Topic Archive — Page 34 of 154

Every market topic nashnova has published, newest first (15355 total).

  1. China Restricts Exports of Yttrium and Other Rare Earths, Sustaining Pressure on Western Supply Chains
  2. Retired U.S. Generals Jointly Push Legislation to Block Chinese Connected Vehicles
  3. Analyst: AI Has Not Weakened Google Search, Market Share Rises to 78%
  4. U.S. CFTC Issues Guidance Expanding Access to Crypto and Prediction Market Trading
  5. U.S. 10-Year TIPS Auction Yield Hits Highest Level Since 2008
  6. Nvidia Commits $2 Billion to Brookfield AI Infrastructure Fund
  7. Toyota Plans to Deploy 400,000 Self-Developed Humanoid Robots
  8. SpaceX in Talks to Buy Defunct Startup's Data to Train Grok
  9. U.S. DOJ Considers Updating Antitrust Guidelines on AI Safety
  10. U.S. 30-Year Mortgage Rate Rises to 6.95%, Marking Largest Weekly Increase Since April 2025
  11. Morgan Stanley: CPO Technology Unlikely to Displace High-End CCL Demand Before 2028
  12. Wall Street Collectively Upgrades Generac Ratings as Amazon's $2.4 Billion Deal Sparks Valuation Debate
  13. Japanese Household Stock Assets Surpass Insurance and Pensions for the First Time
  14. Citadel Securities: AI Sector Selloff Fully Digested, Poised to Lead Gains in October
  15. Basis Trade Fading: Liquidity Risks Loom for Long-Term U.S. Treasuries
  16. Goldman Sachs: U.S. Tech Giants' Valuation Premium Has Nearly Vanished
  17. Bernstein: Cybersecurity Valuations Overstretched, Downgrades Palo Alto and Two Others
  18. Android Market Share Rises to 54% in Japan After Apple Price Hikes
  19. Goldman Sachs Bullish on AI Server Expansion: Computer Hardware Stocks Rally Broadly, HPE Surges Over 9%
  20. Wang Yi Speaks with Rubio to Discuss Arrangements for High-Level U.S.-China Interactions
  21. Fed Rate Hikes Deepen Private Equity Woes as Zombie Fund Assets Expected to Swell Further
  22. Tesla Optimus Secures First 1,000-Unit Mass Production Order, Targeting 50,000 Units by 2026
  23. Goldman Sachs: Diesel Crisis Is Tightening Gasoline Supply, Recommends Buying European Gasoline Futures
  24. Blackstone Arranges Secondary Market Exit for $57.7 Billion Real Estate Fund
  25. China Turns Oil Dependency into Geopolitical Leverage, Capping Oil Price Gains
  26. XPeng Plans to License Electronic Architecture and AI Technology to More Foreign Automakers
  27. CleanSpark Issues Inaugural Meta-Backed Data Center Junk Bonds Worth $2.23 Billion
  28. U.S. Defense Stocks Underperform the Broader Market YTD as Midterm Election Risks Weigh on Valuations
  29. US-Iran Conflict Reshapes Oil Shipping Landscape as Supertanker Orders Hit Largest Surge in 25 Years
  30. GlobalFoundries and Marvell Expand SiGe Chip Capacity Agreement
  31. SEC Approves Five-Year Exemption for Tokenized Stocks, Effective Immediately
  32. General Motors Produces Patriot Missile Components for Lockheed Martin
  33. S&P Global Acquires On-Chain Security Platform OpenZeppelin
  34. China Pressures Iran to Rein in Houthis, Oil Prices Retreat Below $100
  35. U.S. September Philadelphia Fed Manufacturing Index Falls to 37.8, Beating Expectations
  36. BlackRock: The Fed's First Rate Hike in Three Years Does Not Signal the Start of a Sustained Tightening Cycle
  37. U.S. Initial Jobless Claims Unexpectedly Fell to 196,000 Last Week
  38. U.S. August Housing Starts and Building Permits Both Decline
  39. Jensen Huang: Nvidia's Chip Sales in 2027 Will Double This Year's
  40. Triple Pressure from Oil Prices, Interest Rates, and Yields Approaching the Stagflation Tipping Point
  41. Goldman Sachs Warns of Long-End Bond Volatility Risk, Maintains Equity Overweight
  42. JPMorgan: iPhone 18 Pro Lead Times Expanding, Demand Concerns Fading
  43. Lucid Signs Deal with Bolt to Deploy 25,000 Robotaxis in Europe
  44. Mastercard Partners with Alchemy to Launch AI Agent Payment Solution
  45. Chinese Automakers Rush to Buy European Factories as BYD Locks in Spain and France
  46. CoreWeave Launches 35M-Share ATM Offering; Q3 Compute Contracts Repriced to $40M per Megawatt
  47. CoreWeave Plans $3 Billion Convertible Bond Offering Due 2033
  48. Bank of England Holds Rates at 3.75%, Warns Inflation Could Exceed 4%
  49. U.S. Chip Workforce Gap Could Reach 157,000, Samsung and TSMC Face Expansion Hurdles in America
  50. Roche's Lunsumio Combination Therapy Phase 3 Study Meets Primary Endpoint
  51. Brent Crude April 2027 Futures Break Above $85, Market Expects Elevated Energy Prices to Persist
  52. Eurozone August Final CPI Rises to 3.2%, Energy Inflation Hits Three-Year High
