Topic Archive — Page 32 of 112

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

  1. Netlist and Samsung Reach Five-Year Memory Patent Settlement
  2. Shopify Q2 Revenue Surges 34% Beating Expectations, Q3 Guidance Above Market Consensus
  3. Uber Q3 Guidance Misses Expectations, Brazil Competition Drags Trip Volume, $10B Bet on Robotaxi
  4. Morgan Stanley: Q3 Is the Window to Add Hong Kong Stock Exposure, Hang Seng Index Target Raised to 28,400
  5. Gold Breaks Descending Trendline, CTA Short Squeeze May Be Triggered
  6. Asia Multi-Strategy Hedge Funds Suffer Over 9% Max Drawdown in July
  7. S&P 500 Hits New Highs as Burry Warns of 1987-Style Crash Risk
  8. Binance Sues RedotPay Founder, Seeking $473 Million in Damages
  9. Eli Lilly Q2 Revenue of $22.97B Significantly Beats Expectations, Full-Year Guidance Raised
  10. Disney Q3 Revenue Rises 7% to $25.2B, Driven by Theme Parks and Toy Story 5
  11. Goldman Sachs Raises China AI Model Market Forecast by 30% to $13 Billion
  12. UN FAO Warns: Global Food Prices May Accelerate Upward by Year-End
  13. Private Capital Floods into Emerging Market AI Infrastructure, H1 Scale Hits Record High
  14. Circle Q2 Revenue of $701M Misses Expectations as USDC Circulation Pulls Back from Peak
  15. Morgan Stanley IM: Hyperscalers' Euro Bond Issuance to Erode Eurozone Credit Appeal
  16. Citadel's Flagship Fund Gains 5.9% in July, Snaps Up Discounted Situational Awareness AI Stocks
  17. Dimon Leads Cross-Industry Alliance to Address AI Risks
  18. Carlyle Group Q2 Distributable Earnings at $1.07 Per Share, Up 18% YoY
  19. BeiGene Q2 Revenue Hits $1.7 Billion, Full-Year Guidance Raised
  20. Circle's Blockchain Network Arc Onboards 11 Institutions Including BlackRock and Visa
  21. CXMT Rejects Apple's Price Pressure, Insists on Benchmarking Against Samsung and SK Hynix
  22. S&P 500 and Dow Futures Edge Higher as AMD's 8% Drop Drags on Nasdaq
  23. Iran: Strait of Hormuz Will Not Reopen Immediately
  24. SanDisk Shares Rebound Ahead of Earnings as Market Tests Whether Lofty Expectations Can Be Met
  25. Barclays & HSBC: Warsh's Stance Boosts Appeal of Inflation-Linked Bonds
  26. Morgan Stanley: NVIDIA Wins in All Three AI Scenarios
  27. Yu Chengdong: Memory Price Hikes Will Drive Large-Scale Smartphone Price Increases
  28. France's H1 Fiscal Deficit Reaches €107 Billion, Exceeding Budget by 14.4%
  29. Houthi Forces Announce Strike on Saudi Oil Tanker in Northern Red Sea
  30. AI Demand Drives Taiyo Yuden to Raise Profit Forecast by 50%
  31. Analysis: Fed Caught Between Tightening and Easing Dilemma, Dollar Crisis Probability Higher
  32. SSI Reportedly Set to Release First AI Model in August
  33. SK Hynix Breaks Ground on $3.9 Billion Chip Packaging Plant in Indiana in August
  34. China's Ministry of Commerce Tightens Export Controls on Dual-Use Drone Items to the U.S.
  35. China's Ministry of Commerce Imposes Countermeasures Against U.S. FCC and DHS Actions Targeting China
  36. SpaceX Announces Exclusive Procurement of NVIDIA GPUs
  37. Santander's Acquisition of Webster Approved by Federal Reserve, $12 Billion Deal to Close on August 20
  38. Foxconn July Revenue Hits NT$946.5 Billion, Up 54.2% YoY
  39. Piper Sandler Initiates CoreWeave at Overweight, Nebius at Neutral
  40. TSMC Expands CoW Process Outsourcing, AI Packaging Bottleneck Expected to Ease
  41. AMD Raises Server CPU Market Forecast to $220 Billion
  42. Honda Raises Full-Year Operating Profit Outlook by 30%
  43. CITIC Securities: AI Drives Both Volume and Price Growth for Optical Module Testing Equipment
  44. Euro Stoxx 600 Hits All-Time High, Led by Semiconductors and Banks
  45. Glencore's H1 Core Earnings Surge 86%, Plans Secondary Listing in Australia
  46. Goldman Sachs: Korean AI Stocks Oversold, Maintains KOSPI Target at 12,000
  47. Behind the Yen Intervention: Dollar's Reserve Currency Status Questioned
  48. U.S. Frontier AI Review Framework Excludes Open-Weight Models
  49. Palantir Surges 30%, Short Sellers Lose $3 Billion in a Single Day
  50. Samsung and SK Hynix CEOs Under Police Investigation in South Korea
  51. Bank of England Quantitative Tightening May Be Coming to an End
