Topic Archive — Page 35 of 154

Every market topic nashnova has published, newest first (15358 total).

  1. Warsh's Hawkish Stance Confirmed — UBS: The Reaction Function Has Fundamentally Shifted
  2. Trump Threatens Heavy Tariffs on EU, Calls Potential Canada-EU Membership a 'Hostile Act'
  3. Apollo Warns: Rising Credit Risk for Cloud Giants as CDS Spreads Widen to 60 Basis Points
  4. Takaichi Sanae's Cabinet Reshuffle Signals Policy Continuity
  5. CATL Enters European Heavy-Duty Truck Battery Market, Directly Competing with Tesla Semi
  6. Trump to Meet Gulf State Leaders to Discuss Post-War Iran Strategy
  7. White House Power Struggle: Bessent and Others Push Trump to Tighten AI Regulation
  8. Fed Rate Hikes Drive Up AI Financing Costs, Hitting Small Computing Companies Hardest
  9. Asian FX Under Pressure After Fed Rate Hike; Yen Focus Shifts to BOJ
  10. Holtec Withdraws $900M Nuclear IPO as AI Sector Sentiment Drags Down Nuclear Valuations
  11. HKMA Follows Fed with 25 Basis Point Rate Hike to 4.25%
  12. Geopolitical Premium Narrows Amid Weak Inventories, Crude Oil Drops Over 4% Intraday
  13. Arm CEO: Growing Confidence in Achieving $2 Billion Revenue Target for AGI CPUs
  14. JPMorgan Asset Management: Long-End Treasuries Have Reached "Maximum Pain Point," Initiating Purchases
  15. OpenAI Officially Confirms Altman Will Attend Trump-Xi State Dinner
  16. Salesforce Sets FY2030 Revenue Target Above $63 Billion, Exceeding Analyst Expectations
  17. Tether Provides Approximately $1.5 Billion in Financing to U.S. Gold Dealer
  18. U.S. House Passes Russia Sanctions Bill, Authorizing Trump to Impose 100% Tariffs
  19. OpenAI Discloses Six AI Safety Incidents and Establishes Mandatory Disclosure Mechanism
  20. Judge Orders Google to Appoint Antitrust Compliance Officer; Ad Tech Business Spared from Breakup
  21. French Bond Yields Surpass Italy's, ECB TPI Tool in Focus
  22. Warsh's Hawkish Remarks Trigger U.S. Stock Selloff as 10-Year Treasury Yield Breaks Above 5%
  23. Trump Demands the Fed Cut Interest Rates to 1% or Below
  24. Amazon Signs $2.4B Backup Generator Deal with Generac, Stock Surges 25% After Hours
  25. Foreign Holdings of U.S. Treasuries Fall to 9-Month Low in July
  26. Citi: AI Continuous Learning Drives HBM/Server DRAM/eSSD Supply Shortages Extending Through 2031
  27. Crux AI, a Google-Blackstone Cloud Joint Venture, Secures $22 Billion Bank Loan to Purchase TPU Chips
  28. SoftBank's Record ¥1 Trillion Retail Bond Issuance Accounts for Nearly Half of Japan's Corporate Retail Bond Market
  29. Waller Again Refuses to Submit Dot Plot, Fed Communication Framework Faces Scrutiny
  30. Gundlach: The Fed Should Raise Rates by 50 Basis Points, Not 25
  31. GE Vernova CEO: Backlog to Reach $200 Billion Ahead of Schedule by Early 2027
  32. Boeing CEO: 737 MAX Production Ramp-Up Slower Than Expected, Stock Drops 4.5%
  33. UBS Warns: U.S. Stocks May Face Historic Volatility Ahead of Midterm Elections
  34. U.S. Diesel Retail Prices Hit Record Highs as Export Ban Discussions Heat Up
  35. Goldman Sachs CEO Warns of Fixed Income Weakness and Rising Costs, Stock Falls Over 1%
  36. Fed Raises Interest Rates by 25 Basis Points to 3.75%-4%
  37. BMO: The Goldilocks Scenario Is Falling Apart
  38. Former Atlanta Fed President: There's a Case for Front-Loading Rate Hikes
  39. Bank of Canada Warns: Persistently High Oil Prices Could Trigger Rate Hikes
  40. Melius Analyst Sees Intel Reaching $200 Within Two Years
  41. AI Agent Security Warnings Ignite Cybersecurity Sector as CIBR Surges 41% YTD
  42. Turkey Fund Redemption Crisis: MSCI Warns of Downgrade as Over $1.1 Billion Flows Out in a Single Day
  43. Anthropic Launches Claude Docs, Taking Aim at Microsoft Office
  44. S&P Consumer Discretionary Sector Down 5.2% YTD, Fed Rate Hikes May Add Further Pressure
  45. Saudi East-West Pipeline Expected to Restore Half Capacity Within Days, Full Recovery Targeted in Six Weeks
  46. India's NSE IPO Anchor Allocation Raises $703M with Goldman Sachs, Temasek GIC Among Participants
  47. HSBC Predicts Only Two Fed Rate Hikes This Cycle, the Shallowest Since 1997
  48. Shell, Equinor Warn: Energy Market Buffers Are Weakening
  49. ECB's Pereira: Inflation Diffusion Has Not Reached 2022 Levels, Closely Monitoring Natural Gas Prices
  50. SocGen: Warsh's Hawkish Signals May Drive Continued Dollar Rally
