Topic Archive — Page 5 of 112

Every market topic nashnova has published, newest first (11140 total).

  1. Anthropic's Fable 5.1 Tops Benchmarks, Widening Gap with Chinese Models
  2. Berkshire Energy CEO: Serving Hyperscale Data Centers Requires Meeting Three Prerequisites
  3. Microsoft Executive: AI Storage Bottleneck Is a Systems Problem, Adding Capacity Won't Solve It
  4. Berkshire CEO: Rising JGB Yields Won't Affect Holdings in Japan's Five Major Trading Houses
  5. Berkshire CEO Abel: Google Is a Key AI Player, Holdings Increased in Q2
  6. JPMorgan: 5% Treasury Yield Could Trigger Knee-Jerk Stock Market Reaction
  7. European and UK Bond Selloff Continues, UK 10-Year Yield Hits 18-Year High
  8. Tesla China-Made EV Sales Growth Plunges to 3.6% in August
  9. Vertiv Acquires UIG for $1.45 Billion, Expanding into Full-Chain Power Supply for AI Data Centers
  10. Iran War Drags On for Six Months, Suspense Over Fed September Rate Hike Intensifies
  11. Hengrui Medicine's Oral GLP-1 Drug HRS-7535 NDA Accepted by China's NMPA
  12. Broadcom's AI Chip Business Sees Rising Customer Concentration as Competitive Landscape Grows Complex
  13. U.S. Secures Access to Venezuela's 65 Billion Barrels of Oil Reserves; Chevron to Invest Over $7 Billion in Five Years
  14. Euro Falls to Two-Week Low as Demand for Options Protection Posts Longest Streak Since 2017
  15. Pan Gongsheng Responds at G20: China Does Not Deliberately Pursue Trade Surpluses, Committed to Expanding Domestic Demand
  16. U.S. National Debt Surpasses $40 Trillion as Borrowing Costs Hit Nearly 20-Year Highs
  17. TSMC's Quarterly Equipment Procurement Demand Nearly Doubles from Beginning of Year
  18. Tesla to Host Cybercab Launch Event in Austin
  19. Micron and SanDisk Propose New Memory Architectures to Challenge HBM
  20. German Cabinet Approves €10 Billion Income Tax Reform
  21. Strait of Hormuz Attack Kills Two Filipino Crew Members, Disrupting Supply for Indian Refiners
  22. PBOC Net Injects 500 Billion Yuan via Government Bond Operations in August
  23. U.S. Diesel Prices Rise to April Highs as Two-Front Wars Squeeze Global Supply
  24. FTSE China A50 Adds AMEC and Shengyi Technology, Removes Muyuan and Wanhua
  25. OpenAI Turns Cautious Ahead of IPO While Anthropic Loosens Safety Restrictions to Win Clients
  26. ECB Warns: U.S. Tech Giants' Surge Into Euro Bond Market May Push Up Global Borrowing Costs
  27. Korea's Foreign Exchange Stabilization Fund Absorbs SK Hynix's $20 Billion, Korean Won Surges Over 12% in Two Months
  28. Samsung, SK Hynix, and Micron Reach Consensus: 2.5D HBM Hitting Performance Ceiling, 3D Stacking Emerges as Breakthrough Direction
  29. TSMC Executive: 3D IC Software and Substrates Are Critical Gaps in the Supply Chain
  30. Shein Drops Over 5% on Second Day of Hong Kong Trading, IPO Valuation Down More Than 70% from Peak
  31. Goldman Sachs Raises Dell Target Price to $570 as AI Server Orders Surge to $60.9 Billion in a Single Quarter
  32. Bessent's Intervention in Treasury Market Backfires — Analysts: Any Move Must Be a Knockout Blow
  33. Goldman Sachs Silicon Valley AI Survey: Data Moats and Workflow Control Define Corporate Competitive Advantages
  34. BeiGene Reaches Drug Price Reduction Deal with U.S. Government, Commits to Most-Favored-Nation Pricing for All New Drugs
  35. NVIDIA and Micron to Invest Over NT$4.4 Trillion in Taiwan
  36. Bundesbank President: 2026 GDP Growth Could Reach 1%
  37. Hong Kong Court Denies Evergrande's Hui Ka Yan Request to Pay Legal Fees from Seized Assets
  38. Deutsche Bank: Gold Selling Pressure Nearing Exhaustion, Hawkish Fed Impact Limited
  39. Altman: OpenAI Will Delay IPO If RSI Arrives Early, Warns Against Revenue-Less Compute Expansion
  40. TSMC Moves into Kaohsiung Baipu Industrial Park, Building Advanced Packaging Supply Chain Cluster
  41. AMEC Unveils 6 Chip Manufacturing Tools in a Single Day, Accelerating Expansion from Etching to Full Product Portfolio
  42. Dow Falls Below 50-Day Moving Average for First Time in Five Months as Technical Signals Turn Bearish
  43. CITIC Securities: Three Factors Drive Developed Market Bond Yield Surge, Hong Kong Dividend Stocks Relatively Favored
