Topic Archive — Page 41 of 154

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

  1. OpenAI Appoints AI Safety Research Pioneer Christiano to Board of Directors
  2. DOJ Issues Second Request Review on Fox's Acquisition of Roku, Drawing Attention Over Political Sensitivity
  3. Markets Bet on Four Rate Hikes Each by ECB and BOE; Analysts Warn of Overpricing
  4. OpenAI's Rogue AI Agent Unauthorized Communications Affected Over 10 Websites
  5. Alibaba's E-Commerce AI Agent Costs 61% Less Than Anthropic's, Attracting Over 60,000 Paying Users in Five Months
  6. Amazon Partners with Wiwynn to Expand Production in Texas, Total Investment Exceeds $1.6 Billion
  7. Saudi Oil Exports Drop to 13-Year Low as Detour Routes Face Successive Disruptions
  8. Gulf Crude Dark Fleet Shipping Data Released: Still Missing One-Third
  9. CATL Tightens Supplier Carbon Emission Audits Amid EU Regulatory Pressure
  10. CVS Health Warns of Elevated Medical Costs, Managed Care Sector Sells Off
  11. U.S. Treasury Thursday Buyback of Long-End Bonds Capped at $6 Billion
  12. Adobe Q3 Earnings Preview: ARR Growth Under Pressure, Freemium Transition Remains Controversial
  13. Bernstein: Memory Revenue Surges 451% YoY, AI Demand Underpins Semiconductor Boom
  14. BofA Clients' Weekly Net Buying of U.S. Stocks Ranks 6th Largest Since 2008
  15. UnitedHealth Sells Optum Health's Florida Operations to TPG, Stock Falls Nearly 5% in Early Trading
  16. S&P 500 Market Breadth Falls to Five-Month Low with Only 42% of Stocks Above 50-Day Moving Average
  17. Global AI Revenue Hits $229 Billion Annualized, Up 3.5x Year-over-Year
  18. Dell Technologies Rises Over 4% at Open to New All-Time High, Raises Full-Year Revenue Guidance to $192 Billion
  19. RBC Raises Qualcomm Price Target to $180 as Amazon Partnership Opens Door to AI Data Center Market
  20. Dell Issues $4 Billion Investment-Grade Bonds for Debt Refinancing
  21. U.S. Bitcoin Miners Accelerate Pivot to AI Data Centers as Scarce Power Assets Reshape Valuations
  22. Over Ten U.S. States Reassess Data Center Tax Incentives, Putting Pressure on Tech Giants' Construction Costs
  23. OpenAI Claims AI Solved Million-Dollar Math Problem, Faces Accusations of Research Theft from Scholars
  24. Global Gold ETFs Attract $18 Billion in August, Marking the Second-Largest Monthly Inflow in History
  25. Evercore Raises Dell Target Price to $650, Maintains as Top Pick
  26. Options Market Shows Clear Bullish Skew Ahead of Oracle Earnings, Implied Move Around 12%
  27. U.S. Government Debt Interest Payments Hit 3.6% of GDP While Corporate Sector Stands at Just 0.4%
  28. Brent Breaks $100, Treasury Yields Rise to 4.81%, U.S. Stock Futures Under Pressure
  29. U.S. 30-Year Mortgage Rate Rises to 6.85%, Hitting Highest Level in Over a Year
  30. AI Drives S&P 500 Earnings Growth Expectations Up to 32%
  31. AI Backlash Sentiment Heats Up Ahead of IPOs, Clouding Listing Prospects for Anthropic and OpenAI
  32. Analog Chip Giant ADI Acquires Edge AI Chipmaker Alif for $1.35 Billion
  33. Crack Spreads Surge as Bank of England and Other Central Banks Flag Them as Leading Inflation Indicator
  34. BofA: NVIDIA/Broadcom Most Widely Held; Micron and AMD See Sharp Position Increases
  35. OpenAI Projects ~$750 Billion in Computing Spending by 2030
  36. Amid Global Bond Selloff, U.S. ETF Investors Flock to Short- and Intermediate-Term Bonds
  37. OpenAI Partners with MIT: AI Autonomously Completes Full-Process Qubit Calibration
  38. Sinopec Research Institute: China's Oil Demand to Shrink by 600,000 Barrels/Day in 2026
  39. Taiwan's August Exports Hit Record High, AI Demand Drives 41% YoY Surge
  40. ASUS August Revenue Hits Second-Highest on Record, AI Server Demand Drives 51% YoY Growth
  41. Nomura: Memory Supply-Demand Gap Widens, Stock Price at Just 3x P/E Is Severely Undervalued
  42. UBS Upgrades European Equities: Underweight Signal and Earnings Cycle Converge
  43. Japan's Largest Opposition Party Dissolves; Takaichi's Fiscal Expansion Constrained by Bond Market
  44. Enflame Technology Lists on STAR Market with IPO Price of 142.18 Yuan
  45. Global Assets Surge in Unison: Risks Building Behind the "Everything High"
  46. RBC Warns U.S. Stocks Face 10% Correction Risk
  47. Hengrui Medicine's GIP/GLP-1 Dual-Target Drug Ruipupotide NDA Accepted by China's NMPA
  48. Platinum Expected to Shift to Surplus in 2026 as Demand Forecast to Drop 18%
  49. Over One-Third of Fed Officials Voice Support for Warsh's Proposal to Cut Policy Meetings
  50. China's Trade Surplus Sparks G20 Divisions as Geopolitical Rivalry Intensifies
