Topic Archive — Page 54 of 154

Every market topic nashnova has published, newest first (15393 total).

  1. NVIDIA FY28 Revenue Guidance +70%, Supply Commitments Lock In $279 Billion
  2. CK Hutchison Ports Sale Maintains $22.8 Billion Valuation; Panama Loss Already Priced In
  3. Nvidia Commits $18 Billion in Equity Investments, Betting Big on AI Ecosystem Expansion
  4. Apollo's Slok: Interest Rates to Stay Elevated Long-Term Amid Fiscal Pressures
  5. Trump Signs Order Banning Foreign Energy Equipment from U.S. Power Grid
  6. Prudential's H1 New Business Profit Rises 10% to $1.38 Billion
  7. U.S. Military Spends $2.2 Billion to Deploy Micro Nuclear Reactors at Five Bases
  8. Ukrainian Forces Strike Russia's Fourth-Largest Refinery, U.S. Diesel Prices Approach Record Highs
  9. Amazon Places Additional Order for 2 Million NVIDIA GPUs
  10. Zoom's Anthropic Stake Surges to $3.1 Billion in Value
  11. Dollar Bearish Narrative Resurfaces, but Price Remains Stuck at Range Midpoint
  12. FBI Announces Takedown of Chinese Hacker Botnet; Fed, NASA and Other Agencies Previously Breached
  13. U.S. Bets on Silicon Anode Batteries to Counter China's Graphite Controls
  14. NVIDIA FY2026 Q2 Revenue Hits $96.2B, Guidance Exceeds $100B for the First Time
  15. HP Q3 Earnings Beat Expectations, Stock Drops 10% After Hours
  16. NVIDIA Q2 Revenue Hits $96.2B, Beating Expectations by ~4%
  17. CrowdStrike Q2 Revenue Beats Expectations, Stock Rises After Hours
  18. Synopsys Q3 Revenue Surges 42.5% YoY Beating Expectations, Full-Year Guidance Raised
  19. Salesforce Q2 EPS Beats Expectations by Wide Margin, cRPO Grows 14% YoY
  20. Okta Q2 Earnings Beat Expectations, Stock Surges 15% After Hours as AI Identity Security Demand Accelerates
  21. BlackRock Digital Assets Head: Bitcoin's Macro Case Continues to Strengthen
  22. Bond Losses Surge at Japanese Credit Cooperatives, 17 Fall Into Deficit
  23. Bessent's "Treasury Twist" Makes November Refunding a Market Wild Card
  24. OpenAI Releases Technical Report on Hugging Face Intrusion: Early Warnings Were Ignored, Training Mechanisms May Have Reinforced Boundary-Crossing Behavior
  25. Kioxia Plans New NAND Factory in Iwate, Japan, with Investment Exceeding 1 Trillion Yen
  26. Wheat Futures Hit Three-Year High as JPMorgan, HSBC Warn of Global Food Shock
  27. William Blair: Palantir's Maven ARR Expected to Surpass $1 Billion
  28. Iran Plans to Charge Transit Fees for Strait of Hormuz Passage, Modeled After Turkey's Approach
  29. Kimmeridge: Up to Half of Planned U.S. Data Centers Face Risk of Delays or Cancellation
  30. Anthropic Signs $45 Billion Compute Deal with Nscale, Locking in West Virginia Data Center for Six Years
  31. IDC Predicts Apple's Foldable iPhone to Ship Over 10 Million Units in First Year
  32. CNBC Survey: 80% of Economists Demand Waller Clarify His Economic Stance
  33. Bernstein: Bitcoin Could Reach $300K by End of 2029
  34. U.S. Doubles Tariffs on Canadian Autos to 50%, Automakers Face Major Cost Pressures
  35. Japan's GPIF Reaches ¥317 Trillion, Sheer Size Constrains Investment Flexibility
  36. White House Reportedly Set to Reach Drug Pricing Deals with Multiple Mid-Cap Biotech Companies
  37. Apple to Hold Launch Event on September 9, First Foldable iPhone Set to Debut
  38. NVIDIA Q2 Earnings to Be Released After Hours, Expected Revenue of $92.2 Billion
  39. Boston Scientific Hit by Cyberattack and Device Recall, Stock Drops ~5%
  40. BNP Paribas: Hot Chips 2026 Takeaways Covering Jalapeño and NVIDIA Networking
  41. Revolution Medicines' Pancreatic Cancer Drug Daraxonrasib Approved by U.S. FDA
  42. Tanker Giant CEO: Iran War Could Become Ukraine-Style Stalemate, Market Underestimates Risk
  43. Vietnam Surpasses China as Largest Source of U.S. Trade Surplus
  44. EIA: U.S. Commercial Crude Inventories Rise Marginally by 100K Barrels for Week Ending August 21
  45. Rept Battero Swings to Profit at Midyear, Ranks No.1 Globally in User-Side Energy Storage Shipments
  46. SAP Downgraded as AI Competition Pressure on Software Sector Becomes a Chronic Concern
  47. US FTC Chair: Soaring Chip Prices Are "Insane," Considers Deploying Antitrust Tools
  48. Amazon Acquires DuckLabs, the Company Behind Open-Source Database Tool DuckDB
  49. Palo Alto CEO Reportedly Explored Acquisitions of Datadog and Okta; Talks Fell Apart Over Price Disagreements
  50. Alibaba Launches Qwen3.8-Flash, Targeting Low-Cost Global Expansion
  51. SEC Proposes Amendments to Crypto Asset Custody Rules
