Topic Archive — Page 35 of 112

Every market topic nashnova has published, newest first (11185 total).

  1. Cathie Wood Adds SpaceX, CoreWeave, and Tesla While Trimming Shopify
  2. China Revises IC Layout Design Protection Regulations, Introducing Punitive Damages
  3. Hang Seng Index Surges 13.1% in July, Led by Consumer Discretionary
  4. WuXi AppTec: Pentagon Listing Damages Reputation and U.S. Business
  5. Micron Falls in Sympathy with SK Hynix; Alibaba Rises 4.2%
  6. U.S. Adds 43 Chinese Companies to Forced Labor Blacklist
  7. Alibaba Merges Three Products into Qwen Office, Targeting Enterprise AI Market
  8. Southbound Funds Net Bought HK$11 Billion, Loading Up on Tracker Fund and Tech Stocks
  9. SpaceX Releases First-Ever Earnings Report; AI Spending Scale in Focus
  10. DDR4 and NAND Prices Hit Multi-Year Highs as AI Capacity Competition Extends Upcycle
  11. AMEC's Net Profit Expected to Surge Over 282% in H1
  12. NY Fed's Williams: Won't Hesitate to Raise Rates If Inflation Doesn't Come Down
  13. Bitcoin Futures Yield Falls Below U.S. Treasuries as Arbitrage Spread Continues to Narrow
  14. Memory Makers Race to Expand Capacity as Kioxia Sticks to Technology-First Strategy
  15. Yen Surge Weighs on Japanese Stocks; Strategists Say Earnings Downgrade Risk Is Limited
  16. India Plans to Extend Contract Manufacturing Tax Incentives to 2041, Benefiting Apple
  17. Wall Street Banks: Tech Deleveraging Nearing End, Macro Risks Take the Baton
  18. AI Coding Tools Are Eroding NVIDIA's CUDA Software Moat
  19. NDRC and NEA Release New Power System Plan for the 15th Five-Year Period
  20. AMD Q2 Earnings Preview: AI Chip Revenue and H2 Guidance Are Key
  21. Iran Says Hormuz Negotiations Nearing Conclusion as Trump Calls Off Military Strike
  22. Hong Kong stocks start August on a high note, HSI gains 0.48% to reclaim 26,000
  23. ASML Optics Supplier Zeiss: AI Demand Can Be Met, Capacity Continues to Expand
  24. BOJ: AI Demand May Exert Sustained Upward Pressure on Inflation
  25. Germany's June Retail Sales Drop 1.1% MoM, Marking Largest Monthly Decline in Over a Year
  26. US AI Chain Q2 Earnings Beat Expectations by 71%, Setting a Multi-Decade Record
  27. Eurozone July Manufacturing PMI Rises to 51.9, Output Hits 4.5-Year High but Demand Remains Weak
  28. ECB: Iran War Severely Undermines Eurozone Consumer Confidence
  29. Germany's July Manufacturing PMI Rises to 52.2, Strongest in Four and a Half Years
  30. Tesla July European Registrations Diverge: France Up 86%, Norway Down 97%
  31. Yen Appreciation Drives Asian Currencies Higher; Korean Won Most Sensitive
  32. U.S.-Iran Diplomacy Lifts European Stocks: Energy Shares Drop 2% While Travel Stocks Gain 2.1%
  33. MUFG Q1 Net Profit Surges 48%, Beating Analyst Expectations
  34. Oxford Economics: China's Q3 Fiscal Push Window Has Arrived
  35. Goldman Sachs: China AI Stocks Severely Underweight, Hong Kong Market May Present Rotation Opportunity
  36. China's Social Security Fund Increased A-Share Holdings in First Seven Months, Semiconductors Account for Nearly 60% of Portfolio
