Topic Archive — Page 48 of 113

Every market topic nashnova has published, newest first (11206 total).

  1. U.S. Stock Futures Edge Higher as Tech Giants' Earnings Become Key Validation Point for Bulls and Bears
  2. Citi: The Mag 7 Label Is Dead — AI Winners Need to Be Redefined
  3. JPMorgan vs. Morgan Stanley Divergence: Is It Time to Buy the Dip After the Chip Stock Bear Market?
  4. U.S. Treasury Yields Edge Higher as Middle East Tensions Persist
  5. AI Chip Prices Surge 370%: "Chip Inflation" Tests the Resilience of the AI Trade
  6. China's AI Phone Race Splits Three Ways: ZTE, StepFun, and Honor Diverge in Strategy
  7. China Passenger Car Sales Drop 20% in H1, Full Year May Be Worst Since 2021
  8. Samsung, SK Hynix, and Micron All Abandon In-House CXL Controller Development
  9. U.S. Military Strikes Iran for Nine Consecutive Days as Hormuz Standoff Continues
  10. AI Trade Under Pressure on Both Ends as Wall Street Bets on High Summer Volatility
  11. Memory Chips Elevated to National Security Issue as Apple Tests CXMT DRAM
  12. ECB Survey: Wage and Selling Price Growth Both Slow
  13. KOSPI Plunges 4.46%, 6500-Point Support Under Threat
  14. China Pacific Insurance Increases Holdings in Tech, Consumer, and New Energy; Prepares 2026 Interim Dividend
  15. U.S. Leveraged Semiconductor ETFs Shrink by $63 Billion from Peak
  16. JPMorgan Warns Climate Tipping Points Will Hit Bond Markets
  17. Meritz Securities: Middle East Sovereign AI Capital Inflows Drive Up Memory Prices; Kimi K3 Is a Hardware Tailwind
  18. YMTC Completes First Phase of IPO Coaching, Could File STAR Market Application as Early as August
  19. HKEX Proposes to Abolish Lunch Break and Extend Trading Hours
  20. NVIDIA 10-Q: $13.4B Unrealized Gains Inflate Profits, True P/E May Reach 60x
  21. US and Chinese AI Labs Distill from Each Other, Double Standards Controversy Emerges
  22. AI Stock Selloff Drags Down Chinese Quant Funds, High-Flyer's Product Drops 15.7% in a Single Week
  23. Intel Q2 Earnings: CPU Demand and Foundry Execution Await Validation
  24. European Diesel Crack Spreads Hit Record Highs as Morgan Stanley Warns Inventories Could Fall to Decade Lows
  25. NIM Compression Drags on Earnings as India's Two Largest Private Banks Drop Nearly 5% in a Single Day
  26. Samsung Lays Off Over 800 U.S. Consumer Electronics Employees as Mobile Division Posts First Loss
  27. Bitcoin ETFs See Two Consecutive Weeks of Net Inflows; Institutional Return Signal Awaits Confirmation
  28. Foxconn Wins First SpaceX AI Server Order Worth $52 Billion
  29. China's Rare Earth Magnet Exports to the U.S. Remain 20% Below Pre-Trade War Levels
  30. Germany June PPI Rises 1.8% YoY, Below Expectations
  31. Lockheed Martin Launches Budget Version of Patriot Missile at Less Than Half the Current Price
  32. VSMC Singapore Fab Reaches 55K Wafers/Month Capacity; Silicon Interposer Capacity Fully Booked
  33. OpenAI Secondary Market Demand Rebounds, Valuation Rises to $933 Billion
  34. Kimi API Price Hike 3x: AI Moats Shift Toward Product and Orchestration
  35. Samsung P5 Fab Equipment Procurement Exceeds 70 Billion Yuan, AI Memory Expansion Accelerates
  36. Consumption Tax Implemented, PV Cell Stocks Rally Collectively
  37. AI Chip Demand Pushes ASML Market Cap Near $700 Billion, Sparking Debate Over Trillion-Dollar Target
  38. Trip.com Antitrust Probe May Conclude This Week, Fine Could Reach 6 Billion Yuan
  39. Kimi K3 Ignites Silicon Valley Debate Over Open-Source AI
  40. Korean Retail Investors Hit by Leveraged Semiconductor ETF Margin Calls as Regulators Raise Entry Barriers
  41. Morgan Stanley Rises to Top of Wall Street's AI Debt Deals
  42. Iranian Rial Plunges to Historic Low as Inflation Approaches 90%
  43. Tax Crackdown Tightens Scrap Copper Supply, China's Copper Import Premium Rises to $100
  44. China Restricts Helium Exports, Pressuring European Semiconductor Supply Chains
  45. New Fed Chair Warsh Rejects Forward Guidance, Heightening Bond Market Volatility Risks
  46. U.S. Lifts Hong Kong-Related State of Emergency, HK Tech Stocks Rally Over 3%
  47. Citi Upgrades China to Overweight, Bullish on Capital Rotation Opportunities
  48. Samsung's AI Chip Substrate Procurement Hits Snag as Supplier Demands Trillion-Won Purchase Guarantee
  49. A-Share Leveraged Positions See Fastest Single-Day Reduction Since 2016
