Topic Archive — Page 44 of 154

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

  1. U.S. Treasury Yields Approach 4.8%, Fiscal Risks Spill Over to Multiple Asset Classes
  2. India Admits It Can't Decouple from China's Supply Chain, Begins Easing Electronics Manufacturing Restrictions
  3. Anthropic Locks in $517 Billion in Compute Ahead of IPO, Still Trails OpenAI
  4. Goldman Sachs: AI Storage Demand Underestimated, KOSPI Target of 12,000 Implies 80% Upside
  5. South Korea's KOSPI Surges 3%, SK Hynix Jumps Nearly 6%
  6. Morgan Stanley: Four Key Market Uncertainties Behind the Fed's Ambiguous Stance
  7. Japan Sells ~$88 Billion in Foreign Securities to Fund Record Yen Intervention
  8. 2026 Special Treasury Bond Capital Injection: Scale Reduced to 300 Billion Yuan, Scope Expanded to Insurers and Policy Institutions
  9. Iran Declares Exclusion Zone in Strait of Hormuz, Warns Entering Vessels Will Face Sanctions
  10. Foundry Capacity Utilization Nears 90%: No Price Cuts Expected Before 2027
  11. JCET Plans to Raise 6.5 Billion Yuan to Expand AI Packaging Capacity
  12. 2026 China Computing Power Conference Set to Open, Computing Power Leasing Market Expected to Exceed 260 Billion Yuan
  13. Volatility Intensifies at Both Ends of U.S. Treasury Yields: Treasury Buybacks and CPI Data Emerge as Key Catalysts
  14. OpenAI Chief Scientist Calls on AI Labs to Slow Down Development
  15. Goldman Strategists: Stocks Caught Between Iran, Midterm Elections, and Bond Market Volatility
  16. Palantir Leads U.S. Tech Sector Rally, Surging Over 51% in August
  17. Trump: U.S.-Canada Exchange Rate Imbalance Is Unacceptable
  18. BlackRock, JPMorgan Increase Emerging Market Bond Holdings to Hedge Against Global Bond Market Turmoil
  19. Central Banks Worldwide Pull Gold from New York, Raising Questions About the Dollar's Safe-Haven Status
  20. Moody's: Chinese AI Giants Double Capital Expenditure, Computing Power Gap Narrowing Rapidly
  21. Huawei Paper Claims Kirin 2026 Chip Breaks Through Thermal Bottleneck with 55% Transistor Density Increase
  22. Inspur Rebrands to Circumvent Blacklist, Funneling Nvidia AI Chips to China via Southeast Asia
  23. China's Ministry of Finance Injects 30 Billion Yuan into Export-Import Bank and 10 Billion Yuan into Sinosure
  24. China's Ministry of Finance Injects 35 Billion Yuan into China Life Group
  25. ABC Plans to Raise 160 Billion Yuan, ICBC Plans to Raise 100 Billion Yuan to Replenish Core Tier 1 Capital
  26. CTA Short Positions on G10 Rates Hit Historic Extremes, with German Bund Shorts Most Concentrated
  27. NVIDIA Rubin Ultra Specs Cut in Half: AI Chip Competition Shifts to Mass Production Execution
  28. Morgan Stanley Private Meeting: MiniMax and Zhipu ARR Growing Rapidly, Model Competition Enters Tiered Elimination Phase
  29. Barclays, UBS and Other Institutions Turn Bullish on China A-Share Derivatives, Viewing Them as Alternative AI Allocation
  30. Morgan Stanley Reiterates Overweight Rating on Microsoft with $600 Price Target
  31. U.S. Military Strikes Three Iranian Oil Tankers; Iran Fires Ballistic Missiles at Aircraft Carrier
  32. VIX Hits Trump-Era Low as U.S. 30-Year Treasury Yield Surges to Historic High
  33. Trump Administration Pressures the Fed from Multiple Fronts, Warning Rate Hikes Will Harm the Economy
  34. BofA and Citi Diverge on August CPI Forecasts, September Rate Hike Path Remains Uncertain
  35. U.S. Treasury Selloff Pressure Spreads to Junk-Rated Borrowers as Defaults Rise to $40.1 Billion This Year
  36. U.S. Envoys Witkoff and Kushner Arrive in Moscow to Push for Russia-Ukraine Ceasefire
  37. Trump Threatens U.S. Bond-Holding Nations with Military Force; Analysts Say It Will Accelerate Dollar Decline
  38. Explosions Reported Near Iran's Kharg Island; Oil Tanker Allegedly Hit by U.S. Missile
  39. GPT-6 Astra Fully Rolled Out to Premium Users, Performance Benchmarks Released
  40. Hon Hai August Sales Surge 52% YoY, Cumulative Growth of 40% for First 8 Months
  41. Citi Raises Short-Term Gold Target to $4,800
  42. AstraZeneca's New Breast Cancer Drug Receives FDA Accelerated Approval
  43. Goldman Sachs Bullish on Structural Yen Appreciation, Morgan Stanley Warns of Policy Disappointment Risks
  44. Japan-U.S. $550 Billion Investment Agreement Negotiations Make Progress, AI and Chip Sectors Gain Greater Weight
  45. Hong Kong's First Five-Year Plan Focuses on Expanding Offshore RMB Usage
  46. Canada's Share of Exports to the U.S. Falls to 66.3%, Hitting a Nearly 30-Year Low
  47. Chinese Listed Companies' Earnings Up 26%, Yet CSI 300 Down 9%
  48. Samsung and SK Hynix Chiefs Head to New York to Meet Nvidia's Jensen Huang
