Topic Archive — Page 55 of 154

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

  1. SpaceX Orbital Data Center Plan: Dual Physical and Financial Challenges Remain
  2. Samsung's 2027-2029 Shareholder Returns May Exceed 600 Trillion KRW
  3. Apple Seeks to Purchase CXMT Chips, but Production Capacity Already Booked Through 2027
  4. TCL Ditches Its Own Panels for LGD, ASUS Drops BOE OLED
  5. China's Largest Auto Recall in History: Tesla and Eight Other Automakers to Fix 4.3 Million Vehicles
  6. Citadel Securities Turns Bullish on U.S. Treasuries, Betting on Long-End Yield Decline
  7. BOJ Governor Ueda Absent from Jackson Hole, Market Focus Shifts to G20
  8. Morgan Stanley Initiates Credit Coverage on NVIDIA; Contingent Liabilities Could Reach $200 Billion
  9. AAC Technologies CFO: Double-Digit Revenue Growth in 2026, AI New Businesses to Exceed RMB 8 Billion by 2027
  10. China's A-Share Three Major Indices Rise in Volatile Morning Trading; Hong Kong's Hang Seng Index Up Nearly 1%
  11. Asian Markets Await Nvidia Earnings as Oil Prices Drop Over 2% on Hormuz Strait Negotiations
  12. AI Hyperscaler Off-Balance-Sheet Liabilities Rise to $3.1 Trillion
  13. Taiwan Listed Companies' H1 Pre-Tax Profits Hit 10-Year High, Driven by AI Server Demand
  14. Australia's Second-Largest Pension Fund Makes Big Bet on Yen Appreciation
  15. Meta Discusses Settlement with 29 State Attorneys General During Trial
  16. Chinese Banks Price Bonds Using Overnight Repo Rate as PBOC Accelerates Interest Rate Reform
  17. China's InP Wafer Capacity Shortage Constrains AI Data Center Optical Interconnect Supply Chain
  18. SK Hynix Adds Second-Largest Client; Nvidia Not Among Samsung's Top Five Customers
  19. China's EV Giants Spin Off Physical AI Businesses: NIO and XPeng Chart Different Paths
  20. Samsung Display's Foldable Panel Orders Triple QoQ, Capturing Nearly 40% Market Share in Q2
  21. SemiAnalysis: Global AI Computing Power May Be Dominated by Anthropic and OpenAI by 2028
  22. TrendForce: Memory to Account for 68% of Cloud Capex by 2027
  23. VIX Futures Curve Develops a Hump as Volatility Premium Heats Up Ahead of U.S. Midterm Elections
  24. Short Positions in Chinese AI Model Stocks Hit Record Highs as Intensifying Competition Raises Valuation Concerns
  25. Akeso's Ivonescimab Achieves Positive OS Results in Phase III First-Line Biliary Tract Cancer Trial
  26. U.S. Plans Additional Trade Penalties on Canada as Bilateral Trade War Spirals
  27. China Merchants Securities: Term Premium Expansion Drives the Current Round of U.S. Treasury Yield Rise
  28. Large-Scale China Stimulus Unlikely, Clear Divergence Between Wall Street and Beijing
  29. Reuters Poll: BOJ Expected to Raise Rates to 1.25% in September
  30. Barclays: AI Data Center Expansion Triggers Voter Backlash, Midterm Elections Pose Political Risk
  31. OpenAI Data Center Chief Malone Departs as Executive Exodus Continues
  32. Bank of Korea Rate Decision This Week: Most Economists Expect Consecutive Hike to 3%
  33. U.S. Major Indexes Close Higher as 3% Oil Price Drop Lowers Inflation Expectations
  34. Intuit's Annual Guidance Misses Expectations, Stock Drops 13% After Hours
  35. Zoom Q2 Revenue of $1.28B Beats Expectations, EPS Reaches $1.55
  36. SocGen Warns: China's Credit Contraction May Spill Over to U.S. Stocks
  37. SocGen: U.S. Treasury Policy Keeps Dollar Weaker Than Fundamentals Suggest
  38. Bullish TLT Options Bets Overwhelmingly Dominate as Large Orders Position for Long-Bond Rally
  39. Goldman Sachs: Leveraged Funds Go Long Semiconductors, Short Software — AI Moat Bets Show "Negative Reversal" Pattern
  40. Ahead of Nvidia Earnings: Franklin Templeton Says Investors Need a Capital Deployment Roadmap
  41. Four Regional Feds Backed Rate Hike, Revealing Divisions Ahead of July Fed Decision
  42. NVIDIA Launches Entry-Level Robotics Chip with Doubled Inference Performance and 40% Lower Power Consumption
  43. Sugon H1 Net Profit Up 33%, Q2 Quarterly Surge of 226% QoQ
  44. IMF: AI Investment Spreading Beyond the U.S., Becoming a New Engine for the Global Economy
  45. Boeing Wins $131 Billion F-15 Fighter Jet Contract, Major Boost for Defense Division
  46. SpaceX Announces $100 Billion Starship Launch Base in Louisiana
  47. U.S. $69 Billion 2-Year Treasury Auction Goes Smoothly, Foreign Demand Hits Highest Since March 2025
  48. Anthropic Plans to Disclose $30+ Trillion TAM, Eyeing the Largest IPO in History
  49. BofA: SOX Index May Drop Another 10%, but Valuations Are Opening a Buying Window
  50. Japan Plans to Use Blockchain for Real-Time Settlement of Stocks and Government Bonds
