Topic Archive — Page 56 of 113

Every market topic nashnova has published, newest first (11224 total).

  1. Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year
  2. Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate
  3. AI Giants Race to Cut Operating Costs
  4. Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term
  5. CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain
  6. Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns
  7. CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching
  8. Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool
  9. GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration
  10. Industry Insiders: HBM4 Prices Could Double by 2027
  11. Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking
  12. YMTC IPO Guidance First Phase Report Disclosed
  13. TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging
  14. Tesla Q2 Deliveries Hit Record High, Yet Stock Drops Over 8%
  15. Key Events Next Week: China GDP, U.S. CPI, and TSMC Earnings All in Focus
  16. China's Central Bank Pressures Rating Agencies to Cut Top Corporate Bond Ratings
  17. Memory Capacity Expansion Plus Overseas Equipment Delivery Disruptions: Domestic Semiconductor Equipment Faces Dual Growth Drivers
  18. Samsung's First Yongin Chip Fab Production Moved Up to 2029
  19. Taiwan's Top Three PCB Makers Raise Over NT$100 Billion Combined to Bet on AI Data Centers
  20. Iran's IRGC Announces Closure of the Strait of Hormuz
  21. Primary Dealers' Net Short on Corporate Bonds Hits Record for the First Time
  22. Citi Q2 Software Preview: Palantir, Microsoft Among Top Picks
  23. Zhipu AI's Tang Jie Issues Internal Memo: Betting on AGI, Abandoning Short-Term Monetization
  24. China Orders Refiners to Maintain High Output Amid Persian Gulf Supply Risks
  25. KOSPI Drops 7.6% in One Week, Samsung Valuation Hits 24-Year Low
  26. AstraZeneca Clinical Failure Raises Questions Over Pipeline Premium
  27. Sugon's 100,000-Card Domestic Computing Cluster Completed in Zhengzhou
  28. Samsung Chip Profits Hit Record High as Internal Divisions Deepen
  29. Samsung CXL 3.1 Mass Production Delayed, Intel and AMD Platform Lag Is the Primary Cause
  30. North American Cloud CapEx Revised Up to $851 Billion for 2026
  31. AI Debt Binge Meets Cool Bond Market as Long-Term Risk Premiums Hit Investment-Grade Highs
  32. White House Pushes Intel Revival as Apple Set to Use Its Foundry for Chips
  33. Citi: Copper Average Price Target at $14,500 for Q4 2026, Hitting $15,000 Within One Year
  34. Goldman Sachs: AI's Triple Price Surge Could Push Core PCE Up 0.5 Percentage Points by Year-End
  35. Nuclear Services Provider Holtec Files for U.S. IPO, Plans Nasdaq Listing
  36. SK Hynix ADR Surges 13% on Debut, Market Cap Surpasses Micron and AMD
  37. Mitsubishi Estate to Invest ¥1.5 Trillion in Data Centers in Japan
  38. Apple Sues OpenAI for Stealing Hardware Trade Secrets
  39. U.S. Stocks Close Higher on July 10; Meta Surges 6% to Lead Nasdaq
  40. Berkshire's Cash Reserves Hit Record $397 Billion as Stock Underperforms S&P 500 Year-to-Date
  41. Musk Asks Tesla Employees to Switch to Grok AI
  42. European Stocks Snap Four-Day Winning Streak as Tech Selloff and U.S.-Iran Tensions Weigh
  43. SK Hynix CEO: Memory Chip Shortage Will Persist Into the 2030s
  44. Meta Surges Another 6% on Friday as Bullish Options Sentiment Heats Up
  45. USDA Cuts Wheat Production to Lowest in Over 50 Years
  46. Financial Stocks Show Relative Strength Ahead of Bank Earnings Season as Options Implied Correlation Hits Record Lows
  47. U.S. Household Stock Holdings Hit All-Time High as Share of Total Assets
  48. Apple Hits All-Time High, Becomes AI Trade Hedge Target
  49. U.S. Eases Export Controls on UAE, Unlocking AI Chip Sales from Nvidia and Others
  50. BofA: Developed Market Central Banks Turn Net Hawkish, Bearish on Equities
  51. Wells Fargo Upgrades Seagate and Raises Price Targets for Two Storage Stocks