  50. Goldman Sachs: June Inflation Data Rules Out Fed July Rate Hike; Waller Must Clarify Reaction Function
  51. Rubio Confirms Xi Jinping's Planned September Visit to the U.S. Remains on Track
  52. Kweichow Moutai Raises Feitian Price by 100 Yuan, Stock Surges Over 4% in a Single Day
  53. Chinese AI Models Now Account for 58% of Usage Among US Companies
  54. Korean Stock ETFs Rebound in Early Trading, Samsung Electronics Leveraged ETF Surges Over 17%
  55. Hong Kong Stocks Open Higher with Hang Seng Index Up 1.11%, Semiconductor Sector Leads Gains
  56. KKR, AEW Sell China Commercial Real Estate Assets at Steep Discounts
  57. NVIDIA: HBM Shortage Won't Hinder AI Infrastructure Expansion
  58. Taiwan Retail Investors Deleverage at Fastest Pace in 15 Months
  59. Micron and GlobalWafers Sign 10-Year Silicon Wafer Agreement, Securing U.S. Supply Chain
  60. CICC: Three Possible Outcomes of the Extreme Structural Market and How to Judge Them
  61. CICC: If Hormuz Stalls Again, Oil Prices Face Short-Term Spike Amid Demand Constraints
  62. 3 Brokerages Announce Share Buybacks Totaling Up to 700 Million Yuan to Support Stock Prices
  63. Dispersion Trade Overcrowded: Hedge Funds Pivot to Betting on Rising Stock Correlation
  64. U.S.-Iran Conflict Escalation Drives Oil Prices Up Over 2% in a Single Day
  65. China Chengtong and China Reform Holdings Announce Increased Stakes in Central SOE Stocks
  66. Netflix Acquires Ben Affleck's AI Film Startup for $587 Million
  67. Private Credit Repackaged as Investment-Grade Bonds Faces Rising Regulatory Scrutiny
  68. Fed's Core Inflation Gauge Expected to Be Revised Lower
  69. U.S. Stock Equity Financing Surpasses $300 Billion, Setting a Historic Record
  70. U.S. Stock Valuations Approaching Dot-Com Bubble Peak, Risk Warnings Resurface
  71. Samsung Electronics Q2 Operating Profit Reaches KRW 89.4 Trillion as HBM4 Mass Production Begins
  72. Alibaba's Qwen3.8 Max Preview Debuts at WAIC, Claims Second Only to Anthropic's Flagship
  73. GF Securities: A-Share Tech Sector Correction Already Sufficient, Second "Decisive Moment" Approaching
  74. CITIC Securities: Hong Kong Internet Valuations Hit Bottom, China AI Asset Revaluation Window Opens
  75. U.S. Military Launches First Direct Airstrikes on Iran's Revolutionary Guards
  76. CXMT's $8.6B IPO Sees 570x Institutional Oversubscription, Below Recent STAR Market Peers
  77. GameStop Quietly Builds Nearly 10% Stake in eBay as Cohen Pushes for Acquisition
  78. Eoptolink's H1 Net Profit Expected to Surge 78%-103%
  79. SemiAnalysis: Kimi K3's KDA Mechanism Increases Rather Than Decreases AI Compute Demand
  80. Moonshot AI Eyes Hong Kong IPO Within Six Months at Over $30 Billion Valuation
  81. China's Top Leadership Signals Stimulus as Politburo Meeting Approaches
  82. South Korea Eases Foreign Exchange Rules, Moving the Won Toward Full Convertibility
  83. Major US Bank Q2 Earnings Beat Expectations, Wall Street Raises Price Targets
  84. Iran Attacks U.S. Military Base in Jordan, 2 Killed and 1 Missing
  85. Oracle AI Mega-Campus Costs Overrun by Billions of Dollars
  86. Bitcoin Call Option Bets Target $72,000 by Month-End
  87. Big Tech AI Capex Inflated by 20% Due to Cost Inflation
  88. BNP Paribas Expects Microsoft Q4 Revenue and Capital Expenditure to Both Accelerate
  89. SpaceX Hit by Massive Short Selling One Month After IPO, Stock Falls Below Offering Price
  90. Alibaba Open-Sources AI Chip Software Stack to Challenge Nvidia's CUDA
  91. China Warns UK That Nationalization of British Steel Will Undermine Investment Confidence
  92. Semiconductor Stock Volatility Hits Nearly 5x the Broader Market, Reaching 30+ Year High
  93. U.S. Military Completes Seventh Night of Airstrikes on Iran, Oil Prices Surge 16% in One Week
  94. Chanos: AI Capex Returns Have Been Cut in Half, Could Fall Further to 10%
  95. Dutch Report: China's Intervention in Strategic Industries Like Chips Poses Systemic Threat
  96. EU Approves €659 Million in Subsidies for German Chip Factories
  97. Apple Raises iPhone 17 Prices in Japan by 10%
  98. Asian AI Investment Drives Record Equity Trading for Wall Street Banks
  99. U.S. Pressures EU to Publicly Commit to Reducing Non-Tariff Barriers
  100. Goldman Sachs: Global Coordination Drops to Multi-Decade Lows as Fragmentation Has Already Dragged Global GDP Down by ~1%
Topic Archive — Page 48 · nashnova