Topic Archive — Page 49 of 154

Every market topic nashnova has published, newest first (15375 total).

  1. Dividend Income Tax for Foreign Individuals and Foreign-Invested Enterprises Unified at 20%
  2. U.S. Tightens Robot Export Controls, Putting Asian Manufacturers in a China-U.S. Market Dilemma
  3. Eurozone August Manufacturing PMI Rises to 52.7, Hitting Over Four-Year High
  4. Germany's August Manufacturing PMI Rises to 51-Month High
  5. Barclays Warns: El Niño Could Drive Palm Oil and Rubber Prices Up 40%
  6. After Record Foreign Inflows into A-Shares, UBS Expects Buying Pace to Slow in H2
  7. BYD's Overseas Revenue Surpasses Domestic Market for the First Time as Price War Erodes China Profits
  8. ASML's High-NA EUV Used in Mass Production of Logic Chips for the First Time
  9. Three Ministries Issue Overseas Competition Compliance Guidelines for Auto Industry
  10. Weakening Dollar Fuels Carry Trade Revival, Accelerating Capital Flows into Emerging Markets
  11. London Stock Exchange Partners with Payward to Launch Tokenized UK Stocks, Going Live in 2027
  12. Bitcoin Kimchi Premium Returns in South Korea as Retail Sentiment Warms Up
  13. Germany's July Retail Sales Plunge 3.4% MoM, Far Worse Than Expected
  14. Baidu CFO: AI Investment Payback Period Shrinks to 2-3 Years, Gross Margins Approaching Ad Business Levels
  15. France Imposes Environmental Fines on Fast Fashion Giants Shein, Temu
  16. Japan-U.S. G20 Talks Confirm Continued Coordination on Yen Exchange Rate
  17. SEMI Raises 2028 Fab Equipment Forecast to $220 Billion
  18. ECB Officials Warn Iran War Could Keep Inflation Persistently High
  19. NIO Delivers 35,836 Vehicles in August, Up 14.5% YoY
  20. XPeng Delivers 39,107 Vehicles in August, Up 4% YoY
  21. Novartis Suspends Eight Clinical Trials After Three Patient Deaths in CAR-T Therapy
  22. Li Auto Delivered 37,679 Vehicles in August, Cumulative Deliveries Surpass 1.8 Million
  23. Hormuz Transit Volume Stays in Single Digits as Saudi Tanker Intercepted by Iran
  24. TSMC Delays CoWoS Equipment Orders as CoPoS Plan Emerges
  25. Japan 10-Year JGB Yield Hits 3% for First Time in Nearly 30 Years; Auction Demand Remains Solid
  26. Top AI Model Companies Bet on Scaling Laws, Sacrificing Short-Term Cash Flow for Compute Power
  27. Chip Tax Revenue Surges as South Korea Plans Record 12.8% Fiscal Spending Expansion for 2027
  28. China AI Model Usage Surges as Cloud Capex Enters New Expansion Cycle
  29. Samsung Locks Up 70% of Memory Production Capacity, Driving HBM Spot Prices Higher
  30. JCET Raises 2026 Capital Expenditure to RMB 10 Billion
  31. U.S. and China Negotiate Tariff Cuts Ahead of Summit, but Disagree on Scope
  32. Tech Giants' Custom Chips Struggle to Breach NVIDIA's Ecosystem Moat
  33. Zinc Prices Hit Over Four-Year High as Supply Tightening Drives 27% Year-to-Date Gain
  34. China's Solar PV Installed Capacity Surpasses Coal Power for the First Time, Reaching 1.286 Billion Kilowatts
  35. Anthropic Pauses AI Training and Cybersecurity Assessment, Discloses Three Unauthorized Access Incidents
  36. Zhongsheng Holdings USD Bond Yields Break 10% as Half-Year Profits Plunge 89%
  37. China's August Manufacturing PMI Rises to 51.5
  38. South Korea's August Exports Surge 68.7%, Chips Hit Record $46.6 Billion
  39. South Korean President Lee Jae-myung: Rate Hikes Are Now Inevitable
  40. U.S. 30-Year Treasury Yield Posts Most Above-5% Closing Days This Year Since 2006
  41. Barclays Maintains Underweight on Meituan: Earnings Recovering but Margins Unlikely to Return to Peak
  42. Nvidia Invests $3.5 Billion in MediaTek to Jointly Develop Custom AI Data Center Chips
  43. Japan's August Manufacturing PMI Rises to 54.9, New Order Growth Hits Highest Since 2018
  44. South Korea's August Manufacturing PMI Falls to 52.3, Marking Nine Consecutive Months of Expansion
  45. Japan Q2 Corporate Capex Up 2.9%, Profits Significantly Beat Expectations
  46. AI Disrupts IT Consulting: Accenture Down 27%, Capgemini Down 31%
  47. OpenAI's In-House AI Chip Jalapeno Achieves 9-Month Design Cycle
  48. NVIDIA Launches In-House NVHBM and Expands NVLink Fusion
  49. Goldman Sachs Raises 2026 Humanoid Robot Shipment Forecast to 75,000 Units
  50. Anthropic Signs $35 Billion Cloud Computing Deal, Nvidia Backs Lambda as Compute Provider
  51. U.S. Oil Companies Take Over Venezuelan Oil Fields, Squeezing Out Chinese and Russian Firms