  52. China's Bond Market Expands, but Foreign Allocation Appetite Remains Constrained by Economic Outlook
  53. Siemens Energy Q3 Results Hit Record Highs, Driven by AI Data Center Demand
  54. AI Chip Demand Tightens ABF Substrate Supply, Co-Investment Model Restarts
  55. RBI Unanimously Holds Rate at 5.25%, Lowers Inflation Forecast
  56. Banks Seek to Offload $15 Billion in Debt from Anthropic Data Center
  57. Taiwan Raids 17 Chinese Firms Over Illegal Poaching of Chip Talent
  58. Infineon Q4 Revenue Guidance Beats Expectations, AI Data Center Power Chips as Biggest Growth Engine
  59. Memory Shortage Drags Down PC Market; Apple and Nvidia Among Few Bright Spots
  60. Southbound Funds Net Buy Hong Kong Stocks for Two Consecutive Months Amid AI Turmoil
  61. Cathay Pacific's H1 Net Profit Hits Highest Since 2010
  62. HK Stocks Midday: Hang Seng Up 0.11%, Gold Stocks Rally Across the Board
  63. AI Stocks Down 60% in a Month, Baker: Fundamentals Still Accelerating
  64. Dollar Index Pulls Back to the 100 Level as Positioning and Yield Spreads Both Signal Neutrality
  65. AMD and Nvidia Diverge in Battle for AI Infrastructure Market
  66. China's Politburo Meeting Sends Ambiguous Signals, Three Key Uncertainties Remain
  67. SK Hynix Shares Surge as Market Bets on Shareholder Return Plan Materializing
  68. Three Major Investment Banks Interpret Optical Module Ban Rumors: China's Capacity Irreplaceable in Short Term, U.S. Suppliers May Seize Multi-Billion Dollar Opportunity
  69. GM and SAIC Renew Joint Venture for 20 Years Through 2047
  70. U.S. Bans Export of Tungsten Scrap and Battery Black Mass for One Year
  71. Samsung and SK Hynix Test Chinese Chip Equipment to Hedge Against U.S. Export Control Risks
  72. U.S.-Iran Hormuz Agreement Nears Finalization, 60-Day Interim Framework Revealed
  73. FMS 2026 Memory Summit: Big Three Unveil AI Roadmaps as CXMT Is Absent
  74. China's July Services PMI Falls to 50.4
  75. HK Stocks Open: AI Concept Strengthens, Optical Communication Sector Opens Lower
  76. Innovent Biologics' H1 Product Revenue Exceeds RMB 8.2 Billion, Up Over 55% YoY
  77. ChiNext Index Opens Over 3% Lower as Optical Module Stocks Decline Sharply
  78. BOJ June Meeting Minutes: Two Board Members Call for Faster Rate Hikes
  79. SoftBank Surges Over 10% as Asian Tech Stocks Rally Following U.S. AI Momentum
  80. UK AI Safety Institute: 17 Boundary-Crossing Behaviors Found in Anthropic Agent Testing
  81. Japan's July Services PMI Falls to 51.2 as Output Price Growth Hits 12-Year High
  82. Beijing Slaps 20% Tax on Offshore Trusts, Wealthy Rush to Raise Cash
  83. Kansas City Fed's Schmid: Taming Inflation Requires Tighter Monetary Policy
  84. People's Daily: China and the U.S. Should Extend the "Cooperation List" Rather Than the "Coverage List"
  85. CITIC Securities: Around $4,000 Is Likely the Bottom for This Gold Rally
  86. CICC: AI Investment Logic Shifts to "Competing on Efficiency and Returns"
  87. China Restricts Quantitative Trading, A-Share Volatility Drops to Lows but Trading Volume Shrinks
  88. Takaichi Demanded BOJ Buy More Government Bonds When Necessary
  89. Hormuz Negotiation Progress Lowers Rate Hike Expectations, Gold Trades in Narrow Range
  90. China's Ministry of Finance Issues RMB 15 Billion Sovereign Bonds in Hong Kong
  91. Nikkei 225 Opens 1% Higher, KOSPI Surges 3.8%
  92. EA Completes Privatization, Saudi Sovereign Fund Holds 93.4% Stake
  93. Foreign Banks Decode FCC Optical Module Ban Rumors: Winners and Losers
  94. Japan's June Nominal Wages Rise 3.4%, Real Wages Up for Sixth Straight Month
  95. Cloud Backlog Surges 150%, JPMorgan: Tech Stock Valuations Have Bottomed
  96. API: U.S. Crude Oil Inventories Post Unexpected Build of 2.69 Million Barrels
  97. Cloud AI Chip Makers Rush to Lock In TSMC Capacity as Long-Term Agreements Make a Comeback
  98. Waymo Considers Exiting Robotaxi Partnership with Uber
  99. Bessent: Trusts BOJ Governor Ueda to Make the Best Decisions
  100. Goldman Sachs: China's LLMs Now Dominate Global Token Usage, Market Underestimates the Shift
Topic Archive — Page 32 · nashnova