Topic Archive — Page 5 of 154

Every market topic nashnova has published, newest first (15339 total).

  1. Bernstein: Meta's Muse Strategy Marks a "Full Return" of the Bull Case
  2. Three Major European Parliament Groups Reach Deal: 2035 ICE Vehicle Ban May Be Significantly Relaxed
  3. U.S. September Housing Starts Fall to Four-Month Low, Single-Family Permits Hit Three-Year Low
  4. Reuters Poll: Fed to Skip Rate Hike in October, Expected to Raise Rates by 25 Basis Points in December
  5. Microsoft, Google, Goldman Sachs and 13 Other Companies Oppose OKX-ICE Tokenized Stock Listing
  6. Russian Crude Exports Drop to Monthly Low as Baltic Port Shutdown Weighs
  7. Iran Escalates Hormuz Attacks, Surge in Vessels with Engine Room Damage
  8. Novo Nordisk's CagriSema Achieves 25% Weight Loss in Women; FDA Decision Expected This Year
  9. Morgan Stanley: $1.6 Trillion AI Infrastructure Investment Faces Triple Downside Risks
  10. Morgan Stanley: Actively Buy Seagate and Western Digital as HDD Fundamentals Continue to Strengthen
  11. Salesforce Acquires Marketing Platform Braze for $5.66 Billion
  12. Apple Commits $100 Million to Source Titanium Materials Domestically in the U.S.
  13. CATL Reports 64.5 Billion Yuan Net Profit for First Three Quarters, Up 31.6% YoY
  14. National Data Group Established in Xiong'an, Vice Premier Ding Xuexiang Attends Ceremony
  15. Barclays: Data Center Equipment Makers Peaking, Pricing Power Squeezed from Both Sides
  16. HSBC Downgrades CoreWeave: Returns Trail Debt Costs, Persistent Value Destruction
  17. Halliburton Q3 Revenue of $5.7B Beats Expectations, Middle East Business Up 8% QoQ
  18. RTX Q3 Earnings Beat Expectations, Full-Year Outlook Raised for Third Consecutive Quarter
  19. Bank of England Considers Incorporating AI Risks into Next System-Wide Stress Test
  20. Trafigura: AI Hyperscale Data Center Copper Demand Could Triple to 3 Million Tonnes
  21. Codelco's European Premium Hits Record $350/Ton
  22. Google Cloud London Outage Hits UK Banking Sector, Disrupting Halifax and Revolut Services
  23. JPMorgan: Bitcoin's Annualized Return Over the Next Decade at 10%, Outpacing U.S. Stocks and Gold
  24. Qualcomm Announces Global Layoffs, Citing Performance Reviews Starting in November
  25. GM Beats Q3 Expectations but Guidance Not Raised for Third Consecutive Time; International Business Profit Plunges 88%
