Topic Archive — Page 36 of 154

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

  1. Goldman Sachs: Foreign Demand for U.S. Corporate Bonds Remains Robust, Impact of Japanese Divestment Manageable
  2. UK August CPI Rises to 3.1%, Hitting Five-Month High
  3. SK Hynix Plans First U.S. Memory Chip Production, in Talks with Intel on Ohio Collaboration
  4. 10-Year U.S. Treasury Yield Hits 5%: Pain May Surface in 12 to 18 Months
  5. Barclays: AI Safety Monitoring to Drive Industry Computing Costs Up 18%
  6. World's Best Sovereign Wealth Fund: Stock Market Excess Returns May Be Unsustainable
  7. Yardeni Warns: Bond Vigilantes Regroup Over U.S. Fiscal Risks
  8. Apple Accepts Samsung's Memory Price Hike in Early 2027, Raising Smartphone Cost Floor
  9. Pan Gongsheng: Slower but Higher-Quality Lending to Become the New Macroeconomic Normal
  10. Zuckerberg: AI Safety Is a Competitive Necessity — Falling Behind Awaits Those Who Don't Focus on Alignment
  11. CATL Drops 10% Over Two Days, Wiping Out Over $100 Billion in Market Cap
  12. HK Stocks Midday: Hang Seng Up 0.12%, Gold Stocks Lead Gains, Zhida Tech Surges Over 30%
  13. Micron Executives: Memory Is the AI Performance Bottleneck, New Capacity Won't Come Online Until After 2028
  14. Chinese Investors Rush into U.S. Stock QDII Funds as Quotas Repeatedly Expanded and Capped
  15. AI Servers Drive Record Revenue for Memory Big Three; Q3 YoY Growth Expected to Stay in Triple Digits
  16. BOJ Raises Rates to 1.25% in September, Hitting 31-Year High
  17. Hong Kong Data Center Financing Stalled as Banks Question $2.6 Billion Loan to Little-Known Chinese Firm
  18. U.S. and China Discuss Tariff Cuts; Bessent to Meet He Lifeng in New York
  19. China's Gasoline and Diesel Inventories Fall to Multi-Year Lows, Rising Risk of Export Restrictions
  20. Intel CEO: CPU Supply Falls Short, Actual Shipments Meet Only 50% of Demand
  21. Amid Humanoid Robot Price Wars, Dexterous Hand Upstream Suppliers Profit First
  22. Libyan Oil Guards Shut Valves and Halt Production; National Oil Corporation Threatens to Declare Force Majeure
  23. Chevron CEO: Global Fuel Buffers Depleted, Upside Risks to Oil Prices Persist
  24. Meta to Launch Camera-Free Smart Glasses Luna, Emphasizing Privacy-Friendly Design
  25. Microsoft Raises Quarterly Dividend by 8% to $0.98 Per Share
  26. Japan Records Trade Deficit for Fourth Consecutive Month in August
  27. Tech Loan Statistical Criteria Set to Tighten, Traditional Industry Innovation Firms May Be Excluded
  28. Yen Carry Trade Appeal Fades as Swiss Franc and Swedish Krona Emerge as New Funding Currencies
  29. Chia Tai Tianqing's HER2 Bispecific ADC TQB2102 NDA Accepted for Review
  30. US Republicans Push Legislation Requiring AI Data Centers to Pay Their Own Electricity Bills
  31. JGB Yields Hit Highest Since 1996 as Japan Plans to Raise Defense Spending to 3.5% of GDP
  32. U.S. Stocks Fall for Second Straight Day as 10-Year Treasury Yield Hits Highest Since 2007 and WTI Crude Surges 4%
  33. Multiple Explosions Reported on Iran's Qeshm Island, Blasts Appear to Originate from Sea Direction
  34. Bond Market Short Positions Hit Extremes, Betting on Fed's September Rate Hike
  35. Trip.com Q2 Revenue of $2.3B Slightly Misses Expectations; Non-GAAP EPS Beats Estimates
  36. BlackRock CEO: AI Regulatory Backlash Will Make Technology Exclusive to Large Institutions
  37. OpenAI Seeks New Funding at $1.2 Trillion Valuation; IPO Likely Delayed Beyond 2027
  38. Jensen Huang to Attend Trump's State Dinner Honoring Xi Jinping
  39. Fed September Rate Hike Likely to Be Interpreted as Dovish, Multiple Analysts Reach Consensus
  40. Intel Foundry's HBM Base Die May Lack Pricing Advantage
  41. U.S. Pressures Mexico with Proposed AI Hardware Rules of Origin to Block China's Backdoor Access
  42. Hormuz Blockade Risk Boosts Indonesian LNG Value; Inpex Says It Has Received Inquiries for Over Half of Abadi Project Capacity
  43. Emerging Market Debt Issuance Hits Record for Second Consecutive Year; JPMorgan Says Inflows Have Become Structural
  44. JPMorgan Expects Double-Digit Growth in Q3 Investment Banking and Trading Revenue
  45. CBO: U.S.-Iran War Cost $38.1 Billion, Missile Interceptor Stockpiles Running Critically Low
  46. AI Chip and Software Sectors Post Largest Single-Day Divergence in Nearly 25 Years
  47. NHTSA Sets September 30 Deadline: Tesla Must Respond on Cybercab Certification Compliance
  48. SpaceX Starship Flight 14 Scheduled for September 22, First Orbital Attempt
