Topic Archive — Page 54 of 113
Every market topic nashnova has published, newest first (11219 total).
- China Life's H1 Net Profit Expected to Exceed 128.9 Billion Yuan, Up Over 215% YoY
- JPMorgan Q2 Revenue of $58B Significantly Beats Expectations
- KeyBanc Raises Micron Price Target to $175, Implying Nearly 90% Upside
- Wells Fargo Q2 Earnings Beat Expectations with EPS of $2.00
- Warsh's First Congressional Hearing: Signs of Independence Emerge, Rate Cut Signals Absent
- Tower Semiconductor's $3B Expansion in Japan, Raises 2028 Revenue Target
- Wall Street AI IPO Honeymoon Phase Ends as All Four Key Names Come Under Pressure
- Dongshan Precision's H1 Net Profit Expected to Surge Over 282%, Driven by Optical Module Volume Ramp-Up
- Ganfeng Lithium Expects to Swing to Profit in H1, Net Profit Up to 4.6 Billion Yuan
- China's Central Bank Injects Record 1.4 Trillion Yuan in a Single Day
- Great Wall Motor Expects 59%-63% Drop in Net Profit for H1 2026
- South Korea's Monthly Exports Surpass $100 Billion for the First Time, with Chips Accounting for Over 40% Raising Concentration Concerns
- New York State Signs Executive Order Suspending New Large-Scale Data Center Construction
- Citi Recommends 10 Hong Kong-Listed Large-Cap Consumer Stocks, Bullish on Domestic Demand Sentiment Recovery
- SK Hynix ADR Premium Reaches 26%, Driving U.S. Memory Stocks Higher in Sympathy
- South Korea's Single-Stock Leveraged ETF Regulation and Central Bank Rate Hike Decided on the Same Day
- Hong Kong Market Close: Hang Seng Up 0.52%, AI Computing and Non-Ferrous Metals Lead Gains
- Hormuz Bypass Pressure Escalates as UAE Plans New Port
- SemiAnalysis Bullish on SK Hynix, Forecasts Q2 DRAM Profit of KRW 55 Trillion
- Surging Oil Prices Reignite Inflation Fears, Rate Hike Expectations Rise for BOE and ECB
- YOFC Reports 711%-914% Net Profit Surge in H1
- Nearly ¥60 Billion Net Inflow into ETFs in a Single Day During A-Share Selloff
- Margin Balance Falls for 8 Consecutive Sessions, Setting Longest Decline Record in 15 Months
- Samsung Reportedly Exploring ADR Listing in the U.S.; Reuters Unable to Verify
- BofA July Survey: Global Fund Manager Sentiment Rises to Highest Since February
- China Regulators Require Banks to Set Bill Rediscount Rate Floor at 0.5%
- US-Iran Tensions Push Oil Prices Up 2.6%; BP Net Debt Falls to $23B; European Stocks Under Pressure
- AstraZeneca Licenses Dizal Pharma's Lung Cancer Drug Zegfrovy Global Rights in $1.5 Billion Deal
- Goldman Sachs: Hong Kong Market Has Entered the AI Era, IPO Fundraising Expected to Hit Record Highs
- AI Data Center JV Bond Terms Diverge as Oracle Earns Fitch's Highest Rating
- SK Hynix ADR Record Financing Drives Korean Won to Lead Asian Currencies
- Final Version of Japan's Economic Blueprint to Explicitly Include BOJ Independence Clause
- Nomura: AI Industry Cycle Has Not Peaked, Significant Upside for China's AI Value Chain
- UMC's Singapore Fab Begins Silicon Photonics Mass Production; Citi Bullish on H2 Outlook
- Chinese Automakers' Profits Squeezed by Material Suppliers as Multiple Companies Report Widening H1 Losses
- South Korea Margin Balances Drop Back to Late-April Levels as Both Longs and Shorts Deleverage Simultaneously
- Masayoshi Son: Annual AI Investment Demand to Reach $5 Trillion by 2040
- ASML Q2 Earnings Preview: Capacity Likely Fully Booked, China Business Faces Export Control Pressure
- 6-Inch SiC Substrate Prices Bottom Out and Rebound as Supply Tightens
- Shein's Donald Tang Steps Down, CEO Sky Xu Takes the Helm
- South Korea Eases FX Rules to Advance Won Internationalization
- U.S. June CPI Expected to Rise 3.8% YoY: Falling Gas Prices May Fail to Offset Food Price Pressures
- Surging Memory Costs Polarize China's Smartphone Market as Huawei and Apple Buck the Trend with 20% Growth
- U.S. Small-Cap Stocks Surge 20% YTD, Posting Best Performance in Over 20 Years
- Bank of Korea: Semiconductor Upcycle Extends Beyond 2026
- Japan 20-Year JGB Auction Demand Exceeds 12-Month Average
- South Korea's Ruling Party Plans Legal Amendment That Could Grant SK Hynix Foreign-Funded Fab Financing Rights
- Bullish Options Sentiment Heats Up Ahead of Netflix Earnings; Wall Street Consensus Rating: "Strong Buy"