  37. Palantir Q2 Earnings Preview: Growth and Margins May Both Be Peaking
  38. Japan July Manufacturing PMI Final Reading at 54.5, Expanding for Seven Consecutive Months
  39. DeepSeek V4-Flash Operating Costs Far Below Comparable Models
  40. Apple Flags Advanced Node Capacity Crunch as 2nm Competition Intensifies
  41. SK On Q2 Posts Record Quarterly Profit Since Listing
  42. Xiaomi Raises Flagship Phone Prices for Third Time This Year as Chip and Memory Costs Continue to Climb
  43. Shein Plans to Compensate Late-Stage Investors to Align with Hong Kong IPO Valuation
  44. Gelsinger Joins xLight, Plans to Bring TSMC into U.S. Domestic Lithography Project
  45. U.S. Ban on Chinese AI Models Could Cost Enterprises Up to $12 Billion Annually
  46. Alibaba Launches Qwen3.8-Max with 2.4 Trillion Parameters, Benchmarking Against Anthropic
  47. Fanuc Shares Suffer Biggest Single-Day Drop in 40 Years
  48. HKEX 5-Year Treasury Bond Futures Officially Listed, Filling Offshore Hedging Gap
  49. Doosan Acquires SK Siltron for KRW 2.3 Trillion, Expanding into Semiconductor Wafer Supply Chain
  50. Japan Plans to Use Fed Repo Facility to Defend Yen, Reducing Pressure from Selling U.S. Treasuries
  51. Iron Ore Drops to Over One-Year Low as Trader Scandal Compounds Weak Demand
  52. China's July Manufacturing PMI Falls to 50.9
  53. Korean Chip Stocks Retreat Monday, Samsung and SK Hynix Each Drop ~9%
  54. AI Server Demand Drives Revival of Long-Term MLCC Supply Agreements
  55. U.S. FCC Adds Robots to Restricted List, Blocking Unitree Robotics' New Products from Entering the U.S.
  56. CATL Rises to 3rd Largest Global Auto Supplier
  57. CXMT Surges 523% in IPO Week as Analyst Price Targets Show Widest Divergence in Asia
  58. Morgan Stanley Upgrades South Korean Equities to Overweight, Targeting 36% Upside
  59. JPMorgan: U.S. Treasury Has Limited Ammunition for Yen Intervention
  60. Toyota Q2 Operating Profit Expected to Decline for Fifth Consecutive Quarter
  61. XPeng, NIO, and Li Auto All See July Sales Decline as Price War Concerns Intensify
  62. US-Iran Ceasefire Signals Trigger Sharp Oil Sell-Off, Brent Drops Over 8%
  63. Goldman Sachs Prime Desk Net Buying Hits Highest Level Since November 2020
  64. Trump Calls Yen Intervention a "Signal of Friendship"
  65. AstraZeneca and Bristol-Myers Squibb in Merger Talks Valued at Nearly $400 Billion
  66. Japan's Corporate Capital Expenditure Hits Record High, Led by AI and Factory Investment
  67. Rubin Ultra Downgrade Rumors: HBM4E Demand Under Pressure, Memory Stock Valuations Reassessed
  68. Multiple U.S. States Revoke Data Center Tax Incentives, AI Computing Costs May Rise 7%
  69. U.S. Financial Sector Surges 6.3% in July to Record High; September Rate Hike Expectations Emerge as Key Wildcard
  70. Xing Ziqiang: AI Investment Enters Halftime, a 9·24-Style Reversal Is Unlikely
  71. JPMorgan Private Bank: S&P 500 to Rise Over 10% in the Next Year
  72. Two Indicators Signal: AI Capital Spending Boom May Be Cooling Off
  73. CITIC Securities: A-Share Correction Largely Over, August Recovery Expected
  74. Markets Price in September Rate Hike Ahead of Jackson Hole as Morgan Stanley Warns of Tail Risks
  75. US and EU Simultaneously Restrict Chinese Solar Inverters, Supply Chain Pressure Mounts
  76. Seven OPEC+ Nations Agree in Principle to Increase Output by 188K Bpd Again in September
  77. PBOC Sets Tone for H2: Timely Policy Tool Adjustments to Boost Domestic Demand
  78. Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4
  79. Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time
  80. G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure
  81. Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental
  82. Key Events Next Week: U.S. Nonfarm Payrolls, China CPI, SpaceX's First Earnings Report
  83. Trump Announces Cancellation of Iran Strike, Conditional on Reaching a Quick Deal
  84. Foreign Investors' Single-Day Net Buying of Korean Stocks Hits Record; Citi Maintains KOSPI Target of 3,000
  85. North American Tech Giants' CDS Spreads Widen Across the Board in July as AI Spending Spree Triggers Credit Risk Repricing
  86. OpenAI's New Model Astra Solves 10 Fields Medal-Level Math Problems
  87. CSC: AI Computing Hardware Remains Highly Prosperous, Software Recovery Signals Increasing
  88. Goldman Sachs Equities Trading Revenue Hits Record High in Single Quarter, Surging 72% YoY
  89. Asia's AI Computing Expansion Hits Power Bottleneck
  90. Goldman Sachs: The Most Intense Capital Competition Cycle in History Is Here, and the Fed Is Just a Bystander
  91. South Korea's NAND Export Unit Price Drops for First Time in Nearly 10 Months, While SSDs Remain Strong
  92. The Era of AI Agent Attacks Has Arrived: OpenAI's Breach into Hugging Face Triggers Security Alarm
  93. BYD July Global Sales Up 21.8%, Overseas Shipments Double
  94. S&P 500 Equal-Weight Index Posts Record Outperformance Over Nasdaq 100 in July
  95. Qatar LNG Tanker Attacked Again, Strait of Hormuz Risk Escalates
  96. Nomura Raises Zhongji Innolight Target Price to RMB 1,375
  97. Macau July Gaming Revenue Drops 8.4%, Declining for Second Consecutive Month
  98. OpenAI Leans Toward Postponing IPO to 2027
  99. CXMT's LPDDR6 R&D Validation Nearing Completion
  100. China's Politburo Meeting Maintains Existing Policy Tools Unchanged
Topic Archive — Page 35 · nashnova