Topic Archive — Page 46 of 154

Every market topic nashnova has published, newest first (15362 total).

  1. BlackRock and State Street Launch Low-Fee Nasdaq 100 ETFs, Ending QQQ's Monopoly
  2. Optical Networking Equipment Maker Ciena Reports 37% YoY Revenue Growth in Q3, Raises Full-Year Guidance to $6.42 Billion
  3. Lloyd's Estimates $1.4 Billion in Gulf Losses from US-Iran War
  4. ByteDance, Baidu, and Tencent's AI Agents Collectively Move into Financial Services
  5. First Month of EU Small Parcel Taxation: Belgium Imports Plunge 53%
  6. S&P Global Warns of Inflated Credit Ratings in China, Panda Bond Risks Underestimated
  7. Texas Republicans Turn Against Data Center Expansion
  8. AI Investment and Government Borrowing Push Up Neutral Rate, Amplifying Bond Selloff
  9. Airbus A330neo Tail Wing Quality Issues Lead to Near-Halt in Deliveries for Three Months
  10. BOJ Account Data Shows No Major Yen Intervention on September 3
  11. U.S. Announced Layoffs for 2026 Drop to Four-Year Low
  12. U.S. AI Data Center Supply Chain Deeply Reliant on China; Trump Signs Executive Order in Response
  13. Apple Faces $2.7 Billion Lawsuit in UK Over Allegedly Discriminatory App Tracking Rules Against Third Parties
  14. India's Diaspora Remittance Deposits Hit Record $127 Billion, Banking Liquidity Surge Tests the RBI
  15. Anthropic vs. OpenAI Revenue Gap: Differences in Accounting Methods Are Key
  16. Taiwan Plans Over $13 Billion to Secure Stable LNG Supply
  17. BBVA: BOJ Rate Hikes Could Shift Carry Trade Funding Currency Toward the Yuan
  18. Schroders Increases Long-Duration U.S. Treasury Holdings, Views 4.8% Yield as Buying Zone
  19. BOJ Reportedly Leaning Toward 25bp Rate Hike in September, Not Ruling Out Faster Pace Ahead
  20. Hong Kong Stocks Closed Lower on September 3, Hang Seng Index Down 0.39% as Tech Stocks Dragged the Market
  21. India Blocks Alipay+ Integration with UPI Cross-Border Payments Citing Security Concerns
  22. Burry Bearish on Palantir: Valuation Could Fall Below $100 Billion
  23. ByteDance Plans to Expand 5-6 GW AI Data Center Cluster in Ulanqab, Inner Mongolia
  24. U.S. Retail Diesel Prices Hit Four-Year High
  25. Morgan Stanley: AI Giants Face Operating Cash Flow Crunch, Off-Balance-Sheet Commitments Exceed $3.1 Trillion
  26. USD/JPY Falls Below 158 as BOJ Rate Hike Expectations Continue to Weigh
  27. KEPCO Seeks 25 Trillion Won in Prepaid Electricity Fees from Samsung and SK Hynix
  28. G20 Finance Ministers' Wording Dispute: US-China Divergence Centers on 'Non-Market' Term
  29. German Chancellor Merz to Attend ECB Berlin Conference Dinner
  30. Asian Refiners Rush to Buy Middle Eastern Crude as Dubai Futures Approach $100
  31. U.S. Treasury Launches $12.5 Billion Debt Buyback Operation
  32. Shipping Stock Index Up Over 5x the S&P This Year as Hormuz Tensions Push to Decade Highs
  33. Goldman Sachs: Global Equity Returns Expected to Narrow to Mid-to-High Single Digits Over the Next 12 Months
  34. Longsys IPO Margin Subscriptions Oversubscribed by 26 Times, Raising Up to HK$6.27 Billion
  35. Vietnam's Jan-Aug Trade Hits Record $770 Billion as AI Demand Drives Electronics Export Boom
  36. Hutchmed Licenses KRAS-EGFR Dual-Target ADC to GSK with $110M Upfront Payment
  37. NVIDIA Partners with Equinix and Together AI to Expand Enterprise Inference
  38. U.S. Imposes Up to 100% Tariffs on Foreign Drones, Allied Products Not Exempt
  39. Intel Pre-Finances EMIB-T and CPU Capacity; DRAM Supply Shifts to Partners
  40. Qatar and UAE LNG Carriers Complete Ship-to-Ship Transfer Bypassing Strait of Hormuz
  41. ByteDance Secures $29.6 Billion Loan, Upsized from Original $20 Billion Plan Due to Strong Bank Demand
  42. Moonshot AI Secretly Files for Hong Kong IPO, Reportedly Valued at $50 Billion
  43. Apple, Xiaomi, and Nvidia Race for TB-Level Bandwidth in AI Chips
  44. Iranian Missiles and Drones Strike Kuwait; Trump Says Conflict Won't Last Long
  45. NVIDIA Management: 70% Revenue Growth Guidance Is Supply-Constrained, Actual Demand Is Much Higher
  46. U.S. Commerce Secretary Lutnick Confirms Chip Tariffs Are Coming, Exemptions Tied to Manufacturing in the U.S.
  47. South Korean Prosecutors: CXMT Allegedly Set Up "Hefei Project" to Steal Samsung's DRAM Technology
  48. Chinese Optical Transceiver Makers See 800G/1.6T Order Visibility Extending to 2027
