Topic Archive — Page 50 of 154

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

  1. Volkswagen CFO: No Economically Viable Successor Production Plans for Four German Plants by Early 2030s
  2. India's $13.4 Billion Chip Fund Implementation Details: Up to 50% Design Subsidies, 30% Equipment Subsidies
  3. China Warns Anthropic and Sets Preconditions for U.S.-China AI Dialogue
  4. Saudi Arabia Explores ~$8 Billion in New Loans to Address War-Related Fiscal Pressures
  5. India Q2 GDP Grows 7.8%, Beating Market Expectations
  6. China Dividend Stocks Rise to 11-Year High as Tech Sector Sees Continued Capital Outflows
  7. KKR Sells USI Insurance for $17 Billion, Booking One of the Largest Single-Deal Profits in Private Equity History
  8. Chinese Court Freezes Equity of Nexperia's Four Subsidiaries in China
  9. U.S. Strategic Petroleum Reserve Falls to 1982 Low, Limiting Emergency Response Capacity Amid Iran War
  10. Jackson Hole Symposium: AI May Force Central Banks Back to Opaque Communication
  11. ChatGPT, Reddit, and Roblox Designated as Very Large Platforms by the EU
  12. US Stock Bull-Bear Tug of War: Implied Volatility Collapses, Pain Trade May Point Upward
  13. Horizon Robotics Posts H1 Net Profit of 3.784 Billion Yuan, Turning Profitable as ADAS Market Share Breaks 50% for the First Time
  14. Japan Requests Record ¥8.9 Trillion Defense Budget for FY2026
  15. Huawei Reports Net Profit of 23.427 Billion Yuan for First Half of 2026
  16. TSMC's COUPE Platform Tackles AI Bandwidth Bottleneck via Dual Pathways; Silicon Photonics Market Share to Exceed 50% by 2027
  17. Marvell: Customers to Deploy Scale-Up Optical Interconnect Solutions as Early as 2027
  18. BofA: Global Tin Supply Continues to Underperform Expectations, Market Remains in Tight Balance
  19. Agricultural Commodity Prices Surge Over 13% in August, Marking Largest Monthly Gain in 14 Years
  20. Seven Departments Including MOFCOM Issue Policy to Boost Consumer Goods Spending and Upgrade
  21. Shein Grey Market Trading Drops Over 10% Ahead of Hong Kong IPO
  22. Hong Kong Market Close: Hang Seng Dips 0.07%, Mainland Bank Stocks Hit New Highs, Mainland Property Stocks Tumble
  23. Saylor Hints at Strategy's First Bitcoin Purchase in Two Months
  24. U.S. Plans to Restrict China's Remote Access to Overseas Data Center Chips
  25. SK Hynix Evaluates Intel Foundry for HBM Base Die Production
  26. Huachuang's Zhang Yu: Six Dimensions of Impact from New Property Policies — Land Revenue and Loan Disbursement Both Under Pressure
