Topic Archive — Page 38 of 154

Every market topic nashnova has published, newest first (15360 total).

  1. AI Slowdown Narrative Hits Chip Stocks, Intel Drops Over 7% Leading Declines
  2. Multiple Wall Street Firms Raise S&P 500 Targets; Yardeni Downplays AI Slowdown Concerns
  3. BofA: S&P 500 Pullback Overdue, Could Drop 3.4% by Year-End
  4. Oracle Launches New Round of Layoffs, with Some Teams Seeing Double-Digit Cuts
  5. Data Security Concerns Prompt Nvidia, Palantir to Restrict Use of Anthropic Models
  6. European Junk Bond Issuers Rush to Refinance, Locking in Costs Despite High Rates
  7. Moody's: U.S. AI Power Demand Requires $110 Billion to Build 45GW of New Power Plants
  8. Santander, BBVA, and Deutsche Bank Simultaneously Advance Over $17.5 Billion in SRT Deals
  9. Bitcoin Rebounds to $70K as Fed Rate Hike and Crypto Bill Vote Pose a Double Test
  10. Houthi Missile Strike Hits Saudi Arabia's King Khalid Air Base
  11. BTIG: Chip Stocks Still Have Downside, SOXX May Test 200-Day Moving Average
  12. Citi PCB Survey: New Capacity Earliest by 2029, Strong mSAP Demand for Optical Modules
  13. S&P 500 Faces Pressure from $2 Trillion Triple Witching Day
  14. Wall Street Monday Ratings Roundup: NVIDIA, Apple, General Motors and More in Focus
  15. Corning Announces $2 Billion Equity Distribution Agreement, Pre-Market Stock Price Drops 8%
  16. Data Center CMBS Spreads Widen as Investor Risk Pricing Framework Comes Under Pressure
  17. Multiple Institutions Forecast ECB to Raise Rates Again by December 2026
  18. AXA Investment Managers Buys 2-Year U.S. Treasuries to Hedge Against Growth Slowdown Risk
  19. BYD Executive: Fuel Vehicles Have No Future in China After Flash Charging Goes Mainstream
  20. Germany Plans Economic Security Package Targeting China, May Expand Tariffs and Lobby EU
  21. BIS Flags AI Hedge Fund Collapse, Warns of Escalating Global Leverage Risks
  22. India's August CPI Rises to 4.82% YoY, Marking Ten Consecutive Months of Increase
  23. Kioxia Reportedly Considering U.S. IPO to Raise $10 Billion
  24. Key Senate Procedural Vote on U.S. Crypto Regulatory Bill Clarity Act Imminent
  25. U.S. 10-Year Treasury Yield Approaches 5%: Technicals Point to Key Resistance
  26. Hengrui Medicine's Factor XI Monoclonal Antibody SHR-2004 NDA Accepted by China's NMPA
  27. China's Central Bank Plans to Include Long-Term Bond Holdings in Macroprudential Assessment
  28. Nvidia May Still Be the Best Pick Among Chip Stocks Amid AI Slowdown Expectations
  29. Reuters Poll: 85% of Economists Expect Fed to Raise Rates This Week, With at Least One More Hike This Year
  30. Gas Turbine Supply Crunch Pushes AI Data Centers Toward Boiler-Steam Solutions
  31. PBOC Conducts 500 Billion Yuan Outright Reverse Repo on September 15 with 6-Month Tenor
  32. Shein Stock Falls 25% from IPO Price Two Weeks After Listing
  33. Energy Shock Shakes 'Look Through' Doctrine as Multiple Central Banks Pivot to Synchronized Rate Hikes
  34. U.S. Commerce Department Issues Final Ruling Imposing Steep Tariffs on Solar Imports from India and Two Other Countries
  35. HK Stocks Sep 14: Hang Seng Rises 0.45% to Snap Five-Day Losing Streak; Innovative Pharma Surges, AI Hardware Under Pressure
  36. China's Aggregate Social Financing Increment Reaches 23.91 Trillion Yuan from January to August
  37. ECB's Kazimir: Ready to Hike Again If Necessary, October Meeting Under Consideration
  38. ByteDance Closes $29.6 Billion Syndicated Loan with 28 Banks Including ICBC and HSBC
  39. Multinational Big Pharma Pouring Billions of Dollars into China Biotech
  40. Tariff Advantages Narrow as Some Companies Shift Orders Back to China
  41. European Stocks Volatile: Tech Sector Down 1.4% as Surging Oil Prices Weigh on Risk Appetite
  42. Morgan Stanley: China's Cumulative AI Investment to Reach ¥8.5 Trillion Over Five Years, Domestic Chip Shipments to Hit 11 Million Units by 2030
  43. Novo Nordisk Rebrands to "Novo" and Announces Corporate Culture Overhaul
  44. Hedge Funds Buying Tech Stocks at Fastest Pace in 15 Months as AI Regulatory Debate Intensifies
  45. iPhone 18 Pro Overseas Pre-Order Demand Appears Weak; Speculative Signals in China and Hong Kong Markets Questionable
  46. Goldman Sachs and JPMorgan Both Turn Hawkish, Predicting Fed to Raise Rates by 25bps in September
  47. BoE Expected to Hold at 3.75%; Quantitative Tightening Pace Set to Slow
  48. TSMC, Samsung, and SK Hynix Successively Commit to ASML's High-NA EUV Equipment
  49. Low Expectations for Xi-Trump Summit Weigh on Chinese and Hong Kong Stocks
  50. Murata VP: MLCC Boom to Last at Least Until 2028, Plans Bold Capacity Expansion
