Topic Archive — Page 53 of 113

Every market topic nashnova has published, newest first (11206 total).

  1. China's Jan-Jun Real Estate Development Investment Falls 18% YoY
  2. China's June Retail Sales of Consumer Goods Rise 1% YoY
  3. North America Investor Roundtable: TSMC CapEx, Memory LTAs, AMD Investor Day Expectations
  4. GPT-5.6 Cracks 50-Year Math Problem, Claude Opus 5 Revealed Shortly After
  5. June Residential Prices in First-Tier Cities Rise MoM, While Second- and Third-Tier Cities Decline or Stay Flat
  6. Top 5 U.S. Banks Collectively Cut Q2 Loan Loss Provisions; Goldman Sachs Leads with 73% Drop
  7. U.S.-Iran Conflict Escalates, Brent Crude Rises to $86
  8. CICC: Rising Risk of Fed "Preemptive Rate Hike"
  9. SK Hynix Surges Over 11% in a Single Day as Asian Tech Stocks Rally in Tandem
  10. CoreWeave Explores Shorting Storage Stocks to Hedge Long-Term Contract Price Risk
  11. South Korea's Southwestern Chip Cluster Power Supply Accelerates, Samsung and SK Invest Over 896 Trillion Won
  12. Huawei Atlas 950 SuperPod Makes Its Debut at WAIC 2026
  13. Google Partners with Cypress Creek to Build America's Largest Solar Project
  14. CXMT Strategic Placement of 1.667 Billion Shares: Xiaomi, Meituan, Tencent Among Investors
  15. China's Q3 Government Bond Issuance Expected to Hit Record, PBOC May Ramp Up Liquidity Support
  16. Japan's Manufacturing Sentiment Holds Steady, Buoyed by Strong Chip Demand
  17. U.S. Opens AI Chip Exports to UAE in Exchange for Military Cooperation
  18. SpaceX Stock Falls to Just $1 Above IPO Price
  19. OpenAI Rebuts Apple's Trade Secret Lawsuit
  20. GPT-5.6 Sol Autonomously Deleted Files; OpenAI System Card Had Already Flagged the Risk
  21. China Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policies Likely to Remain Restrained
  22. AI Data Center Construction Surges 23%, Masking Contraction in Other U.S. Building Sectors
  23. Altman Warns GPT-5.6 Sol May Face Scaling Failures
  24. OpenAI's First Hardware Product Will Be a Smart Speaker
  25. Largest U.S. Power Grid Faces Third Consecutive Supply Shortfall as AI Demand Pressure Persists
  26. Nasdaq Leads U.S. Stocks Higher with 0.9% Gain as Mild CPI Eases Rate Hike Expectations
  27. Morgan Stanley Q2 Earnings Preview: EPS Expected at $2.93, Wealth Management in Focus
  28. Latest May Data on U.S. Treasury Holdings by China, Japan, and the UK
  29. Morgan Stanley's Top 3 Stock Picks Ahead of Q2 Earnings Season
  30. XLK Technology ETF Posts Worst 10-Day Relative Performance Since 2002
  31. Fed's Bowman: Banks Should Decide Their Own AI Innovation
  32. HCA Surgical Volumes Decline, Medical Device Sector Sells Off
  33. IBM Warning Sparks Debate Over SaaS Disruption, Divergent Interpretations Emerge
  34. Lucid Stock Plunges 55% Intraday Triggering Circuit Breaker; Company Hires Restructuring Advisor to Evaluate Privatization and Bankruptcy