  49. Saudi Arabia's Key Red Sea Port Yanbu Suspends Oil Loading, WTI Surges Over 5% Intraday
  50. Tokyo Commercial Land Prices Hit 33-Year High as Office Vacancy Rate Drops to 0.8%
  51. U.S. 20-Year Treasury Auction Tail Hits Record, Foreign Demand Falls to All-Time Low
  52. Two Robinhood Engineers Charged with Trading Crypto Derivatives Using Insider Information
  53. Google Launches Gemini 3.8 Real-Time Conversational Model
  54. Google TPU Systems Scale to Million-Chip Level, Power Becomes Core Bottleneck
  55. Taiwan Chip Memory Sector Leads Growth Rankings for 7 Consecutive Months
  56. U.S. Energy Secretary: Saudi East-West Pipeline Could Resume Oil Supply Within Days
  57. U.S. Treasury Yields Hit Near Two-Decade Highs as Risk-Reward Improves for Intermediate-Term Bonds
  58. Dow Drops 2.4% in First 10 Trading Days of September, Worst Start Since 2008
  59. Micron Completes Validation of 512GB DDR5 Memory Modules, AI Server Per-Unit Capacity Breaks 12TB
  60. Gold Gives Back August Gains; Goldman Sachs Favors Cheap Upside Options Ahead of Fed Meeting
  61. Skyworks-Qorvo Merger Enters Final Stage, Both Stocks Surge
  62. 50 Years of Data: Rising Rates Hurt Stocks, but Economic Growth Is the Key
  63. U.S. Money Supply Growth Hits 59-Month High in July
  64. BofA Survey: 80% of Asian Investors Demand AI Monetization Proof; Taiwan Ties with U.S. as Top Beneficiary Market
  65. U.S. EPA Repeals Biden-Era Power Plant Carbon Emission Rules
  66. Nomura: Oil Shortage Escalates into "Petrochemical Shock 2.0," Multi-Asset Markets Under Pressure
  67. U.S. Household Income Hits Record High in 2025 as Poverty Rate Falls to Near Historic Low
  68. Bessent: Rising Bond Yields Stem from a "Global Problem"
  69. Meta Launches Paid Subscription Service Meta One, Starting at $2.99/Month
  70. Seres Takes Full Control of AITO Brand Operations as Huawei Steps Back to Enabler Role
  71. OpenAI, Anthropic, and Google Collaborate on AI Safety
  72. Carlyle Research Head: AI Data Center Financing Model Draws Parallels to Eve of Subprime Crisis
  73. U.S. Crypto Regulation: Senate Procedural Vote on CLARITY Act Hangs in the Balance
  74. UBS: Palantir Valued Below AI Software Peers, Price Target Raised to $250
  75. Meta's In-House Arke Chip Planned for Deployment in H1 2027
  76. Huawei Unveils World's First 3D Data Center, with 100,000-Card Super Node Cluster as Base Configuration
  77. FTC Chair Highly Vigilant Against AI Antitrust Exemption Requests
  78. Wells Fargo CFO: Net Interest Margin Decline Better Than Expected, May Drop Only 1 Basis Point or Stay Flat
  79. U.S. DOJ Charges: Binance Used to Transfer Iranian Oil Black Market Funds
  80. Russia Restricts Sulfuric Acid Exports, Kazakhstan's Uranium Output Faces Shortfall
  81. BofA Forecasts Semiconductor TAM to Double to $3.2 Trillion by 2030
  82. Goldman Sachs Panic Index Plunges 3 Points in a Single Day, Marking the Third-Largest Drop in Three Years
  83. Hong Kong IPO Regulation Tightens; Analysts: Deal Flow May Slow but Demand Remains
  84. Huawei Supervisory Board Chairman: ICT and Computing Division Aims to Benchmark Against NVIDIA
  85. TSMC Co-COO: AI Is Like a Three-Year-Old Superman, Cautious About Sharing R&D Data
  86. U.S. September Empire State Manufacturing Index Drops to 7.6, Significantly Below Expectations
  87. Gold vs. Bitcoin De-Dollarization Trade Divergence: Contrasting Signals from Options Markets
  88. German Chancellor Merz: Fuel Prices Have Reached a "Tipping Point," Response Plan to Be Unveiled
  89. UniCredit Demands Departure of Commerzbank CEO and Chairman
  90. Wells Fargo Cuts S&P 500 Target to 7,700
  91. ByteDance's H1 Net Profit Drops to $20 Billion as AI Spending Weighs on Earnings
  92. New Swiss AT1 Proposal Could Save UBS Hundreds of Millions Annually
  93. Salesforce Partners with NVIDIA to Launch Koa, Its First Enterprise Reasoning Model
  94. China Unveils Five-Year Plan for Electronic Information Industry, Focusing on Chips, AI, and BeiDou
  95. Micron Stock Rebounds, but Taiwan Union Strike Threat Remains Unresolved
  96. Emerging Market Currencies Fall for Fourth Straight Day as Bond Market Stress Spreads to Risk Assets
  97. Musk Again Hints at Tesla-SpaceX Merger; Both Stocks Show Muted Reaction
  98. Nvidia's $12.9 Billion Acquisition of Hugging Face: Buying the AI Developer Infrastructure
  99. KKR's Private Investment-Grade Debt Doubles to $80 Billion This Year
  100. AWS Bahrain and UAE Data Regions Damaged by War, Access Unrecoverable