Topic Archive — Page 40 of 154

Every market topic nashnova has published, newest first (15361 total).

  1. EU Securities Regulator Warns of Sudden Market Correction Risk
  2. US Pre-Market Movers: Meta Upgraded, American Eagle Outfitters Down 14%, Cooper Medical Down 16%
  3. Wall Street Bets on a Divided Congress, Hedging Election Risk with Volatility Plays
  4. Anthropic Quantifies AI's Economic Impact: GDP Up 32% in Extreme Scenario but Knowledge Worker Wages Drop Over 10%
  5. U.S. Initial Jobless Claims Fall to 206K, Slightly Above Expectations
  6. U.S. August PPI Rises to 5.4% YoY, Beating Expectations
  7. EU Member States Plan to Launch Safeguard Investigation on Chemical and Plastic Imports
  8. Saudi Crude Output Plunges to Lowest Level Since 1990
  9. Goldman Sachs: CATL Valuation Near Historic Lows as Automakers' In-House Battery Development Raises Market Concerns
  10. Chip Shortage Slows Huajing Deliveries, Automakers' Supply Chains Under Pressure
  11. JPMorgan Initiates Coverage on SK Hynix ADR with $245 Price Target
  12. Over a Quarter of Corporate Loans at Russia's Credit Bank of Moscow Become Problem Loans
  13. SAFE: Direct Investment Items Are Basically Fully Convertible
  14. Piper Sandler: AI Computing Demand "Insatiable," NVIDIA and AMD Rated Overweight
  15. Wegovy Approved for MASH Indication, Becoming China's First Approved GLP-1RA for the Disease
  16. Goldman Sachs: AI Investment Focus Shifts from Computing Power to Application Monetization
  17. Nasdaq Invests in Kraken Parent Company Payward at $21 Billion Valuation
  18. Reuters Survey: OPEC August Oil Output Drops 640,000 bpd Month-over-Month
  19. OpenAI Bans Competitor AI Products from Advertising on ChatGPT
  20. Moonshot AI Plans Dual Listing on HKEX and STAR Market, Targeting $3 Billion IPO in Hong Kong
  21. Houthi Forces Seize Mocha, Shifting Control of Bab el-Mandeb Strait as Brent Crude Rises Over 1%
  22. DeepSeek V4.1 Flash Architecture Breakdown: KV Cache Compressed to 1/437 of First Generation
  23. U.S. Treasury Triples Buyback Size but Fails to Ease Bond Market Concerns as Long-End Yields Continue to Rise
  24. White House Shelves Copper Tariff Decision as Affordability Concerns Stall Policy Progress
  25. Capital One and JPMorgan Choose to Fight Trump Lawsuits Rather Than Settle
  26. Saudi Aramco Considers Selling Synthetic Rubber Business Arlanxeo
  27. UK 10-Year Gilt Yield Hits 5.295%, Reaching a 19-Year High
  28. U.S. Stock Futures Edge Higher Ahead of Inflation Data as Oil Prices Hold Above $100
  29. Oracle Earnings to Test the Market's Tolerance for Massive AI Spending
  30. MediaTek August Revenue Surges 44% YoY as AI Chip Business Accelerates
  31. When Do High Bond Yields Crush the Stock Market? Four Transmission Channels Unpacked
  32. Bipartisan AI Safety Bill Could Be Introduced to Congress as Early as Next Week
  33. ECB September Meeting May Deliver the Policy Signals the Fed Won't Give
  34. Volkswagen Restructuring Costs Estimated at Up to €16 Billion, Involving 60,000 Job Cuts and Uncertain Fate of Four Plants