  52. AI Server Demand Drives Up MLCC Inventory Value as Distributor Stock Levels Hit Record Lows
  53. Meta Reaches Formal Settlement with 29 States Over Teen Social Media Harm Cases
  54. Japan's Equity Risk Premium Ranks Highest Among Major Global Markets; U.S. Stocks the Lowest
  55. Vanguard Acquires Wealth Tech Platform Altruist, Expanding Its Advisory Services Footprint
  56. Wall Street's Buying Streak Ends as BofA Clients Record $5 Billion Net Outflow from Single Stocks
  57. U.S. Q2 GDP Second Revision Holds at 1.5% as Consumer Spending and Corporate Profits Both Improve
  58. GPU Rental Prices Rebound, but Risk of AI Compute Demand Ceiling Still Looms
  59. U.S. July PCE Up 3.7% YoY, Core PCE Up 3.3% YoY
  60. U.S. July Durable Goods Orders Rise 1.1% MoM, Beating Expectations
  61. MSCI Plans to Remove "Non-Operating" Companies, MicroStrategy Faces Index Exclusion Risk
  62. Iran's Revolutionary Guard Announces Revenue-Sharing Agreement with Oman on Strait of Hormuz
  63. Merz Signals Tough Stance on China Trade as Germany Sets Position Ahead of EU Summit
  64. Google Falls Behind OpenAI and Anthropic in Model Race as a16z Points to Corporate Culture
  65. Akeso's Ivonescimab Phase III Trial Beats AstraZeneca's Imfinzi
  66. Meta Reportedly Planned 60% Layoffs to Accelerate AI Transition Before Zuckerberg Halted Second Wave
  67. Sunny Optical Reports H1 Revenue of RMB 21.9 Billion, Up 11.5% YoY
  68. Morgan Stanley Fixed Income Fund Manager Trims Curve Steepener Bets, Says Bessent Intervention Caps Long-End Upside
  69. Strategist: Structural Misjudgment in AI Investment Direction — Apple and Dell May Emerge as Surprise Winners
  70. Goldman Sachs: AI Market Optimism Fading, Early August Rally Partially Reversed
  71. China's Top Three OSAT Giants Plan Over ¥15 Billion in Combined Capacity Expansion in H1
  72. BeiGene Reports H1 Net Profit of $464 Million, Up 385.8% YoY
  73. CSPC Pharma's ADC Drug SYS6010 Meets Primary PFS Endpoint in Phase III Trial
  74. YMTC's Q2 Shipment Share Rises to 14% but Revenue Still Ranks Fifth; 2027 Leadership Goal Faces Enterprise SSD Gap
  75. Morgan Stanley: TSMC CoWoS Allocation Tilting Toward AMD by 2027, Nvidia's Share Narrowing
  76. MiniMax Interim Revenue Surges 283% YoY to $117M with Narrowing Losses
  77. Microsoft AI Financial Disclosure Under Scrutiny: Azure Revenue Remains a Black Box
  78. Hansoh Pharmaceutical Reports H1 Net Profit of 4.258 Billion Yuan, Up 36% YoY
  79. Zhipu AI Stealth-Launches Ox Alpha Model, Usage Exceeds DeepSeek by 2x
  80. SenseTime Reports H1 2026 Revenue of RMB 2.91 Billion with Generative AI Accounting for Nearly 80%
  81. China's Chip Equipment Makers See Broad Revenue Growth, but Profit Margins Under Widespread Pressure
  82. NVIDIA Reveals Vera CPU Architecture Details at Hot Chips 2026, Taking Aim at Server Market
  83. CNOOC Reports Record-High Interim Net Profit of RMB 85.8 Billion, Up 23% YoY
  84. Li Auto Q2 Revenue Beats Expectations at 25.7B Yuan, Gross Margin at 11% Slightly Below Estimates
  85. JPMorgan: Alibaba's Share Placement Selloff Overdone; Three Tech Giants Show Divergent AI Financing Paths
  86. Samsung Showcases LPDDR5X-PIM at Hot Chips 2026, Boosting AI Inference Speed by 2.28x
  87. Moonshot AI in Revenue-Sharing Talks with Microsoft, Amazon, and Google for K3, Seeking Up to 30% of Revenue
  88. $6.4 Billion Bitcoin Options Expiry May Amplify Market Volatility
  89. Shein Hong Kong IPO: Existing Shareholders Agree to Six-Month Lock-Up on New Shares
  90. European Natural Gas Reserves Hit Lowest for the Period Since 2009, Inflation and Rate Hike Risks Intensify
  91. Evergrande Liquidators Granted Permission to Sue PwC International, Seeking $8.4 Billion in Damages
  92. DeepSeek Reports $70.7M Revenue in First 7 Months, API Gross Margin Reaches 82.9%
  93. Huawei Pitches AI Chips to Egypt as U.S. Scrambles to Form Counter-Alliance
  94. Macquarie Capital: Trump 2.0 Accelerates the End of American Exceptionalism
  95. Goldman Sachs Expects Q3 Earnings Inflection Point for Hong Kong-Listed Internet Giants
  96. AI Hedge Fund Heavily Invested in SK Hynix Loses 67% in One Month as SEC Probes Leveraged Trades
  97. ECB's Schnabel: Inflation Unlikely to Return to Target, Further Rate Hikes Needed
  98. Japan and UK Sell-Off Pushes 30-Year Treasury Yield to Highest Since 2007
  99. SoftBank Plans Up to $20 Billion Bond Offering to Fund OpenAI Investment
  100. China's Four Major GPU Makers Chart Divergent Paths to Challenge Nvidia