Topic Archive — Page 36 of 112
Every market topic nashnova has published, newest first (11185 total).
- TLT Falls to 22-Year Low as Hedging Costs Rise to Five-Month High
- U.S. and Japan Jointly Intervene in Yen Market for First Time in Nearly 30 Years
- Bulls and Bears Battle at S&P 500 7,500: Options Data Sends Cautious Signals
- St. Louis Fed: Bond Market Selloff Signals Warning on Fed Credibility
- OpenAI Previews Astra Model to U.S. Regulators
- Memory Chip Shortage Weighs on China Smartphone Demand
- Trump AI Executive Order 60-Day Framework Deadline Expires
- U.S. and Israel Reportedly Planning to Bomb Iran's Energy Targets
- Hedge Fund Crude Oil Long Positions See Largest Weekly Increase in Four Months
- Bitcoin Gains 7.5% in July as Forced Selling Pressure Already Exhausted
- South Korean Leveraged ETFs Face Mandatory Reduction to 1x Leverage, AUM Already Down 78%
- Microsoft's Federal Tax Plunges 82% as Accelerated Depreciation on AI Capital Spending Takes Center Stage
- Report: Warsh Considers Reducing Frequency of Fed Policy Meetings
- Nasdaq Posts Worst July in 22 Years; Goldman Sachs Reviews ETF Resilience
- Market Misreads Warsh as Dovish — His Actual Words Don't Rule Out Rate Hikes
- Fed's Alternative Inflation Gauge Falls to Multi-Year Low
- Richmond Fed President: Hard to Judge Whether Rates Are Sufficiently Restrictive
- Big Four Tech Giants Post Combined $95 Billion Free Cash Flow Loss in Q2
- NXP Plans $3.3 Billion Acquisition of Autonomous Driving Camera Chip Maker Ambarella
- U.S. Treasury Eyes Entry into Repo Market to Reshape Funding Structure
- Cloud Giants Shift Gears on Capex: Revenue Accelerating, Debt Financing Share Rising
- Hedging Costs for Deep U.S. Treasury Selloff Rise to Five-Month High
- Three Fed Dissenting Officials Speak Out as 30-Year Treasury Yield Hits 19-Year High
- Japan Sells U.S. Treasuries to Fund Yen Intervention, 10-Year Yield Hits New 2023 High
- Bernstein: Whether Orbital AI Data Centers Can Materialize Is Key to SpaceX Valuation
- Oil Prices Return to $80 as Large-Scale U.S. SPR Release Remains Off the Table
- EU AI Act Expands Scope of Application
- China's 12th National Drug Bulk Procurement Round Successfully Purchases 65 Drugs
- KKR's Arctos Plans $250 Million Investment in Insurer Kuvare
- Mag 7 Earnings Season Sets Records: Microsoft and Amazon Surge While Apple and Tesla Plunge
- Amazon Completes $50 Billion Investment in OpenAI
- U.S. July Michigan Consumer Sentiment Rises to 55.2, Hitting Highest Since February
- Circle Obtains New York Trust License, Expanding Regulatory Footprint
- U.S. Adds 43 Companies to Uyghur Forced Labor Import Ban List
- Musk Denies Reports of Tesla Selling China Business
- Momentum Stocks Post Strongest Single-Day Gain Since 2000 as Burry Doubles Down on AI Short Bets
- Iran Announces Temporary Closure of the Strait of Hormuz
- Iranian Drones Strike U.S. Military Base in Kuwait; Two Oil Tankers Hit in Strait of Hormuz
- U.S. Q2 Labor Costs Rise 0.9%, Slightly Above Expectations
- Wall Street Analyst Ratings Roundup: NVIDIA, Amazon, and Other Key Names
- China Approves 8 Nuclear Power Units with Total Investment Exceeding 170 Billion Yuan
- Kimi Trained on Alibaba's Cluster of 20,000 Nvidia Chips
- Westinghouse Electric Confidentially Files for IPO
- Jeff Dean: Inference Hardware Is the Next Critical Bottleneck for AI Adoption
- Novo Nordisk's Heart Disease Drug Fails in Clinical Trial, Stock Drops Over 10%
- Analyst: Apple Should Seek Intel as Supplementary Chip Supplier
- U.S. Equity Funds Post $11.8 Billion Weekly Net Inflow, Reversing Two-Week Outflow Streak
- Bitcoin August Put Options Take the Lead as Sentiment Turns Bearish
- Cboe Q2 Profit Surges as Options Trading Volume Hits Record
- Moderna's Norovirus Vaccine Early Trial Misses Endpoints, Stock Drops Over 7% Premarket
