Topic Archive — Page 39 of 112

Every market topic nashnova has published, newest first (11186 total).

  1. Goldman Sachs Warns of Rising Macro Tail Risks, Recommends Buying Correlation Protection
  2. U.S. Q2 GDP & PCE Data Preview: Growth Resilience Coexists with Inflation Stalemate
  3. Apple Says UK App Store Regulatory Proposal Is Effectively Price Control
  4. GigaDevice's Controlling Shareholder Plans Over ¥1B Increase After Cashing Out ¥4.4B
  5. NXP Q2 Earnings Beat Expectations, Stock Drops 5% as Analysts Await Auto Recovery
  6. Coinbase Q2 Spot Trading Volume Declines as Multiple Institutions Cut Earnings Forecasts
  7. U.S. 10-Year Treasury Yield Hits One-Year High, Pressuring S&P 500
  8. Morgan Stanley: China's AI Computing Power Shifting to System-Level Competition, Optical Interconnect Demand Accelerating
  9. U.S.-Iran Hormuz Standoff Expected to Last Months
  10. Dow Drops 820 Points as Price-Weighted Structure Amplifies Losses
  11. X Platform Reaches Settlement with Advertisers, Ending Lawsuit
  12. OpenAI Rogue Agent Incident Spreads to Modal Labs Customers
  13. Morgan Stanley Internal Call: September May Be Policy Watch Window; China's AI Super-Node Roadmap Validated
  14. Tech Stocks Underperform S&P 500 Despite Earnings Beats
  15. Qualcomm Wins Long-Term Chip Supply Contract with BMW
  16. Two Major Middle East Oil Chokepoints Under Threat Simultaneously, Brent Crude Breaks Above $90
  17. Chip Stock Selloff Deepens as Nasdaq 100 Nears Correction Territory
  18. JPMorgan: U.S. Treasury May Delay Adjusting Bond Issuance Guidance Due to Midterm Elections
  19. TSMC: JASM Utilities Restored to Normal, Equipment Calibration Underway
  20. Wedbush: Memory Price Hikes Impact Nvidia's Vera Rubin Product Line
  21. SpaceX Stock Drops Over 40%, Wall Street Rushes to Issue Structured Notes
  22. Biogen Raises Full-Year Revenue Guidance as New Drug Business Surpasses Multiple Sclerosis Business for the First Time
  23. Trump Threatens to Strike Iran Hard, U.S. Stock Futures Turn Lower
  24. Amphenol Q2 Revenue Hits $8.8B, Up 55% YoY and Significantly Beating Expectations
  25. OpenAI Hardware Roadmap Revealed: Smart Speaker Priced from $200, Phone Mass Production in H1 2027
  26. Options Market Offers Clues for Waller's Rate Decision
  27. Apple Market Cap Tops $5 Trillion as Cook's Final Earnings Call Spotlights AI and Price Hikes
  28. U.S.-Saudi Joint Strikes on Iraqi Militias Send Oil Prices Up 5% in a Single Day
  29. UK Regulator Investigates Microsoft Copilot Bundling and Price Hikes
  30. U.S. Net Tariff Revenue Turns Negative for the First Time in History
  31. SoFi Q2 Revenue of $1.21B Beats Expectations, Loans and Members Both Hit Record Highs
  32. NextEra and Brookfield Plan to Invest Over $100 Billion to Build Kentucky Data Campus
  33. JPMorgan: KOSPI Deleveraging Nearing End, Bottom May Be Approaching
  34. Apple's June Quarter Revenue Expected to Rise 15.5%, Strongest Growth in Five Years
  35. China's Tech Shockwave Spreads to AI Portfolios
  36. U.S. Allocates $300M to Help GlobalFoundries Develop AI Chip Optical Interconnects
  37. AI Demand Drives Surge in Chinese MLCC Manufacturers' Stock Prices
  38. UMC Q2 Revenue Up 8.5% YoY, Beating Expectations by $80M
  39. Quanta GDS Offering Raises Up to $2.2 Billion, Potentially Taiwan's Largest Equity Issuance in 19 Years
  40. World's Largest Custodian Bank BNY Goes On-Chain: Blockchain Reshaping Wall Street Record-Keeping
  41. Vertiv Q2 EPS Beats Expectations, Revenue Misses by Over $100 Million
  42. AI Giants' Earnings Season: Investors Demand Proof of AI Monetization
  43. Chip Packaging Equipment Maker ASMPT: No Bubble in AI Demand, Stock Drops Nearly 10%
  44. Tsingshan Holdings Suspends MHP Export Loading from Indonesia
  45. Beyond the AI Stock Selloff: U.S. Earnings and Market Breadth Both Hit Record Highs
  46. UMC Raises 2026 Capital Expenditure to $2 Billion for Wafer Fab Expansion
  47. Massive Insider Selling by NVIDIA Director and CoreWeave Executives Amid AI Boom
  48. KOSPI Down 40% from Peak: South Korea's Finance Minister Holds Emergency Meeting and Apologizes Over Leveraged ETFs
  49. CCC Bond Spreads Hit 30-Year High Multiple
