Topic Archive — Page 5 of 54

Every market topic NashNova has published, newest first (5335 total).

  1. U.S. Commerce Department Approves Large-Scale Release of OpenAI's GPT-5.6
  2. Enterprise SSD Demand Drives DDR4 8Gb Contract Prices with Potential 50% Quarterly Increase
  3. NVIDIA Partners with d-Matrix to Launch AI Chip System; AI Cloud Provider Parasail Among First to Adopt
  4. Tech Stock Weighting Doubles as A-Shares Converge Toward U.S. Market Structure
  5. US-Iran Tensions Push Oil Prices and Rate Hike Expectations Higher, Gold Turns Lower
  6. MOMENTA-W Rises 1.83% on Hong Kong IPO Debut, Trading at HK$301
  7. Japan Bank Lending Growth Hits Highest Since COVID
  8. CITIC Securities: Computing Power Oversupply Concerns Are Unfounded; Domestic Computing Power Holds Differentiated Value
  9. Samsung and SK Hynix Leveraged ETFs Nearly All Trading Below IPO Price as Korean Politicians Call for Forced Delisting
  10. Options Market Bets Fed Rate Hike Pricing Is Overdone as SOFR Call Activity Heats Up
  11. Japan's Government Plans to Add "Stable Inflation" Wording to Economic Policy Guidelines
  12. Apple Tests CXMT Memory Chips as China's DRAM Supply Chain Emerges
  13. Meituan Open-Sources LongCat-2.0, Trained Entirely on Chinese Computing Infrastructure
  14. Tesla Cybercab Begins Public Road Testing
  15. Foxconn Chairman: Two of Four AI Customer Segments Still Have Immature Demand
  16. ExxonMobil Q2 Earnings Expected to Rise by Nearly $4 Billion
  17. Samsung Mass-Produces Enterprise SSDs for NVIDIA Vera Rubin
  18. Fed Minutes Due Today as Warsh's Opaque Style Puts Markets on Alert
  19. FCC Denies Telecom Service License to U.S. Firm with Chinese Ownership
  20. U.S. Software Sector Down 21% From a Year Ago as AI Disruption Drives Ongoing Valuation Reassessment
  21. U.S. Military Strikes Iran, Citing Response to Ship Attacks in Strait of Hormuz
  22. xAI and Cursor to Release Joint AI Model as Early as This Wednesday
  23. SpaceX Drops 6.8% on First Day in Nasdaq 100 as Bond Spreads Widen in Tandem
  24. AI Sector Sentiment and Strait of Hormuz Risk Drag U.S. Stocks Lower
  25. Chip Sector Plunges as Traders Bet on Nvidia Rebound
  26. U.S. Chip Fab Revival Faces 157,000-Worker Talent Gap
  27. U.S. Revokes Iran Oil Sanctions Waivers
  28. UBS Sounds Deleveraging Alarm: AI Positions Face Concentrated Unwinding
  29. Siemens Energy Downgrade Drags GE Vernova Lower, Leading Power Equipment Sector Sell-Off
  30. BofA Raises Capex Forecasts for Alphabet, Amazon, and Meta
  31. Meta Launches Muse Image Generation Model
  32. Bond Market Eyes Atlanta Fed Wage Tracker as Rate Hike Expectations Hang in the Balance
  33. Nokia Transforms into AI Data Center Supplier, Stock Surges Nearly 90% Year-to-Date
  34. BlackRock: Private Credit to Play a Bigger Role in AI Infrastructure Financing
  35. EIA Forecasts U.S. Electricity Demand to Hit Record Highs in 2026-2027
  36. Global Central Banks Plan First Net Reduction in USD Holdings in Three Years, Increasing Gold and Euro Allocations
  37. US Stock Intraday Movers: SpaceX Down Over 5%, Rivian Drops 14% on Share Offering
  38. Gold's Three-Year Bull Run Ends as ETF Funds See Nearly $18 Billion in Net Outflows
  39. Ukraine Strikes Russian Refineries, European Diesel Crack Spreads Hit Highest Since April
  40. Microsoft Replaces OpenAI and Anthropic Models in Excel and Outlook with In-House MAI Models
  41. Semiconductor ETF Breaks Below 50-Day Moving Average as AI Valuation Concerns Weigh on Sector
  42. UBS: Market Leadership Broadens as Financials, Industrials, and Healthcare Outperform Semiconductors
  43. Private Equity Exit Backlog Hits Nine-Year High
  44. Citi Raises BOE Technology Target Price to 8.7 Yuan While Downgrading Rating to Neutral
  45. SEC Plans to Propose New Crypto Regulation Rules This Month
  46. NVIDIA Roadshow: Blackwell and Rubin Cumulative Revenue Visibility Exceeds $1 Trillion
  47. Piper Sandler: Oracle Cloud FY27 Revenue May Exceed Expectations
  48. Trump Plans to Lift Turkey Sanctions and Considers F-35 Sale
  49. Inflation Expectations Decline While Real Rates Rise, Keeping U.S. Treasury Yields Elevated
  50. JPMorgan Raises Apple Price Target to $345, Confident in Pricing Resilience
