Topic Archive — Page 33 of 112

Every market topic nashnova has published, newest first (11180 total).

  1. Bessent: Trusts BOJ Governor Ueda to Make the Best Decisions
  2. Goldman Sachs: China's LLMs Now Dominate Global Token Usage, Market Underestimates the Shift
  3. U.S. Has Refunded Over $100 Billion in Liberation Day Tariffs
  4. Indian Diaspora Financing Exceeds $40 Billion, Supporting Rupee Exchange Rate
  5. AI Power Demand Drives U.S. Pipeline Operators to Race for Capacity Expansion
  6. Booking Holdings Q2 Revenue Beats Expectations, Stock Rises 7% After Hours
  7. Musk: Starlink V3 Satellites Represent an Order-of-Magnitude Improvement Over V2
  8. AMD Q2 Revenue Surges 50% Beating Expectations, but Q3 Guidance Disappoints Some Investors
  9. Arista Networks Q2 Revenue Beats Expectations by 38%, AI Networking Demand Accelerates
  10. Jensen Huang: Musk Is in an Excellent Position in the AI Race
  11. Pinterest Beats Q2 Expectations but Weak Guidance Sends Shares Down 7% After Hours
  12. AMD Q2 Capital Expenditure Hits $808 Million, Nearly Double the Expectations
  13. SpaceX Q2 Revenue Hits $7.8B, Beating Expectations by Over 14%
  14. High-Flyer Quant Drops Over 20% in July Alone; Institutions Say AI Theme Is Not Over
  15. Amazon Loses Injunction Bid, Perplexity AI Shopping Tool Unblocked
  16. Renaissance Capital Rare Downgrade on Apple, Citing Slowing Services Growth
  17. Samsung Unveils 400-Layer BV-NAND with 58% Storage Density Improvement
  18. SpaceX and NVIDIA Partner to Design Satellite Computing Deployment Solutions
  19. All Three Major U.S. Indexes Hit Record Highs as Chip Stocks Surge Nearly 7% in a Single Day
  20. Lockheed in Talks to Secure Domestic Scandium and Germanium Supply; Rare Earth Stocks Rally
  21. Indian Vessel Sunk by Projectile Near Yemen, 14 Crew Members Rescued
  22. OPEC July Output Rises 1.16M bpd, Led by Three Gulf States
  23. FT: Palantir's Valuation Driven by Greed and Fear
  24. Oracle's AI Gamble: Credit Rating Nearing Junk Status, Stock Price Cut in Half
  25. Big Five Tech Giants' AI Data Center Lease Commitments Exceed $1 Trillion
  26. Uber Q2 Earnings Preview: EPS Expected at $0.80, Robotaxi Competition in Focus
  27. Apple Kicks Off Inventory Build for September iPhone Launch Event, First to Be Hosted by Ternus
  28. Japan Considers Adopting Palantir and Anduril AI Systems to Strengthen Defense Command
  29. TSMC 3nm Wafer Production Ramps Up Two to Three Months Ahead of Schedule
  30. Novo Nordisk Q2 Profit Beats Expectations, Raises Full-Year Guidance
  31. Blackstone Plans Large-Scale Debt Financing for Anthropic Chip Deal
  32. Bessent Defends Warsh: Markets Experiencing Fed Guidance 'Withdrawal'
  33. U.S. Plans to Set Price Floor on Polysilicon and Impose Additional Tariffs
  34. Wall Street Institutions Dominate Crypto Market as Retail Retreat Reshapes Market Structure
  35. If Siri AI Succeeds, Apple May Be Forced to Ramp Up AI Spending
  36. Disney Q3 Earnings Preview: EPS Expected to Rise 14.9%
  37. Bernstein: CLARITY Act Stalling Could Weigh on Crypto Valuations
  38. Earnings from Four Analog Chip Giants Confirm the Start of an Upcycle
  39. Oil Prices Drop 5% Easing Rate Hike Expectations, U.S. Treasury Yields Fall Across the Board
  40. Tata Electronics Leak Becomes China's Propaganda Tool to Undermine Apple's India Supply Chain
  41. Four Major AI Companies Visit White House to Discuss Voluntary Safety Testing
  42. S&P 500 Hits All-Time High of 7,665, Up 11.4% Year-to-Date
  43. New Jersey AG Files Antitrust Lawsuit Against Amazon
  44. U.S. Treasury Auction Sizes Expected to Hold Steady for Now; Debate Over Timing of Increases Extends to 2027
  45. U.S. June Core Factory Orders Post Surprise Sharp Decline, Marking Largest Monthly Drop of the Year
  46. Marvell Launches New AI Memory Infrastructure Products, Stock Surges Over 11%
  47. U.S. June JOLTS Job Openings Fall to 7.359 Million, Below Expectations
  48. Intel EMIB Yield Improvement May Pave Way for Google Partnership, Says Wedbush
  49. Momentum Stocks Plunged in July While the Broad Market Held Flat; UBS Remains Bullish on U.S. Equities
