Topic Archive — Page 48 of 154
Every market topic nashnova has published, newest first (15366 total).
- MongoDB Q2 Revenue Up 30%, RPO Surges 91% with FY2027 Guidance Issued
- GitLab Q2 Revenue of $286.3M Beats Expectations, EPS Reaches $0.24
- Dell Posts Record Q2 Revenue and Significantly Raises Full-Year Guidance as AI Server Demand Exceeds Expectations
- Big Tech Underperforms S&P 500 Over 90% of the Time in 2026; Barclays Points to Valuation Compression as Key Driver
- Palo Alto Networks Q4 Revenue of $3.41B Beats Expectations, EPS Reaches $1.02
- Credo Technology Q1 Revenue Hits $479M, Doubling YoY, EPS Beats Expectations
- OpenAI's First 'Critical' Cybersecurity-Level AI Model Astra Set for Public Release
- Bitcoin ETFs Attract $3.5 Billion in a Single Month, Facing Resistance at $80,000
- U.S. Congress Passes Stopgap Funding Bill and Sends It to Trump, Averting Government Shutdown Threat
- SEC Proposes Expanding Retail Investor Access to Private Markets
- Drivers Behind the Long-End Treasury Selloff: Inflation Is Not the Main Culprit
- Musk: AI Could Boost Global Economic Growth by 20%-30%, with 1 Billion Humanoid Robots Within a Decade
- Oil Prices Up 51% YTD, Global Bond Yields Hit Multi-Decade Highs
- AstraZeneca and Hutchmed's Phase III Trial for Lung Cancer Combination Therapy Meets Primary Endpoint
- Anthropic Reverses Data Retention Policy, Introduces Enterprise-Grade Security Alternative
- Kremlin: Putin, Xi, and Trump May Hold Trilateral Meeting at APEC Summit
- Berkshire CEO Abel to Make Rare TV Interview Appearance
- Adobe Q3 Earnings Expected to Beat Estimates, but Analysts Still Worry About Long-Term Growth
- HPE Q3 Earnings Preview: Wall Street Expects EPS of $0.93 and Revenue of $11.96 Billion
- S&P Global Considers Spinning Off Capital IQ Data Platform
- UK Borrowing Costs Surge, Fiscal Headroom Halved to Around £12 Billion
- JGB Yields Hit 3%: Corporates Shift to Fixed Rates as Japan's Fiscal Pressure Surges
- U.S. Military Strikes Iran's Revolutionary Guard Again, Oil Prices Surge Over 4%
- Japanese Corporate Pensions Accelerate Shift Back to Domestic Bonds, Allocation Appetite Strongest Since 2008
- Analysts Bullish on Snowflake Q2 Earnings as AI Demand Drives Consumption Acceleration
- Tesla FSD Suspected to Have Been Active in Fatal Illinois Crash
- Goldman Sachs Outlines Five Key Semiconductor Debates: WFE Cycle May Extend Through 2028
- AstraZeneca and Daiichi Sankyo's Enhertu Receives EU Approval for First-Line Breast Cancer Combination Therapy
- U.S. Pushes to Cut Trade Imbalances at G20, Targeting China
- Carney: U.S. Must Show Seriousness Before Canada-U.S. Trade Talks Can Resume
- Wells Fargo Turns Cautious on AI Trade: Constraints Shift from Demand to Economy and Capital
- SpaceX AI Data Center Delays Reportedly Prompt Infrastructure Team Restructuring
- JPMorgan: USD/JPY May Range Between 155-165, Four Signals Could Trigger a Short Squeeze
- Dell Stock Drops Over 4% Ahead of Earnings as Options Imply 11% Post-Report Swing
- Tesla Releases European FSD Safety Data; EU Vote May Take Place in October
- U.S. July Construction Spending Falls to Nearly Three-Year Low as Single-Family Housing Plunges 6.5% YoY
- Goldman Sachs, Bank of America and 21 Other Institutions Jointly Plan to Launch USD Stablecoin by 2027
- Tropical Storm Edouard Approaches America's Largest Refining Hub
- Dow Falls 225 Points Intraday as Nvidia and Caterpillar Lead Declines
- Morgan Stanley: Rising U.S. Debt Is a "Distraction" for Treasury Yields
- Bessent: U.S. to Announce Sanctions on Iranian Banks This Week
- ECB's Nagel Criticizes U.S. for Uncoordinated Use of Euros in Yen Intervention
- UBS: China Unlikely to Match ASML's Top-Tier EUV Lithography Machines Within a Decade
- U.S. July JOLTS Job Openings at 7.27 Million, Below Expectations
- Bessent: Strait of Hormuz Will Be Bypassed Within Two Years, Oil Market Risk Premium Already Fading
- U.S. August Manufacturing PMI Final Reading Revised Up to 53.9
- US Stock ETF Weekly Flows: 9 Out of 11 Sectors See Net Outflows, Bitcoin ETFs Lead Gains
- Hua Hong Semiconductor Enters JV Agreement to Build Third 12-Inch Wafer Production Line
- El Niño Combined with Crop Disease: Cocoa Futures Surge Over 70% Since June
- Fed Governor Barr: Will Support Rate Hikes If Inflation Doesn't Decline
