Topic Archive — Page 42 of 154

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

  1. OpenAI Enters Chip Design AI, Claims Low-Cost Models Are Cheaper Than Chinese Open-Source Alternatives
  2. Samsung's Texas Taylor Fab Fully Booked Ahead of 2nm Mass Production
  3. ASML Confirms Staying in the Netherlands and Launches Major Expansion
  4. Chinese Banks Ramp Up Government Bond Holdings as Shrinking Loan Demand Forces Asset Structure Overhaul
  5. Anthropic Researcher Resigns Over AI Loss-of-Control Risk, Safety Controversy Heats Up Ahead of IPO
  6. China Tobacco Injects RMB 30 Billion Each into ICBC and ABC to Replenish Core Capital
  7. Sandisk CFO at Citi TMT Conference: NBM Contract Renewals, HBF Alliance Expansion, and Still-Low Data Center Revenue Mix
  8. Goldman Sachs: AI Capex Pushes Long-End Rates Higher, Fed Now a "Passenger"
  9. U.S. Announces Import Ban on Canadian Dairy Products, Motorcycles, and Alcoholic Beverages
  10. China Suspends Approval of New Energy Storage Projects Not Yet Under Construction
  11. U.S. Military Destroys Five Iranian Crude Oil Transport Vessels
  12. Bessent: Informational Edge on Yen Intervention; Deficit Reduction May Accelerate
  13. All Three Major U.S. Stock Indexes Close Lower, Dow Drops Over 600 Points
  14. Russia Rejects Black Sea Ceasefire Proposal, Wheat Futures Surge Over 4% at One Point
  15. Block Applies for National Trust Bank Charter, Positioning for Crypto Asset Custody
  16. PBOC Bought 20.2 Tonnes of Gold in August, Largest Monthly Purchase Since October 2023
  17. Japan Government Bond Yields Approach 30-Year Highs as Capital Repatriation Risks Draw Global Bond Market Attention
  18. Google and Blackstone AI Data Center Joint Venture Faces Delays Across Multiple Locations
  19. Trump Plans to Exclude Canadian Products from Over $50 Billion in Government Procurement Contracts
  20. Iran Launches Second Wave of Attacks on U.S. Warships, Brent Crude Approaches $100
  21. Bessent Treasury Buyback Size in Suspense: Wall Street Bets on Over $4 Billion
  22. U.S. July Consumer Credit Rises $18.1 Billion as Non-Revolving Credit Posts Largest Increase in Three Years
  23. US Transportation Secretary Sends Letter to Ford CEO, Citing National Security Risks in Partnerships with CATL and Other Chinese Companies
  24. Meta Launches Personal AI Agent Muse, Free to Start with Monthly Plans Up to $100
  25. Middle East Conflict Triggers Sharp Backwardation in Brent Crude Futures, June Spread Reaches $15 per Barrel
  26. Anthropic Exits Tech Industry Group, Backs Legislation to Restrict Chip Exports to China
  27. OpenAI CFO: ChatGPT Ad Revenue Has Reached $1 Billion Annualized
  28. India's NSE IPO Reportedly Priced at ₹1,700–1,785; Stake Sale May Be Reduced
  29. U.S. Accuses Chinese AI Firms of Large-Scale Distillation to Steal AI Technology
  30. AMD CFO: Company's Total Addressable Market Could Reach $3 Trillion by 2030
  31. U.S. 3-Year Treasury Auction Sees Solid Demand, Yield Rises to Highest Since July 2024
  32. Morgan Stanley: Yen Appreciation Alone Is Not Enough to Unwind Emerging Market Carry Trades
  33. Samsung to Invest ¥40 Billion in Yokohama AI Chip Advanced Packaging R&D Center
  34. Morgan Stanley: AI Investment Contributes Approximately 0.42 Percentage Points to U.S. GDP
  35. SoftBank Plans $10B–$20B Junk Bond Issuance to Finance OpenAI Investment
  36. Qatar LNG Exports Plunge 90%, Q2 Fiscal Deficit Hits Near-Decade High
  37. Analyst: AI's Trillion-Dollar Investment Bets on 'Unlimited Compute Demand' — Three Key Assumptions Carry Hidden Risks
  38. Trump and Putin Speak for One Hour; Western Officials Predict Russia-Ukraine War to Last Until 2027
  39. Corning Signs Multi-Billion Dollar Long-Term Fiber Optic Deal with Verizon as AI Demand Spills Over to Telecom Operators
  40. First Chinese Sulfuric Acid Export Shipments Leave Port, Offering Partial Relief to Copper Miners
  41. El-Erian: U.S. Treasury Policy Now Matters More Than the Fed
  42. Boeing August Deliveries Drop to 51, a Four-Month Low, as 787 Handovers Plunge
  43. NY Fed August Survey: Consumer Job and Financial Concerns Rise to Post-Pandemic Highs
  44. Apple Acquires Brain-Computer Sensor Startup Sonera Magnetics
  45. SEC Moves to Repeal Pay-to-Play Ban on Private Equity
  46. $138 Billion in Acquisition Debt Set to Flood Credit Markets, Supply Hits Highest Since 2007
  47. U.S. Sanctions 27 Iranian Airlines, Warns of Disconnection from Global Financial System
  48. SK Hynix Plans to Announce Up to KRW 40 Trillion Buyback in Q4; Shares Surge Over 6%
  49. EU Demands China Take Preliminary Action on Trade Deficit by October