- Vanke Completes Board Reshuffle, Xu Enli Appointed as Chairman
- AI Data Center Boom Lifts Industrial Stocks Including Coatings and Asphalt Suppliers
- MediaTek Approves $5 Billion Financing Budget Betting on AI Data Center Chips
- U.S. Stocks Wrap Up July: AI Earnings Boost Sentiment as August's Seasonal Lull Approaches
- Saudi PIF's Acquisition of EA Clears EU Foreign Subsidies Review, Closing Set for August 4
- ExxonMobil Q2 Profit Hits Four-Year High but Misses Expectations
- U.S. Auto Safety Regulator Investigates Suspension Failures in 1.2 Million Tesla Vehicles
- Chevron Q2 Net Profit Hits Record High as War Drives Oil Price Surge
- Ares Management Raises Record $36 Billion in Q2
- AI Infrastructure Narrative Shift: Pricing Power Moves from TSMC to Memory
- China's Debt Ratio Declined in Q2, but Private Sector Contraction Raises Concerns
- Xiaomi Receives HK$1.716 Billion Net Buying from Southbound Funds
- Apple Signals Continued Memory Cost Increases, Micron Stock Surges Over 22% in Two Days
- EU Commission Accuses Temu of Obstructing Surprise Inspections
- Trading Volume Plunges 75% on First Day of South Korea's New Leveraged Single-Stock ETF Rules
- Eurozone July CPI Rises to 2.9%, ECB September Rate Hike Expectations Heat Up
- Germany's July Unemployment Nears 3 Million, Unemployment Rate Rises to 6.4%
- Hong Kong Q2 GDP Grows 4.3% YoY, Driven by Strong External Trade
- Ray Dalio: AI Bubble Has Emerged, 80-Year Grand Cycle Entering Decline Phase
- OpenAI Launches DeployCo to Bet Big on Enterprise AI Deployment
- Apple Leads Global Phone ASP to Record High as Shipments Drop to 2013 Lows
- Taiwan Q2 GDP Surges 12.92%, Powered by AI and U.S. Trade Dual Engines
- France July Inflation Jumps to 2.4%, Beating All Expectations
- Four Departments Jointly Issue 22 Measures to Strengthen Financial Institution Governance
- Murata Manufacturing Raises Full-Year Profit Forecast While Warning of Slowdown in Hyperscale Data Center Spending
- Goldman Sachs: Yen Could Fall to 165 per Dollar Within a Year
- AI Hedge Fund SALP Blows Up: How 4x Leverage Triggered a Wall Street Liquidation Hunt
- Tech Stocks Lift Europe's STOXX 600 to Record High
- ByteDance Releases Seedance 2.5, Extending Single-Generation Video Length to 30 Seconds
- Tightening Helium Supply Threatens Advanced Chip Manufacturing
- Pentagon Requests $18.2B for Missile Restocking, Lockheed Martin and Raytheon Direct Beneficiaries
- ASE's 2026 Capex Raised for Second Time to Record $10.5 Billion
- DeepSeek Flagship Model V4 Flash Opens Public Beta API
- Commerzbank and UniCredit Restart M&A Negotiations
- Kioxia Q1 Operating Profit ¥1.27T, Below Expectations
- After Japan's Yen Intervention, IMF Rules Become Focus for Strategists
- BP Launches North Sea Asset Sale, Targeting $20 Billion Debt Reduction by 2027
- Chinese Military Leverages U.S. AI Models to Train Defense Systems
- Jupiter Quant Fund Loses Over 43% in July as AI Small-Cap Crash Triggers Leverage Blowup
- Chile Snowstorm Disrupts Copper Mines, Strategists Warn Copper Prices May Hit New Highs
- Sony Kumamoto Image Sensor Plant Begins Phased Restart
- Rhine River Water Levels Hit Eight-Year Low, German Chemical and Heavy Industries Halt Production
- HK Stocks Midday: Mirae Asset 2x Leveraged SK Hynix ETF Surges 59%
- U.S. Regulators Flag Circular Ownership Risks at KKR and Apollo
- Samsung Chip Engineers Flock to SK Hynix as Bonus Gap Triggers Talent Exodus
- Amazon's LEO Satellite Constellation Nears 400, Initial Commercial Service to Launch This Year
- Waller Focuses on Balance Sheet Runoff, Market Misreads It as Rate Hike Signal
- Global Central Banks Set Q2 Gold-Buying Record, Gold Price Surpasses $4,100
- Advantest Weight Exceeds 12%, Faces Risk of Nikkei Index Cap Reduction
- Sony Q1 Operating Profit Surges 40%, Full-Year Outlook Raised to ¥1.72 Trillion