Declining
  32. CITIC Securities: Diamond Heat Dissipation to Enter Industrialization Era in 2026
  33. CITIC Securities: Ascend 960 Released Ahead of Schedule, Entire Domestic Computing Power Supply Chain to Benefit
  34. Morgan Stanley: U.S.-China Summit Likely to Extend Truce, but AI Competition May Escalate Independently
  35. Chinese State Media-Affiliated Account Singles Out Anthropic Over Data Privacy Risks
  36. Chinese Regulators Launch Investigations into Four Online Travel Platforms
  37. EU Tax Commissioner: Global Solutions Must Be Exhausted Before Digital Services Tax
  38. AI Giants Face Antitrust Lawsuit, Accused of Coordinating to Slow Technological Development
  39. He Lifeng to Lead Delegation to the U.S. for China-U.S. Economic and Trade Consultations
  40. Trump Signs Memo Excluding Canadian Goods from U.S. Federal Procurement
  41. Morgan Stanley Private Credit Fund Caps Redemptions Again as Demand Exceeds Limit by Twofold
  42. Average Global Government Bond Yield Rises to 5%, Hitting Highest Level Since July 2002
  43. Chinese Academy of Sciences Explores Sub-3nm Chip Process Path Using DUV Lithography
  44. Paramount and Warner Bros. Merger Lawsuit Reportedly Nearing Settlement, Both Stocks Surge After Hours
  45. OpenAI Projects Cumulative Losses of $278 Billion from 2026 to 2030
  46. Google's Gemini Autonomously Hacked Three Real Companies During Testing
  47. Apple's Three-Phase iPhone Launch Strategy Complicates Demand Assessment
  48. Trump Signs Russia Sanctions Bill, China and India Face Up to 100% Tariff Threat
  49. Bitcoin Reclaims $80,000 as SEC Tokenization Exemption and ETF Inflows Converge
  50. AI Data Center Firm Nscale Files for U.S. IPO, Seeking to Raise $3 Billion
  51. Anthropic Announces Accenture to Embed AI Safety Evaluations; Both Parties Plan to Invest Over $1 Billion
  52. Trump Announces U.S.-Denmark Deal on Greenland, Granting U.S. "Permanent Security Control"
  53. Hedge Funds Flip to Net Long on Yen for the First Time in Over a Year
  54. LME Copper Posts 11th Weekly Gain in 12 Weeks as Yangshan Copper Premium Hits Nearly Four-Year High
  55. Trump Consults Senate Majority Leader on Data Center Electricity Cost-Sharing Legislation
  56. Altman Set to Attend UN Security Council AI Hearing
  57. Oracle's $18 Billion Data Center Debt Falls Into Distressed Territory
  58. Anthropic Advances IPO Plans as CEO Calls for AI Safety Regulation
  59. U.S. Stocks Diverge on Sept. 18 as Inflation and Middle East Tensions Weigh on AI Optimism
  60. U.S. and China Discuss Cutting Tariffs on American LNG as Negotiations Accelerate Ahead of Xi's Visit
  61. Bloomberg: Iran War Causes Diesel Supply Losses Exceeding Russia-Ukraine Conflict; Trump's Claims Questioned
  62. Drone Strikes Cooling Tower at Russia's Kursk Nuclear Power Plant; Reactors Continue Operating at Full Capacity
  63. U.S. DOJ Considers Joining Texas Antitrust Lawsuit Against BlackRock and State Street
  64. Westinghouse Electric Eyes U.S. IPO With Target Valuation Over $50 Billion
  65. Saudi Arabia Cuts Off European Supply, North Sea Crude Premium Surges to Historic Record
  66. Dollar Posts Best Week Since June as Rate Hike Expectations Open Upside
  67. AI Drives Surge in Security Spending, JPMorgan Estimates Over $430 Billion in New Spending Over Three Years
  68. Eli Lilly's Inluriyo Breast Cancer Combination Therapy Receives Full FDA Approval
  69. Barclays Forecasts Tesla Q3 Deliveries at ~475K Units, Exceeding Wall Street Consensus
  70. SEC Moves to Abolish 80-Year-Old Shareholder Proposal Rule
  71. BofA Warns: Fed Rate Hike Terminal Rate Could Return to 5.5%, Recommends Shorting 2-Year Treasuries
  72. AMD to Raise Prices ~10% Across All Chip Lines Starting Q4, Fully Passing Through TSMC Foundry Cost Increases
  73. Behind the BOJ's September Rate Hike: How the US-Japan 'Currency Alliance' Is Applying Pressure
  74. Goldman Sachs Macro Trader: Positioning Turns Clean After Central Bank-Heavy Week
  75. Global M&A Q3 Declines in Both Volume and Value, Ending Six-Quarter Streak Above $1 Trillion
  76. EU Imposes Provisional Safeguard Measures on Electrical Steel Imports, Setting Minimum Prices and Quotas
  77. Macron Convenes G7 Summit to Coordinate Strategic Oil Reserve Releases
  78. Iran War Spillover: China's New Shipbuilding Orders Surge 2.7x YoY, Global Market Share Rises to 82%
  79. JPMorgan: Custom Chip Shipment Share to Surpass GPUs by 2027
  80. Short-End U.S. Treasury Yields Continue Rising to Over Two-Year Highs; Bank of America Recommends Betting on Rate Hikes to 5.25%
  81. U.S. Diesel Retail Prices Hit Record Highs as Major Midwest Refinery Shutdown Intensifies Supply Pressure
  82. EU Investigates Amazon Over Alleged Restrictions on Sellers' Cross-Platform Pricing
  83. U.S. Auto Industry Jointly Urges Trump: Block Chinese Automakers from Entering the U.S. Market
  84. U.S. Short-Term Treasury Repo Financing Costs Spike, Two-Year Rate Hits 0.79%
  85. Volkswagen and Porsche SE Lower 2026 Performance Outlook
  86. Disney Appoints Former Character.AI CEO Noam Shazeer as Chief Technology Officer
  87. China's Commerce Ministry Opposes EU Demand for Voluntary Export Restrictions on Hybrid Vehicles
  88. EU Officials Call on European Banks to Scale Up and Deepen Capital Markets
  89. California Governor Newsom Signs Executive Order to Advance AI Safety Regulation
  90. London Marine Insurance Market Expands Black Sea High-Risk Zone, War Risk Premiums Surge
  91. Alibaba DAMO Academy Open-Sources General-Purpose Abdominal CT AI Capable of Identifying 146 Conditions
  92. U.S. August LEI Edges Lower, Economic Growth Expected to Slow
  93. Dow Jones Falls for Third Consecutive Week, Marking Worst Three-Week Stretch Since March
  94. Claude Helps Breach OpenAI: AI Penetration Costs Under $3,000
  95. Triple Witching Day: $7 Trillion in Options Expire on U.S. Markets; Citadel Securities Says Technical Reset May Be Ahead
  96. Brookfield CEO: AI Infrastructure Supply Bottlenecks Constrain Computing Power, Slowdown Comes Before AI Companies Acknowledge It
  97. Fed's Bowman: Bank Stress Test Reforms to Be Finalized Within Weeks
  98. Microsoft AI Chief: OpenAI Model Self-Altering Chain of Thought Is "Serious"
  99. China's Crude Oil Imports Rebound, but Analysts See Unlikely Quick Return to Pre-War Levels
  100. U.S. August Industrial Production Flat Month-over-Month, Missing Expectations