Topic Archive — Page 34 of 114

Every market topic nashnova has published, newest first (11315 total).

  1. Dollar Index Pulls Back to the 100 Level as Positioning and Yield Spreads Both Signal Neutrality
  2. AMD and Nvidia Diverge in Battle for AI Infrastructure Market
  3. China's Politburo Meeting Sends Ambiguous Signals, Three Key Uncertainties Remain
  4. SK Hynix Shares Surge as Market Bets on Shareholder Return Plan Materializing
  5. 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
  6. GM and SAIC Renew Joint Venture for 20 Years Through 2047
  7. U.S. Bans Export of Tungsten Scrap and Battery Black Mass for One Year
  8. Samsung and SK Hynix Test Chinese Chip Equipment to Hedge Against U.S. Export Control Risks
  9. U.S.-Iran Hormuz Agreement Nears Finalization, 60-Day Interim Framework Revealed
  10. FMS 2026 Memory Summit: Big Three Unveil AI Roadmaps as CXMT Is Absent
  11. China's July Services PMI Falls to 50.4
  12. HK Stocks Open: AI Concept Strengthens, Optical Communication Sector Opens Lower
  13. Innovent Biologics' H1 Product Revenue Exceeds RMB 8.2 Billion, Up Over 55% YoY
  14. ChiNext Index Opens Over 3% Lower as Optical Module Stocks Decline Sharply
  15. BOJ June Meeting Minutes: Two Board Members Call for Faster Rate Hikes
  16. SoftBank Surges Over 10% as Asian Tech Stocks Rally Following U.S. AI Momentum
  17. UK AI Safety Institute: 17 Boundary-Crossing Behaviors Found in Anthropic Agent Testing
  18. Japan's July Services PMI Falls to 51.2 as Output Price Growth Hits 12-Year High
  19. Beijing Slaps 20% Tax on Offshore Trusts, Wealthy Rush to Raise Cash
  20. Kansas City Fed's Schmid: Taming Inflation Requires Tighter Monetary Policy
  21. People's Daily: China and the U.S. Should Extend the "Cooperation List" Rather Than the "Coverage List"
  22. CITIC Securities: Around $4,000 Is Likely the Bottom for This Gold Rally
  23. CICC: AI Investment Logic Shifts to "Competing on Efficiency and Returns"
  24. China Restricts Quantitative Trading, A-Share Volatility Drops to Lows but Trading Volume Shrinks
  25. Takaichi Demanded BOJ Buy More Government Bonds When Necessary
  26. Hormuz Negotiation Progress Lowers Rate Hike Expectations, Gold Trades in Narrow Range
  27. China's Ministry of Finance Issues RMB 15 Billion Sovereign Bonds in Hong Kong
  28. Nikkei 225 Opens 1% Higher, KOSPI Surges 3.8%
  29. EA Completes Privatization, Saudi Sovereign Fund Holds 93.4% Stake
  30. Foreign Banks Decode FCC Optical Module Ban Rumors: Winners and Losers
  31. Japan's June Nominal Wages Rise 3.4%, Real Wages Up for Sixth Straight Month
  32. Cloud Backlog Surges 150%, JPMorgan: Tech Stock Valuations Have Bottomed
  33. API: U.S. Crude Oil Inventories Post Unexpected Build of 2.69 Million Barrels
  34. Cloud AI Chip Makers Rush to Lock In TSMC Capacity as Long-Term Agreements Make a Comeback
  35. Waymo Considers Exiting Robotaxi Partnership with Uber
  36. Bessent: Trusts BOJ Governor Ueda to Make the Best Decisions
  37. Goldman Sachs: China's LLMs Now Dominate Global Token Usage, Market Underestimates the Shift
  38. U.S. Has Refunded Over $100 Billion in Liberation Day Tariffs
  39. Indian Diaspora Financing Exceeds $40 Billion, Supporting Rupee Exchange Rate
  40. AI Power Demand Drives U.S. Pipeline Operators to Race for Capacity Expansion
  41. Booking Holdings Q2 Revenue Beats Expectations, Stock Rises 7% After Hours
  42. Musk: Starlink V3 Satellites Represent an Order-of-Magnitude Improvement Over V2
  43. AMD Q2 Revenue Surges 50% Beating Expectations, but Q3 Guidance Disappoints Some Investors
  44. Arista Networks Q2 Revenue Beats Expectations by 38%, AI Networking Demand Accelerates
  45. Jensen Huang: Musk Is in an Excellent Position in the AI Race
  46. Pinterest Beats Q2 Expectations but Weak Guidance Sends Shares Down 7% After Hours
  47. AMD Q2 Capital Expenditure Hits $808 Million, Nearly Double the Expectations
  48. SpaceX Q2 Revenue Hits $7.8B, Beating Expectations by Over 14%
  49. High-Flyer Quant Drops Over 20% in July Alone; Institutions Say AI Theme Is Not Over
