Topic Archive — Page 4 of 153

Every market topic nashnova has published, newest first (15250 total).

  1. Barclays Internally Reallocates Capital to Boost Leverage for Hedge Funds
  2. Falling Oil Prices Drag Down Treasury Yields as Traders Trim Fed Rate Hike Bets
  3. JPMorgan Warns: Leveraged ETF Selling Pressure on Korean Stocks Not Yet Cleared, Risk of Another Sell-Off Remains
  4. Goldman Sachs: Supply Shocks Are Back — 60/40 Portfolios Need Commodities
  5. Dow Jumps 512 Points as Healthcare Leads Broad Rally Driven by Non-Tech Sectors
  6. Investors Flee to Safety as BB-Rated Junk Bonds Become a Haven
  7. Morgan Stanley: EDA Duopoly Synopsys and Cadence May Become New Anchor Points for AI Computing Capital
  8. Eli Lilly's Omvoh Succeeds in Phase 3 Trial for Pediatric Ulcerative Colitis, Stock Rises Over 5% to Record High
  9. US Ambassador to EU Warns: Restricting American Tech Will Trigger 'Devastating' Retaliation
  10. S&P 500 and Nasdaq Open Lower as Tech Stocks Face Pressure While Oil Prices Continue to Rise
  11. IREN Drops Over 20% in a Single Week; CEO Reassures: 96% of GPU Costs Covered by Prepayments and Loans
  12. Bernstein: Meta's Muse Strategy Marks a "Full Return" of the Bull Case
  13. Three Major European Parliament Groups Reach Deal: 2035 ICE Vehicle Ban May Be Significantly Relaxed
  14. U.S. September Housing Starts Fall to Four-Month Low, Single-Family Permits Hit Three-Year Low
  15. Reuters Poll: Fed to Skip Rate Hike in October, Expected to Raise Rates by 25 Basis Points in December
  16. Microsoft, Google, Goldman Sachs and 13 Other Companies Oppose OKX-ICE Tokenized Stock Listing
  17. Russian Crude Exports Drop to Monthly Low as Baltic Port Shutdown Weighs
  18. Iran Escalates Hormuz Attacks, Surge in Vessels with Engine Room Damage
  19. Novo Nordisk's CagriSema Achieves 25% Weight Loss in Women; FDA Decision Expected This Year
  20. Morgan Stanley: $1.6 Trillion AI Infrastructure Investment Faces Triple Downside Risks
  21. Morgan Stanley: Actively Buy Seagate and Western Digital as HDD Fundamentals Continue to Strengthen
  22. Salesforce Acquires Marketing Platform Braze for $5.66 Billion
  23. Apple Commits $100 Million to Source Titanium Materials Domestically in the U.S.
  24. CATL Reports 64.5 Billion Yuan Net Profit for First Three Quarters, Up 31.6% YoY
  25. National Data Group Established in Xiong'an, Vice Premier Ding Xuexiang Attends Ceremony
  26. Barclays: Data Center Equipment Makers Peaking, Pricing Power Squeezed from Both Sides
  27. HSBC Downgrades CoreWeave: Returns Trail Debt Costs, Persistent Value Destruction
  28. Halliburton Q3 Revenue of $5.7B Beats Expectations, Middle East Business Up 8% QoQ
  29. RTX Q3 Earnings Beat Expectations, Full-Year Outlook Raised for Third Consecutive Quarter
  30. Bank of England Considers Incorporating AI Risks into Next System-Wide Stress Test
  31. Trafigura: AI Hyperscale Data Center Copper Demand Could Triple to 3 Million Tonnes
  32. Codelco's European Premium Hits Record $350/Ton
  33. Google Cloud London Outage Hits UK Banking Sector, Disrupting Halifax and Revolut Services
  34. JPMorgan: Bitcoin's Annualized Return Over the Next Decade at 10%, Outpacing U.S. Stocks and Gold
  35. Qualcomm Announces Global Layoffs, Citing Performance Reviews Starting in November
  36. GM Beats Q3 Expectations but Guidance Not Raised for Third Consecutive Time; International Business Profit Plunges 88%
  37. Loop Capital Downgrades Apple to Hold, Cuts Price Target to $330
  38. Tianqi Lithium Forecasts Q1-Q3 Net Profit of 5.1-6 Billion Yuan, Surging Over 27-Fold Year-on-Year
  39. HSBC CEO: AI Data Center Investments Require Scrutiny — Not All Projects Deserve Backing
  40. GE Aerospace Raises Full-Year 2026 EPS Guidance to $8.00–$8.10
  41. UK to Deploy RAF Typhoon Jets to Saudi Arabia to Defend Against Houthi Attacks
  42. China Mobile Reports Net Profit of 106.2 Billion Yuan in First Three Quarters, Down 7.9% YoY
  43. SpaceX Financials: Starlink's Mobile Pivot Tests Its Cash Cow Status
  44. IEA: Will Consider Releasing Member States' Oil Reserves If Middle East Crisis Escalates
  45. Montage Technology Q3 Net Profit Expected to Surge 154%–175% as DDR5 Chip Shipments Rise Sharply
  46. Nidec Founder Suppressed Internal Accounting Investigation Request in 2017
  47. RBI Issues Scrutiny Checklist for Large Overseas Acquisitions as Rupee Falls Over 5% Year-to-Date
  48. Amazon to Invest Over €16 Billion in Germany Next Year, Spanning Data Centers to Satellites
  49. Germany's ZEW Investor Confidence Index Declines for First Time Since April
