Topic Archive — Page 47 of 113

Every market topic nashnova has published, newest first (11203 total).

  1. Innolight's Hong Kong IPO Seeks to Raise $8 Billion, the Largest in Nearly Seven Years
  2. Rise of Southeast Asian AI Chip Middlemen Exposes Gray Areas in Nvidia's Export Controls
  3. SpaceX Decline Fails to Ripple Through HK Tech Stocks as Analysts Point to Fundamental Business Model Differences
  4. ZEISS: EUV Gap Constrains China's Chip Catch-Up
  5. DDR5 Spot Prices Hit All-Time Highs as Chinese-Made Chips Narrow Price Gap
  6. Record Biotech M&A as Patent Cliffs Drive Big Pharma Buying Spree
  7. Gold Rises 0.9% Back to $4,042 as U.S.-Iran Diplomatic Expectations Weigh on Oil Prices
  8. China Plans to Tighten Export Controls on AI Models and Chips
  9. EU Digital Chief: AI Has Become a Geopolitical Weapon
  10. GM Q2 Earnings Preview: Wall Street Expects EPS Growth of Over 26%
  11. WAIC 2026: China's AI Competition Pivots Toward Low-Cost Token Production
  12. Private Fund AUM Rises for 9 Consecutive Months to RMB 23.66 Trillion
  13. Goldman Sachs: Brent Could Break $120 If Hormuz Strait Disruption Persists
  14. Samsung Officially Establishes RX Robotics Division, Led by Former Boston Dynamics Strategy Executive
  15. China's Solar Industry Posts Three Consecutive Years of Losses, Sounding Alarm for Energy Storage and EV Sectors
  16. China's AI Supernode Race Shifts Toward System Integration and Optical Interconnects
  17. Gelsinger: Intel Missed the GPU Wave, a Taiwan Blockade Would Devastate the Global Economy
  18. U.S. Military Strikes Iran for 10 Consecutive Nights; Hormuz Transit Volume Plunges 66%
  19. Chip Stock Rebound Drives Asia-Pacific Markets Up Over 2%
  20. China's A-Share Three Major Indices All Drop Over 1%, STAR 50 Plunges Over 3%
  21. HKEX Plans Confidential Filing and Lower Market Cap Threshold for Startups
  22. National Team Sets Record Buying STAR 50 ETF to Stabilize Tech Stocks
  23. China's State Council Pledges to Meet Annual Growth Target, Accelerates Fiscal Spending
  24. Howell: Global Liquidity Momentum Has Peaked, Best Window for Stocks Has Passed
  25. Samsung Slows High-NA EUV Rollout, Prioritizing Profitability Over Capacity Expansion
  26. Wall Street: Kimi K3 Reinforces Rather Than Reduces Compute Demand
  27. CSC: US Tech Bull Market May End by the 2028 Election
  28. Goldman Sachs: Warsh's Five Working Groups Unlikely to Push Aggressive Rate Cuts
  29. NVIDIA Takes Stake in Nebius Amid Major Deals, AI Cloud Stocks Surge
  30. South Korea Q2 GDP Growth Expected to Slow to 0.4% as Weak Domestic Demand Weighs
  31. London Stock Exchange Plans to Launch Overnight Trading in H1 2027
  32. CICC: Tech Rally Enters Mid-Stage, Second Half Expected to Broaden After Q3 Correction
  33. South Korea's Early July Exports Hit Record High for the Period, Chip Exports Surge Over 180%
  34. LG Energy Solution Accelerates Sodium-Ion Push as CATL Secures European Order First
  35. DDR5 Profit Margins Approaching HBM Levels as Samsung and SK Hynix Shift Production Capacity
  36. Rising AI Demand Shifts Plans for SK Siltron Sale
  37. Taiwan's Two CCL Giants See Q2 Revenue Double as AI Server Supply Chain Expected to Remain Tight
  38. UBS Predicts Samsung Will Overtake SK Hynix in HBM Market Share by 2027
  39. Oracle Faces $7 Billion Collateral Requirement for Wisconsin Data Center
  40. Dimon: Markets Underestimate Risks; Won't Buy Stocks or Long-Term Treasuries
  41. Zhipu AI Shares Down 44% Within Seven Days After Placement, Over HK$300 Billion in Market Cap Wiped Out in Two Days
  42. U.S. Money Market Funds Accelerate Duration Shortening, Floating-Rate Note Holdings Hit Record
  43. All Three Major U.S. Stock Indexes Close Lower as Bitcoin Breaks Above $65,000
  44. UBS Trading Desk: Momentum Stock Selloff Nearing End, Recommends Gradual Buying
  45. Intel Data Center Division Launches New Round of Layoffs
  46. Trump Signs Order Imposing 50% Tariffs on Select Canadian Goods
  47. Anthropic's $1.5 Billion Copyright Settlement Receives Final Court Approval
  48. U.S. Aluminum Tariffs Halved: Companies Building Plants in the U.S. Can Enjoy a Preferential 25% Tax Rate
