Topic Archive — Page 44 of 54

Every market topic NashNova has published, newest first (5335 total).

  1. Goldman Sachs: Large-scale Deployment of Chinese Humanoid Robots Expected Between 2027-2029
  2. AI-Driven Power Revolution Sparks MLCC Shortage, Delivery Times Extend Beyond 20 Weeks, Supply Tightness Expected to Last Until 2027
  3. Goldman Sachs: RMB internationalization enters a 'investment-driven' new stage
  4. Huawei's 'Tao Strategy' Reshapes the Chip Race, Chinese Semiconductors' Full Industry Chain Faces Strategic Revaluing
  5. Science and Technology Innovation 50 Index Down Over 3%, Semiconductor Sector Experiences Price Adjustment
  6. Huawei's New Technology Catalyzes Semiconductor Market, Hong Kong's Chip Sector Gains Collectively
  7. Morgan Stanley: AI Expenditures 'Price-Insensitive', Reshaping US Economic Resilience
  8. SK Hynix Launches 'iHBM' HBM with Built-In Cooling
  9. Is the AI New Contract Incremental or Substitution? This Week's Salesforce and Snowflake Earnings Reports Will Reveal
  10. Goldman Sachs Raises Lenovo's Target Price to HKD 27: From PC Giant to AI Full Stack Company, the Valuation Logic is Switching
  11. Why are Hong Kong Tech Stocks Lagging in the AI Boom?
  12. Hong Kong Listing IPO Inventory Abundant, More Than 400 Companies Waiting to Go Public
  13. Goldman Sachs Warns: Persistent Real Rate Increases, 'No Good Outcomes'
  14. Russian Foreign Minister Calls Rubio: Systematic Strikes on Kyiv Have Begun
  15. US-Iran Talks Anticipated to Heat Up, Oil Prices Plunge by 7%, Global Stocks Reach New High
  16. Ferrari's First Electric Hypercar, Can the $640,000 Price Tag Win Over the Super Rich?
  17. The Wall Street Journal: AI Tools Accelerate Downward, Small Businesses Rush to Enter
  18. Goldman Sachs Hedge Fund Head Warns: Bond Market is 'Intimidating' Stock Market
  19. US and Iran Reach an Understanding on Iran's Frozen Assets, and Plan to Reach a Ceasefire and Navigation Agreement
  20. Guinea Plans to Restrict Bauxite Exports Next Month to Boost Prices
  21. Even if an agreement is reached, the clearance of 1500 stranded vessels is still fraught with difficulties
  22. Trump Urges Six Middle Eastern Countries to Recognize Israel to Advance US-Iran Negotiations
  23. Foreign Capital Expiration, Retail Investors Taking Over – Goldman Sachs: Local Capital is Becoming New Pricing Power in Asian Stocks
  24. Swiss Oil Trader Makes $60 Million Arbitraging in Hormuz
  25. Yushu Technology Forecasts First-Half Performance Slowdown, Profit Still Suppressed by Cost Investments
  26. U-tree Technology's Science and Innovation Board IPO to be reviewed on June 1
  27. Is AI Boom Built on Fake Revenue?
  28. JPMorgan says the 'Goldilocks' scenario is over, expecting a negative growth shock
  29. HSBC Roadshow in Korea Shows Foreign Capital Bullish on China, But Allocation Remains on HK Internet Stocks
  30. Micron's HBM4 Capacity Ramp Accelerates by Double, mass production of HBM4E by 2027
  31. Samsung Leads with 900-layer NAND, the Millennium Era Starts Countdown
  32. Delivery Hero's Stock Soars 10%, Closing in on Uber's €38 per Share Takeover Offer
  33. Reserve Bank of India hints at using $700 billion reserves to intervene in currency rates
  34. Trump: Will Never Sign a Deal That Allows Iran to Get Nuclear Weapons
  35. US SEC Delays Tokenized US Stocks Exempt Plan
  36. Anthropic Co-founder: AI Development Cannot Rely Solely on Tech Companies' Self-Regulation
  37. AI Server Power Management Needs Rising, Taiwanese Wire Rack Manufacturers' Order Visibility Increases
  38. Taiwan Province seizes AI server smuggling case, Huang Renxun urges Supermicro to strengthen compliance
  39. South Korea to List Leveraged ETFs of Samsung and SK Hynix, Daily Fluctuations Could Reach ±60%
  40. Hyperliquid is Challenging Traditional Exchanges and Prediction Markets
  41. China's Credit Card Numbers Dropping for 14 Consecutive Quarters, 120 Million Less Than Peak
  42. ByteDance discreetly restarts smartphone R&D, recruitment clues puzzle together a complete blueprint
  43. Xiaomi Q1 Forecast: Revenue and Profits Likely to Decline Amid Storage Price Hikes and Waning Subsidies
  44. Samsung's Non-Chip Unit Union Seeks to Halt Pay Scheme Vote
  45. Energy Titan Jeff Currie Warns: Asian Oil Market Has Reached "Inventory Tipping Point"
  46. SoftBank's Stock Hits a New High, Up Nearly 40% in Under a Week
  47. South Korea and the Netherlands Extend Chip Collaboration from ASML Equipment Procurement to Next-Generation Technology
  48. Global Momentum Stocks Reach Record-Breaking Excess Returns
  49. SCI 50 Soars by Over 5%, Cambricon Market Value Tops 900 Billion Yuan and Sets a New Historical High
  50. Predicted Market Boom Impacting Gambling Stocks, Short Sellers Gain Over $2.3 Billion This Year
  51. Musk Announces Training of Grok V9-Medium to be Complete, Set to Release in 2 to 3 Weeks
  52. Uber Considering Increasing Bid for Delivery Hero Acquisition
  53. "Mrs Watanabe" Returns, Retail Investors Dominance in Japanese Stocks Reaches Post-Abenomics High