  51. Bernstein: Tencent's Hy3 Model Is Good Enough; Agent Commercialization Is the Key
  52. BOJ Board Member Asada: Need to See Demand-Driven Inflation Before Supporting Rate Hikes
  53. U.S. 1-Year Inflation Expectations Rise to 3.67%, Hitting Over Two-Year High
  54. Goldman Sachs 1-Delta: AI Model Price War Suppresses Momentum Trades
  55. S&P Hits New Highs While Institutional Positioning Drops to Near One-Year Lows
  56. IEA: High Prices Suppress Demand, Global LNG Supply Faces First Contraction in 14 Years
  57. BofA Downgrades Adobe to Underperform as AI Threatens Pricing and Growth
  58. NY Fed President: Falling Energy Prices Improve Near-Term Inflation Outlook
  59. Inspur Electronic's First-Half Net Profit Expected to Surge Over 200%
  60. Analog Devices Completes Acquisition of Empower Semiconductor, Positioning for AI Power Supply
  61. Deutsche Bank: U.S. Private AI Investment Exceeds China's by 20x in 2025
  62. U.S. Trade Deficit Widens 42% to $77.6 Billion in May
  63. Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x
  64. Deutsche Bank: Divergence Between Inflation Expectations and Fed Rate Hike Pricing
  65. UBS Raises KOSPI Target to 9,200: Can Earnings Broaden Beyond Memory?
  66. Short Volatility Trade Becomes Single Point of Failure for U.S. Stocks
  67. Le Pen Cleared to Run in 2027 French Election, French Bond Yields Edge Higher
  68. France Announces Additional €3 Billion in Cuts, Deficit Target Remains Elusive
  69. Ukrainian Drones Devastate Russian Refineries as Russian Bond Yields Surge to 16.62%
  70. Hesai Technology Flagged as U.S. Cybersecurity Risk, NVIDIA Partnership Under Scrutiny
  71. Gao Shanwen, Former Chief Economist of Guotou Securities, Passes Away at 55 Due to Illness
  72. Amazon Plans Dollar Bond Offering to Raise Over $25 Billion
  73. US Tech Volatility Relative to S&P 500 Hits Highest Since 2002
  74. Goldman Sachs: AI Is a Capex Cycle, Upward Pressure on Interest Rates Hard to Fade
  75. BlackRock Launches Nasdaq 100 ETF, Challenging Invesco's Dominance
  76. Morgan Stanley: Five Warning Signs of an AI Rally Inflection Point
  77. Three Departments Jointly Welcome CFETS and HKEX Co-Building Hong Kong Electronic Fixed Income and Currency Platform
  78. Goldman Sachs HALO Strategy Enters Prolonged Battle Phase as Multiple Institutions Raise European Equity Targets
  79. Korean Retail Investors Flock to Chinese AI Stocks, Cambricon Sees Nearly $20M in Net Buying in One Month
  80. AI Capital Rotates into Memory Chips as Mag7 Dominance Unravels
  81. onsemi Divests Two Manufacturing Sites, Expected to Save ~$35M Annually
  82. Micron Stock Drops 6% Premarket as Asian Chip Stocks Slide in Sympathy
  83. Tesla FSD Fatal Crash Driver Charged with Manslaughter
  84. Bitcoin Open Interest Declines, Raising Doubts Over Rally Sustainability
  85. DeepSeek Develops In-House AI Inference Chips to Reduce Reliance on Nvidia and Huawei
  86. China Plans to Restrict Export of Top AI Models; Alibaba, ByteDance Involved in Discussions
  87. Deutsche Bank's Annual WOW Charts: Fiscal and Valuation Concerns Amid the AI Boom
  88. SpaceX IPO Boosts Wall Street Banks' Q2 Trading Revenue Expectations
  89. Tesla Caps Employee AI Tool Usage at $200 Per Week
  90. Luxshare Precision's Hong Kong IPO Priced at Top of Range, Raising Over $3 Billion
  91. Arabica Coffee Futures Surge 18.5% in a Single Day, Marking the Largest Gain Since 2000
  92. Bank of England Plans to Ease Bank Capital Leverage Rules While Warning of AI Financial Risks
  93. Shanghai WAIC Preview: Huawei Computing Cluster Makes First Physical Debut
  94. Oil Prices Retreat to Pre-War Levels Within Four Months
  95. Lockheed Martin and Rheinmetall Sign Deal to Produce ATACMS in Germany
  96. SK Hynix ADR Pricing Approaches as Seoul Stock's 17% Monthly Drop Adds Uncertainty
  97. HSBC Launches Review of Turkey Retail and SME Banking Operations
  98. ECB Requires 110 Banks to Develop AI Cyberattack Response Plans Within Four Months
  99. Urals Crude Falls to $42, Russia's Fiscal Buffer Under Strain
  100. CATL's Flagship Lithium Mine Receives Safety Permit, Set to Resume Operations After Nearly a Year of Shutdown