Topic Archive — Page 41 of 112

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

  1. China's Commerce Ministry Issues Lengthy Rebuttal Against Overcapacity Allegations
  2. China Mass-Produces DUV Lithography Machines; Analysts Say ASML's Position Hard to Shake in Short Term
  3. Meta Partners with BlackRock to Develop $14 Billion Data Center in Texas
  4. GAM: Semiconductor Selloff Not Yet a Buying Opportunity
  5. Trump Plans Tariffs on Generic Drugs, Creating Dilemma for Price-Cut Promises
  6. Morgan Stanley: Next Phase of Stock Rotation — AI Adopters to Take the Lead
  7. Economists: U.S. Fiscal Spiral Will Ultimately Trigger Major Inflation
  8. Middle East Tensions Flatten European Rate Curve as Traders Bet on Ceasefire as Inflection Point
  9. HKMA: Exchange Fund Records HK$134.7 Billion Investment Income in H1
  10. Intel EMIB-T vs. TSMC CoPoS: Yield Is the Real Threshold for Cost Advantage
  11. Xiaohongshu Hong Kong IPO Hit by Former Employee Complaints as VIE Structure Ambiguity Faces Scrutiny
  12. Goldman Sachs: AI Risks Fall into Two Categories — Only Aggregate Shocks Hurt the Broad Market
  13. Nvidia Bets ~$5 Billion on SSI, Computing Power to Scale 10x in One Year
  14. High-Tech Manufacturing Provinces Take the Lead as China's Regional Growth Divergence Accelerates
  15. Triple Pressure Looms: Earnings, Inflation, and the Fed Decision
  16. 7.1-Magnitude Earthquake in Kyushu, Japan Triggers Tsunami Warning
  17. BYD to Unveil in August, XPeng IRON Enters Trial Production — Automakers Accelerate Humanoid Robot Push
  18. AI Chip Trade Unwinds as India IT Sector Posts Record Monthly Outperformance
  19. Germany Secretly Maps China's Supply Chain Vulnerabilities
  20. AI Spending Surges as Big Tech CDS Spreads Hit Record Highs
  21. China's Bank Deposits Hit Record Highs as Credit Growth Slows
  22. Nvidia Confirms Lease of 1GW Texas Data Center, 30-Year Deal Valued at $50 Billion
  23. BOJ July Meeting Expected to Hold Rates Steady at 1%
  24. Barclays Q2 Profit Rises 31%, Announces Interim Dividend and £1 Billion Buyback
  25. Barclays H1 Pre-Tax Profit Rises 17%, Driven by Equity Trading That Beats Expectations
  26. Qualcomm Chip Price Hikes Put Cost Pressure on Chinese Android Makers
  27. Taiwan 5-Year Government Bond Yield Rises to Highest Since 2008
  28. Mercedes-Benz Cuts Full-Year Revenue Guidance as China Sales Plunge 30% in Q2
  29. After Google's $1 Billion Fine, Wave of Claims from European Competitors Emerges
  30. Auto Chip Demand Beats Expectations in 2Q26, Clear EV Architecture Drives Restocking
  31. SK Hynix to Mass-Produce LPDDR6 in H2, Xiaomi to Be First Adopter
  32. Nvidia Taipei Employee Arrested Over Chip Smuggling
  33. AI Demand Drives Hong Kong Exports to Strongest Growth in 42 Years
  34. Bank of England May Raise Interest Rates This Year If Energy Prices Remain Elevated
  35. HK Stocks Midday: PCB Stocks Plunge Across the Board, GigaDevice Drops Over 15%
  36. DDR5 Price Surge Bolsters HBM4 Price Hike Case as SK Hynix Q2 Earnings Approach
  37. Samsung Plans to Source Chinese DRAM to Lower Smartphone Costs
  38. Asia-Pacific Stock Indices Fall Into Technical Correction, Chip Stocks Lead Decline
  39. Visa and Mastercard Report Earnings This Week: Slowing Cross-Border Transactions Take Center Stage
  40. U.S.-Iran Ceasefire Holds, Oil Prices Drop Over 2%
  41. Indonesia's Central Bank Governor Abruptly Resigns, Monetary Policy Independence in Question
  42. Economist: Does SK Hynix ADR Premium Signal a Bubble?
  43. KOSPI Becomes a Semiconductor Proxy: Diversification Benefits Between U.S. and Korean Tech Stocks Vanish
  44. Nvidia Reshapes Asia's AI Supply Chain Landscape
  45. U.S. Launches Surprise Inspections on Chinese Factories in Vietnam, New Tariff Risks Escalate
  46. Innolight's Hong Kong IPO Priced at HK$980, Raising HK$53.4 Billion
  47. Chip Equipment Lead Times Approach One Year as Samsung and SK Hynix Rush to Place Orders
  48. Goldman Sachs: Chinese AI Developers May Shift to Paid Weight Commercial Licensing
  49. Morgan Stanley: AI Computing Demand Overwhelms Supply Long-Term, Pullbacks Are Buying Opportunities