  54. SoftBank Group plans to issue up to 260 billion yen in retail subordinated bonds to fund AI investments
  55. CITIC Securities: Broker's cross-border trading restrictions may affect assets worth HKD 250 billion
  56. What does Huawei's Tao Law Paper Talk About?
  57. Middle East Conflict Disrupts Sulfur Supply Chain, Global Phosphate Fertilizers Face Supply Disruption Shock
  58. US Treasuries Decouple from Geopolitical Narrative, Wall Street Warns of Persistent High Interest Rates
  59. Goldman Sachs warns: Macro short positions in US stocks reach a ten-year high
  60. Report: US and Iran Reach Framework to Open Hormuz Strait, Oil Prices Plummet Over 5%
  61. India Raises Fuel Prices for the Fourth Time This Month, with a Cumulative Increase of Nearly 9%
  62. Indian Central Bank Governor Says Rupee May Be Undervalued, Sovereign Bond Yields Continue to Climb
  63. Accelerating the Localization of Chinese Silicon Wafers: Aiming for 70% Domestication Rate of 12-inch Wafers by 2026
  64. Huawei Launches 'Tao Law', Aims to Match Global Leading Standards by 2031
  65. Nikkei 225 Index Exceeds 65,000 Points, Setting a New Record
  66. Fed Change of Guard Brings the Volcker Era, Market Bets on December Rate Hike
  67. US and Iran negotiate to reopen shipping lanes, Iraqi tankers exit
  68. Hassett Predicts US-Iran Talks to Calm Oil Prices and Create Room for Rate Cuts
  69. Lagarde Says ECB May Raise Inflation Forecast in June
  70. Sanctuary Beyond AI: Goldman Sachs Bets on Healthcare, European Banks, and Defense Sector
  71. Indonesia Eyes Launching Details of Commodity Export Policies in the Coming Weeks
  72. Options Whale Preps Early, 'White House Stock God' Trump Ignites Micron
  73. Differences Remain in US-Iran Ceasefire Agreement: White House Says May Take Days to Finalize, Iran Denies Linking Nuclear Talks
  74. Asian Nations Turn to Coal-based Chemical Industries in Response to Middle East Energy Crisis
  75. US-Iran Talks Progress Boosts Risk Sentiment, Crude Opens Lower, US Futures Rise
  76. Outlook for Next Week: US Economic Indicators (May 26 to 29)
  77. CAVA Raises Full-Year Sales Expectations, CEO Claims Low-Price Strategy Narrows K-Shaped Economic Division
  78. Trump's Upcoming Iran Deal: Leaked Details of Internal Clauses
  79. A Surge in Demand for Signal Repair Chips amid AI Server Expansion
  80. AMD Expert: The Speed at Which AMD Is Catching Up to Nvidia May Be Underestimated by the Market
  81. Autonomous Driving Commercialization Inflection Point Nearing, Insurer Differential Pricing May Become the Strongest Catalyst
  82. The White House Reaches Agreement with Anthropic on Intelligence Agencies' Use of AI
  83. Nobel Prize in Economics Winner: Stablecoins Might Trigger Systemic Bailouts Funded by Taxpayers
  84. Stellantis Strategic Day: Between Ambition and Reality, Analysts Remain 'Cautious'
  85. Former FTX Law Firm Reaches Settlement with Auditor, Combined Payment of $66 Million
  86. Bank of America's Hartnett: AI is the biggest bubble since the railway bubble, but now is not the time to sell
  87. Trump Announces US Nears Deal with Iran, Nuclear Issues and Missile Programs Still Pending
  88. Bernstein: Surge in Chinese Semiconductor Capacity Ignites Wafer Equipment Supercycle
  89. Blue Origin Invests $600 Million to Expand Rocket Plant
  90. Citi: AI Investment Supports Half of American Economy, Market Overestimates Rate Hike Risk
  91. US-Iran Negotiators: Both Sides Close to Reaching 60-Day Truce Extension Agreement
  92. Corsair RAM Ships with ChangXin Chips, Chinese DRAM Enters Global Mainstream Channels
  93. Walsh Faces Crisis Upon Taking Office, Debt Market 'Death Spiral' Poses Greatest Challenge
  94. El Niño Probability Over 82%, Sugar, Rubber, and Palm Oil on Watch List
  95. Inflation Expectations Rise Along with Hawkish Fed, Wall Street Generally Bears Gold Prices
  96. US Military Blocks Iran, Intercepts Over 100 Merchant Ships, Iran Warns of All-Round Retaliation
  97. Lilly's New Drug RETA Reduces Weight by Over 30%, GLP-1 Reshaping the Entire Consumer Economy
  98. Long Bridge Securities Responds to Cross-Border Supervision: Will Steadily Promote Compliance Efforts
  99. Pakistan Military Mediation Escalates, Munir Holds Intensive Meetings with Iranian President, Parliament Speaker
  100. Ukrainian Drone Strike on Luhansk School Kills 11, Putin Orders Retaliation