  51. Global Credit Market Issues Over $70 Billion in a Single Day, Marking Busiest Trading Day Since June
  52. The Waller Honeymoon Is Over: The Fed Faces Three Paths
  53. India's Serious Fraud Investigation Office Recommends Detailed Probe into Xiaomi's India Operations
  54. Crypto and Banking Industries Wage Lobbying Battle Ahead of Key U.S. Crypto Legislation Vote
  55. Nvidia-Backed Indonesian AI Platform Zankore Signs $3.1B GPU Loan
  56. Baidu Sees HK$1.7 Billion Net Northbound Buying on First Day of Stock Connect Inclusion
  57. Sterling Hits Two-Week High as BoE Governor Denies 'Secret Plan' for Rate Hikes
  58. Pantheon: U.S. August Core CPI Expected Below Threshold, Fed Likely to Hold Steady This Month
  59. Multiple Commercial Vessels Disabled by Gunfire in the Persian Gulf and Gulf of Oman
  60. ASE's August Revenue Surges 46% YoY, ATM Business Up 53%
  61. Developed Market Equity Risk Premiums Compressed by Rising Bond Yields
  62. Brin Retakes Helm of Google's AI Strategy, 'Micro Kitchen' Becomes Gemini Decision-Making Hub
  63. HSBC Warns European Luxury Stocks Face Headwinds in H2, Downgrades LVMH and Burberry
  64. Three Major U.S. Security Agencies Accuse Six Chinese AI Firms of Industrial-Scale Distillation Attacks
  65. Citi: Widening Divergence in A-Share Software & AI Application Sectors — Commercialization Capability to Determine Valuation Trajectory
  66. SoftBank Repays $40 Billion OpenAI Bridge Loan Ahead of Schedule
  67. Hong Kong Stocks Close Lower on Sept 9; Youdi Robot Surges 154% on Debut; Haidilao Plunges 9%
  68. Ackman: AI Is Filling In Corporate Moats — Low Leverage and Asset-Light Models Are the Way Forward
  69. Douyin's Usage Time Surpasses WeChat for the First Time; ByteDance Commands 40.9% of China's Mobile Internet Time Share
  70. China Tightens IPO Scrutiny for Humanoid Robot Companies
  71. Google Announces $15 Billion Investment in AI Infrastructure in Finland
  72. JD.com Unveils Physical AI Acceleration Plan for 3 Million Robots
  73. China Imposes Up to 99.2% Anti-Dumping Tariffs on Japanese Dichlorosilane
  74. JPMorgan: Yen Strength May Accelerate Recovery in Tokyo AI and Semiconductor Stocks
  75. Hong Kong Plans Phased Introduction of Central Counterparty Clearing for Bond Repos
  76. Morgan Stanley: Geopolitical Risks Escalate, Crude Oil Traders Shift to Short-Term Bets
  77. DeepSeek Hires CITIC Securities to Prepare for A-Share STAR Market IPO
  78. Astra Demand Overload: OpenAI Warns It May Pause New Pro Subscriptions
  79. OpenAI Partners with Samsung to Develop Next-Gen Chips, Deepening South Korean Semiconductor Supply Chain Ties
  80. Apple Shifts to Volume-Locked Long-Term Contracts, Kioxia May Become Preferred NAND Deal Partner
  81. Asian Markets Mixed on Sept 9: Japan and South Korea Lead Gains While India Declines
  82. Chinese EV Makers Pivot Collectively to Humanoid Robots as XPeng Targets Mass Production by Year-End
  83. Anthropic Refuses to Provide New Models for Testing by UK AI Safety Institute
  84. Morgan Stanley: Rising Risk of "Underinvestment" in AI Supply Chain, Top Picks in Compute & Networking
  85. Japanese Retail Traders Hold ¥3.61 Trillion Short Position, Short Squeeze Risk Intensifies
  86. OpenAI President: Building the World's Best AI Healthcare Platform
  87. Goldman Sachs TMT Conference: OpenAI's Top Clients Consume 8x More Than Average, Billing to Shift Toward Outcome-Based Pricing
  88. SWS: A September Rate Hike May Be the Fed's Least Bad Option
  89. Citi TMT Conference: NPO Leapfrogs CPO, Lasers & Fiber Positioned as "The Next HBM"
  90. China's Supreme Court Issues First Systematic Judicial Guidelines for Property Developer Bankruptcy Proceedings
  91. Marvell Stock Surges 241% in One Year, CEO: Trust Is the Core Driving Force
  92. Indian Regulators Intensify Scrutiny of Wall Street as JPMorgan and Jane Street Face Investigations
  93. HSBC: AI Investors Should Focus on Korean Memory, Taiwan Semiconductors, and China's Computing Infrastructure
  94. Shipping Groups from 18 Nations Warn: The Cost of Global Trade Fragmentation Will Be Borne by Everyone
  95. China Plans to Allow $568 Billion Social Security Fund to Buy Offshore Bonds via Southbound Bond Connect
  96. China's August CPI Rises 0.8% YoY, PPI YoY Growth Expands to 3.8%
  97. China's August PPI Rises 3.8% YoY, Led by Producer Goods
  98. Over 10 U.S. States Withdraw Data Center Tax Incentives as AI Boom Triggers Political Backlash
  99. Kioxia CEO Denies Merger with SK Hynix, Pledges to Curb NAND Price Hikes
  100. OpenAI: Stronger Models Open New Frontiers, In-House Chip Enters Production by Year-End