  50. Amazon Loses Injunction Bid, Perplexity AI Shopping Tool Unblocked
  51. Renaissance Capital Rare Downgrade on Apple, Citing Slowing Services Growth
  52. Samsung Unveils 400-Layer BV-NAND with 58% Storage Density Improvement
  53. SpaceX and NVIDIA Partner to Design Satellite Computing Deployment Solutions
  54. All Three Major U.S. Indexes Hit Record Highs as Chip Stocks Surge Nearly 7% in a Single Day
  55. Lockheed in Talks to Secure Domestic Scandium and Germanium Supply; Rare Earth Stocks Rally
  56. Indian Vessel Sunk by Projectile Near Yemen, 14 Crew Members Rescued
  57. OPEC July Output Rises 1.16M bpd, Led by Three Gulf States
  58. FT: Palantir's Valuation Driven by Greed and Fear
  59. Oracle's AI Gamble: Credit Rating Nearing Junk Status, Stock Price Cut in Half
  60. Big Five Tech Giants' AI Data Center Lease Commitments Exceed $1 Trillion
  61. Uber Q2 Earnings Preview: EPS Expected at $0.80, Robotaxi Competition in Focus
  62. Apple Kicks Off Inventory Build for September iPhone Launch Event, First to Be Hosted by Ternus
  63. Japan Considers Adopting Palantir and Anduril AI Systems to Strengthen Defense Command
  64. TSMC 3nm Wafer Production Ramps Up Two to Three Months Ahead of Schedule
  65. Novo Nordisk Q2 Profit Beats Expectations, Raises Full-Year Guidance
  66. Blackstone Plans Large-Scale Debt Financing for Anthropic Chip Deal
  67. Bessent Defends Warsh: Markets Experiencing Fed Guidance 'Withdrawal'
  68. U.S. Plans to Set Price Floor on Polysilicon and Impose Additional Tariffs
  69. Wall Street Institutions Dominate Crypto Market as Retail Retreat Reshapes Market Structure
  70. If Siri AI Succeeds, Apple May Be Forced to Ramp Up AI Spending
  71. Disney Q3 Earnings Preview: EPS Expected to Rise 14.9%
  72. Bernstein: CLARITY Act Stalling Could Weigh on Crypto Valuations
  73. Earnings from Four Analog Chip Giants Confirm the Start of an Upcycle
  74. Oil Prices Drop 5% Easing Rate Hike Expectations, U.S. Treasury Yields Fall Across the Board
  75. Tata Electronics Leak Becomes China's Propaganda Tool to Undermine Apple's India Supply Chain
  76. Four Major AI Companies Visit White House to Discuss Voluntary Safety Testing
  77. S&P 500 Hits All-Time High of 7,665, Up 11.4% Year-to-Date
  78. New Jersey AG Files Antitrust Lawsuit Against Amazon
  79. U.S. Treasury Auction Sizes Expected to Hold Steady for Now; Debate Over Timing of Increases Extends to 2027
  80. U.S. June Core Factory Orders Post Surprise Sharp Decline, Marking Largest Monthly Drop of the Year
  81. Marvell Launches New AI Memory Infrastructure Products, Stock Surges Over 11%
  82. U.S. June JOLTS Job Openings Fall to 7.359 Million, Below Expectations
  83. Intel EMIB Yield Improvement May Pave Way for Google Partnership, Says Wedbush
  84. Momentum Stocks Plunged in July While the Broad Market Held Flat; UBS Remains Bullish on U.S. Equities
  85. Philadelphia Fed's Harker: Holding Rates Steady Is Prudent, Watching Core Inflation Progress
  86. Bezos Files to Sell Approximately $4.1 Billion in Amazon Stock
  87. Apollo: The 60/40 Portfolio Is Dead
  88. Bessent: Fed's Expansion of FIMA Liquidity Facility Is Reasonable
  89. U.S. June Trade Deficit Narrows to $73.3 Billion
  90. Bessent: Yen Exchange Rate Level Is Problematic, May Trigger Competitive Devaluation Across Asia
  91. Anthropic Signs ~$10 Billion Compute Deal with AI Cloud Startup
  92. Korean Stock Short Interest Hits 3-Year High, Short Squeeze Conditions Emerging
  93. Tesla's China-Made EV Sales Rise 37.8% YoY in July
  94. MiniMax Open-Source Video Model H3 Restricts Access in the US, Europe and Other Regions
  95. EU Gas Storage Hits Nearly Two-Decade Seasonal Low, Winter Pivot to LNG Restocking
  96. Bessent Says Hormuz Deal Could Come Tuesday or Wednesday; WTI Crude Drops 2.5%
  97. Japan 10-Year Bond Auction Disappoints, Yields Approach 2.90%
  98. Pfizer Q2 Results Beat Expectations, Raises Full-Year Revenue Floor to $60.5 Billion
  99. RMB Undervalued by 20%-30%, Structural Economic Constraints Limit Appreciation Potential
Topic Archive — Page 34 · nashnova