- Nvidia Cuts Asian Buyer List to Prevent Chips from Flowing into China
- Deutsche Bank: RMB Still Undervalued by About 15% Against the Euro
- TSMC Q2 Net Profit Expected to Surge 59% YoY, Poised to Set Fifth Consecutive Quarterly Record
- KOSPI Bear Market Depth: Still Up 60% Year-to-Date as Government Raises GDP Growth Forecast to 3%
- Citadel Securities Says It Doesn't Know Source of Leaked China Regulatory Crackdown Information
- Taiwan's Sovereign Fund Gains ~80% in Nine Months of Stock Market Intervention
- AI Demand Drives ABF Substrate Shortage to Extend Through 2028
- Taiwan Semiconductor Supply Chain Posts Broad-Based Growth in June, Memory Revenue Surges 288% YoY
- LCH Accepts Dim Sum Bonds as Collateral
- ChiNext Up 1%, Hang Seng Tech Index Down Over 1%, Oil & Gas Sector Bucks the Trend to Lead Gains
- U.S. Military Launches Third Night of Airstrikes on Iran; UAE Oil Tanker Hit by Missile
- China's Foreign Trade Imports & Exports Surpass 25 Trillion Yuan in H1 for the First Time
- Survey of 50 Asian Institutions: Weak Sentiment on Memory Chip Sector, Cloud Capex Becomes Core Variable
- SocGen: GPIF Rebalancing Could Purchase Over $76 Billion in Japanese Government Bonds
- CICC: A-Share Pullback Has Already Priced In Overly Pessimistic Expectations
- DTCC Launches Live Blockchain Testing, Marking a Key Step Toward Stock Tokenization
- KOSPI Reverses from Nearly 3% Drop to 2% Gain in a Single Day as Korean Won Strengthens in Tandem
- Taiwan Raises 2026 GDP Growth Forecast to 10.16%
- Bank of Korea Expected to Raise Interest Rates on July 16 for the First Time in Over Three Years
- First Nuclear Fusion Stock Closes Up 21% on Debut
- U.S. Data Center Builders Race to Sell Stakes in Deals Worth Tens of Billions
- SemiAnalysis Endorses NVIDIA's vLLM Optimization, Highlighting AMD's Software Ecosystem Gap
- U.S. NSF Bans Funded Researchers from Collaborating with Blacklisted Chinese Entities
- IMF Warns European Debt Could Reach 130% of GDP by 2040
- Shein's Hong Kong IPO Valuation Under Pressure as Growth Slows Across the Board
- Samsung Hit with U.S. Consumer Antitrust Class Action Alleging AI Memory Pricing Collusion
- Five Major Banks Report Earnings Before Tuesday's U.S. Market Open
- Asian Chip Stocks Too Concentrated: Fidelity and BlackRock Begin Trimming Positions
- Gold Falls Below $4,000, Posting Largest Single-Day Drop Since June 24
- SK Hynix Eyes U.S. Listing, Bringing Korean Stock Volatility into American Portfolios
- Fed Maintains Reserve Management Purchase Pace at $10 Billion
- EU Banking Reform Plan Upgraded: Capital and Compensation Rules Set to Be Relaxed
- Tariff Refunds Push U.S. June Budget Deficit to $120 Billion
- SK Hynix Loses $89B in Market Cap in a Single Day; A-Share Memory Stocks Hit Limit Down While Domestic GPU Hits Record High
- AI Competition Fails to Shake Google Search as Traffic Grows 4% YoY
- EU's 21st Round of Sanctions Against Russia Stalls, Oil Price Cap Faces Risk of Losing Effectiveness
- Hedge Fund SOFR Futures Short Positions Hold Near Record Highs
- Fed Governor Waller: Rate Hikes May Be Needed to Curb Core Inflation
- Google Sells TPU Chips to Emerging Cloud Providers, Challenging Nvidia
- California and 11 Other States Sue to Block Paramount's $110 Billion Acquisition of Warner Bros.
- BofA: AMD Server Chip Demand Robust, Quarterly Results Expected to Beat Estimates with Raised Guidance
- Citadel Securities: Market Leadership Rotates into Communication Services & Financials
- Bernstein: Memory Correction Unlikely to Drag Down Semiconductor Equipment Sector
- JPMorgan Survey: China's PCB Industry AI Upcycle Remains Intact
- U.S. IPO Market Set to Break Historic Fundraising Record This Week
- Wall Street's Big Five Banks Expected to Post ~$39B in Q2 Trading Revenue
- Goldman Sachs Warns: AI Ecosystem Narrative Shifts from Two-Horse Race to Multipolar Competition
- El-Erian: AI Financing Demands Push Bond Yields Higher
- AI Investment Boom Drives Record Foreign Inflows into U.S. Stocks, Potentially Pressuring the Dollar
- OPEC Cuts 2026 Oil Demand Forecast for Third Consecutive Time, Raises 2027 Outlook
- Trump Claims U.S. Will Take Control of Strait of Hormuz and Demands Compensation
- Merz Calls for Exchange Rate Political Dialogue with China