Topic Archive — Page 40 of 112

Every market topic nashnova has published, newest first (11192 total).

  1. UBS: Precious Metals Market Approaching a Critical Turning Point
  2. Huawei Moves into Glass Substrate AI Chips, Targeting Mass Production by 2027
  3. Innolight Clarifies 1.6T Price Cut Rumors, Orders Through 2027 Already Secured
  4. Samsung and SK Hynix Delay 3D IC Commercialization; CXMT and Winbond May Enter the Market First
  5. China's Commerce Ministry Refutes U.S. Allegations of AI Model Theft
  6. Iran Strikes U.S. Forces, Oil Prices Surge Over 3%
  7. CITIC Securities: Foreign Capital Flows Can Track Sector Allocation Turning Points in Hong Kong Stocks
  8. SK Hynix: No Signs of Slowdown in AI Infrastructure Investment
  9. CITIC Securities: Korean Stocks Hit Circuit Breaker, Hong Kong Stocks Poised to Absorb Asia-Pacific Rotation Funds
  10. Magnitude 7.1 Earthquake Hits Kumamoto, Multiple Semiconductor Fabs Halt for Inspection
  11. South Korea's KOSPI Index Extends Gains to 3%
  12. Hong Kong Stocks Face Dual Test: Fed Decision and Largest IPO in Seven Years on the Same Day
  13. Gold Falls to $4,018 as Fed Rate Hike Probability Reaches Around 30%
  14. AI Stock Selloff Triggers Margin Calls as Goldman Sachs and JPMorgan Demand Collateral from Hedge Funds
  15. Bank Data Center Loans Hit Exposure Limits, Agricultural Credit Resells HKD Loans
  16. Musk's X Platform Launches Financial Products, Attracting Users with 6% Yield
  17. Trump Says He Doesn't Care About USMCA as U.S.-Canada Trade Talks Set to Begin This Week
  18. U.S. Military Intercepts Iranian Ballistic Missile "Strike" as Military Confrontation Between the Two Nations Resumes
  19. SK Hynix Q2 Revenue Falls Short of Expectations
  20. API: U.S. Crude Inventories Post Surprise Build of 3.3 Million Barrels
  21. SK Hynix Leveraged ETF Plunges Over 18% in a Single Day as Semiconductor Sector Remains Under Pressure
  22. AI Demand Revives Kioxia as Capital Expenditure Race Heats Up
  23. Bloom Energy Posts Record Q2 as AI Power Demand Drives Guidance to Double
  24. Teradyne Q2 Revenue Hits $1.33B, Significantly Beating Expectations
  25. IonQ's Acquisition of SkyWater Receives Final Regulatory Approval, Deal Valued at Approximately $1.8 Billion
  26. Seagate Q4 Revenue of $3.63B Beats Expectations, AI Demand Drives Profit Doubling
  27. KLA Corporation Q4 Revenue of $3.66B Beats Expectations, Up 15% YoY
  28. NXP Q2 Revenue of $3.5B Beats Expectations; Q3 Guidance Midpoint In Line
  29. Short Interest in Microsoft Hits Decade High Ahead of Earnings
  30. Wall Street Rate Hike Bets Heat Up as Hedging Demand Hits Record
  31. Saudi Arabia Intercepts Drone Launched from Iraq Targeting Oil Facilities in Eastern Province
  32. Warsh: Inflation Is a Choice
  33. OpenAI and Anthropic Employees Co-Sign Letter Urging U.S. to Regulate AI Development Pace
  34. Musk's Portfolio Loses $1.5 Trillion in Market Cap as SpaceX Lock-Up Expiration Looms
  35. U.S. Plans to Ban Imports of Chinese Robots and Inverters
  36. Novo Nordisk Faces Shareholder Fraud Lawsuit Over CagriSema Trial
  37. Koch Industries Explores Sale of Data Center Firm Edged at ~$15 Billion Valuation
  38. OpenAI Model's Unexpected Breach of Hugging Face Sounds AI Cybersecurity Alarm
  39. BTIG: Adding to Semiconductor Shorts Carries Elevated Risk at This Point
  40. Saudi Prince Alwaleed Invests $130 Million in Lucid Motors
  41. Berkshire Rises Over 2% as Apple and Coca-Cola Hit Record Highs, Boosting Portfolio Value
  42. Codelco Rules Out Reaching 2026 Production Target
  43. Anthropic AI Model Cracks Weakened AES Encryption Algorithm
  44. Jensen Huang Visits Washington to Meet Lutnick as Nvidia Chip Exports Face Scrutiny
  45. Driven by AI Orders, ASM International Raises 2027 Revenue Outlook
  46. Fubon: Rubin Delay Doesn't Alter AI Demand — CoWoS/HBM/TPU on Three Fronts Reshaping the Semiconductor Landscape
  47. Goldman Sachs: CTAs to Net Sell Across the Board Next Week, Downside Could Trigger $185B in Selling Pressure
  48. Morgan Stanley: Current Conditions Have Not Yet Reached a 9/24-Style Policy Inflection Point
  49. Bitcoin Bottom Signals Emerge as Analysts Remain Divided