  52. Shein's Hong Kong IPO Priced at $26 Billion Valuation, Grey Market Down 17%
  53. Rising Oil Prices Reinforce Hawkish Fed Expectations, Gold Falls to Two-Week Low
  54. Apple Accuses OpenAI Employees of Accessing Circuit Diagram Trade Secrets After Departure
  55. Trump Responds to Warsh's Possible Rate Hike: He'll Do What He Has to Do
  56. Dow Drops 373 Points at Close; All Three Major Indexes Still Post Monthly Gains for August
  57. Agricultural Commodities Post Largest August Gain in 14 Years as Food Inflation Pressures Mount
  58. U.S. Treasury Long-Bond Buyback Size May Be Confirmed by Thursday
  59. Multiple Firms Bullish on Meta: Undervalued, Drawing Parallels to Google's Rally After Legal Overhang Cleared
  60. U.S. Military Drafts "Periodic Strikes" Plan for Hormuz; Trump May Approve
  61. US FTC Plans to Sue Amazon Over Alleged Ad Auction Manipulation
  62. Palo Alto Networks Q4 Earnings Approaching: Valuation Pressure Takes Center Stage
  63. BYD Inquires About Taking Over Stellantis' Idle Canadian Plant
  64. Tesla Breaks Above 50-Day Moving Average as Upcoming Robotaxi Event Boosts Stock
  65. JPMorgan Trading Desk Shifts to Cautious Neutral as Waller's Hawkish Remarks Fuel Rate Hike Bets
  66. Apple's Phil Schiller Steps Down from App Store and Events Responsibilities
  67. S&P 500 Gains Over 2% in August; September Seasonal Weakness Looms Again
  68. Trump Administration to Announce New Round of Drug Pricing Agreements, Including Bayer and Takeda
  69. U.S. Small-Cap Stocks Up ~20% YTD, Analysts Warn of Stretched Valuations
  70. Trump Pivots to Multi-Pronged Approach After Tariff Setback, Slaps 50% New Tariff on Canada
  71. Bessent Calls for Regulatory Relief for Small Banks at G20
  72. SEC Moves to Abolish Shareholder Proxy Proposal Rule
  73. BofA: Bear Market Signal Drops to 60%, S&P 500 Ten-Year Return Could Be -3%
  74. NIO Q2 Earnings Preview: Revenue Expected to Surge 87%, Profitability in Focus
  75. U.S. Bets $5 Billion on Brazilian Rare Earth Mine as De-Sinicization Supply Chain Faces Capacity Test
  76. $9.6 Trillion U.S. Stock Options Expiration in September — Long Gamma Protection May Fade
  77. AI Trade Logic Shifts After NVIDIA's Beat-and-Raise Quarter: Goldman Sachs Identifies Five Key Opportunities
  78. Broadcom Unveils Private AI Cloud Platform at VMware Explore, Supporting Over 150 Models
  79. Trump Voices Support for Data Centers: Opponents Will Be "Left Behind in Poverty"
  80. AMD and Cisco Partner with HUMAIN as Saudi AI Computing Infrastructure Goes Live
  81. CXMT Advances HBM3E Mass Production, Mounting Competitive Pressure on Micron from China's Memory Sector
  82. China's National AI Fund Takes 1.4 Billion Yuan Strategic Stake in Kuaishou's Beijing Kling
  83. U.S.-Iran Military Conflict Escalates, U.S. 10-Year Treasury Yield Breaks Above 4.75% to Hit 52-Week High
  84. Xinyi Glass Plans to Spin Off Auto Glass Business for Independent Hong Kong Listing
  85. Anthropic's Mega IPO Looms, Triggering Early Scramble for U.S. Listing Windows
  86. Yen Breaks Past 160 After Warsh's Hawkish Remarks; Japanese Bond Yields Hit 30-Year High
  87. Enflame Technology IPO Priced at 142.18 Yuan, Aiming to Raise 6.1 Billion Yuan
  88. OpenAI's Advertising Business Reaches $1 Billion in Annualized Revenue
  89. Micron Has More Than Tripled This Year Yet Remains the Third Most Undervalued Stock in the S&P 500
  90. Nvidia Plans $3.5 Billion Investment in MediaTek, Deepening AI Data Center Ecosystem Strategy
  91. Innolight Plans to Repurchase RMB 4-8 Billion in Shares for Equity Incentive Program
  92. Germany August CPI Rises 2.9% YoY, Below Expectations
  93. China's NDRC Convenes High-Level Meeting as Analysts Expect Accelerated Bond Issuance
  94. Mag 7's $700B+ AI Capex: Investors Selectively Reward
  95. SLB Acquires Cooling Technology Firm Kelvion for $4.1 Billion, Betting on Data Center Expansion
  96. Arm CEO's $800 Million Pay Package Opposed by Shareholder Advisory Firms
  97. Zhipu AI Posts 954 Million Yuan in H1 Revenue, Up Nearly 400% YoY
  98. China's Central Bank Curbs Yuan Appreciation; Year-End Exchange Rate Expected to Hold Near 6.68
  99. Record 244 Chinese Ships Circle Taiwan as Wall Street Accelerates De-Risking
  100. Eli Lilly to Acquire Merida Biosciences for Up to $2.875 Billion, Expanding into Autoimmune Antibody Degradation Therapy