  50. Philadelphia Fed's Harker: Holding Rates Steady Is Prudent, Watching Core Inflation Progress
  51. Bezos Files to Sell Approximately $4.1 Billion in Amazon Stock
  52. Apollo: The 60/40 Portfolio Is Dead
  53. Bessent: Fed's Expansion of FIMA Liquidity Facility Is Reasonable
  54. U.S. June Trade Deficit Narrows to $73.3 Billion
  55. Bessent: Yen Exchange Rate Level Is Problematic, May Trigger Competitive Devaluation Across Asia
  56. Anthropic Signs ~$10 Billion Compute Deal with AI Cloud Startup
  57. Korean Stock Short Interest Hits 3-Year High, Short Squeeze Conditions Emerging
  58. Tesla's China-Made EV Sales Rise 37.8% YoY in July
  59. MiniMax Open-Source Video Model H3 Restricts Access in the US, Europe and Other Regions
  60. EU Gas Storage Hits Nearly Two-Decade Seasonal Low, Winter Pivot to LNG Restocking
  61. Bessent Says Hormuz Deal Could Come Tuesday or Wednesday; WTI Crude Drops 2.5%
  62. Japan 10-Year Bond Auction Disappoints, Yields Approach 2.90%
  63. Pfizer Q2 Results Beat Expectations, Raises Full-Year Revenue Floor to $60.5 Billion
  64. RMB Undervalued by 20%-30%, Structural Economic Constraints Limit Appreciation Potential
  65. Take-Two Q1 Earnings Preview: GTA 6 Progress Takes Center Stage
  66. Burry Shorts AI Chip ETF, Gains 21% in One Month
  67. Over $100 Billion in Investment-Grade Bond Spreads Fall Into Junk Territory
  68. Morgan Stanley Recommends 24 AI Adoption Stocks, Net Profit Margins Outperform the Broader Market by Nearly 400 Basis Points
  69. Caterpillar Q2 Profit Nearly Doubles as Data Center Demand Drives Stock Up Over 7%
  70. Qatar Confirms U.S.-Iran Deal Wording Has Been Drafted; Oil Prices Dip in Short Term
  71. U.S. Military Long-Range Precision Missile Stockpiles Nearly Depleted, Deterrence Capability Against China Questioned
  72. Apollo Global Q2 Management Fee Revenue Hits Record as Asset Disposition Slows
  73. Merck Q2 Revenue Beats Expectations, Keytruda Drives Growth but Full-Year Earnings Guidance Sharply Cut
  74. BlackRock: AI Overweight Stance Unchanged; Competition and Interest Rates Are Key Risks
  75. Samsung Reclaims Global #1 in DRAM with 39% Q2 Market Share
  76. Spotify Q3 Profit Guidance Misses Expectations as Slowing User Growth Weighs on Stock
  77. William Blair Initiates Coverage on SK Hynix ADR: $260 Price Target Implies 82% Upside
  78. U.S. Considers Banning Imports of Chinese Data Center Optical Transceivers
  79. U.S. Manufacturing Posts Strongest Growth in Four Years
  80. AI Data Center Developers Use Bank Letters of Credit to Secure Grid Interconnection Rights
  81. Trump Issues Ultimatum to Iran: Reach Hormuz Deal Today or Tomorrow or Face Airstrikes
  82. U.S. Department of Defense Cancels $300 Million Lithium Procurement Tender
  83. PBOC Conducts 500 Billion Yuan Outright Reverse Repo on August 5
  84. Goldman Sachs: Brent Crude to Trade in the $80–$90 Range
  85. Samsung Retail Shareholders Launch Petition for Extraordinary General Meeting, Demanding Over KRW 3 Trillion Buyback and Executive Bonus Caps
  86. China Releases Mandatory National Standards for Autonomous Driving, Effective July 2027
  87. Citi: European Equities Lead Global Risk Appetite Amid AI Concerns
  88. Barclays: Implied Valuation Multiples for US AI Stocks Declined 17% on Average Within One Month
  89. HSBC: Samsung Electronics' Stock Has Erased Its Long-Term AI Premium
  90. Global Risk Hard to Price, Bond Funds Pivot to Europe
  91. Apple's Annual Sales in India Surpass $10 Billion for the First Time
  92. Tesla Robotaxi Expansion Hits Roadblocks as FSD Faces Setbacks in European Approval
  93. Huawei Scientist Warns Nvidia's Chip Computing Power Expansion Will Hit Physical Limits
  94. Citi Bullish on Semiconductor Equipment Stocks, Adds Applied Materials to Catalyst Watch
  95. Rio Tinto Abandons Plans to Restart Glencore Takeover Bid
  96. Sigmaintell: Global Semiconductor Sales Expected to Exceed $1.5 Trillion in 2026
  97. SoftBank Q2 Earnings: AI Investment Funding Chain Under Pressure
  98. BP Q2 Profit Surges 144% YoY, Divests U.S. Biogas Business
  99. Korean Stocks Drop 1.5% as Asia-Pacific Tech Sector Under Pressure
Topic Archive — Page 33 · nashnova