  50. OpenAI's Mysterious Model Allegedly Cracks Navier-Stokes Millennium Prize Problem
  51. Goldman Sachs Delta-One: Behind SoftBank's AGI-Fueled Surge, the Yen and Energy Are the Real Risks
  52. JPMorgan: Better to Short Low-Yield Currencies Than the Dollar Directly
  53. AT&T Partners with Amazon's Satellite Division to Challenge Starlink in Enterprise Market
  54. U.S. Government Invests $300 Million in Three Quantum Computing Companies, Acquiring Minority Stakes
  55. U.S. Industrial Sector Drops 6.1% in Three Weeks as Momentum Unwinds and High Oil Prices Weigh
  56. Tesla Cybercab Equipped with Rare-Earth-Free Motor; Analysts Say It's Hard to Shake China's Supply Chain Dominance
  57. Xi Jinping Speaks with UK Prime Minister Burnham, Urging Protection of Chinese Investors' Rights
  58. Qualcomm to Issue Up to 25 Million Warrants to Amazon
  59. BOJ Eyes Rate Hike to 1.25% in September, Pace May Accelerate to Once Per Quarter
  60. Hedge Funds Hold $2.6 Trillion in U.S. Treasuries: High Leverage Emerges as New Systemic Risk
  61. NextEra Secures $1.9 Billion DOE Loan to Restart Iowa Nuclear Plant
  62. U.S. Demands South Korea Submit Over $350 Billion Investment Package as Trade Negotiations Enter Final Stage
  63. Google TPU Ironwood Leads NVIDIA B200 by Up to 50% in Performance Per Dollar
  64. Bank of England Expected to Hold Rates at 3.75% in September
  65. Nuclear Supplier Holtec Plans U.S. IPO to Raise $900 Million
  66. Nasdaq 100 Quarterly Rebalance May Nearly Double SpaceX's Weighting
  67. Meta Accused of Running Over 300 AI-Generated Child Sexual Abuse Ads on Instagram and Facebook
  68. Morgan Stanley: AI Capex to Peak in 2027 with Returns Up to 46%
  69. GE Aerospace Acquires Casting Supplier CPP for $11.75 Billion
  70. U.S. Seeks Control Over Venezuela's Gold and Other Mineral Resources
  71. AI Model Prices Plunge to 5% of Original in Three Years, Falling Far Faster Than the PC Era
  72. Alibaba Q1 Revenue Up 9%, $10.2B Equity Financing Sparks Divergence
  73. German Finance Minister: No Self-Defense Without Borrowing, Defense Spending to Rise to €109 Billion by 2027
  74. Von der Leyen Proposes Mobilizing €10 Trillion in EU Residents' Savings to Stimulate the Economy
  75. Google Warns: Search Result Quality Will Decline to Comply with EU Regulations
  76. AI-Related Sectors Now Exceed 50% of S&P 500 Weighting
  77. Deutsche Bank: Bond Selloff Marks the End of Financial Repression, Not a Fiscal Crisis
  78. Crude Oil Approaches $100, Central Banks' Inflation Dilemma Intensifies
  79. Hong Kong Non-Exchange Investment Product Sales Hit Record $1.3 Trillion
  80. Apple Event Imminent: Foldable iPhone Expected to Be Priced Over $2,500
  81. XPENG's Humanoid Robot Autonomously Walks Off Production Line, Core Manufacturing Automation Rate Exceeds 80%
  82. HSBC: AI Productivity Dividend Not Yet Priced In, U.S. Equities Still Undervalued
  83. Lagarde to Publish Memoir, Fueling Speculation of Early Departure from ECB
  84. Goldman Sachs, Deutsche Bank Launch French Election Bond Baskets for Investor Positioning
  85. DeepSeek V4.1 Flash Enters Beta Testing, Reaching Speeds Up to 507 Tokens/s
  86. BYD Targets Over 2.5 Million Export Units by 2027, Localizing Production to Offset Tariff Costs
  87. Zhipu Slides for Sixth Straight Session Below HK$1,000 as Jefferies Maintains Hold Rating
  88. UK Borrowing Costs May Hit Highest Since 1998, Fiscal Headroom Nearly Halved
  89. Japan's FSA Warns of Rate Hike Impact on Banking Sector Risks
  90. China's MIIT Tightens Automaker Payment Rules, Requiring Suppliers to Be Paid Within 60 Days
  91. Amazon Issues Sterling Bonds for the First Time as Hyperscaler Debt Issuance Tops $92 Billion in 2026
  92. Hong Kong Market Close on Sep 8: HSI Down 0.38%, Copper and Oil Stocks Buck the Trend
  93. Elliott Files New Competition Law Claims Against HKEX and LME Over Nickel Trading
  94. Lithium Price Trading Focus Shifts to Inventory and Demand Verification as JPMorgan Warns of Downside Risk
  95. Middle East Tensions Continue to Weigh on Markets as All Three U.S. Stock Futures Decline
  96. Three Major Investment Banks Turn Bullish on Zhongji Innolight on the Same Day, but Target Prices Differ by 100%
  97. Hormuz Crisis Boosts Suez Canal Revenue by 42% as Kuwait Oil Exports Recover to Two-Thirds
  98. European Natural Gas Nears Three-Year High as Storage Levels Drop to Just 67%
  99. Tesla FSD Approved in Slovenia; EU-Wide Vote May Launch in October
  100. Oil Prices Rise to $98.5 Pressuring European Stocks; Novartis Drops Nearly 9% on Second Consecutive Setback