Topic Archive — Page 4 of 112

Every market topic nashnova has published, newest first (11138 total).

  1. Morgan Stanley: AI Giants Face Operating Cash Flow Crunch, Off-Balance-Sheet Commitments Exceed $3.1 Trillion
  2. USD/JPY Falls Below 158 as BOJ Rate Hike Expectations Continue to Weigh
  3. KEPCO Seeks 25 Trillion Won in Prepaid Electricity Fees from Samsung and SK Hynix
  4. G20 Finance Ministers' Wording Dispute: US-China Divergence Centers on 'Non-Market' Term
  5. German Chancellor Merz to Attend ECB Berlin Conference Dinner
  6. Asian Refiners Rush to Buy Middle Eastern Crude as Dubai Futures Approach $100
  7. U.S. Treasury Launches $12.5 Billion Debt Buyback Operation
  8. Shipping Stock Index Up Over 5x the S&P This Year as Hormuz Tensions Push to Decade Highs
  9. Goldman Sachs: Global Equity Returns Expected to Narrow to Mid-to-High Single Digits Over the Next 12 Months
  10. Longsys IPO Margin Subscriptions Oversubscribed by 26 Times, Raising Up to HK$6.27 Billion
  11. Vietnam's Jan-Aug Trade Hits Record $770 Billion as AI Demand Drives Electronics Export Boom
  12. Hutchmed Licenses KRAS-EGFR Dual-Target ADC to GSK with $110M Upfront Payment
  13. NVIDIA Partners with Equinix and Together AI to Expand Enterprise Inference
  14. U.S. Imposes Up to 100% Tariffs on Foreign Drones, Allied Products Not Exempt
  15. Intel Pre-Finances EMIB-T and CPU Capacity; DRAM Supply Shifts to Partners
  16. Qatar and UAE LNG Carriers Complete Ship-to-Ship Transfer Bypassing Strait of Hormuz
  17. ByteDance Secures $29.6 Billion Loan, Upsized from Original $20 Billion Plan Due to Strong Bank Demand
  18. Moonshot AI Secretly Files for Hong Kong IPO, Reportedly Valued at $50 Billion
  19. Apple, Xiaomi, and Nvidia Race for TB-Level Bandwidth in AI Chips
  20. Iranian Missiles and Drones Strike Kuwait; Trump Says Conflict Won't Last Long
  21. NVIDIA Management: 70% Revenue Growth Guidance Is Supply-Constrained, Actual Demand Is Much Higher
  22. U.S. Commerce Secretary Lutnick Confirms Chip Tariffs Are Coming, Exemptions Tied to Manufacturing in the U.S.
  23. South Korean Prosecutors: CXMT Allegedly Set Up "Hefei Project" to Steal Samsung's DRAM Technology
  24. Chinese Optical Transceiver Makers See 800G/1.6T Order Visibility Extending to 2027
  25. Global Institutional USD Hedging Falls to Decade Low, $230 Billion in Potential Selling Pressure Builds
  26. As China's Export Controls Deadline Looms, Malaysia's Rare Earths Attract Accelerated Investment from Japan and Others
  27. China's August Services PMI Rises to 51.4
  28. Meituan's Earnings Estimates Revised Up Over 500% from Intra-Year Low as Food Delivery Price War Cools
  29. Zeiss: China's EUV Lithography Development Lags About 15 Years Behind
  30. Asian Dollar Index Rally Masks Divergence in Currency Markets
  31. Japan's 30-Year Bond Auction Tests the Limits of Global Bond Market Stress
  32. Easing US-Iran Tensions Boost Sentiment, but Oil Prices Continue to Fluctuate at Elevated Levels
  33. Trump Calls Military Action Brief, Gold Holds Gains
  34. Japan's August Services PMI Rises to 52.5, Highest in Five Months
  35. U.S. Stocks Snap Three-Day Losing Streak; Dell Surges Over 15%, Broadcom Swings Then Turns Higher After Hours
  36. IMF Warns: Rising Bond Yields in Advanced Economies Threaten Debt Progress in Low-Income Countries
  37. Samsung Electro-Mechanics Plans 30% MLCC Price Hike, ABF Prices Also Rising
  38. Akeso's Ivonescimab HARMONi-2 Interim Analysis Meets OS Endpoint
  39. Uber Partners with Wayve to Launch First Autonomous Taxis in London
  40. Asian Stocks Set to Follow Wall Street Higher on Sept. 3; Oil Steadies After Three-Day Rally
  41. Yen Financing Costs Surge Tenfold, Japanese Companies Consider Asset Sales to Cope
  42. Trump to Host Xi at the White House on September 24; Expectations Remain Low
  43. JPMorgan Releases Trading Strategies for 2026 Midterm Election Scenarios
  44. Nscale's Contract Revenue Tops $103B After Signing Anthropic Deal; IPO Could Launch as Early as This Month
  45. Broadcom Raises FY2026 AI Revenue Guidance to $58 Billion
  46. G20 Unanimously Adopts "Carolina Principles," Light-Touch AI Regulatory Framework Goes Global
  47. JPMorgan Cuts Financing for Jane Street's Bond Business
  48. South Korea's Trillion-Dollar Sovereign AI Bet: Nvidia Benefits, SK Hynix Under Pressure
  49. Meta Releases Muse Spark 1.3, Claims Coding Capabilities Surpass GPT-5.6
  50. U.S. Treasury Expands T-Bill Issuance, Structurally Eroding the Fed's Policy Independence