  26. Loop Capital Downgrades Apple to Hold, Cuts Price Target to $330
  27. Tianqi Lithium Forecasts Q1-Q3 Net Profit of 5.1-6 Billion Yuan, Surging Over 27-Fold Year-on-Year
  28. HSBC CEO: AI Data Center Investments Require Scrutiny — Not All Projects Deserve Backing
  29. GE Aerospace Raises Full-Year 2026 EPS Guidance to $8.00–$8.10
  30. UK to Deploy RAF Typhoon Jets to Saudi Arabia to Defend Against Houthi Attacks
  31. China Mobile Reports Net Profit of 106.2 Billion Yuan in First Three Quarters, Down 7.9% YoY
  32. SpaceX Financials: Starlink's Mobile Pivot Tests Its Cash Cow Status
  33. IEA: Will Consider Releasing Member States' Oil Reserves If Middle East Crisis Escalates
  34. Montage Technology Q3 Net Profit Expected to Surge 154%–175% as DDR5 Chip Shipments Rise Sharply
  35. Nidec Founder Suppressed Internal Accounting Investigation Request in 2017
  36. RBI Issues Scrutiny Checklist for Large Overseas Acquisitions as Rupee Falls Over 5% Year-to-Date
  37. Amazon to Invest Over €16 Billion in Germany Next Year, Spanning Data Centers to Satellites
  38. Germany's ZEW Investor Confidence Index Declines for First Time Since April
  39. CATL Bets on Battery Swapping to Accelerate Heavy Truck Electrification
  40. Geopolitical Risks Escalate, European Natural Gas Prices Rise 1.7%
  41. German Chancellor Merz Pitches Defense, AI, and Chip Investment Plans to Investors
  42. Fuyao Glass Q3 Net Profit Attributable to Parent Drops 9.87% to RMB 2.036 Billion
  43. Elice Plunges 32% on IPO Debut as Korean Retail Investors Lose ~$12M in a Single Day
  44. ByteDance/Alibaba/Tencent Collectively Order Over $35 Billion in Nvidia Chips
  45. Zhou Xiaochuan: AI Investment Failures Could Trigger Financial Turmoil; Policy Tools Should Be Prepared in Advance
  46. Goldman Sachs: Energy Bottlenecks Will Slow the AI Race, with $7.6 Trillion in Related Capex from 2026 to 2031
  47. DeepSeek Open-Sources Its Inference Framework DeepInfer
  48. NVIDIA's Nearly $10 Billion European Investment Lands in Germany as Jensen Huang Laments Germany's Tech Lag
  49. France OAT-Bund Spread Remains at Highest Since 2012 as US and European Bond Yields Edge Lower on Tuesday
  50. SAFE: Cross-Border Capital Net Inflow Reached $40.7B in September, Down 35% MoM
  51. Asian Refiners in Dispute with Saudi Aramco Over 2027 Contracts
  52. Taiwan's September Export Orders Hit Record High, Driven by AI Demand with Two Consecutive Months Above $100 Billion
  53. Hong Kong Stocks Oct 20 Close: Hang Seng Falls 1.32%, Physical AI Surges Against the Trend
  54. Houthi Forces Claim Attack on Saudi Energy Facilities, Gulf Stock Markets Fall Broadly
  55. BlackRock's IBIT Attracts $665M in Single-Day Inflows, Bitcoin ETFs Post Largest Daily Inflow in Recent Months
  56. BlackRock Files for Third Bitcoin ETF, Offering Downside Protection with Capped Upside
  57. Goldman Sachs: U.S. Housing Market to Face Further Pressure in 2027
  58. Chinese Automakers Accelerate Local Production in Europe to Circumvent Tariffs and Import Quotas
  59. Korean Chip Exports May Serve as a Leading Indicator for U.S. Stock Market Tops
  60. Emerging Market Equities Hit Record Valuation Discount vs. U.S. Stocks
  61. iFlytek Q3 Revenue Up 8%, Non-GAAP Losses Widen
  62. SanDisk Stock Drops Nearly 30%: Can NBM Contracts Smooth Out the NAND Cycle?
  63. BOJ Expected to Stand Pat in October, Inflation Forecasts May Be Revised Slightly Higher
  64. AI Demand Creates 180 Million Km Fiber Optic Supply Gap, Shortage May Persist Until 2028
  65. Goldman Sachs Raises CXMT Target Price to 130 Yuan; Q3 Revenue Guidance Beats Expectations by 30%
  66. Chinese Nickel Producers Plan to Negotiate HPAL Production Cuts in Indonesia
  67. Apple Speaks Out on New Safari Privacy Rules, Putting Pressure on Online Advertising Industry
  68. U.S. Bans DeepSeek from Federal Civilian Agency Systems
  69. Copper Supply Gap Widens — BNEF: $332 Billion in New Investment Needed
  70. HSBC CEO: Alternative Routes Could Make Strait of Hormuz 'Irrelevant' Within Five Years
  71. Germany's September PPI Rises 6.7% YoY, Exceeding Market Expectations
  72. Financial Conditions Tightening but Still Loose — Fed Rate Hike Pressure Remains
  73. U.S. Sanctions Five Chinese Entities Linked to Google AI Trade Secret Theft Case
  74. ABB Q3 Orders Beat Expectations; Spends ~$500M to Acquire Stake in Mitsubishi Electric's Low-Voltage Distribution Business
  75. Goldman Sachs, Citi, Nomura: China's Economy Stabilizes Short-Term, but 2025 Sustainability in Question
  76. Volkswagen Bets on XPeng to Save Its China Business, but First Joint Model Sells Only 267 Units per Month
  77. Japan Pledges to Build Chip Fabs in the U.S. at the Cost of Constraining Its Domestic Industry Revival
  78. Intel Claims Monopoly on 12-Inch Indium Phosphide Silicon Photonics Wafer Capacity as Co-Packaged Optics Enters Mass Production Race
  79. Safe-Haven Asset Divergence: Pros and Cons of the Dollar, Swiss Franc, Bunds, and Gold
  80. Iran War Drives Rise of Americas Oil Production, Pressuring OPEC Pricing Power
  81. China Restricts Rare Earth Exports, Japan's Yttrium Stockpile Down to Just Months
  82. Sea Limited CEO: Financial Arm Monee Plans Independent IPO
  83. AI Lending Boom Ignites Credit Default Swap Trading as Insurance Costs for Tech Giants Hit Record Highs
  84. GM Q3 Earnings Preview: Wall Street Expects ~30% YoY EPS Growth
  85. Japan's 20-Year Bond Auction Sees Record Demand with Bid-to-Cover Ratio Hitting 5.84
  86. NDRC: After Q3 Beat Expectations, Recovery Momentum Remains Weak
  87. Deutsche Bank Raises TSMC 2027 Capex Forecast to $84 Billion, Maintains Buy Rating
  88. Asian LNG Spot Prices Surge to Nearly Four-Year Highs
  89. Anthropic and OpenAI Growth Slowing, Pressuring AI Infrastructure Investment Chain
  90. South Korean Government Partners with SK Hynix to Launch 2 Trillion Won Loan Guarantee Program for Chip Suppliers
  91. JPMorgan Recommends "Low-Beta Steepener" Trade, Bullish on Long-Term U.S. Treasury Value
  92. SoftBank Credit Default Swaps Rise to Nearly Four-Year High as AI Financing Pressure Persists
  93. Asia-Pacific Stocks Fall Across the Board on Tuesday; Korean Equities Plunge Over 3.6% as SK Hynix Drops 7%
  94. Micron Taiwan Taoyuan Union Announces Strike in Solidarity with Taichung Union Negotiations
  95. Daiwa, Mizuho Win Fully-Owned Securities Licenses in China; U.S. Peers Still Awaiting Approval
  96. Trump Says U.S.-Mexico Trade Deal Is Close
  97. Bank of Korea Expected to Hold Steady on Oct 22, May Hike Again in November
  98. CCC-Rated Junk Bond Spreads Surge in First Isolated Divergence in 30 Years
  99. CATL's Hong Kong Stock Trades at 41% Premium; Bull-Bear Divergence Intensifies Ahead of Q3 Earnings
  100. U.S. Defense Stocks Plunge Over 30% as Market Prices in Democratic Sweep of Congress