  50. South Korea Plans to Cap Retail Investors' Leveraged ETF Exposure
  51. China's A-Share Three Major Indices Open Lower, ChiNext Drops Over 3%
  52. Japan Stock Positioning Hits All-Time Highs as AI Narrative Becomes Top Tail Risk
  53. CICC: A-Share Pessimistic Expectations Already Priced In, Five Key Sector Allocation Opportunities
  54. Japanese Government Bonds Decline as Funding Sources for Consumption Tax Cut Plan Remain Uncertain
  55. Anthropic Explores Custom Chips, Engages SK Hynix and Samsung
  56. Apple and Micron Clash Over CXMT, Forcing the White House to Pick a Side
  57. Johnson & Johnson Settles Talc Cancer Lawsuits for Up to $5.5 Billion
  58. CICC: Global Economic Imbalances Near 20-Year High, AI Is the Core Driver
  59. South Korea's KOSPI Opens Over 5% Lower
  60. China's June Gold Imports Rise to 173 Tonnes, Hitting Highest Level Since March 2024
  61. U.S. Trade Representative: New Tariffs Won't Disrupt the Economy
  62. Anthropic CEO: Never Advocated Banning Open-Weight AI
  63. Rate Hike Probability Rises to 35% as Hedge Fund U.S. Equity Exposure Hits Five-Year Peak
  64. Citadel Securities Predicts Surprise Fed Rate Hike This Week
  65. Tennessee Sues Meta for Ignoring Research on Harm to Teens
  66. Deutsche Bank: Japan May Be at an Economic Transformation Inflection Point
  67. BYD Flash Charge Backlog Exceeds 255,000 Units, Capacity Bottleneck May Extend to 2027
  68. BlackRock's $12.3 Billion AI Bond Gains Strength in Secondary Market
  69. Celestica Q2 Revenue of $4.7B Beats Expectations, Full-Year Guidance Raised to $20.5B
  70. Shenwan Hongyuan: AI Contributes Nearly 2.3 Percentage Points to PPI, Double-Peak Pattern Likely for the Full Year
  71. Largest U.S. Power Grid Operator Plans Emergency Capacity Auction, Costs to Be Passed On to Data Centers
  72. Small Businesses Sue Twice to Block Section 301 Tariffs
  73. SK Hynix U.S. ADR Falls Below IPO Price
  74. Trump Administration's AI Regulatory Framework Nears Finalization; Open-Source Model Definition Remains Contentious
  75. Cadence Q2 Earnings Beat Expectations, Full-Year Guidance Raised
  76. Ukraine-Russia Black Sea Strikes Escalate, Wheat Futures Hit Two-Year High
  77. Bitcoin Holds Above $65K as Fed Decision Becomes Key Variable
  78. Strong U.S. 2-Year Auction Contrasts with 5-Year Hitting Worst in Nearly 5 Years
  79. Tech Earnings Season: Stocks Fall Despite Beating Expectations
  80. Kalshi Prediction Market: Warsh May Mention "Oil" and "Shock" This Week
  81. Macquarie: US-Iran Deal Could Lead to Significant Crude Oil Market Surplus
  82. Dispersion Unwind Begins: Mag7 Earnings Week with Dealer Gamma Pointing to Upside Squeeze Risk
  83. NVIDIA Vera Rubin Servers Easier to Install Than Previous Generation
  84. HSBC Estimates SpaceX Lock-Up Period: First Batch of 912M Shares to Unlock on August 6
  85. Perpetual Futures Enter Regulated U.S. Markets as Wall Street Giants Watch from the Sidelines
  86. Chip Stocks Plunge as Software Stocks Rebound: Deepening Divergence Within U.S. Equities
  87. JPMorgan Internal Indicator Triggers Buy Signal, Bullish on U.S. Stocks
  88. Microsoft Releases First Cybersecurity AI Model and Agent Security System
  89. Nvidia Plans to Provide Up to $250 Billion in Financing Backing for OpenAI's Ohio Data Center
  90. Ares Management Reportedly in Talks to Acquire PE Giant Leonard Green
  91. Options Imply Double-Digit Swing for SK Hynix Ahead of Earnings
  92. Trump Publicly Demands Fed Rate Cuts
  93. Iran and Oman Negotiate to Reopen Hormuz Strait Shipping
  94. Goldman Sachs: Rising Real Rates Are Tightening Financial Conditions
  95. Rising Demand for Hedging Rate Shocks in Bond Markets as Fed Policy Path Remains Uncertain
  96. Google AI Search Coverage Nearly Triples in One Year
  97. Paramount CEO Expresses 'High Confidence' in Warner Bros. Acquisition Deal
  98. Oppenheimer: Palantir Q2 to Beat Expectations with Raised Full-Year Guidance
  99. Moonshot AI Open-Sources Kimi K3 Weights and Key Training Techniques
  100. CME Launches 55 U.S. Single-Stock Futures Including SpaceX and Micron
Topic Archive — Page 41 · nashnova