  51. Reddit Surges Over 9% to Lead S&P 500 as Google Data Deal Renewal Draws Attention
  52. Microsoft Discloses Azure Quarterly Revenue for the First Time, Consolidates Business Segments to Two
  53. Anthropic Mends Ties with Trump Administration as Export Control Dispute Subsides
  54. OpenAI's New Reasoning Technique Sparks Warnings from AI Safety Experts
  55. HPE Q3 Revenue of $12.1B Beats Expectations, Full-Year Guidance Significantly Raised
  56. Snowflake Q2 Revenue of $1.55B Beats Expectations, Product Revenue Up 37% YoY
  57. Broadcom Q3 Adjusted Net Revenue $29.59B, Q4 Guidance Slightly Below Expectations
  58. OpenAI Discloses AI Auto-Shutdown Capability Development Progress to U.S. Congress
  59. Elliott Builds Stake in Deutsche Telekom, Opposes Merger with T-Mobile
  60. Goldman Sachs Volatility Team's Five Key Trades for Fall
  61. Société Générale Forecasts Three Fed Rate Hikes in 2026–2027
  62. Palo Alto Networks Drops Over 10% Intraday; CNBC Investing Club Upgrades Rating on the Dip
  63. JPMorgan: M&A Deals Could Hit Record Highs in 2026
  64. Proofpoint in Talks to Acquire Cybersecurity Firm Varonis, Valued at Approximately $5 Billion
  65. Apple's New CEO Ternus Gets $58M Annual Pay Package as Cook's Drops to $47M
  66. Emerging Market Bonds Rally Against the Tide Amid Global Bond Selloff
  67. Macro Catalysts Converging While Global Investors Remain Significantly Under-Hedged
  68. Fed Beige Book: U.S. Economy Grew Modestly Since Early July
  69. Waymo's Debut Bond Offering Exceeds $3 Billion, with Pimco Among Participants
  70. Palantir Posts Biggest Single-Day Drop in 7 Months as Software Stocks Sell Off
  71. BTIG: U.S. Stock Market Breadth Continues to Deteriorate, S&P 500 May Retest 7200-7300
  72. U.S. Treasury Official: Japan's Yield Breaking 3% Has Transmitted to the U.S. Bond Market
  73. Google Purchases 396 MW of Enhanced Geothermal Power from Fervo
  74. Bessent's Yen Intervention May Have Been Only ~$500 Million in Actual Size
  75. Trump Reportedly to Meet Travel Industry CEOs, Boosting Airline, Cruise, and Casino Stocks
  76. U.S. Government Backs OpenAI: AI Training Qualifies as Fair Use of Copyrighted Material
  77. Rare Divergence in U.S. Corporate Bond Market: Junk-Rated Spreads Widen While High-Yield Index Remains Near Historic Lows
  78. Saudi Crude Exports Drop to Nine-Year Low as Hormuz and Red Sea Routes Face Dual Disruptions
  79. Google Ad Exchange Spared from Forced Sale as Judge Orders Behavioral Remedies Instead
  80. EIA: U.S. Crude Oil Inventories Fell by 4.5 Million Barrels for the Week Ending August 28
  81. Bank of Canada Holds Rate at 2.25% for Seventh Consecutive Meeting, Warns of Dual Risks from Trade Conflicts and Energy Inflation
  82. U.S. Treasury Yields Drop Sharply as ADP Employment Misses Spark Debate Over Rate Hike Path
  83. OPEC+ Sunday Meeting Expected to Keep October Output Policy Unchanged
  84. U.S. July Factory Orders Rise 0.9% MoM, Beating Expectations
  85. U.S. ADP Employment Rises Just 38K in August, Marking Smallest Gain This Year
  86. Yen Surges Suddenly as Markets Suspect Authorities Intervened Again
  87. Enflame Technology IPO Online Subscription Oversubscribed 6,109 Times with Hit Rate of Only 0.025%
  88. Dutch Central Bank Relocates Over 86 Tonnes of Gold from US and Canada to London Citing Geopolitical Concerns
  89. NY Fed President Williams: Inflation Trending Slowly Downward, Tariff Impact Gradually Fading
  90. NVIDIA and CrowdStrike Jointly Launch Cybersecurity AI Model SafeMind
  91. Wall Street Analyst Ratings Roundup: NVIDIA, Apple, Tesla and More
  92. US Treasury Secretary: Aviation, Shipping, and Digital Assets May Become New Iran Sanctions Targets
  93. Apollo Chief Economist: Iran War and Tariffs to Push Treasury Yields Higher
  94. OpenAI Hit with 30 New Lawsuits, First-Ever Accusation of Aiding Tumbler Ridge Shooting
  95. Apple-Nasdaq Correlation Hits 20-Year Low, Emerging as a Tech Sector Safe Haven
  96. Erbium & Yttrium: Two AI-Critical Minor Metals Nearly Monopolized by China
  97. BofA Warns: Systematic Buying for U.S. Stocks Nearly Exhausted in September; Decline Could Trigger $163 Billion Sell-Off
  98. Uber Lays Off 3,300 Employees, Cuts 20% of Management in Structural Reorganization
  99. Anthropic's Fable 5.1 Tops Benchmarks, Widening Gap with Chinese Models
  100. Berkshire Energy CEO: Serving Hyperscale Data Centers Requires Meeting Three Prerequisites
Topic Archive — Page 4 · nashnova