  51. BOJ Officials Warn of Nonlinear Inflation Risks, Another Rate Hike Expected This Week
  52. Three Top ECB Leaders to Step Down in 2026: Succession Battle Intensifies
  53. Chinese Regulators Push Local Banks to Expand Client RMB Hedging Services
  54. Europe's Unified Stock Data Feed Officially Launches, Covering 29 National Markets
  55. European Exchange Giant Euronext Signals Willingness to Merge with Deutsche Börse
  56. Nvidia's Top Three Customers Account for 44% of Revenue as Concentration Risk Continues to Rise
  57. Samsung and Qualcomm Deepen 2nm Foundry Negotiations as Pricing and Yield Gaps Remain Unresolved
  58. If Democrats Reclaim the House, Data Centers, Nuclear Energy, and Venezuelan Oil Fields Face Congressional Scrutiny
  59. Nadella: AI Beyond Human Control Not Worth Pursuing — Microsoft Releases MAI Code of Conduct
  60. Baker Hughes: AI Build-Out Drives LNG Demand, No Slowdown in Energy Project Investment
  61. GAC Group Emergency Trading Halt as FAW-GAC Strategic Restructuring Rumors Resurface
  62. TDK to Invest ¥40 Billion to Expand AI Server Thin-Film Inductor Production
  63. Goldman Sachs Optical Industry Research: CPO Testing and Coupling Equipment First to Deliver Revenue
  64. Z.AI's cumulative Hong Kong stock fundraising reaches $9.6 billion this year, share price down over 60% from peak
  65. Samsung and SK Hynix Reject KEPCO's Prepaid Electricity Fee Proposal
  66. China's Economy Enters Critical Window: September Data May Determine 2026 Stimulus Scale
  67. BofA's Hartnett Warns of Autumn Stagflation Risk: Diesel, Bonds, and AI Triple Pressure Converging
  68. AI Safety Warnings Combined with OpenAI IPO Delay Send SoftBank Tumbling 13% in a Single Day
  69. Hua Hong Semiconductor Completes Acquisition of Shanghai Huali Microelectronics, Securing 97.5% Stake
  70. Anthropic Signs $13.7 Billion Compute Agreement with Rum Group
  71. BofA Maintains Buy Rating on Marvell with $365 Target Price Implying 55% Upside
  72. China's Offshore Trust Taxation Raises Risk of Founder Share Sales in Hong Kong Stocks
  73. US Stock Margin Debt Surges 77% in 14 Months — Historical Patterns Point to Crash Risk
  74. Anthropic Tells Investors It Will Achieve Adjusted Operating Profit for Two Consecutive Quarters
  75. JPMorgan: Tesla Robotaxi Revenue Could Reach $320 Billion by 2035
  76. Saudi Pipeline Attack Combined with AI Warnings: Oil Prices Surge Over 3% as U.S. Stock Futures Decline
  77. Tesla's U.S. EV Market Share Rebounds to 52%, but Sales Still Down 16%
  78. Goldman Sachs Partner: Markets Face Three Headwinds, Four Key Debates Worth Watching
  79. Trump Rejects AI Slowdown: U.S. Cannot Let China Catch Up
  80. Anthropic Selects Nasdaq for Listing, Valuation Could Reach $2 Trillion
  81. Russian Drone Hits Passenger Train Near Polish Border, NATO Spillover Risk Escalates
  82. White House Says It '100%' Supports Fed's September Decision While Trump Continues to Press for Rate Cuts
  83. JPMorgan Raises Wafer Fab Equipment Market Forecast to $263 Billion
  84. Wall Street: Still Recommends Holding Stocks Despite Dot-Com Bubble Comparisons
  85. Emerging Markets Shrug Off Fed Rate Hike Risks as Dollar Weakness Serves as Key Buffer
  86. Saudi Oil Pipeline Inventories Down to Just 5-7 Days as 4% of Global Supply Faces Disruption
  87. Zhipu AI Completes $5 Billion Funding Round with Zero-Coupon Convertible Bonds at Premium Conversion
  88. Chinese Team Breaks Ferroelectric Memory Endurance Barrier, Boosting Write Cycles by 100x
  89. Texas Halts Data Center Approvals, Over $100 Billion in Investments Thrown into Uncertainty
  90. Xi Jinping Pushes Open-Source AI Strategy at BRICS Summit, Competing with U.S. for Global Governance Discourse Power
  91. CITIC Securities: September Fed Rate Hike as a Signal to Position; Recommends Maintaining AI + Energy & Chemical Allocation
  92. Speculative Net Long Yen Positions Turn Positive for First Time Since February
  93. TSMC CoWoS Capacity to Double to 260K Wafers per Month by 2028
  94. China's Auto Exports Exceed One Million Units for Three Consecutive Months, NEV Exports Accelerating
  95. Altman: OpenAI Should Not Go Public in 2026, AI Safety Work Not Yet Complete
  96. Tesla Second-Generation Roadster Confirmed for October 1 Unveiling
  97. Ellison Terminates Plan to Sell $75 Billion in Oracle Stock
  98. Iran-Oman Agreement Contains No Provisions for Immediate Reopening of Strait of Hormuz
  99. RBI Rejects Tata Sons' Exemption from Listing Requirement; Group Chairman Simultaneously Announces Decision Not to Seek Reappointment
  100. Anthropic CEO: AI Needs Immediate Slowdown, Rogue Agents Could Take Over the Internet Within 6 Months