  50. CATL Bets on Battery Swapping to Accelerate Heavy Truck Electrification
  51. Geopolitical Risks Escalate, European Natural Gas Prices Rise 1.7%
  52. German Chancellor Merz Pitches Defense, AI, and Chip Investment Plans to Investors
  53. Fuyao Glass Q3 Net Profit Attributable to Parent Drops 9.87% to RMB 2.036 Billion
  54. Elice Plunges 32% on IPO Debut as Korean Retail Investors Lose ~$12M in a Single Day
  55. ByteDance/Alibaba/Tencent Collectively Order Over $35 Billion in Nvidia Chips
  56. Zhou Xiaochuan: AI Investment Failures Could Trigger Financial Turmoil; Policy Tools Should Be Prepared in Advance
  57. Goldman Sachs: Energy Bottlenecks Will Slow the AI Race, with $7.6 Trillion in Related Capex from 2026 to 2031
  58. DeepSeek Open-Sources Its Inference Framework DeepInfer
  59. NVIDIA's Nearly $10 Billion European Investment Lands in Germany as Jensen Huang Laments Germany's Tech Lag
  60. France OAT-Bund Spread Remains at Highest Since 2012 as US and European Bond Yields Edge Lower on Tuesday
  61. SAFE: Cross-Border Capital Net Inflow Reached $40.7B in September, Down 35% MoM
  62. Asian Refiners in Dispute with Saudi Aramco Over 2027 Contracts
  63. Taiwan's September Export Orders Hit Record High, Driven by AI Demand with Two Consecutive Months Above $100 Billion
  64. Hong Kong Stocks Oct 20 Close: Hang Seng Falls 1.32%, Physical AI Surges Against the Trend
  65. Houthi Forces Claim Attack on Saudi Energy Facilities, Gulf Stock Markets Fall Broadly
  66. BlackRock's IBIT Attracts $665M in Single-Day Inflows, Bitcoin ETFs Post Largest Daily Inflow in Recent Months
  67. BlackRock Files for Third Bitcoin ETF, Offering Downside Protection with Capped Upside
  68. Goldman Sachs: U.S. Housing Market to Face Further Pressure in 2027
  69. Chinese Automakers Accelerate Local Production in Europe to Circumvent Tariffs and Import Quotas
  70. Korean Chip Exports May Serve as a Leading Indicator for U.S. Stock Market Tops
  71. Emerging Market Equities Hit Record Valuation Discount vs. U.S. Stocks
  72. iFlytek Q3 Revenue Up 8%, Non-GAAP Losses Widen
  73. SanDisk Stock Drops Nearly 30%: Can NBM Contracts Smooth Out the NAND Cycle?
  74. BOJ Expected to Stand Pat in October, Inflation Forecasts May Be Revised Slightly Higher
  75. AI Demand Creates 180 Million Km Fiber Optic Supply Gap, Shortage May Persist Until 2028
  76. Goldman Sachs Raises CXMT Target Price to 130 Yuan; Q3 Revenue Guidance Beats Expectations by 30%
  77. Chinese Nickel Producers Plan to Negotiate HPAL Production Cuts in Indonesia
  78. Apple Speaks Out on New Safari Privacy Rules, Putting Pressure on Online Advertising Industry
  79. U.S. Bans DeepSeek from Federal Civilian Agency Systems
  80. Copper Supply Gap Widens — BNEF: $332 Billion in New Investment Needed
  81. HSBC CEO: Alternative Routes Could Make Strait of Hormuz 'Irrelevant' Within Five Years
  82. Germany's September PPI Rises 6.7% YoY, Exceeding Market Expectations
  83. Financial Conditions Tightening but Still Loose — Fed Rate Hike Pressure Remains
  84. U.S. Sanctions Five Chinese Entities Linked to Google AI Trade Secret Theft Case
  85. ABB Q3 Orders Beat Expectations; Spends ~$500M to Acquire Stake in Mitsubishi Electric's Low-Voltage Distribution Business
  86. Goldman Sachs, Citi, Nomura: China's Economy Stabilizes Short-Term, but 2025 Sustainability in Question
  87. Volkswagen Bets on XPeng to Save Its China Business, but First Joint Model Sells Only 267 Units per Month
  88. Japan Pledges to Build Chip Fabs in the U.S. at the Cost of Constraining Its Domestic Industry Revival
  89. Intel Claims Monopoly on 12-Inch Indium Phosphide Silicon Photonics Wafer Capacity as Co-Packaged Optics Enters Mass Production Race
  90. Safe-Haven Asset Divergence: Pros and Cons of the Dollar, Swiss Franc, Bunds, and Gold
  91. Iran War Drives Rise of Americas Oil Production, Pressuring OPEC Pricing Power
  92. China Restricts Rare Earth Exports, Japan's Yttrium Stockpile Down to Just Months
  93. Sea Limited CEO: Financial Arm Monee Plans Independent IPO
  94. AI Lending Boom Ignites Credit Default Swap Trading as Insurance Costs for Tech Giants Hit Record Highs
  95. GM Q3 Earnings Preview: Wall Street Expects ~30% YoY EPS Growth
  96. Japan's 20-Year Bond Auction Sees Record Demand with Bid-to-Cover Ratio Hitting 5.84
  97. NDRC: After Q3 Beat Expectations, Recovery Momentum Remains Weak
  98. Deutsche Bank Raises TSMC 2027 Capex Forecast to $84 Billion, Maintains Buy Rating
  99. Asian LNG Spot Prices Surge to Nearly Four-Year Highs
  100. Anthropic and OpenAI Growth Slowing, Pressuring AI Infrastructure Investment Chain