Topic Archive — Page 50 of 113

Every market topic nashnova has published, newest first (11211 total).

  1. Japan's Noetra Partners with Sony, SoftBank and 44 Companies to Advance Sovereign AI, Plans to Deploy ~27,500 NVIDIA Rubin GPUs
  2. U.S. Rare Earth Race Squeezes European Allies
  3. Rupee Nears Record Low as RBI Intervention Intensity Comes Under Spotlight
  4. BlackRock: AI Financing to Spawn a Compute Power Futures Market
  5. Fed Rate Hike Expectations Weigh on Industrial Metals, Triggering Broad Decline
  6. Yen Bears Shrug Off Japan's Finance Ministry Warnings as Exchange Rate Hovers Near 40-Year Lows
  7. Mitsubishi Electric Plans to Merge Power Chip Business with Rohm and Toshiba
  8. China's Big Three Airlines Warn of Combined H1 Losses Exceeding RMB 9 Billion
  9. JPMorgan: A-Share AI Pullback Is Deleveraging, Not a Bubble Burst
  10. JPMorgan: Corning Overvalued with Zero Margin for Error Ahead of Earnings
  11. Chip Stocks Drag Asian Markets Lower as Oil Posts Weekly Gain of Over 11%
  12. China Passenger Car Sales Drop 20% in H1; Export Surge Meets Trade Barriers
  13. Major U.S. Banks Cut Over 10,000 Jobs in Q2, Marking Largest Quarterly Decline in Six Years
  14. South Korea Plans Legislation to Allow SK Hynix to Bring in External Investors for New Fab Construction
  15. Australia Strips Voting Rights from China-Linked Shareholders in Rare Earth Miner
  16. Rising AI Inference Demand Drives CPU Recovery, TSMC Benefits Across Architectures
  17. Kioxia's Market Cap Halved from Peak as AI Selloff Hammers Japan's Memory Stock
  18. China AI Stocks See Earnings Surge Over 1,000-Fold, but Lofty Expectations Cap Rebound Potential
  19. Memory Chip Shortage Intensifies as Suppliers Raise Prices and Lock in Long-Term Contracts
  20. Spring Capital's Fred Hu: Finance Is China's Biggest Weakness
  21. SpaceX's First Post-IPO Starship Launch Aborted, After-Hours Stock Price Drops Over 4%
  22. China Bets on Accelerated National Infrastructure to Stabilize Growth, Reducing Likelihood of Large-Scale Stimulus
  23. Fed Vice Chair Jefferson: Policy Stance Is Appropriate, Will Consider Rate Hikes If Inflation Doesn't Cool
  24. Nadella Slams Anthropic's Fable Restrictions: 'Makes No Sense'
  25. PayPal Board Rejects $53 Billion Takeover Bid
  26. Netflix Cuts Frequency of Engagement Data Disclosure, Investors Fear Flywheel Stalling
  27. CXMT IPO Lottery Win Rate of 0.4714% Sets STAR Market Record
  28. Philadelphia Semiconductor Index Nears Bear Market as Capital Accelerates Rotation Out of Chip Sector
  29. Nvidia GPU Supply Crisis Forces Cloud Providers to Ration Capacity
  30. Netflix Q2 Revenue Up 13% in Line with Expectations; Q3 Guidance Falls Short of Market Consensus
  31. Nearly 80 S&P 500 Companies Report Earnings Next Week, Led by Alphabet and Tesla
  32. Deutsche Bank Warns the Fed: AI Productivity Dividend May Be Overestimated
  33. Atlanta Fed GDPNow Raises U.S. Q2 Growth Forecast to 1.7%
  34. Berkshire Q2 Buyback Scale Estimated at $5–11 Billion
  35. Moonshot AI Officially Launches Kimi K3: World's Largest Open-Source Model with 2.8 Trillion Parameters
  36. Iran Orders Houthi Rebels to Prepare for Red Sea Oil Route Blockade
  37. New Mexico Rejects Oracle Data Center Natural Gas Pipeline Permit for Second Time
  38. Montage Technology's H1 Net Profit Expected to Surge Up to 81%; Plans Up to 600M Yuan Buyback and Responds to South Korea Investigation
  39. Morgan Stanley Wealth Management Records All-Time High Net New Assets
  40. BofA Warns: Stock vs. Index Volatility Spread Approaching Dot-Com Bubble Extremes
  41. Wall Street Estimates Micron's Peak EPS in the AI Cycle
  42. Record Inflows Into EWY as Investors Use ETF as Proxy to Gain Exposure to SK Hynix
  43. T. Rowe Price Launches First Multi-Token Actively Managed Crypto ETF
  44. Google's Flagship AI Model Gemini 3.5 Pro Faces Launch Delay
  45. Citadel Securities Invests $400M in Crypto.com at $20B Valuation
  46. U.S. Crypto Regulatory Bills in Limbo, Coinbase Outlook Uncertain