- Iran's Crude Exports Near Zero for Seven Weeks as Trump Summons U.S. Refiners to Push Down Prices
- Major Copper-Gold Deposit Discovered in Chating, Anhui, with Reserves Equivalent to Several Large Mines
- Shein Breaks IPO Price on Hong Kong Debut as Trump Policies Emerge as Key Factor
- Medtronic FY2027 Q1 Earnings Beat Expectations, Full-Year Guidance Raised on Both Fronts
- Morgan Stanley Upgrades Robinhood to Overweight with $150 Target, Implying 43% Upside
- Deutsche Bank Rates AI Hardware Pick-and-Shovel Stocks: Lumentum and Coherent Named Top Conviction Buys
- ECB Raises Interest Rates Again Amid Rising Inflation
- Q2 Earnings Season Hits Record Highs, but AI Investment Returns Remain an Open Question
- Trillion-Dollar Dislocation Risk Hidden Beneath Calm Credit Markets
- OpenAI Fights Back Against Apple Trade Secret Lawsuit: Allegations Baseless, Aimed at Blocking Recruitment
- Tanus Officially Takes the Helm at Apple as Memory Crisis and AI Shortcomings Await
- Novartis Oral MS Drug Meets Endpoints in Two Phase 3 Trials, Stock Rises Over 4%
- US FTC Sues Amazon for Deceiving Advertisers; Over 20 States Join Claim Seeking More Than $20 Billion
- NVIDIA Revives Rubin CPX Inference Chip, Targeting Long-Context Prefill Costs
- SoftBank's SB Energy Eyes U.S. IPO, Betting on AI Data Center Power Demand
- Strike Deals Heavy Blow to Hyundai Motor: August Global Sales Drop to Four-Year Low
- Great Wall Motor August Sales at 113,400 Units, Down 1.87% YoY
- Macau August GGR Down 1.2% YoY but Up 8.1% MoM
- Texas Halts Data Center Grid Connections as "Phantom Demand" in U.S. AI Power Consumption Surfaces
- U.S. Officials Accuse COSCO Shipping of Hiding Equipment to Gather Military Intelligence for Beijing
- U.S. to Push for Relaxed AI Regulation Stance at G20
- HSBC: Asia Resembles 1997 Crisis, but Risks Have Shifted from Financial to Demand
- NIO Q2 Revenue Reaches RMB 32.14 Billion, Up 69% YoY, Slightly Below Market Expectations
- European Natural Gas Prices Rise 2.4% as Storage Levels Trail Last Year by 12 Percentage Points
- Goldman Sachs: Alibaba Cloud's AI Computing Investment to Break Even in Three Years, Targeting $100 Billion in External Cloud Revenue by 2030
- Chinese Court Freezes Over 2.1 Billion Yuan of Nexperia Assets as Wingtech Control Battle Escalates
- China's Chip Equipment Localization: Moving from "Functional" to the Test of Scaled Mass Production
- Samsung Electro-Mechanics Discloses MLCC Supply Deal Worth Over 100 Billion KRW
- SK Hynix Custom HBM Boosts Inference Performance by Up to 5.15x
- Samsung LPDDR5X-PIM Targets Mass Production in Early 2027 with 3.8x Performance Boost
- BYD August Auto Sales Reach 440,300 Units, Up 17.84% YoY
- HDFC Bank CEO Chose to Resign Rather Than Accept Reforms — Inside Story Revealed
- Asian LNG Spot Prices Rise to Five-Month High as Strait of Hormuz Concerns Persist
- Novo Nordisk's Oral Wegovy Weight-Loss Drug Launches in Germany
- U.S.-Iran Exchange Fire Again at Hormuz, Oil Prices Rise Over 1%
- Geely Auto Reports August Total Sales of 270,000 Units, Up 8% YoY
- China Bank Stocks Extend Record Rally as Net Interest Margin Recovery Drives Valuation Re-Rating
- Two Supertankers Hit by Unidentified Flying Objects in the Strait of Hormuz
- Meta's $18 Billion Settlement Sets Precedent for Enforcement-as-Legislation Regulatory Approach
- European and U.S. stocks weaken on September 1 as energy inflation fears push bond yields higher
- Micron Taiwan Union Threatens Strike Over Bonus Distribution Dispute
- Dividend Income Tax for Foreign Individuals and Foreign-Invested Enterprises Unified at 20%
- U.S. Tightens Robot Export Controls, Putting Asian Manufacturers in a China-U.S. Market Dilemma
- Eurozone August Manufacturing PMI Rises to 52.7, Hitting Over Four-Year High
- Germany's August Manufacturing PMI Rises to 51-Month High
- Barclays Warns: El Niño Could Drive Palm Oil and Rubber Prices Up 40%
- After Record Foreign Inflows into A-Shares, UBS Expects Buying Pace to Slow in H2
- BYD's Overseas Revenue Surpasses Domestic Market for the First Time as Price War Erodes China Profits
- ASML's High-NA EUV Used in Mass Production of Logic Chips for the First Time
- Three Ministries Issue Overseas Competition Compliance Guidelines for Auto Industry