  50. Glencore's H1 Trading Profit Doubles to $3.3 Billion
  51. U.S. Tariff Convergence Drives Some Businesses Back to China
  52. ECB Tracker: Eurozone Wage Growth to Slow to 2.6% This Year
  53. U.S. FCC Bans Imports of Foreign-Made Humanoid Robots and Power Inverters
  54. Innolight's Hong Kong Grey Market Trading Falls Nearly 2%
  55. E Fund's Zheng Xi to Launch First Offshore Public Fund
  56. AI Crowded Trade Unwind: Funds Rotate from Semiconductors to Value Stocks
  57. NVIDIA Accelerates Chip Design with In-House CPUs, Marking an AI Turning Point for EDA
  58. Advantest Significantly Raises Full-Year Outlook as AI Chip Testing Demand Exceeds Expectations
  59. Ionic Digital Surges 25.8% on Direct Listing Debut, Largest Since 2021
  60. SoftBank Issues ¥90 Billion in Bonds with Highest Coupon Rate This Year
  61. JPMorgan: AI Theme Intact, Market in Early Stages of a "Generational Trade"
  62. Nomura Q1 Net Profit Surges 39% YoY, Equity Trading Beats Expectations
  63. SK Hynix Q2 Profit Surges Sixfold to Record High; Analysts Say It May Have Already Peaked
  64. BofA Downgrades ExxonMobil, Favors Chevron's Restructuring Outlook
  65. Foreign Brand Mobile Phone Shipments in China Surge 66.3% YoY in June
  66. NVIDIA Deploys Massive Cash to Build AI Ecosystem, with Financing Arrangements Offering More Upside Than Risk
  67. Analyst: CXMT Lags Two to Three Generations Behind SK Hynix and Other Big Three
  68. Cambricon Launches Equity Incentive Plan with 3-Year Revenue Target Exceeding 100 Billion Yuan
  69. Goldman Sachs Call: HBM Price Forecast Raised to 2.5x Current Levels
  70. Deutsche Bank Q2 Net Profit Rises 10%, Fixed Income Trading Hits Quarterly Record
  71. AI Spending Pressure Pushes Tech Giants' Default Insurance Costs to Multi-Year Highs
  72. China's Market Regulators to Convene Solar Companies to Address Irrational Competition
  73. SK Hynix 2026 Capex to Hit Record High of KRW 40 Trillion, U.S. and Japan Expansion Timelines Uncertain
  74. UBS Q2 Net Profit Hits $2.8B, Beating Analyst Expectations
  75. Standard Chartered's H1 Pre-Tax Profit Rises 9% to $4.78 Billion
  76. Nuclear Revival Requires $250 Billion Annual Investment; Industry Calls on Banks to Channel Private Capital
  77. Google DeepMind Disbands AlphaFold Team to Pivot Toward Large Models
  78. Hong Kong Stocks Rise 1.37% at Midday, Auto Stocks Lead Gains
  79. Bank of England Reviews Prime Brokers' Concentrated Exposure to Asian AI Stocks
  80. Xiaomi Surges Over 9% in Hong Kong as New Car Launch Event Set for Tomorrow Evening
  81. TD Securities: Fed Standing Pat to Weaken the Dollar in the Short Term
  82. Altman: AGI Is Within Reach, Robotics to Hit Turning Point in Two to Three Years
  83. Warsh Abolishes Forward Guidance; Rate Hikes May Come Sooner Than Markets Expect
  84. HK Financial Stocks Surge 11% in July, Posting Best Monthly Performance in Nearly Two Years
  85. China Accelerates Chip Localization, Cloud AI Faces Greatest Pressure
  86. Xiaomi Extended-Range SUV Supply Chain Revealed: Zejing and Hesai Set to Benefit
  87. Hong Kong Gold Imports Hit 10-Year High, Driven by Clearing System Stockpiling
  88. ChatGPT Weekly Active Users Approach 1 Billion, Seven Months Behind Target
  89. Rio Tinto's H1 Profit Surges 43%, Interim Dividend Hits Four-Year High
  90. Zuckerberg Opposes Banning Chinese AI, Warns of Regulatory Capture Risk
  91. AI Inference Demand Expansion: CPU Server Shipments Expected to Grow 19.2%
  92. Japan's Minimum Wage Set to Rise 4.9%, Supporting BOJ's Rate Hike Path
  93. Can SK Hynix ADR Premium Sustain? Conversion Mechanism Is Key
  94. Optical Communications CEO: Indium Phosphide Shortage Will Surpass Memory
  95. UBS: Precious Metals Market Approaching a Critical Turning Point
  96. Huawei Moves into Glass Substrate AI Chips, Targeting Mass Production by 2027
  97. Innolight Clarifies 1.6T Price Cut Rumors, Orders Through 2027 Already Secured
  98. Samsung and SK Hynix Delay 3D IC Commercialization; CXMT and Winbond May Enter the Market First
  99. China's Commerce Ministry Refutes U.S. Allegations of AI Model Theft
  100. Iran Strikes U.S. Forces, Oil Prices Surge Over 3%
Topic Archive — Page 39 · nashnova