  47. Goldman Sachs Cuts Global PC Shipment Forecast, Projecting 14% Decline in 2026
  48. Kansas City Fed's Schmid: Food Prices Should Be Included in Core Inflation
  49. Dallas Fed President Logan Calls for Moderate Rate Hikes
  50. Morgan Stanley: Microsoft's Generative AI Leadership Is "Clear"
  51. Percentage of S&P 500 Stocks Above 200-Day Moving Average Rises to Highest Since February
  52. Bank Stock Repo Positions Hit Record Highs as Hedge Funds Drive Leverage
  53. XPENG MONA L03 Launches Globally, Flying Car Set for Mass Production This Year
  54. Houthi Rebels Threaten to Target Saudi Oil Facilities
  55. Cooling Inflation Data Prompts Bond Traders to Unwind Fed Rate Hike Bets
  56. Huang Jensen Denies Delay Rumors, Nvidia Stock Falls 3%
  57. GLD Gold ETF Sees Net Redemptions Exceeding $14.4 Billion
  58. Visa Launches Enterprise Platform for Stablecoin Minting and Management
  59. Morgan Stanley: AI Bottleneck Shifts from Computing Power to Storage
  60. Xiaomi Releases Embodied Foundation Model, First Systematic Verification of Robotics Scaling Law
  61. U.S. 1-Year Inflation Swap Falls Below the Fed's 2% Target
  62. U.S. Imposes 25% Tariffs on Brazil
  63. U.S. July Homebuilder Confidence Index Drops to 34, Staying Below 40 for 15 Consecutive Months
  64. U.S. June Pending Home Sales Index Plunges 5.4%, Far Exceeding Expectations
  65. Three-Decade Treasury Bull Hoisington Turns Bearish
  66. Bank of America CEO Moynihan Warns of AI Model Security Risks
  67. Moscow Court Dismisses Euroclear Appeal, Upholding $233 Billion Claim
  68. JPMorgan Upgrades BlackRock to Overweight; Q2 Net Inflows Reach $868 Billion
  69. Apple OLED iPad Mini Could Launch as Early as This Fall
  70. JPMorgan: Strategic Deleveraging in Equities and ETFs Continues, Posing Short-Term Headwinds
  71. IDF and Oaktree Capital Invest $1.7 Billion in Bloom Energy Fuel Cells
  72. Micron Signs Long-Term AI Automotive Chip Supply Agreements with Qualcomm and Others
  73. Franklin Templeton Trims AI Positions, Shifts to Overweight Chinese Internet Stocks
  74. KBW Bank Index Hits All-Time High, Valuations Reach Post-Financial Crisis Peak
  75. TSMC Earnings Fail to Boost AI Stocks as U.S. Futures Decline
  76. U.S. July Philadelphia Fed Manufacturing Index Jumps to 41.40
  77. U.S. Initial Jobless Claims Unexpectedly Drop to 208,000
  78. Hormuz Disruption Set to Cause Sharp Contraction in Most Gulf Economies This Year
  79. U.S. June Retail Sales Rise 0.2% MoM, In Line with Expectations
  80. Tesla Stock Dips Slightly as NTSB Preliminary Report Clears FSD of Blame
  81. State Street Q2 Net Income Surges 56%, AUC/A Reaches $57.86 Trillion
  82. EU Forces Google to Open Up to AI and Search Competitors
  83. BofA Raises JPMorgan Price Target to $420
  84. Moore Threads Expected to Post Over 135% YoY Revenue Growth in H1
  85. Eurozone May Trade Deficit Hits Largest Since April 2023
  86. Middle East Sovereign Debt Spreads Hit Nearly Four-Year Highs
  87. Hygon Information's First-Half Net Profit Expected to Surge Over 40%
  88. European Investors Signal Pullback from U.S. Stocks as Japan Net Sells $15 Billion in May
  89. Merck's Oral Cholesterol-Lowering Drug Lipfendra Approved by U.S. FDA
  90. GE Aerospace Raises 2026 EPS Guidance to $7.65–$7.85
  91. Ukrainian Drones Strike Over 20 Russian Oil Tankers in the Black Sea
  92. Iraq's Basra Crude Oil Loading Suspended Due to Drone Attack
  93. U.S. Sanctions Iranian Central Bank Crypto Wallets, Tether Freezes $131 Million USDT
  94. Deutsche Bank: Commodities Enter a New Repricing Cycle
  95. Deutsche Bank: Ex-China Rare Earth Premium Could Widen to 10x
  96. US Lawmakers Push to Ban Purchases of CXMT and YMTC Chips
  97. UnitedHealth Q2 Beats Expectations by Wide Margin, Raises Full-Year EPS Guidance
  98. Southbound Funds Net Bought HK$5 Billion as Tech and Large Model Stocks Gained Favor
  99. SpaceX's First Starship Test Flight After IPO: 13th Launch Attempt
  100. A-Share Fund Companies' Self-Purchases of Equity Funds Reach 3.2 Billion Yuan This Year
Topic Archive — Page 50 · nashnova