  50. Citi Maintains Copper Price Targets: $14,500 by September, $15,000 by Year-End
  51. Nvidia Invests $1 Billion in Naver to Co-Build Asia-Pacific AI Infrastructure
  52. Shein's Hong Kong IPO Filing Reveals U.S. Federal Trade Commission Investigation
  53. Mediator Says U.S.-Iran Nearing Breakthrough, Oil Prices Drop Over 4%
  54. Largest U.S. Power Grid Operator Plans Temporary Blackouts for Large Data Centers
  55. Claude Code Enterprise Usage Continues to Surge as Competitors Accelerate Catch-Up Efforts
  56. Qualcomm Q2 Earnings Due After Market Close Today: AI Transformation and Smartphone Demand in Focus
  57. WTO Rules Turkey's Restrictions on Chinese EVs Violate Trade Rules
  58. Morgan Stanley Launches Ethereum and Solana ETF Products
  59. Meta Q2 Earnings Due After Market Close Today; AI Monetization in Focus
  60. U.S. July Consumer Confidence Index Falls to 90.8, Present Situation Index Hits Lowest in Over Four Years
  61. AI Boom Drives Hedge Fund First-Half Returns to Multi-Year Highs
  62. TSMC Q2 Revenue Up 33.7%, Full-Year Capex Raised to $64 Billion
  63. Microsoft Q4 Earnings Ahead: Market Focuses on Azure Growth and Capital Expenditure
  64. Nasdaq 100 Index Approaches Technical Correction Territory
  65. Multiple US Stock Warning Indicators Approaching Crisis Levels
  66. Tesla Signs Deal to Purchase 90% of Power from Arizona Solar-Plus-Storage Project
  67. EU Plans to Sanction Over 1,600 Russia-Linked Entities, Setting Single-Batch Record
  68. Apple Accelerates Smart Home Push with Three New Products Centered on Siri AI
  69. Moonshot AI Seeks to Purchase More Nvidia Blackwell Chips to Train Next-Gen Models
  70. U.S. May Home Price Indices Both Beat Expectations
  71. Visa Cuts 7% of Workforce, Eliminating About 2,600 Jobs
  72. Wall Street Ratings Roundup Tuesday: Tesla Target Price Cut, Apple Maintained at Underweight
  73. Reuters Poll: Global Inflation Expectations Revised Up, Growth Forecasts Cut
  74. U.S. June Goods Trade Deficit at $101.5 Billion, Narrowing Less Than Expected
  75. Wall Street Giants Seen as Hidden Beneficiaries of AI Boom
  76. Apple Partners with Klarna to Launch iPhone Monthly Rental Plan Starting at $17.99
  77. Morgan Stanley: Generative AI Inference-Stage ROIC Could Reach 25%-50%
  78. OPEC+ Plans to Pause Output Increases After September; Impact of Iran War Yet to Be Assessed
  79. Boeing Posts Q2 Net Loss of $428M, Revenue of $24.4B Beats Expectations
  80. AMD Secures Over 500MW of Computing Capacity with Core Scientific, Agreement Could Reach Up to 2.5GW
  81. Corning Q2 Earnings Beat Expectations, but In-Line Guidance Triggers 10%+ Stock Drop
  82. China Dominates Electrification Metals; Supply Shocks Could Drive Global Inflation Higher
  83. Record Number of Leveraged ETF Closures: 73 Already Shut Down in 2026
  84. PayPal Q2 Results Beat Expectations, Raises Full-Year Earnings Guidance
  85. Warsh's Press Conference May Be More Noteworthy Than the Rate Decision Itself
  86. BIS: AI Boom Blurs Economic Signals, Rising Risk of Monetary Policy Misjudgment
  87. Nvidia's Forward P/E Drops to 11-Year Low
  88. HSBC Strategists: Earnings and Valuations Underpin Risk Asset Resilience
  89. Fundstrat: Semiconductor Sell-Off Has Precedent, Recommends Holding Through the Dip
  90. Gulf States Back Oman's Proposal: Iran Could Collect Voluntary Transit Fees
  91. Stock Connect (Southbound) Averaged HK$123.1 Billion in Daily Turnover in H1, Up 11% YoY
  92. Amazon Shuts Down Most Nova Flagship Models, Bets on New Frontier Models
  93. Fitch Warns: AI Market Correction Now a Major Global Credit Risk
  94. All SOX Index Components Fall Below 50-Day Moving Average
  95. Houthi Red Sea Blockade Accelerates Saudi Oil Rerouting via Egypt
  96. Bundesbank: Q2 Economy Posts Modest Growth, War-Related Drag Partially Offset
  97. Southbound Net Sold HK$2.495B, Dumping Chip Stocks While Adding Xiaomi and Zhipu
  98. China Merchants Bank's New President Wang Xiaoqing Receives Regulatory Approval
  99. Satellite Imagery Confirms Iranian Missiles Hit Amazon's Bahrain Data Center
  100. MAS Warns AI Investment Pullback Could Severely Hit Global Growth
Topic Archive — Page 40 · nashnova