  44. PwC: Global Data Center Spending to Reach $31.6 Trillion by 2050
  45. Employment Data May Further Complicate the Fed's September Rate Hike Decision
  46. China's SAFE Approves $6.8 Billion in QDII Quotas, Greenlighting Funds for Overseas Stock Investment
  47. Asian Stocks Follow Wall Street Lower as South Korea's KOSPI Plunges 3.8%
  48. Google Accelerates Custom AI Chip Release Cadence, Supply Chain Pressure Rises in Tandem
  49. Global Smartphone Q2 Shipments Drop 15.4% YoY, Expected to Fall Another 20% in H2
  50. Taiwanese Companies Announce Additional $20 Billion Investment in the U.S.
  51. HK Stocks Midday Review: Hang Seng Index Falls 0.96% as Gold, Container Shipping, and Auto Stocks Decline in Tandem
  52. China's National Social Security Fund Doubles Overseas Investments to 580 Billion Yuan in Three Years
  53. RBNZ Hikes Rates for Second Consecutive Time as Global Central Banks' "Higher for Longer" Narrative Returns to Center Stage
  54. Hugging Face Robot Sells Out, Rockchip Surges 15% on A-Shares
  55. Minimax Surpasses Alibaba and Tencent to Become Top Pick of Southbound Funds in Hong Kong
  56. Savings Contraction Meets AI-Driven Leverage: Global Capital Imbalances Push Long-End Rates Higher
  57. NVIDIA Partner GMI Cloud's Asia GPU-Backed Loan Oversubscribed
  58. Copper Prices Fall for Two Consecutive Days as Rising Oil Prices Heighten Inflation Concerns
  59. Unitree Robotics Down Over 50% from Peak, Valuation Still 100x That of Peers
  60. BOJ Hawkish Board Member Hajime Takata: Rate Hikes Should Be Pursued Flexibly
  61. UBS: AI Profit Inflection Point for China's Internet Giants Still 2-3 Years Away
  62. Nvidia in Talks to Acquire AI Platform Hugging Face for Approximately $14 Billion
  63. Apple M6 to Debut on 2nm Process, M5 Ultra Adopts Quad-Die Package
  64. Kazuo Ueda: September Meeting to Assess Economic Trends and Inflation Risks
  65. AI and Domestic Substitution Drive Fastest Profit Growth in Four Years for Chinese Listed Companies
  66. SK Hynix Q2 Silicon Wafer Procurement Surges 104% QoQ, Gearing Up for HBM Capacity Expansion
  67. South Korea's August CPI Rises 3.1% YoY, Core Inflation Hits Three-Year High
  68. Soybean Futures Hit Near Three-Year High as U.S. Biofuel Exemption Policy Delivers Unexpected Bullish Boost
  69. JPMorgan: AI Infrastructure Could Cost $5.5 Trillion by 2030; Bond Market Can Absorb the Debt Wave
  70. API: U.S. Crude Oil Inventories Fell by 2.6 Million Barrels Last Week
  71. Iran Announces Retaliatory Military Action Against the U.S.
  72. Palantir Wins U.S. Army Contract to Deliver 8 AI-Powered TITAN Ground Station Systems
  73. Google's New AI Model Gemini 3.8 Flash Closes Gap with Anthropic in Coding Capabilities
  74. $40 Billion ETF Rotation: Foreign Investors Dodge U.S. Dividend Withholding Tax
  75. MongoDB Q2 Revenue Up 30%, RPO Surges 91% with FY2027 Guidance Issued
  76. GitLab Q2 Revenue of $286.3M Beats Expectations, EPS Reaches $0.24
  77. Dell Posts Record Q2 Revenue and Significantly Raises Full-Year Guidance as AI Server Demand Exceeds Expectations
  78. Big Tech Underperforms S&P 500 Over 90% of the Time in 2026; Barclays Points to Valuation Compression as Key Driver
  79. Palo Alto Networks Q4 Revenue of $3.41B Beats Expectations, EPS Reaches $1.02
  80. Credo Technology Q1 Revenue Hits $479M, Doubling YoY, EPS Beats Expectations
  81. OpenAI's First 'Critical' Cybersecurity-Level AI Model Astra Set for Public Release
  82. Bitcoin ETFs Attract $3.5 Billion in a Single Month, Facing Resistance at $80,000
  83. U.S. Congress Passes Stopgap Funding Bill and Sends It to Trump, Averting Government Shutdown Threat
  84. SEC Proposes Expanding Retail Investor Access to Private Markets
  85. Drivers Behind the Long-End Treasury Selloff: Inflation Is Not the Main Culprit
  86. Musk: AI Could Boost Global Economic Growth by 20%-30%, with 1 Billion Humanoid Robots Within a Decade
  87. Oil Prices Up 51% YTD, Global Bond Yields Hit Multi-Decade Highs
  88. AstraZeneca and Hutchmed's Phase III Trial for Lung Cancer Combination Therapy Meets Primary Endpoint
  89. Anthropic Reverses Data Retention Policy, Introduces Enterprise-Grade Security Alternative
  90. Kremlin: Putin, Xi, and Trump May Hold Trilateral Meeting at APEC Summit
  91. Berkshire CEO Abel to Make Rare TV Interview Appearance
  92. Adobe Q3 Earnings Expected to Beat Estimates, but Analysts Still Worry About Long-Term Growth
  93. HPE Q3 Earnings Preview: Wall Street Expects EPS of $0.93 and Revenue of $11.96 Billion
  94. S&P Global Considers Spinning Off Capital IQ Data Platform
  95. UK Borrowing Costs Surge, Fiscal Headroom Halved to Around £12 Billion
  96. JGB Yields Hit 3%: Corporates Shift to Fixed Rates as Japan's Fiscal Pressure Surges
  97. U.S. Military Strikes Iran's Revolutionary Guard Again, Oil Prices Surge Over 4%
  98. Japanese Corporate Pensions Accelerate Shift Back to Domestic Bonds, Allocation Appetite Strongest Since 2008
  99. Analysts Bullish on Snowflake Q2 Earnings as AI Demand Drives Consumption Acceleration
  100. Tesla FSD Suspected to Have Been Active in Fatal Illinois Crash
Topic Archive — Page 5 · nashnova