  49. Trump Signs Order Requiring Defense Contractors to Map Supply Chains
  50. Softening Inflation Lowers Rate Hike Expectations, Dollar Weakens on the Week
  51. U.S. Real Treasury Yields Hit Decade-Plus Highs as Equity Risk Premium Turns Negative
  52. QQQ Technicals Weaken as Tech Earnings Week Intensifies Pressure
  53. OpenAI Internally Restricts Model for Bypassing Safety Guardrails
  54. Five US Tech Giants' Hidden AI Liabilities Reach $1.65 Trillion
  55. Healy Becomes UK Chancellor, Gilts Under Pressure as Yields Rise to 5.04%
  56. Paramount's Acquisition of Warner Bros. Hit by Temporary Injunction; Delay May Trigger $650M Quarterly Ticking Fee
  57. Bitcoin and Gold Both Decline Year-to-Date in Historic First
  58. Hungary Investigates BYD Investment Deal Over Former Foreign Minister's Conflict of Interest
  59. Institutions Bet on Reverse Dispersion Strategy as Implied Correlation Hits Historic Lows
  60. Shipowners Offer Six Months' Extra Pay to Recruit Crews for Hormuz Strait
  61. Morgan Stanley: Global Macro Cycle Far from Peaking
  62. Netflix Returns to Bond Market for First Time in Nearly Two Years
  63. Deutsche Bank Predicts Two Fed Rate Hikes in 2026
  64. EU Expected to Meet $1.35 Trillion Spending Target with the U.S.
  65. Dow Leadership Shifts Toward Healthcare and Financial Value Stocks
  66. Tencent Eyes $1-1.5 Billion Acquisition of Israeli Game Studio SuperPlay
  67. Z.AI Builds Large-Scale AI Training Data Center Using Entirely Domestic Chips
  68. CLSA: AI Disruption to SaaS Is Overestimated; Moats Remain Intact
  69. BlackRock Seeks Over $12 Billion in Debt Financing for Texas AI Data Center
  70. Chip Lead Times Post Largest Single-Month Increase of the Cycle in June, Average Rises to 19.4 Weeks
  71. AI Fund Rotation Shifts Toward Chinese Tech Stocks
  72. U.S. June Leading Index Falls to 99.1 as Weakening Consumption Drags
  73. HSBC Warns Momentum Trades Face Sharper Reversals
  74. Ship-to-Ship Oil Transfers in Gulf of Oman Plummet as Daily Hormuz Strait Transit Drops to Just Two Vessels
  75. Optical Communication Stocks Rally as Lumentum Surges 8% in a Single Day
  76. Citadel Securities: Retail Investors Begin Unwinding Chip Stock Positions
  77. Hut 8 Signs $9.8B Lease Deal, Lifting Computing Power Stocks
  78. Bernstein: AI Cost Concerns Overblown, Maintains Outperform on Tencent
  79. Goldman Sachs: Hedge Funds Dump U.S. Tech Stocks at Record Pace
  80. US Stock Short Positions Hit Record Highs as AI Risk Fuels Bearish Sentiment
  81. AMD Launches Helios Rack-Scale AI System as Microsoft Joins Buyer Lineup
  82. Google Develops Inference-Specific Chip, Potentially 10x More Efficient Than TPUs
  83. Houthi Rebels Declare Naval Blockade on Saudi Arabia
  84. Philadelphia Semiconductor Index Falls Into Bear Market; Goldman Sachs Proposes Three Alternative Themes
  85. China's June Crude Oil Imports from Gulf States Plunge 76% Year-over-Year
  86. First Prosecution of Former TSMC Employees for Stealing Chip Secrets
  87. Bitcoin Implied Volatility Hits Historical Support Zone, Potentially Signaling a New Wave of Turbulence
  88. Tesla Plans to Ramp Up German Factory Output to 7,500 Vehicles Per Week
  89. Bristol-Myers Squibb Procures NVIDIA's Latest AI Computing System to Accelerate Drug Development
  90. Former Regulatory Officials Warn: Fed Independence Protections May Not Last
  91. Greek Tanker Acheloos Hit by Missile in Strait of Hormuz
  92. Micron Stock Stabilizes as SK Hynix Warns Memory Prices Are Unsustainable
  93. U.S. Average Gasoline Price Returns to $4 as Iran Says Mediators Propose De-escalation Plan
  94. Citi Warns: Nasdaq Just 1% Away from Triggering CTA Selling
  95. AliExpress Hit with Record €550M Fine Under EU's DSA
  96. HBM4 Competition Shifts to Thermal Management as Hybrid Bonding Deferred to HBM5
  97. China's June Youth Unemployment Rate Falls to 12-Month Low
  98. U.S. Stock Futures Edge Higher as Tech Giants' Earnings Become Key Validation Point for Bulls and Bears
  99. Citi: The Mag 7 Label Is Dead — AI Winners Need to Be Redefined
  100. JPMorgan vs. Morgan Stanley Divergence: Is It Time to Buy the Dip After the Chip Stock Bear Market?
Topic Archive — Page 47 · nashnova