Topic Archive — Page 53 of 154
Every market topic nashnova has published, newest first (15390 total).
- U.S. Softens Stance on French-Language Cultural Rules, Signaling Restart of U.S.-Canada Trade Talks
- Goldman Sachs: China AI Demand Is Real, Recommends Hardware Sector
- Nvidia Single-Handedly Props Up S&P 500 Gains, Contributing More Market Cap Than the Entire Index's Rise
- India's Sensex Suffers Another Flash Crash During Closing Auction, Plunging Nearly 3% Intraday
- Haier Smart Home Reports H1 Revenue of RMB 152.1 Billion, Net Profit Down 14.3% YoY
- UniCredit Nears 50% Stake as German Government Resistance Softens
- Workday Still Seeking Sale, but Financing Challenges Constrain Deal Progress
- XPENG's 2nd-Gen VLA Upgrade: Introducing 30-Second Temporal Memory and 6-Second Prediction
- Nvidia Strengthens Support for Chinese Open-Source AI Models While Warning of Regulatory Restriction Risks
- Cleveland Fed's Hammack: Now Is the Time to Act on Rate Hikes
- Strategists Warn: France's Budget Crisis Could Be a Stress Test for U.S. Treasuries
- SK Hynix Breaks Ground on $4 Billion AI Chip Packaging Plant in Indiana
- Chalco Reports H1 Net Profit Attributable to Parent of RMB 11.871 Billion, Up 67.91% YoY
- Alphabet Loses $692 Billion in Market Cap in Three Months as AI Leadership Premium Continues to Fade
- Goldman Sachs: Every 0.01% Rise in Gold Allocation Pushes Gold Prices Up 1.4%
- Multiple Firms Raise Salesforce Price Targets as AI Monetization Signals Strengthen
- OOCL International Reports H1 Net Profit of $728M, Down 23.7% YoY
- U.S. Ban on Tungsten Scrap Exports Takes Effect for One Year
- Vanke Reports H1 Revenue of 70.169 Billion Yuan with a Loss of 14.951 Billion Yuan
- U.S. July Goods Trade Deficit Unexpectedly Widens to $118.8 Billion
- U.S. Initial Jobless Claims Unexpectedly Drop to 203K, Continuing Claims Also Below Expectations
- Citi Raises Kingboard Laminates Target Price to HK$95, Reiterates Buy
- Bond Market Revolt Reflects Declining Confidence in U.S. Economic Leadership
- Tech Stocks Rally Broadly, but Mag7 Giants Are Missing from the AI Surge
- Morgan Stanley Initiates Coverage on CXMT with Overweight; 2028 Marks the Watershed for Global DRAM Pricing Power
- AI Hardware Demand Drives Durable Goods Inflation to 3.4% YoY in July 2026
- Moderna Issues $2 Billion Convertible Bonds to Fund Cancer Vaccine and Debt Repayment
- ECB July Minutes: Some Officials Favor Rate Hike, Discussing "Moderately Restrictive" Policy
- China Launches Auto Quality Crackdown, Mandating Recalls of Defective Vehicles
- Tianqi Lithium Reports H1 Net Profit of 4.242 Billion Yuan, Up 4,925% YoY
- Fed Jackson Hole Symposium Opens; Warsh's First Keynote Speech Draws Intense Attention
- Shannon Chip Innovation Reports 252% Revenue Growth in H1, Net Profit Surges Over 22x
- PBOC Turns More Cautious on Yuan Appreciation
- Kansas City Fed President: Interest Rates Not Restraining Economy, Midterm Elections Won't Affect October Meeting
- Altman and Jensen Huang Invited to G20 Innovation Ministerial Meeting
- Traders Ramp Up Dollar Rally Hedges Ahead of Warsh's Jackson Hole Speech
- Ding Xuexiang's Anhui Visit Signals Central-Local Fiscal Reform
- Bilibili Q2 Net Profit Surges 55%, Advertising Becomes Top Revenue Source, Gross Margin Improves for 16 Consecutive Quarters
- Japan's FSA Warns Single-Stock Leveraged ETFs Amplify Market Volatility
- French Political Uncertainty Weighs on French Bank Stocks Again
- Emerging Market Fear Gauge Drops at Fastest Pace in Six Years as Korean Tech Leverage Positions Unwind
- France's Fiscal Risks May Spill Over to the U.S. Treasury Market
- SMIC Reports H1 Net Profit of $677M Attributable to Parent, Up 111% YoY
- Wall Street Giants Battle Over Capital Rules: JPMorgan and Bank of America Unite Against Goldman Sachs and Morgan Stanley
- HBM Hybrid Bonding Mass Production Stalled: Dual Constraints of 300°C Thermal Processing and CMP Dishing Effect
- Citi: European Bank Stock Bull Run Nearing Its End as Valuations Are No Longer Cheap
- China Pacific Insurance Reports H1 Net Profit of RMB 30.775 Billion, Up 10.4% YoY
- Soochow Securities: Gold, Copper, and Oil in Three-Asset Resonance — Bullish Gold Target at $5,000
- Zhongji Innolight H-Shares Included in Stock Connect, AH Premium Reaches 4.22%
- U.S. Plans New Round of Tariffs on Semiconductors and Downstream Tech Products