  35. PBOC: Refining Reserve Requirement System, Conducting Open Market Operations with Flexibility and Precision
  36. HSBC CFO Georges Elhedery's Successor Search Launched as Pam Kaur Set to Depart by 2027
  37. Palantir Partners with NVIDIA to Deploy Sovereign AI, First Landing in NVIDIA's Supply Chain
  38. Sun Hung Kai Properties FY2026 Underlying Profit at HK$22.9 Billion, Rising for Two Consecutive Years
  39. Abu Dhabi Sovereign Fund ADIA Raises Allocation Targets for Private Equity and Hedge Funds
  40. Top Enterprises' AI Spending Drops 10% MoM in August, Model Price War Is the Main Driver
  41. U.S. Senate Investigates OpenAI Over Hugging Face Data Breach Incident
  42. JPMorgan Upgrades Meta to Overweight with $820 Price Target
  43. Anthropic Opens Mythos 5 to EU, but Latest Version Remains Restricted
  44. U.S. and China Negotiate Framework for Reciprocal Tariff Cuts on $30 Billion in Goods, Seeking Early Implementation
  45. U.S.-Iran Strait of Hormuz Clashes Escalate as Trump Warns Iran Against "Tricks" at Nuclear Facilities
  46. Huawei Pushes NPO Optical Interconnect Standard, Challenging Nvidia and Broadcom's CPO Roadmap
  47. Russian ESPO Crude Premiums Double as Chinese Refiners Face Narrowing Alternatives
  48. China's "15th Five-Year Plan" for Building a Financial Powerhouse Officially Released
  49. Goldman Sachs: Foldable iPhone Competitively Priced, Shipments Could Reach Up to 35 Million Units in 2026
  50. JPMorgan: U.S. Equity Risk Premium Falls to Lowest Since 2002, Rate Shock to Exceed Past Two Decades
  51. European Natural Gas Prices Rise to Nearly Four-Year Highs
  52. Grab Reportedly in Talks to Acquire BNPL Platform Atome at Valuation Exceeding $2 Billion
  53. Germany's August CPI Rises to 2.9% YoY, Highest Since April
  54. BIS Chair: AI Boom Poses New Risks to Financial Stability
  55. Persian Gulf Conflict Drives Tanker Freight Rates to Record Highs, VLCC Daily Earnings Near $800,000
  56. Apple's Foldable iPhone Duo Enters the Arena as Samsung Faces Battle for Foldable Market Dominance
  57. TSMC Reports August Revenue of NT$514.8 Billion, Up 53.3% YoY
  58. Burry Cuts Put Options on Nvidia and Palantir, Broadly Reducing Risk Exposure
  59. HBM Shortage Drives Up Costs as Huawei, Cambricon and Other Chinese AI Chip Makers Raise Prices Sharply
  60. BlackRock: AI-Driven Private Market Expansion, Recommending 50/30/20 to Replace Traditional 60/40 Portfolio
  61. Visa, Mastercard, and Ant International Join Forces to Advance AI Payment Agent Identity Verification Standards
  62. JD Cloud Plans 100,000-Card GPU Cluster, First to Adopt Domestic Moore Threads Chips
  63. China Purchases About 1 Million Tons of U.S. Soybeans, Sending Trade Signal Ahead of Xi's Visit to the U.S.
  64. Data Center Nuclear Power Demand Pushes Uranium Prices to Near 18-Year Highs
  65. AI-Driven Debt Surge Reshapes Risk Hierarchy as EM Bond Spreads Converge on U.S. Benchmarks
  66. IMF Chief Economist Candidate Dropped Over Criticism of Trump Tariffs
  67. Battery Price War Favors CATL's Competitive Landscape
  68. Massive Dividends from Memory Chip Giants Fail to Close Korea Discount as Investors Question Reform Credibility
  69. AI Computing Power Overcapacity Risk by 2028: The Iron Law of Historical Cycles vs. the Bottleneck Relief Debate
  70. Bank of Korea Warns of Chip Stock Derivatives Risks, Singles Out Hedge Funds' 4x Leverage Operations
  71. BOK Board Member: Will Assess Domestic and External Conditions to Determine Pace of Further Rate Hikes
  72. JPMorgan, Goldman Sachs, and Nomura All Point to "Triple Negative Pressures" Weighing on Market Sentiment
  73. Goldman Sachs: Asian Institutional Caution on AI Trades Has Overshot Fundamentals
  74. Trump Promises $5,000 Payment to Every Adult Citizen if Republicans Win Midterm Elections
  75. Analog Devices Acquires Alif Semiconductor for $1.35 Billion, Betting on Edge AI
  76. Goldman Sachs TMT Conference: SanDisk Sees Long-Term NAND Supply Constraints; AI Commercialization Advancing on Multiple Fronts
  77. Hang Seng Opens 1.15% Lower with Tech Stocks Broadly Declining; CNOOC Bucks Trend with 1.45% Gain
  78. H1 2026 Automaker Results: Passenger Vehicle Profits Halved, Commercial Vehicles Buck the Trend with 19% Growth
  79. China Tech Stock Placement Wave Exceeds $41 Billion, Valuation Dilution Pressure Intensifies
  80. U.S. DOJ Investigates Whether Nvidia-Groq Licensing Deal Circumvented Antitrust Review
  81. AI Server ODM Component Shortages Reach 15-20% as NVIDIA Vera Rubin Ramps Up Mass Production
  82. U.S. Firms' Confidence in China Rebounds as Profitability Hits Highest Since 2019
  83. CICC: Global Assets Face Multiple Headwinds in September; Buy the Dip in US/China Tech Stocks and Gold
  84. OpenAI Pushes for Mandatory National AI Safety Regulation and Backs Four California Bills
  85. The Convexity Hedging Accelerator Behind Spiraling U.S. Treasury Yields
  86. Trump Administration Continues Drug Pricing Deals as GLP-1 Coverage Expansion Hits Roadblocks
  87. Reuters Poll: 97% of Economists Expect BOJ to Raise Rates to 1.25% on September 18
  88. Yellen and Nearly 50 Economists File Court Brief Arguing Trump Tariffs Exceed Presidential Authority
  89. Apple's New CEO Positions iPhone as the Central Hub of the AI Era
  90. Texas Stock Exchange Attracts First Major Listed Company as Pipeline Giant Energy Transfer Plans to Leave NYSE
  91. All Three Major U.S. Stock Indexes Closed Lower on Wednesday as Oil Prices Rose for Seven Straight Sessions and Treasury Yields Hit New Highs
  92. Comcast CFO Warns of Continued Broadband Subscriber Losses, Stock Drops Over 8%
  93. EIA Raises 2026 Brent Average Price Forecast to $91, Expected to Fall Back to $74 in 2027
  94. Commodity Prices Approach 18-Year Highs as Global Inflation Pressures Intensify
  95. Bitcoin Surges Over 20% in Three Weeks as Crypto ETF Demand Continues to Rise
  96. Dimon Meets UK Prime Minister and Chancellor as Bank Windfall Tax Debate Heats Up
  97. BofA Analyst: JPMorgan Still Undervalued Despite Breaking Through $1 Trillion Market Cap
  98. U.S. 10-Year Treasury Auction Bid-to-Cover Ratio Hits Decade High
  99. Apple Officially Unveils iPhone 18 Pro Series, Ternus Makes Debut as Host
  100. Crude Oil Volatility Surface Prices Hormuz Risk as a Core Factor