Topic Archive — Page 55 of 113

Every market topic nashnova has published, newest first (11211 total).

  1. Strategy Raises $467M Through Stock Offering, Cash Reserves Rise to $3B
  2. U.S.-Iran Conflict Escalates Again: U.S. Stock Futures Fall, Oil Prices Rise
  3. Citi Raises Apple Price Target to $365
  4. Wall Street Banks Join Forces to Counter Stablecoin Expansion
  5. Intel Invests €5 Billion to Expand AI Chip Capacity in Ireland
  6. Goldman Sachs: Chip Designer Shortage Benefits EDA Software Firms, Raises Cadence Target Price
  7. Forced Liquidations in South Korean Stock Market Margin Accounts Hit KRW 344.2 Billion in July
  8. Top Quant Firms Deny 'Korea Factor' Rumors, Report Widespread Heavy Losses Today
  9. Fed Advances Regulatory and Institutional Reform on Three Fronts
  10. Cathie Wood's Q2 Portfolio Reshuffle: Buying SpaceX, Eli Lilly, Meta While Trimming AMD
  11. Futu Securities: Mainland China Business to Gradually Scale Back, Hong Kong Outlets to Remain
  12. WUS Printed Circuit's H1 Net Profit Expected to Surge Up to 78%; Thailand Factory Turns Profitable in Q2
  13. Jefferies Upgrades Shopify, Positioning It as AI Merchant Infrastructure
  14. Middle East Escalation Drags Down Crypto Market, Bitcoin Falls to $63,100
  15. Tesla Robotaxi Commercialization Enters Final Sprint
  16. Seres Group Drops Over 50% Year-to-Date, Q2 Loss Exceeds 2.2 Billion Yuan
  17. U.S. Chip Stocks Volatile in July as Valuation and AI Capex Outlook Face Scrutiny
  18. U.S. Major Banks Kick Off Q2 Earnings Season with Five Giants Reporting
  19. White House Plans to Unite Utilities and Data Centers to Prevent AI Power Cost Pass-Through
  20. Samsung Develops Glass Interposer as TSMC Expands Chiayi Packaging Facility to Four Fabs
  21. Southbound Net Buying Reaches HK$9B; Zhipu Receives HK$4.7B in Added Positions
  22. Meta Adds $40 Billion Investment in Louisiana Data Center
  23. State Council Approves Consumer "15th Five-Year" Plan, Targeting 60 Trillion Yuan in Total Retail Sales by 2030
  24. After SK Hynix's U.S. Listing, Foreign Investors Grow Selective on Asian Tech Stock Fundraising
  25. SK Hynix Ships HBM4 to Nvidia Ahead of Schedule
  26. Treasury Yields Hold Steady as Core Inflation Data and Warsh Hearing Take Center Stage This Week
  27. VW CEO Internal Memo: Potential Additional 50,000 Job Cuts
  28. EU Plans Legislation to Restrict Children's Access to Social Media
  29. Morgan Stanley Private Meeting: AI Trade Overcrowded, HK Internet Stocks Enter Recovery Window
  30. HK Stock Close: Hang Seng Index Up 0.16%, Memory Stocks Plunge, Oil & Gas Stocks Active
  31. Xi Jinping Attends World Artificial Intelligence Conference for the First Time
  32. Middle East Tensions Push Oil Prices Higher; European Stocks Slightly Diverge on July 13
  33. BofA: AI and Tech to Dominate China's Stock Market in Q3
  34. BofA Sharply Raises Tencent Capex Forecast, AI Agent Strategy Underestimated
  35. Mastercard Plans to Sell Majority Stake in Vocalink, DeliveryCo May Take Over
  36. China's Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policy Expectations Heat Up
  37. Morgan Stanley's Wilson: Earnings Growth Accelerating Beyond Tech, US Stock Rally Expected to Broaden
  38. TSMC Notifies Clients: Mature Process Node Prices to Rise Starting 2027
  39. Goldman Sachs Raises Applied Materials Price Target to $645, Bullish on DRAM and HBM Growth
  40. Intel CPUs in Short Supply, Company-Wide Price Hikes Restore Pricing Power
  41. Goldman Sachs Raises SanDisk Price Target to $2,200, Bullish on August Earnings
  42. Yen Drops 0.4% on Reports GPIF Will Keep Allocation Unchanged
  43. Mitsubishi UFJ Surpasses Toyota to Become Japan's Most Valuable Company
  44. SK Hynix Q1 U.S. Revenue Share Exceeds 64% as Domestic Market Cools
  45. European Healthcare Stocks at Valuation Lows as Multiple Institutions Favor Defensive Rotation
  46. Intel Evaluates 14A2 Backside Power Delivery to Catch Up with TSMC
  47. Goldman Sachs: US-Iran Conflict Inflation Shock Fading, Fed Expected to Hold Steady in 2026