- Samsung Files zHBF Trademark, Positioning for the New NAND High Bandwidth Flash Arena
- China Life's H1 Net Profit Triples to 134.5 Billion Yuan
- Deutsche Bank Downgrades Novo Nordisk to Sell as Stock Plunges 70% from Peak
- China's Ministry of Commerce: Firmly Opposes U.S. Plan to Impose Additional 7.5% Tariffs Citing "Overcapacity"
- Eurozone Bank Lending Growth Accelerates in July
- Nvidia Q2 Earnings Boost U.S. Stock Futures; ACIE Clients Emerge as Key Growth Engine for Data Center Revenue
- Big Short's Michael Burry Buys NVIDIA Call Options, Says They're Merely a Hedge for Short Positions
- Morgan Stanley: A-Shares Enter Counterattack Window, Hong Kong Stocks May Regain Momentum in September
- Container Shipping Rates Hit Two-Year High, Chinese Shipping Giants' Profits Expected to Surge
- Former Japanese FX Diplomat: Joint US-Japan Yen Support Differs Significantly from Traditional Coordinated Intervention
- Mech-Mind Robotics IPO Public Offering Oversubscribed Over 3,800 Times, Involving HK$456.7 Billion
- HKEX Explores Merging GEM into Main Board, Proposes New Chapter 18D
- IMF Cuts Global Growth Forecast Twice This Year to 3.0%
- Citi: Surging Permian Associated Gas to Undermine Long-Term Bullish Case for U.S. Natural Gas Prices
- BofA: SpaceX Enters Mobile Communications — T-Mobile and Tower Operators May Benefit
- AI Token Prices Plunge, Computing Costs Climb, Investment Return Gap Emerges
- Poland Requests EU to Fine Meta €250 Million
- Goldman Sachs Raises Nvidia Price Target to $300, Views FY27 Guidance as a Valuation Clearing Event
- Morgan Stanley: CXMT Could Surpass Micron by 2028 as China's Memory Sector Reshapes Global Competition
- Treasury Yields Replace VIX as Wall Street's New Fear Gauge
- U.S. Investigates Apex Logistics for Allegedly Helping Smuggle Nvidia AI Chips to China
- Tanker Attack Resurfaces at Strait of Hormuz, Transit Vessels Drop to Just 5 Per Day
- Tesla China Cabin Ditches Grok for Doubao: Dual-Model Division Drives Frontend Localization
- Bitcoin Treasury Companies Lose Over $80 Billion in Market Cap as Business Model Unravels
- China Draft Proposes Shifting L3 Autonomous Driving Accident Liability to Automakers
- Novo Nordisk's Oral Wegovy Marketing Application Accepted by China's Drug Regulator
- Zhipu Claims GLM-5.3-Flash Runs Entirely on Domestic Chips; HK-Listed Stock Surges Over 8% in a Single Day
- Hong Kong Private Home Price Index Falls 0.5% in July, Ending 13-Month Winning Streak
- Xiaomi Xring O3 Adopts CXMT LPDDR6: Domestic Memory Enters Flagship Validation Phase
- NVIDIA Chips Enter Orbit: SpaceX's Orbital AI Economy Blueprint Emerges
- China's Mature-Node Fabs See Profitability Improvement, but Self-Sufficiency Gap Remains at the Equipment Level
- Nvidia Asks Samsung and SK Hynix to Boost Supply of 8-Layer HBM4 Configuration
- Rinto Tech Plans Mass Production of World's First Panel-Level AI Chip Packaging Line by 2027
- KKR Settles DOJ Merger Filing Lawsuit for $250 Million, Setting Record-High Penalty Under HSR Act
- SoftBank Plans to Acquire Majority Stake in Humanoid Robot Company 1X at ~$6 Billion Valuation
- Shein's Hong Kong IPO Pricing Guidance Skews to Upper-Mid Range, Targeting $1.7 Billion Raise
- Nvidia Reaches $12.9 Billion Deal to Acquire Hugging Face
- Profits of China's Major Industrial Enterprises Rose 11.2% YoY in July
- Bank of Korea Raises Rates for Second Consecutive Time to 3%, Upgrades Full-Year GDP Forecast to 3.3%
- Activist Fund Targets Samsung Affiliates' Equity, First Test of South Korea's New Shareholder Rights Law
- Apple Pressures OLED Panel Prices, Squeezing Korean Suppliers' Margins
- Baidu's Hong Kong Listing Upgraded to Dual Primary Listing, Effective September 1
- Beijing Launches AI4Chip Action Plan, AI to Penetrate Entire Chip Design and Manufacturing Chain
- Tesla's AI5 Chip Targets Inference Market, Musk Claims Efficiency Several Times Greater Than NVIDIA
- CICC: LNG Price Center May Enter an Upward Cycle
- Fed Governor Cook Rebuts Trump's Firing Allegations: Claims Mortgage Issue Was Unintentional Oversight
- Nvidia's First Batch of H200 Chips Sold to China, Accounting for Less Than 1% of Data Center Revenue
- NVIDIA FY28 Revenue Guidance +70%, Supply Commitments Lock In $279 Billion
- CK Hutchison Ports Sale Maintains $22.8 Billion Valuation; Panama Loss Already Priced In
- Nvidia Commits $18 Billion in Equity Investments, Betting Big on AI Ecosystem Expansion