  49. VLCC Freight Rates from U.S. Gulf to China Hit All-Time High
  50. Hedge Fund Crude Oil Long Positions Rise to May Highs as Iran Tensions Boost Energy Risk Premium
  51. Japan's AI Data Center Capacity to Reach 4.9GW by 2033, with Investment of Approximately $60 Billion
  52. Citi's Chronert: Fed September Rate Hike 'Not Necessarily Bad' for Stocks
  53. Anthropic IPO Underwriters Confirmed: Morgan Stanley to Lead Listing at $2 Trillion Valuation
  54. Global DRAM Q2 Market Size Hits Record High, Up 55.9% QoQ
  55. Bessent: Oil Prices Could Drop to $40 After Iran Conflict Ends, Potentially Pulling Down Treasury Yields
  56. AMC and Robinhood Clash Publicly Over Tokenized Stocks as Regulatory Gray Area Sparks Debate
  57. Limited Details at Cybercab Launch Send Tesla Stock Down Over 6%
  58. Magnificent Seven's Correlation with Momentum Factor Turns Negative for the First Time
  59. Fed's Hammack: The Time Has Come for Monetary Policy to Address Inflation
  60. U.S. and China to Launch Dedicated AI Safety Dialogue in Mid-September
  61. DoubleLine: Alphabet and Amazon Bonds Look Attractive After AI Selloff
  62. S&P 500 Quarterly Rebalancing Imminent: Twilio, Bloom Energy Among Top Candidates for Inclusion
  63. U.S. Treasury ETFs See Largest Weekly Outflows in Nearly Two Decades
  64. S&P Warns: Hyperscale Cloud Providers Face Opaque AI Returns, Rating Headroom Narrows
  65. Samsung and Arm Partner to Develop 2nm On-Device AI Chips, OpenAI Potentially a Target Customer
  66. Citi Pushes Back Fed Rate Cut Forecast to 2027
  67. Blue Owl Plans to Package $6.5 Billion in Data Center Assets for Public Listing
  68. Nvidia Builds $99 Billion Equity Investment Portfolio in Two Years
  69. Stellantis in Talks on Huawei-JAC Collaboration, Aims to Revive Maserati via HarmonyOS Platform
  70. Crypto Fund Net Inflows Hit Highest in Five Weeks Since October 2025
  71. Bessent Announces EU Joining Iran Sanctions Effort, but Divergence Emerges Over EU Statement Wording
  72. Abu Dhabi AI Firm G42 Considers Bringing in U.S. Shareholders to Secure Chip Access
  73. Bailey Warns: Populism Poses Serious Challenge to Central Bank Independence
  74. BofA: Worst Century-Long Returns on Long-Term Treasuries May Signal Generational Buying Opportunity
  75. U.S. August Nonfarm Payrolls Rise 162K, Far Exceeding Expectations
  76. France's Sovereign Risk Spread Continues to Widen, 10-Year Government Bond Yield Hits Highest Since 2008
  77. Baidu Group Class A Shares Included in Stock Connect (Southbound) Effective September 7
  78. Japan Finance Minister Katayama: Not Pressured by Bessent to Raise Interest Rates
  79. Hedge Fund Citadel Seeks to Acquire U.S. Shale Oil Assets
  80. NHTSA Opens Formal Investigation into Cybercab's Road Deployment
  81. AI Bot Traffic Surpasses Humans by Five Times; Low-Cost Chinese Models Gain Competitive Edge
  82. SK Hynix: Financing Plans for U.S. Subsidiary Solidigm Remain Undecided
  83. Roubini: Rising Yields Signal AI-Driven Growth, Not a Fiscal Crisis
  84. Nvidia's $12.9 Billion Acquisition of Hugging Face: A Defensive Move to Secure the Open-Source AI Ecosystem
  85. FHFA Orders Fannie Mae and Freddie Mac to Open VantageScore to All Lenders, FICO Stock Drops 3.4%
  86. Global Money Market Funds See $46.1 Billion Weekly Net Inflow, Hitting a Near One-Month High
  87. Citi: The Worst May Be Over for European Cyclicals, Autumn Presents a Buying Opportunity
  88. World's Largest Tanker Operator: Hormuz Disruption May Extend to 2027
  89. The Trade Desk Lays Off 15%, Restructuring Charges Up to $51 Million
  90. Trump's Chip Supply Chain Protection Policy May Force Closure of Tennessee Polysilicon Plant
  91. U.S. and Chinese Military Commanders Meet for First Time Over Taiwan Strait, Both Sides Emphasize Communication to Reduce Miscalculation Risks
  92. OpenAI Autonomous Agents Caught Infiltrating German Wiki Website
  93. DeepSeek Plans to Purchase 160,000 Huawei Ascend 950DT Chips to Build Inner Mongolia Data Center
  94. PBOC Conducts 500 Billion Yuan Outright Reverse Repo on September 7
  95. Bilibili Issues $700 Million Convertible Notes with Tencent Subscribing $200 Million
  96. Nikkei 225 to Add Capcom, Kokusai Electric, and JX Advanced Metals in October
  97. Binance Operates in EU Without License, Exposing MiCA Regulatory Loopholes
  98. iPhone 18 Pro Starting Price May Reach $1,319, Setting a New Record High for Apple
  99. Top Global Asset Managers Rebuild Gold Positions, Betting on Sustained Long-Term Drivers
  100. European Stocks Closed Slightly Lower on Sept 4; Volkswagen Restructuring Plan Drives Stock Up Nearly 10%