  48. South Korea's Top Five Banks Have Exhausted 85% of Lending Quotas, Stock Market Leverage Faces Contraction
  49. Samsung Completes Tesla AI5 Chip Tape-Out, Taylor Fab Set for Mass Production Next Year
  50. AI Giants' Bond Issuance Hits $244B, Doubling Year-Over-Year, Pressuring Credit Markets
  51. China's Crude Oil Imports Rebound in July, Restocking May Resume in Q4
  52. Global Funds Net Bought $1.3 Billion in Indian Stocks in a Single Week
  53. TSMC June Revenue Surges 67.9% Year-over-Year
  54. South Korea Establishes "Future Response Fund" Betting on Chips, AI Data Centers, and Physical AI
  55. European Jet Fuel Stocks Below 30 Days as Strait of Hormuz Disruption Risks Resurface
  56. Shein Receives CSRC Approval for Hong Kong IPO
  57. Huawei Reportedly Partnering with Shenzhen Manufacturer to Build 12-Inch DRAM Wafer Fab
  58. Western Companies Turn to Chinese AI Models to Cut Costs
  59. Four Years Into Citi's Overhaul: Fraser Cuts Roles and Jobs, but Profitability Still Trails JPMorgan
  60. China's Notebook ODMs Accelerate Order Grab, Taiwan's Manufacturing Dominance at Inflection Point
  61. U.S. Chip Factory Labor Shortfall Could Reach 157,000 by 2030
  62. Infineon Urges TSMC to Build Second Fab in Dresden
  63. The Cost of Western De-Sinicization: An Estimated $23.6 Trillion
  64. TSMC Adds Two Advanced Packaging Fabs at Chiayi Science Park
  65. JPMorgan Cuts MiniMax Price Target by Another 20%, Stock Drops Over 18%
  66. China's June Exports Expected to Rise 18.2%, Supported by AI Demand
  67. Beijing Establishes Guangyan International Investment Company to Strengthen Mineral Supply Chain Control
  68. Institutions Trim AI Chip Stocks as Foreign Holdings in China Hard-Tech Hit Record Highs
  69. Multiple AI Executives Push Back on Computing Power Glut Theory: Demand Is Limitless, Energy Is the Bottleneck
  70. Apple Accelerates AI Chip Roadmap: M7 Skips Generations to Focus on Neural Processing
  71. Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks
  72. SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority
  73. Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back?
  74. Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling
  75. Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone
  76. MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2
  77. S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk
  78. SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge
  79. Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus
  80. HKEX Board Lot Reform Advances, HSBC's Minimum Investment Threshold Expected to Drop Significantly
  81. U.S. Strikes Iran Again, WTI Crude Jumps 3%, Hormuz Strait Passage Under Dispute
  82. Chip Big Four's FCF Expected to Hit Record $430 Billion
  83. U.S. and China Simultaneously Tighten Regulation on Frontier AI Models
  84. SK Hynix Moves Early on Hybrid Bonding, Targeting HBM5
  85. Arm CEO: AI Agents Driving Surge in CPU Demand
  86. AI Infrastructure Boom Tightens MLCC Supply-Demand, Taiwan Makers Eye Overflow Orders in H2
  87. AI Infrastructure Demand Drives Record Q2 Revenue for WT Microelectronics and WPG Holdings
  88. Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year
  89. Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate
  90. AI Giants Race to Cut Operating Costs
  91. Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term
  92. CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain
  93. Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns
  94. CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching
  95. Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool
  96. GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration
  97. Industry Insiders: HBM4 Prices Could Double by 2027
  98. Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking
  99. YMTC IPO Guidance First Phase Report Disclosed
  100. TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging
Topic Archive — Page 55 · nashnova