Topic Archive — Page 37 of 112

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

  1. Amazon's 2026 Capital Expenditure Rises to $220 Billion — Memory Price Hikes Are the Sole Driver
  2. Delta Electronics Raises 2026 Capex to NT$70 Billion, AI Revenue Share to Exceed 25%
  3. AI Server Demand Drives Across-the-Board MLCC Price Hikes
  4. Tech Stock Turmoil: Retail Margin Balances in Korea, Taiwan, and China Drop Over 10%
  5. MiniMax Releases MiniMax H3, Hong Kong-Listed Shares Surge Over 13%
  6. Memory Price Surge Weighs Heavy: China Smartphone Shipments Drop 25% YoY in Q2
  7. China's Three Major PMIs All Fall Below the Boom-Bust Line in July
  8. UBS Cuts SK Hynix Earnings by 19%, Lowers Target Price to KRW 3M but Maintains Buy Rating
  9. Asian Markets Rally Across the Board as Yen Suspected of Coordinated Intervention
  10. Goldman Sachs: Microsoft's AI Monetization Path Becomes Clearer, Stock Posts Biggest Single-Day Gain in Nearly 18 Years
  11. A-Shares Open Higher, ChiNext Index Surges Over 5%
  12. CICC Previews HSI Reshuffle: Zhipu and 7 Other Stocks May Be Added
  13. Tesla Plans to Spin Off China Business to Pave Way for SpaceX Merger
  14. MPWR Posts Record Q2 Revenue, Guides Enterprise Data Growth Floor at 130% for 2026
  15. CICC: Strong U.S. Domestic Demand, Fed Policy Focus Remains on Inflation Control
  16. Hong Kong Relaunches China Treasury Futures as Liquidity Becomes the Key Test
  17. July Politburo Meeting: Focus on Existing Policies, New Phrasing in Monetary Policy Language
  18. UMC Raises Capex to $2 Billion, Sets First AI Revenue Target
  19. South Korea's KOSPI Surges Over 14% in a Single Day as SK Hynix Rebounds Alongside U.S. Semiconductor Stocks
  20. Japan's FX Intervention Pushes Dollar Lower, Gold Holds Steady Above $4,100
  21. South Korea Rarely Sells U.S. Dollars to Intervene in FX Market, Korean Won Hits Nine-Month High
  22. South Korea Plans $14 Billion Sovereign Fund Injection to Bet on AI
  23. Samsung Converts Hwaseong NAND Line to DRAM, Conventional DRAM Capacity to Rise ~15% by Year-End
  24. Japan's June Factory Output Rises 1.3% MoM, Beating Market Expectations
  25. Tokyo July Core CPI Rises 1.9%, Beating Expectations
  26. Black Sea Tanker Attacked, Russian Crude Exports May Drop by 1 Million Barrels
  27. Domestic Innovative Drug Licensing-Out Deals Hit Record Highs, Multi-Dimensional Policy Support Drives Valuation Recovery
  28. Nscale Officially Announces $1.6 Billion Acquisition of Anyscale
  29. Amazon: Winning the AI Race Without the Best Model
  30. Anthropic's Test Model Breaches Live Systems, Including PyPI Malicious Package Incident
  31. IBM CEO: Quantum Computing Will Impact Company Revenue by 2028-2029
  32. Xbox CEO Unveils Plan to Match Rivals' Profit Margins by 2030
  33. Crude Oil Surged ~21% in July, Marking the Largest Monthly Gain in Recent Years
  34. Survey: China's Exports to the U.S. Decline Again in July
  35. Trump Signs Order Restricting Critical Mineral Exports to Secure Supply
  36. Saudi Arabia Leads Formation of Red Sea Maritime Defense Alliance, 14 Countries Join as Initial Members
  37. Fitch: U.S. Private Credit Default Rate Hits Record High in Q2
  38. Apple Q3 Beats Expectations but Falls 2.5% After Hours as Services and China Both Miss
  39. Strategy Posts $8.2B Q2 Net Loss as Bitcoin Unrealized Losses Weigh on Results
  40. All Regulatory Approvals for EA Sale Completed, Closing Expected This Tuesday
  41. Roblox Q2 Users and Bookings Both Miss Expectations, Q3 Guidance Falls Short Again
  42. Coinbase Q2 Revenue Misses Expectations, Posts Third Consecutive Quarterly Loss
  43. Rivian Q2 Revenue Beats Expectations, R2 Conversion Rate Exceeds Internal Forecasts
  44. Amazon Q2 Revenue Hits $200.6B, EPS Significantly Beats Expectations
  45. Reddit Q2 Revenue Hits $805M, Marking Eight Consecutive Quarters of 60%+ Growth
  46. Warsh Hints at Broadening Inflation Metrics, Inflation Expectations Markets Rocked
  47. 58% of Voters Oppose Data Center Construction as Both U.S. Parties Gear Up for 2026 Midterms
  48. Trump Plans to Charge $100,000 Fee for International Student Work Visas
  49. DeepSeek Plans to Build 1GW Ultra-Large-Scale AI Data Center in Inner Mongolia