  51. Morgan Stanley: NVIDIA's Rubin Platform Drives 166% Increase in MLCC Value Per Rack, Market to Reach $44.5B by 2031
  52. U.S. September Homebuilder Confidence Index Drops to 32, Hitting Over Two-Year Low
  53. Iran Wins Vote at IAEA General Conference, Deepening U.S.-Iran Nuclear Diplomacy Deadlock
  54. U.S. House Passes Resolution Limiting War Authorization Against Iran for the Third Time
  55. U.S. July Business Inventories Rise 0.8% MoM, Beating Expectations
  56. SEC Moves to Abolish Shareholder Proxy Proposal Rule
  57. U.S. Crude Output Hits Record High, WTI Pressured Below $103
  58. OpenAI Launches Advertiser-Sponsored Agents and Expands ChatGPT Ad Tools
  59. Li Auto Launches Flagship SUV i9, Priced at 369,800 Yuan
  60. BYD May Join CEO Delegation Accompanying Xi Jinping to U.S. for China-U.S. Summit
  61. OpenAI "Project Lily" Exposed: Contractors Can Access Users' Chat Histories
  62. Investors Approached for New OpenAI Funding Round at $1.2 Trillion Valuation
  63. Winbond Acquires Infineon's NOR Flash and F-RAM Business for $1.12 Billion
  64. S&P 500 Q3 Earnings Expected to Grow Across All Sectors as AI Spending Dividends Spread Industry-Wide
  65. SocGen Strategist: Abnormal Widening in Refined Product Spreads May Force the Fed into Aggressive Rate Hikes
  66. Apple Plans Return to Server Market, in Talks to Adopt NVIDIA Interconnect Technology
  67. Hedge Funds Ramped Up Short Bets on Consumer Stocks in August; Alphabet Turned Net Short for the First Time
  68. Yardeni Cuts S&P 500 Target to 7,900
  69. Circle Partners with BlackRock and Other Wall Street Institutions to Launch Arc Blockchain
  70. Novo Nordisk Partners with Anthropic, Using Claude to Accelerate Drug Discovery
  71. U.S. August Export Prices Unexpectedly Rise 0.6%, Import Price Gains Exceed Expectations
  72. Trump Restricts Foreign Grid Equipment, U.S. Clean Energy Projects Face Delays or Cancellations
  73. U.S. August Retail Sales Rise 1.2% MoM, Beating Expectations
  74. Asian Refiners Rush to Secure Cargoes as Persian Gulf Spot Premiums Surge to $38/Barrel
  75. Google and Nvidia Team Up to Form Data Center Flexible Power Alliance
  76. Montage Semiconductor Lockup Expiry Looms as China AI Chip Stocks Face Selling Pressure Test
  77. $6 Million Unusual Deep In-the-Money VIX Options Bet Emerges Ahead of Fed Rate Decision
  78. 58.com Group's Full Disposal of Onewo Shares Violates HKEX Director Dealing Rules; Yao Jinbo Claims "Unintentional Mistake"
  79. CICC: U.S. Treasury Yields Losing Anchor Role in Pricing, Dovish Rate Hikes Have Only Short-Lived Impact on HK Stocks
  80. AI Debt Financing Wave Spreads from the U.S. to Europe, with $5-10 Billion in Data Center Bonds Expected This Year
  81. U.S. 30-Year Mortgage Rate Rises to 6.97%, Highest in Over a Year
  82. NHTSA Opens Investigation into Cybercab Self-Certification
  83. South Korea Commits $1 Billion to Physical AI Manufacturing, Plans Exportable 'AI Factories'
  84. IBM Subsidiary Anderon Wins $1 Billion Quantum Chip Foundry Contract from U.S. Department of Commerce
  85. Zhipu Raises ARR Guidance to $3 Billion; Northbound Funds Record Over HK$3.1 Billion in Single-Day Net Buying
  86. OpenAI's Rogue AI Agent Was Probing Hugging Face Vulnerabilities as Early as May
  87. People's Daily Refutes U.S. AI Distillation Accusations, Warns of Countermeasures
  88. Eurozone July Industrial Output Falls 0.1% MoM, Better Than Expected
  89. Falling Oil Prices and U.S. Treasury Yields Boost Gold, Futures Up 0.8%
  90. ECB: Eurozone Wage Growth Expected to Rise to 2.8% by 2027
  91. MUFG Bank Shifts to Financing Japan's Defense Industry
  92. Deutsche Bank Launches Institutional Crypto Asset Custody Services
  93. BNP Paribas: Fed Could Raise Rates Up to Six Times
  94. EU Plans Legislation to Ban Under-15s from Independently Using Social Media and AI Chatbots
  95. European Natural Gas Nears 2022 Highs as Storage at Just 68% Raises Winter Supply Concerns
  96. Hong Kong Five-Year Plan Implementation: Tech and Property Benefit, Coal Power and Tobacco Under Pressure
  97. European Commission President: EU Opens Associate Membership to Canada
  98. Von der Leyen: EU Will Use All Tools to Cut Trade Deficit with China
  99. European stocks rebound after two-day decline as oil price pullback boosts risk appetite
  100. Nomura Raises Fed Rate Hike Forecast: Driven by Oil Prices and Inflation, Still Below Market Pricing