  52. CPI Data Approaching: ~85% Probability the Fed Pauses Rate Hikes in July
  53. U.S. Housing Bill Takes Effect Automatically, Digital Dollar Banned for Four Years
  54. Meta's 3-Year AI Capex Hits $534B, Free Cash Flow Bottoms in 2027
  55. South Korean Tanker Stranded Near Saudi Arabia as Hormuz Transit Risks Escalate
  56. SK Group Chairman: U.S. Investment to Far Exceed $35 Billion, Plans to Launch Memory Leasing Service
  57. Trump: Ceasefire Has Ended, U.S.-Iran Negotiations Will Continue
  58. Citi: Outsized Earnings-Day Moves in U.S. Stocks Have Become the New Normal
  59. SK Hynix Listing Pressures Micron as MU Options Implied Volatility Surges to 92nd Percentile
  60. Fed Report: Inflation Rises Again This Spring, Labor Market Stabilizes
  61. Morgan Stanley: Chip Stocks Face Pricing Power Pressure, Valuations Already Stretched
  62. SK Hynix ADR Pre-Market Indicative Price Surges 17% Above Offering Price
  63. U.S. Retail Investor Net Buying Falls to Lowest Since the Pandemic
  64. Goldman Sachs Raises 2031 LEO Satellite Forecast to 300,000
  65. South Korea and Taiwan Lead $46.1 Billion Equity Outflows from Emerging Markets
  66. BofA: Hold Stocks for Now, Tail Risks Each Have Hedging Strategies
  67. Stifel Raises Price Targets for Top Three Semiconductor Equipment Makers, Projects $150 Billion Equipment Spending in 2026
  68. JPMorgan: Private Blockchains Are Bitcoin's Biggest Structural Threat
  69. HSBC's Top 10 Buy-Rated Stocks to Watch This Earnings Season
  70. Boeing's Fourth 737 MAX Production Line Goes Live; MAX 7 Certification Expected This Month
  71. Duan Yongping Increases Stake in Pop Mart, Holdings Exceed 100 Million Shares
  72. Goldman Sachs: Who Will Be the Long-Term Winner Among China's AI Large Models
  73. China Equity Funds See $9 Billion Weekly Inflow, Largest Since December
  74. Susquehanna Pulls Out of China Venture Capital Team
  75. Standard Chartered Maintains Year-End Bitcoin Target of $100,000
  76. Musk Says SpaceX Will Exceed Earth's Total Value
  77. NVIDIA Supplier King Yuan Electronics Plans U.S. Factory with Up to $1.4 Billion Investment
  78. BofA: Japanese Bank Stocks May Serve as Leading Signal for Global Selloff
  79. Humanoid Robot Completes Live Surgery for the First Time
  80. XPeng Launches Employee Testing for Robotaxi, Plans Pilot Operations in Guangzhou by 2026
  81. Goldman Sachs: U.S. ETF Net Inflows Surpass $1 Trillion Year-to-Date
  82. U.S. Corporate Buybacks Approach $1 Trillion, Yet Insiders Aren't Following Suit
  83. One Month After SpaceX IPO, Tesla Stock Remains Largely Steady
  84. SK Hynix Eyes U.S. Listing as Strategists Warn of Bubble-Like Volatility in Chip Sector
  85. Vanke's H1 Loss May Widen to 15 Billion Yuan
  86. Big Five Tech Giants' Debt Doubles to $350 Billion Over Five Years
  87. UAE June Crude Output Hits Record High of 4.1 Million Barrels Per Day
  88. Netflix Pivots to Live TV as Stock Faces Pressure from Declining Market Share
  89. China Life Invests 5 Billion Yuan to Set Up Fund Betting on Semiconductor Supply Chain
  90. Crypto Market Rallies Against the Trend as Altcoin Sentiment Warms Up
  91. Delta Air Lines Q2 Results Beat Expectations, Full-Year Profit Guidance Reinstated
  92. BP Considers Exiting UK North Sea as New CEO Leads Asset Streamlining
  93. Circle Receives OCC Approval to Establish National Trust Bank
  94. UK Designates Microsoft, Google, Amazon, and Oracle as Critical Third Parties for Finance
  95. European Earnings Revision Momentum Hits Two-Year High
  96. EU Charges Meta with Addictive Design Violations, Facing Fines Up to 6% of Global Revenue
  97. Southbound Capital Net Sold Nearly HK$6B; Zhipu AI Received Over HK$2.8B in Single-Day Buying
  98. Nanya Technology's 2027 Capex to Expand Beyond NT$200 Billion, Roughly Quadrupling This Year's Level
  99. China Announces Immediate Temporary Ban on Helium Exports
  100. Volkswagen Q2 Global Deliveries Drop 8.6%, China Market Plunges 36.6%
Topic Archive — Page 56 · nashnova