  50. U.S. Department of Commerce Signs $874 Million Preliminary Agreements with 7 Semiconductor Companies
  51. Judge Questions Government's Insufficient Evidence for Anthropic Ban
  52. Netflix Q2 Revenue Misses Expectations, Stock Falls to 52-Week Low
  53. Fed Holds Steady in July as Wall Street's Largest-Ever Short Position in Fed Funds Rapidly Unwinds
  54. Google-Backed Nexus Secures $15 Billion Financing for Anthropic's Texas Campus
  55. AI Infrastructure Earnings Season: Multiple Suppliers Raise Guidance, No Signs of Spending Collapse
  56. Japan Plans to Cut Food Consumption Tax, Leaving a $30 Billion Funding Gap Unresolved
  57. Copper Prices Surge 3% in a Single Day, Approaching June's All-Time High
  58. OpenAI Cuts Prices on GPT-5 and Two Other Models
  59. Coinbase Wins Most Claims in Customer Token Sales Lawsuit
  60. Global M&A Hits Record $2.84 Trillion in First Half, Driven by AI Race
  61. Blackstone's $25 Billion Acquisition of HSBC Australia's Residential Mortgage Portfolio
  62. Unitree Robotics to Launch STAR Market IPO Next Week, Reporting RMB 1.7 Billion in Revenue Last Year
  63. U.S. 30-Year Mortgage Rate Rises to 6.66%, Hitting a New High for the Year
  64. CDS Correlation Among Big Tech Surges, Risk Spilling Over Into Equities
  65. Google Launches Gemini Robotics 2, Full-Body Coordination Still Faces Dexterity Bottleneck
  66. Disney Asks FCC to Drop Investigation Into ABC License
  67. Equinix Issues at Least $3 Billion in Bonds as Quarterly Capex Surges 60% YoY
  68. HSBC Plans to Offload Over £10 Billion in UK Pension Assets
  69. He Lifeng Holds Video Call with U.S. Treasury Secretary Bessent, China Raises Concerns Over Trade Restrictions
  70. Goldman Sachs: Global Refining Activity Falls to Lowest Since Pandemic, Diesel Shortage Risk Greatest
  71. European Blue-Chip Q2 Earnings Growth Revised Up to 20.8%, Driven Primarily by Energy Stocks
  72. Oracle Expands Google Gemini Partnership, Stock Surges Over 8%
  73. DeepSeek Founder's Remarks Leaked, Fundraising Suspended
  74. USD/JPY Falls Below 160 Level to 159.97
  75. U.S. Semiconductor Stocks Stage Major Intraday Comeback, Lam Research Surges Over 20% to Lead Rally
  76. Former OpenAI Employee's Fund Hit by Leveraged Bets on AI Stocks, Seeks Emergency Financing
  77. Susquehanna Raises AMD Price Target, Driven by Server CPU Upside
  78. U.S. Businesses Expect High Tariffs to Persist Long-Term, Accelerating Supply Chain Restructuring
  79. Google and Meta Face the Dilemma of Using Computing Power Internally vs. Selling It
  80. TSMC Develops EMIB-Like Packaging Technology to Counter Intel Competition
  81. European Banks Race to Capture AI Debt Bonanza While Offloading Risk Exposure
  82. U.S. Q2 GDP Grows 1.5% as Net Exports Drag Masks Domestic Demand Resilience
  83. U.S. Initial Jobless Claims for Week Ending July 25 Come in at 197K, Below Expectations
  84. Zoox Receives First U.S. Commercial Permit for Driverless Robotaxi Operations
  85. Meta's Future Data Center Lease Commitments Reach $279 Billion
  86. Mastercard Q2 Revenue Hits $9.3B, Beating Expectations with 14.8% Growth
  87. Silicon Valley Backlash Against Anthropic as Claude Products Hit by Government Ban
  88. Tesla Falls Below $300 After Six-Day Losing Streak; Microsoft Earnings Help Halt the Decline
  89. Intercontinental Exchange to Acquire MarketAxess for Approximately $6 Billion
  90. Intercontinental Exchange Q2 Revenue of $2.67B Beats Expectations, Full-Year Guidance Raised
  91. Xiaomi Pengcheng N90 Max Achieves Up to 1,705km Combined Range
  92. Blue Owl Private Credit Fundraising Drops to Three-Year Low
  93. U.S. Momentum Stocks Suffer Fastest Collapse in History; Technical Rebound May Be a Trap
  94. BSE Holds Symposium with Public Funds, Seeking Greater Investment Commitment
  95. Bitcoin ETF July Net Inflows Hit Record Low
  96. Nvidia's Valuation Hits Decade Low as Capex Narrative Quietly Shifts
  97. BoE Holds Rates at 3.75% in 6-3 Vote as Hawkish Camp Expands to Three
  98. Bristol-Myers Squibb Q2 Revenue Beats Expectations, Raises Full-Year Guidance
  99. KKR Q2 EPS Beats Expectations, AUM Reaches $796 Billion
  100. Tesla Rolls Off Its 10 Millionth Vehicle; Shanghai Gigafactory Sets H1 Delivery Record
Topic Archive — Page 37 · nashnova