  35. IBM Earnings Warning Unexpectedly Boosts Cybersecurity Stocks, CrowdStrike Surges Over 10%
  36. Wall Street Banks: AI Capex Super Cycle Drives M&A and Financing
  37. SK Hynix ADR Premium Widens to 46% as Options Launch Fuels Volatility
  38. China Bans Helium Exports, Adding New Pressure to Global Supply Chains
  39. Barclays Initiates Coverage on SK Hynix US ADR with $330 Target, Implying Nearly 100% Upside
  40. Mizuho Downgrades Circle to Underperform, Slashes Target Price to $50
  41. H200 Shipments to China Remain Minimal, Nvidia's China Revenue Still Hard to Predict
  42. KeyBanc Raises AMD Price Target to $725, Implying 28% Upside
  43. Brent Term Structure Flips to Backwardation as Iran Tensions Elevate Supply Risks
  44. UBS: Gold Enters the Strongest Seasonal Phase of the Year
  45. DeepSeek Plans $1.5 Billion Fundraise and Prepares for IPO
  46. Waller: AI Has Not Triggered Mass Layoffs, Productivity Has Improved
  47. U.S. Commerce Department Officials: Chip and AI Regulatory Actions Are Imminent
  48. Susquehanna: Intel, AMD Prioritize Server CPU Supply, Older Chips Flow into New PCs
  49. BofA Bull & Bear Indicator Rises to 9.4, Warning of Limited Upside in Summer Rally
  50. US and UK Push for Regulatory Alignment on Tokenized Finance
  51. OpenAI's IPO Window Is Narrowing: Damned If It Rushes, Damned If It Waits
  52. Morgan Stanley: Broadcom Remains a Core AI Beneficiary; MediaTek Competition Won't Change the Landscape
  53. Dimon Slams Regulators Over 'Fictional' Capital Requirements, Says Rules Unfair to JPMorgan
  54. Dimon: Succession Timeline Unchanged, Barnum Gets Strong Endorsement
  55. Data Center Operator Switch Prepares for IPO with Valuation Up to $80 Billion
  56. Bank of England Governor: AI Bubble Burst Would Hit the UK and Trigger Interest Rate Response
  57. Morgan Stanley: $200 Price Hike for iPhone 18 Pro as Base Case Scenario
  58. Analysts Warn: The 2% Inflation Target May Become History as Higher Inflation Becomes the New Normal
  59. BlackRock Q2 Earnings Preview: Wall Street Expects EPS of $12.65
  60. Waller: Balance Sheet Adjustments Will Be Well-Telegraphed, Working Group Expected to Reach Conclusions by Year-End
  61. JPMorgan CEO: AI Has Cut Some Roles by 40%, but Won't Reduce Overall Operating Costs
  62. Memory Market Up 11x in a Decade: Can the AI Cycle Break the Five-Year Curse?
  63. ZTE Subsidiary Approved to Purchase Nvidia H200 Chips
  64. Nvidia in Talks with Mitsubishi Heavy Industries on AI Data Center Cooling and Power Supply Collaboration
  65. U.S.-Iran Locked in War of Attrition as Trump Shifts Iran Strategy for the Third Time
  66. US Trade Representative: Will Not Allow Europe to Dominate Regulation of American Tech Companies
  67. Uber Reportedly in Talks to Acquire Food Delivery Giant Delivery Hero
  68. Hormuz Escalation Pushes Euro-American Fuel Market Stress to Record Levels
  69. HSBC Downgrades Arm: CPU Narrative Overstretched
  70. JPMorgan: Memory Stock Pullback Is an Expectation Reset, Not a Cycle Reversal
  71. U.S. June CPI at 3.5% YoY Misses Expectations, First Monthly Decline in Six Years
  72. Buffett Initiates Full Divestiture: Converting Class A Shares for Donation, Plans to Dispose of All Berkshire Holdings Within ~8 Years
  73. ECB Selects 36 Institutions to Participate in Digital Euro Pilot
  74. BIS Warns: Debt-Driven AI Investment May Replay Historical Bubbles
  75. US Pre-Market: IBM Plunges 19%, Goldman Sachs Bucks the Trend
  76. Citi Q2 Revenue Hits $24.8B, EPS Beats Expectations Across the Board
  77. Morgan Stanley and Two Other Firms Raise Tesla Price Targets, but Stock Remains Under Pressure
  78. Emerging Market Bonds Outperform U.S. Treasuries as Carry Trade Heats Up
  79. U.S. Treasury Yields Hit Multi-Year Highs as Rate Hike Probability Surges
  80. NVIDIA Rubin Chip Slightly Delayed Due to Thermal Issues, Mass Production Starting July
  81. Goldman Sachs Q2 Net Revenue Hits $20.3B, EPS Significantly Beats Expectations
  82. Hormuz Strait Tensions Threaten Fertilizer, Aluminum, and Helium Supplies
  83. TS Lombard: The Fed Is Behind the Curve and Should Raise Rates to Curb the AI Bubble
  84. IBM Q2 Results Miss Expectations, Stock Drops 14% in Pre-Market Trading
  85. Bank of America Q2 Beats Expectations Driven by Net Interest Income and Investment Banking
  86. German Economy Shows Signs of Stabilization, but Middle East Tensions Pose Downside Risks
  87. Apple Stock Hits All-Time High as KeyBanc Downgrades Rating with $250 Price Target
  88. China Life's H1 Net Profit Expected to Exceed 128.9 Billion Yuan, Up Over 215% YoY
  89. JPMorgan Q2 Revenue of $58B Significantly Beats Expectations
  90. KeyBanc Raises Micron Price Target to $175, Implying Nearly 90% Upside
  91. Wells Fargo Q2 Earnings Beat Expectations with EPS of $2.00
  92. Warsh's First Congressional Hearing: Signs of Independence Emerge, Rate Cut Signals Absent
  93. Tower Semiconductor's $3B Expansion in Japan, Raises 2028 Revenue Target
  94. Wall Street AI IPO Honeymoon Phase Ends as All Four Key Names Come Under Pressure
  95. Dongshan Precision's H1 Net Profit Expected to Surge Over 282%, Driven by Optical Module Volume Ramp-Up
  96. Ganfeng Lithium Expects to Swing to Profit in H1, Net Profit Up to 4.6 Billion Yuan
  97. China's Central Bank Injects Record 1.4 Trillion Yuan in a Single Day
  98. Great Wall Motor Expects 59%-63% Drop in Net Profit for H1 2026
  99. South Korea's Monthly Exports Surpass $100 Billion for the First Time, with Chips Accounting for Over 40% Raising Concentration Concerns
  100. New York State Signs Executive Order Suspending New Large-Scale Data Center Construction
Topic Archive — Page 53 · nashnova