  27. China's MIIT: Exploring First-Purchase Model to Boost Procurement of Large Language Models and AI Agents
  28. Nasdaq 100 Still 4% Below All-Time High, Underperforming S&P 500 for Ten Months
  29. Japan's METI Requests Record-High Budget of ¥7.8 Trillion
  30. MiniMax Surges Over 19% as H3 Max Video Generation Speed Exceeds Playback Speed
  31. MOBIC Turns Profitable with 612M Yuan Net Income, Divergence Widens Among China AI Chip Stocks
  32. Waller's Rate Hike Expectations Weigh on Emerging Markets, MSCI EM Index Falls 1.4%
  33. Financial Stability Board Warns: AI Cyber Risks Threaten Global Financial Stability
  34. Kingboard Laminates Raises CCL Prices Again as Fiberglass Cloth and Copper Foil Shortages Intensify
  35. Soitec Secures Multi-Year AI Photonics Wafer Contracts, Raises Photonics SOI Revenue Target to Over $200 Million
  36. Jane Street's AI Bet Backfires, Losing $15 Billion in Trading Revenue in a Single Month
  37. Cronos Halts Blockchain as Lending Platform Tectonic Hit by $75M Price Manipulation Attack
  38. China's Coking Coal Futures Surge ~46% in August, Posting Largest Monthly Gain Since Contract Inception
  39. Iranian Drones Strike UAE Air Base, Asian Refiners Shift to Argentine Crude
  40. Energy Storage Demand Drives Lithium Price Rally, Major Lithium Miners See Profits Surge in H1
  41. Goldman Sachs: Carry Trade Expected to Deliver Best Performance Since 2010 This Year
  42. Broadcom Q3 Earnings Preview: Can Custom AI Chips Support the 84% Revenue Growth Expectation?
  43. Bessent Dismisses Treasury Market Turmoil Narrative, Claims U.S. Treasuries Are World's Best Performers This Year
  44. Middle East Missile Strikes Push Brent Crude Back Above $90
  45. Barclays: Fed Expected to Hike 25bps Each in September and December Following Waller's Hawkish Remarks
  46. OpenAI GPT-6 Internal Demo Leaked Ahead of Thursday Launch
  47. Extreme Heat Devastates Europe: Over 35,000 Excess Deaths, GDP Could Be Dragged Down by 0.2 Percentage Points
  48. Global Natural Gas Asset M&A Rises to Decade High
  49. Crypto Project Token Buybacks Hit Record $640 Million This Year
  50. Swiss Parliament Advances Compromise on UBS Capital Regulation
  51. SoftBank's Data Center Subsidiary Issues $5.5 Billion in Warrants to OpenAI
  52. Goldman Sachs Doubles Diesel Crack Spread Forecast as Wars Disrupt Global Refining Capacity
  53. Shenzhen Longsys Storage Files for Hong Kong IPO, Seeking to Raise Up to Approximately HK$8 Billion
  54. China Legislates Mandatory Security Census of Military Supply Chains, Effective October
  55. First Fully AI-Generated Long-Form Drama Airs on Satellite TV, Mango Excellent Media Hits Daily Limit as Media Sector Rallies
  56. Tariff Refunds Combined with AI Boom Drive U.S. Corporate Profits to Five-Year High
  57. JGB Yields Climb as Calls Grow for GPIF to Boost Japanese Bond Holdings
  58. Warsh's Hawkish Stance Combined with Fiscal Pressures Widens U.S.-China Bond Market Divergence
  59. Musk's SpaceX Builds Own Turbine Blade Factory, Targeting AI Power Bottleneck
  60. Wall Street Momentum Trade Unravels Sharply, Posting Worst Quarterly Underperformance in 25 Years
  61. China's Big Three Airlines Post Combined H1 Loss of ¥8.2 Billion as Fuel Costs Surge 35%-38%
  62. Goldman Sachs Derivatives Desk: Strong Call Option Demand, Recommends Staying Long Gold
  63. Bessent Calls Yen Moves "Orderly"; September BOJ Meeting Becomes the Real Line of Defense for Exchange Rates
  64. China's August Official Manufacturing PMI Rebounds to 49.8, Non-Manufacturing Holds Steady at 49
  65. Goldman Sachs: Tencent's Hunyuan Hy4 Achieves Generational Leap, Maintains Target Price of HK$670
  66. China A-Share Major Indices Open Lower as Real Estate Stocks Hit Limit Up
  67. MSCI Quarterly Rebalance to Test India's New Closing Auction Mechanism
  68. CITIC Securities: Maintains Forecast of No Rate Action in September Despite Warsh's Hawkish Remarks
  69. Multiple Wall Street Firms: Commodities Valuations Relative to U.S. Equities Hit 50-Year Lows
  70. Nikkei 225 Drops 2.2% Led by Chip Stocks
  71. OpenAI Bulk-Purchases Macs for AI Reinforcement Training, Apple Mac Revenue Jumps 29% in Single Quarter
  72. Nvidia Supplier Unimicron Investigated by Taiwan Prosecutors for Allegedly Relabeling China-Made Components as Taiwan-Origin
  73. China Resources Land Posts H1 2026 Net Profit of RMB 9.84 Billion with Contracted Sales of RMB 116.5 Billion Ranking Third in the Industry
  74. Bessent Urges G20 to Reassess Trade Terms with China
  75. Iran Attacks U.S. Troops Stationed in Jordan; Most Missiles Intercepted
  76. U.S. Military Strikes Iran's Larak Island, IRGC Vows Retaliation
  77. Trump Urges Canadian Companies: Move to the U.S. to Avoid Tariffs
  78. Big Tech's AI-Related Paper Gains Exceed $160 Billion, Sparking Earnings Quality Debate
  79. Trump Plans to Replenish U.S. Strategic Petroleum Reserve with Venezuelan Crude; Technical and Funding Hurdles Remain
  80. Morgan Stanley: After Waller's Jackson Hole Speech, Balance Sheet Runoff May Become the Fed's Second Policy Tool
  81. Gold Bulls Shift to Exotic Options and Spread Strategies to Bet on Rally
  82. U.S. and Venezuela Sign 25-Year Oil Agreement Targeting 1.5 Million Barrels Per Day With Over $100 Billion in Investment
  83. China Eastern Airlines Reports H1 Loss of 2.179 Billion Yuan, Widening 52.3% Year-over-Year
  84. ECB Fears Political Interference with Dollar Swap Lines, Rifts Emerge at Jackson Hole
  85. TSMC Rumored to Raise Prices 10–15% Across All Process Nodes; Wall Street Sharply Raises Price Targets
  86. PetroChina Reports H1 Net Profit of 103.9 Billion Yuan, Up 22% YoY
  87. AI Data Centers Face Community Pushback, Investors Confront "Permitting Bottleneck" Risk
  88. OpenAI Reportedly Completes Pre-Training of 10-Trillion-Parameter Model 'Bel'
  89. LONGi Green Energy's H1 Net Loss Widens to 3.68 Billion Yuan as Industry Winter Drags On for Over Two Years
  90. G7 Bond Yields Rise, Additional Debt Costs Across Nations Already Reach $16 Billion
  91. Key Events Next Week: China PMI, U.S. Nonfarm Payrolls, Waller Speech, Tesla Cybercab Launch
  92. Global Humanoid Robot Shipments to Exceed 22,000 Units in H1 2026
  93. Bessent: Disorderly Yen Moves Could Roil Global Markets
  94. Sony and Warner Sue Anthropic for Copyright Infringement, Seeking Hundreds of Millions in Damages
  95. Nvidia Bets on Robotics Physical AI, China Emerges as Key Customer
  96. JPMorgan: AI Supply Chain Boom Spreading to Packaging, PCB, and MLCC — Bottlenecks Continue to Migrate
  97. Intel 14A Process Defect Reduction Rate Hits Best Since 22nm
  98. Barclays: Cloud Providers Take $35-41 for Every $100 of AI Model Company Revenue
  99. Fitch Maintains France's A+ Rating, Warns Widening Deficit Could Still Trigger Downgrade
  100. Baidu Intelligent Cloud Splits Platform Product Division, Agent Business Becomes Independent Unit