  51. U.S. EPA Proposes Eliminating Public Comment Period for Data Center Air Pollution Permits
  52. NVIDIA Earnings Correlated Stocks: AMD Shows Strongest Correlation, McDonald's Most Notable Inverse Mover
  53. U.S. Proposes Over $100K Fee on H-1B Employers; New Rule Expands to In-Country Applicants
  54. U.S. Debt Crisis Slowly Worsening as Debt Service Rises to 21.5% of Tax Revenue
  55. Tariff Threats Turn Copper Market Surplus Into Tight Balance as LME Copper Prices Approach Record Highs
  56. Trump Declares Hormuz Mine Clearance Complete, Warns Iran of Zero Tolerance
  57. Morgan Stanley: Institutional Holdings in Large-Cap Tech Stocks Remain Underweight After Q2 Rebound
  58. Boston Fed's Collins: More Disinflation Evidence Needed Before Supporting Holding Rates Steady
  59. FDIC: U.S. Banking Industry Q2 Net Income Rises 12% QoQ to $90.1 Billion
  60. Multiple Major Banks Raise Price Targets as Moderna Stock Surges Over 10%
  61. Jiangxi Copper's Interim Net Profit Attributable to Shareholders Reaches Nearly RMB 8.9 Billion, Almost Doubling Year-on-Year
  62. Vipshop Q2 Revenue Drops to RMB 24.7 Billion as Profits Plunge Due to One-Time Tax Adjustment
  63. Apple Unveils M5 Ultra and M6 Chips, Targeting On-Device AI Workloads
  64. U.S. August Consumer Confidence Index Falls to 89.4 as Expectations Sub-Index Drops Below Boom-Bust Line
  65. U.S. July New Home Sales Plunge 10.5% MoM, Far Worse Than Expected
  66. OpenAI's In-House Chip Jalapeño Outperforms NVIDIA GB300 in Inference
  67. Russia Plans to Extend Diesel Export Ban Until October or Even Year-End
  68. Oil Prices Drop Over 3% Easing Inflation Concerns, U.S. Treasury Yields Decline Across the Board
  69. Lens Technology, a Key Apple Supplier, Sees H1 Net Profit Nearly Halved, Pinning Hopes on Foldable Screens to Drive H2 Recovery
  70. Genentech Signs Obesity Drug Licensing Deal with Hanmi Pharmaceutical Worth Up to $2.3 Billion
  71. Morgan Stanley: Google's TPU-Related Revenue Could Reach $200 Billion
  72. U.S. June S&P Case-Shiller 20-City Home Price Index Rises Above Expectations
  73. US FCC Robot Regulations Expose Deep Dependence on Chinese Components
  74. Jack Ma Increases Alibaba Stake by Over $76.5 Million as Executives Rally to Support Stock Amid AI Placement
  75. Raymond James Upgrades AMD to Strong Buy, AI Agent Trend Expected to Drive CPU Market Growth
  76. Brazil Fines ByteDance BRL 154 Million and Imposes New Minor Protection Rules
  77. China Builds CIPS to Hedge Sanctions Risk, but Still Can't Break Free from the Dollar System
  78. BlackRock Lowers Bitcoin ETF In-Kind Transfer Threshold, Accelerating Institutionalization
  79. JPMorgan: U.S. Treasury Buybacks Without Fiscal Consolidation Will Push Up Term Premium
  80. JPMorgan: Gold Overbought in Short Term, but a Rally to $5,000 Cannot Be Ruled Out
  81. Pre-Earnings Options Market Shifts Bullish Focus Lower to $220–$230 for NVIDIA
  82. JPMorgan: Humanoid Robots Cost Just $10/Hour, Potentially Filling 460,000 U.S. Manufacturing Job Vacancies
  83. U.S. Treasury Sanctions Over 60 Iranian Entities, Expanding Secondary Sanctions to Cryptocurrency and Gold
  84. NVIDIA Earnings Preview: Heavy Reliance on Hyperscale Customers Emerges as Core Risk
  85. BOSS Zhipin Q2 Net Profit Surges 171%, MAU Exceeds 70 Million for the First Time
  86. Cisco Partners with Super Micro to Expand Nvidia AI Data Center Footprint
  87. Oil Prices Drop 3% to 12-Day Low as Iran Says It Has Two-Year Plan to Counter Sanctions
  88. China Plans to Include Individual Investors in Overseas Investment Regulations
  89. Nongfu Spring Reports H1 Revenue of 29.7 Billion Yuan, Up 16% YoY
  90. 36 Trillion Yuan in Wealth Management Funds Restricted from Investing in Consumer Loan Non-Standard Assets
  91. NVIDIA Bets $5B on SSI, First Model Reportedly Launching This Week
  92. US Treasury-Emerging Market Currency Divergence Hits Four-Year High as Dollar Depreciation Logic Dominates
  93. Marvell Earnings May Be a More Critical Barometer for AI Trade
  94. MIIT: China's Digital Industry Revenue Reaches 20.71 Trillion Yuan in H1, Profits Up 19.3% YoY
  95. SEC Subpoenas Wall Street Banks in Probe of AI Hedge Fund Situational Awareness
  96. Mexico's Sovereign Bonds Trading Like Junk Debt as $130 Billion Bailout Drags Down Credit Rating
  97. Bitcoin Surges ~25% in 7 Days, Breaking Above $80,000 to Hit Highest Level Since May
  98. Pakistan-Iran Diplomatic Progress Drives Oil Prices and Yields Lower; Nasdaq Futures Rise Over 1%
  99. Analysis: Memory Prices May Surge 50%, but Micron Struggles to Fully Benefit
  100. US Software Sector Faces Earnings Validation Week After Summer Rally