  53. Nike Stock Hits 12-Year Low, Its Place in the Dow Jones Hangs in the Balance
  54. German Court Rules Meta Liable for Fake Ads on Instagram and Facebook
  55. German Vice Chancellor Calls for EU Tariffs on Chinese Hybrid Vehicles
  56. SK Hynix Advances PIM, HBF, and SALT-KV as HBM Strategy Extends to Inference Workloads
  57. Google DeepMind Establishes AGI Research Institute to Study Societal Impact of Superintelligence
  58. Zhipu AI: GLM-Driven Infra Agent Optimizes Its Own Inference System
  59. China's Youth Unemployment Rate Rises to 18.9%, Hitting New High Since 2023 Methodology Revision
  60. Rising Food Price Risks Emerge, Putting Pressure on Global Bond Markets
  61. Short Seller Alleges Russia Sanctions Evasion, Raiffeisen Bank Shares Drop Over 8%
  62. Taiwan's Central Bank Holds Interest Rate Steady at 2% for Tenth Consecutive Quarter
  63. ECB's Makhlouf: October Meeting Remains Open, No Options Ruled Out
  64. Samsung Bets on zHBM, Targeting Performance 8x Beyond HBM5
  65. Applied Materials Announces $5 Billion India Investment Over 10 Years, Pre-Market Up Nearly 2%
  66. Nubia Flagship Phone First to Feature CXMT LPDDR5X as Chinese Smartphone Makers Shift to Domestic Memory
  67. Falling Oil Prices Fuel U.S. Stock Futures Rebound as Treasury Yields Slip Back Below 5%
  68. Japanese Bankers Association Warns: Continued Rise in Bond Yields May Trigger Impairment Losses
  69. Memory LTAs Lock In 50-70% of Capacity, Supply Tightest in 2027
  70. Jensen Huang and Trump Move from Friction to Collaboration as Nvidia Trades Manufacturing Commitments for Policy Space
  71. Germany's IMK Institute Raises 2026 GDP Growth Forecast to 1.3%
  72. Bernstein: China's AI Computing Power Expansion to Ignite Long-Term Demand for Grid Energy Storage
  73. Morgan Stanley Initiates ACM Research: China's Advanced Packaging to Reach ¥100B by 2029, Equipment Makers Favored Over OSAT Players
  74. OpenAI President Announces Major Breakthrough on Second Millennium Prize Math Problem
  75. Apollo Seeks to Expand SoftBank NAV Loan to $9 Billion to Back OpenAI Bet
  76. India's Record $15.2B Net U.S. Treasury Purchases in July as Forex Reserves Hit All-Time High
  77. Goldman Sachs: Fed to Hike Another 25bps in October, Terminal Rate Held at 3.25-3.5%
  78. U.S.-Japan Negotiations Eye New Chip Plant; GlobalFoundries May Lead Operations
  79. Micron's $2.75 Billion Chip Assembly and Test Facility in India Officially Opens
  80. Hong Kong Exchange Fund Plans to Increase Gold Holdings to Support Trading Hub Strategy
  81. Zhang Yidong: September Is a Good Time to Position in Chinese Assets, Stock Market May Turn Around Within Two to Three Weeks
  82. Rate Hikes Weigh on Hong Kong Property Stocks, Hang Seng Properties Sub-Index Falls 2.4%
  83. 20 Chinese OSAT Firms Advance in Advanced Packaging, Bypassing EUV Restrictions
  84. Huawei Connect 2026 Unveils 11 AI Chips; Ascend 960 Super Node First to Adopt Near-Package Optics
  85. JPMorgan: Central Banks Like the Fed May Raise Rates Faster and More Aggressively Than Expected
  86. Nebius Raises Prices by 20% for the Second Time This Year, Signaling a Shift in Pricing Power to GPU Cloud Supply Side
  87. China's Top Three LCD Makers Issue First Written Price Hike Notices; Taiwanese Panel Makers Accelerate Exit
  88. Samsung's Texas Fab Begins Trial Production of Tesla AI5 Chips
  89. Japanese Business Leaders Collectively Call for Stronger Yen — Even Export Beneficiaries Speak Up
  90. Bernstein: Texas Grid's 8 GW Baseload Allocation Fully Assigned, Miners' Competitive Position in AI Infrastructure Transition Strengthened
  91. Anthropic Accuses 7 Chinese AI Labs of Distilling Claude; Experts Say It's Nearly Impossible to Prevent
  92. Google May Adopt CoWoS Packaging as Backup for 2027 TPU
  93. Chinese Academy of Sciences Explores DUV Route to Achieve 3nm GAA Process, Bypassing EUV Restrictions
  94. Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.94%, Weichai Power Surges Over 10%, Tech Stocks Broadly Decline
  95. Goldman Sachs: AI Power Demand Equivalent to Building Another Japan, Supply Constrained by Seven Major Bottlenecks
  96. Berkshire Considers Raising Stake in Japan's Five Major Trading Houses, Ownership Cap May Rise to 15%
  97. Trump Signs Order Banning U.S. Government Procurement of Canadian Goods
  98. Warsh's Hawkish Stance Confirmed — UBS: The Reaction Function Has Fundamentally Shifted
  99. Trump Threatens Heavy Tariffs on EU, Calls Potential Canada-EU Membership a 'Hostile Act'
  100. Apollo Warns: Rising Credit Risk for Cloud Giants as CDS Spreads Widen to 60 Basis Points