  49. Global Institutional USD Hedging Falls to Decade Low, $230 Billion in Potential Selling Pressure Builds
  50. As China's Export Controls Deadline Looms, Malaysia's Rare Earths Attract Accelerated Investment from Japan and Others
  51. China's August Services PMI Rises to 51.4
  52. Meituan's Earnings Estimates Revised Up Over 500% from Intra-Year Low as Food Delivery Price War Cools
  53. Zeiss: China's EUV Lithography Development Lags About 15 Years Behind
  54. Asian Dollar Index Rally Masks Divergence in Currency Markets
  55. Japan's 30-Year Bond Auction Tests the Limits of Global Bond Market Stress
  56. Easing US-Iran Tensions Boost Sentiment, but Oil Prices Continue to Fluctuate at Elevated Levels
  57. Trump Calls Military Action Brief, Gold Holds Gains
  58. Japan's August Services PMI Rises to 52.5, Highest in Five Months
  59. U.S. Stocks Snap Three-Day Losing Streak; Dell Surges Over 15%, Broadcom Swings Then Turns Higher After Hours
  60. IMF Warns: Rising Bond Yields in Advanced Economies Threaten Debt Progress in Low-Income Countries
  61. Samsung Electro-Mechanics Plans 30% MLCC Price Hike, ABF Prices Also Rising
  62. Akeso's Ivonescimab HARMONi-2 Interim Analysis Meets OS Endpoint
  63. Uber Partners with Wayve to Launch First Autonomous Taxis in London
  64. Asian Stocks Set to Follow Wall Street Higher on Sept. 3; Oil Steadies After Three-Day Rally
  65. Yen Financing Costs Surge Tenfold, Japanese Companies Consider Asset Sales to Cope
  66. Trump to Host Xi at the White House on September 24; Expectations Remain Low
  67. JPMorgan Releases Trading Strategies for 2026 Midterm Election Scenarios
  68. Nscale's Contract Revenue Tops $103B After Signing Anthropic Deal; IPO Could Launch as Early as This Month
  69. Broadcom Raises FY2026 AI Revenue Guidance to $58 Billion
  70. G20 Unanimously Adopts "Carolina Principles," Light-Touch AI Regulatory Framework Goes Global
  71. JPMorgan Cuts Financing for Jane Street's Bond Business
  72. South Korea's Trillion-Dollar Sovereign AI Bet: Nvidia Benefits, SK Hynix Under Pressure
  73. Meta Releases Muse Spark 1.3, Claims Coding Capabilities Surpass GPT-5.6
  74. U.S. Treasury Expands T-Bill Issuance, Structurally Eroding the Fed's Policy Independence
  75. Reddit Surges Over 9% to Lead S&P 500 as Google Data Deal Renewal Draws Attention
  76. Microsoft Discloses Azure Quarterly Revenue for the First Time, Consolidates Business Segments to Two
  77. Anthropic Mends Ties with Trump Administration as Export Control Dispute Subsides
  78. OpenAI's New Reasoning Technique Sparks Warnings from AI Safety Experts
  79. HPE Q3 Revenue of $12.1B Beats Expectations, Full-Year Guidance Significantly Raised
  80. Snowflake Q2 Revenue of $1.55B Beats Expectations, Product Revenue Up 37% YoY
  81. Broadcom Q3 Adjusted Net Revenue $29.59B, Q4 Guidance Slightly Below Expectations
  82. OpenAI Discloses AI Auto-Shutdown Capability Development Progress to U.S. Congress
  83. Elliott Builds Stake in Deutsche Telekom, Opposes Merger with T-Mobile
  84. Goldman Sachs Volatility Team's Five Key Trades for Fall
  85. Société Générale Forecasts Three Fed Rate Hikes in 2026–2027
  86. Palo Alto Networks Drops Over 10% Intraday; CNBC Investing Club Upgrades Rating on the Dip
  87. JPMorgan: M&A Deals Could Hit Record Highs in 2026
  88. Proofpoint in Talks to Acquire Cybersecurity Firm Varonis, Valued at Approximately $5 Billion
  89. Apple's New CEO Ternus Gets $58M Annual Pay Package as Cook's Drops to $47M
  90. Emerging Market Bonds Rally Against the Tide Amid Global Bond Selloff
  91. Macro Catalysts Converging While Global Investors Remain Significantly Under-Hedged
  92. Fed Beige Book: U.S. Economy Grew Modestly Since Early July
  93. Waymo's Debut Bond Offering Exceeds $3 Billion, with Pimco Among Participants
  94. Palantir Posts Biggest Single-Day Drop in 7 Months as Software Stocks Sell Off
  95. BTIG: U.S. Stock Market Breadth Continues to Deteriorate, S&P 500 May Retest 7200-7300
  96. U.S. Treasury Official: Japan's Yield Breaking 3% Has Transmitted to the U.S. Bond Market
  97. Google Purchases 396 MW of Enhanced Geothermal Power from Fervo
  98. Bessent's Yen Intervention May Have Been Only ~$500 Million in Actual Size
  99. Trump Reportedly to Meet Travel Industry CEOs, Boosting Airline, Cruise, and Casino Stocks
  100. U.S. Government Backs OpenAI: AI Training Qualifies as Fair Use of Copyrighted Material