Topic Archive — Page 56 of 154

Every market topic nashnova has published, newest first (15394 total).

  1. US Software Sector Faces Earnings Validation Week After Summer Rally
  2. AI Bond Supply Glut Pushes Export-Import Bank of Korea to Seek Funding in New Zealand Market
  3. Nine Valuation Metrics Sound the Alarm: S&P 500 Projected to Deliver -3.2% Annualized Real Returns Over the Next Decade
  4. Median AI Spending per Microsoft Employee Hits $300/Month, with Top Individual Reaching $28,000
  5. NVIDIA's Rubin Chip Secures First Asian Orders as AI Financing Model Draws Market Scrutiny
  6. Wood Mackenzie: China's Data Center Power Consumption to Exceed South Korea's Current Level by 2030
  7. Innovent Biologics Reports H1 Net Profit of RMB 1.253 Billion, Up 50.2% YoY
  8. Largan Spends NT$5.65 Billion in Two Months to Expand Taichung Plant 4, Positioning for AI Fiber Array
  9. Morgan Stanley: U.S.-China Relations Shifting Toward "Managed Strategic Competition"
  10. WuXi Biologics Interim Revenue Up 18.4%, Adjusted Net Profit Up 38.4%
  11. Northbound funds net sold HK$6.6 billion on August 25, with Kingboard Laminates seeing over HK$1.1 billion in sell-off
  12. UBS Market Fragility Indicator Hits Historic Extreme for the First Time in Two Years
  13. Uranium Prices Rebound After Quiet May as UBS Warns of Structural Market Tightening
  14. Naura Technology Reports H1 Revenue of 20.2 Billion Yuan, Net Profit Growth Slows to 5%
  15. Hong Kong July Exports Surge 50.7% YoY, Driven Mainly by AI Electronics
  16. Great Wall Motor H1 Revenue Reaches 102.1 Billion Yuan, Net Profit Drops 61% YoY
  17. Lao Pu Gold Reports H1 Revenue of RMB 19.8 Billion, Up 60% YoY
  18. "The Big Short" Prototype: A Weak Dollar Is the Only Way Out for America's $40 Trillion Debt
  19. Germany's August Ifo Business Climate Index Rises to 88.8, Beating Expectations
  20. OpenAI Executive: Codex and ChatGPT Will Eventually Merge Into a Single Personal AGI
  21. China Condemns U.S. 'Economic War' Against Iran
  22. Japan's Debt Servicing Costs Rise 17% to Record High
  23. South Korean Chip Leveraged ETFs See Nearly $1 Billion in Net Outflows in a Single Month
  24. BofA Warns: 30-Year Treasury Yield Could Hit 5.5% If Warsh Avoids Rate Hike Signals
  25. Hormuz Strait Traffic Drops to Over Three-Month Low as Another Oil Tanker Attacked
  26. CR Micro and Silan Micro Both Double Net Profits in H1 2026
  27. Tesla Raises Prices of Two Cybertruck Models by $5,000 Each
  28. European Infrastructure Stocks Up 57% YTD: Steel and Power Grids Emerge as Dual Themes
  29. HSBC Buys Over $3 Billion in Indian Government Bonds, Betting on FCNR Deposit Windfall
  30. Germany Q2 GDP Grows 1% YoY and 0.3% QoQ, Both Beating Expectations
  31. Six Months into the Iraq War: Over 43% of Global Oil Produced in Conflict Zones
  32. Taiwan AI Server Supply Chain Ramps Up China Investment, Focused on Components Rather Than System Assembly
  33. IIF: Japan 10-Year Bond Yield Rising to 3%-3.5% Could Trigger Capital Repatriation
  34. Inside the U.S.-Canada Trade Negotiation Breakdown: Keystone XL Pipeline as the Final Bargaining Chip
  35. AI Power Crunch Squeezes Taiwan Wafer Capacity, Chip Prices Expected to Keep Rising Through H2 2026
  36. Private Growth Equity Funds Raise Record $33.2B in First Half
  37. Intel's Diamond Rapids Server CPU Debuts at Hot Chips, Betting on AI Agentic Computing
  38. JPMorgan Eases IPO Stock Pledge Restrictions to Court AI Nouveau Riche
  39. Nomura: Hong Kong Hedge Funds Overweight AI but Refuse to Add, Anthropic IPO May Trigger October Sell-Off
  40. Musk Admits Grok Is Behind; SpaceX Acquires Cursor for $60 Billion to Catch Up in AI Race
  41. Micron: After HBM4 Bandwidth Leap, Bottlenecks Shift to Packaging, Thermal Management, and Yield
  42. Enflame Technology's Shanghai STAR Market IPO Subscription Set for September 2, Aiming to Raise ~6 Billion Yuan
  43. Bessent May Leverage CTA Short Covering to Push Down Treasury Yields
  44. Veteran Wall Street Bear: Algorithms Dominate U.S. Stocks, Short-Selling Strategies Essentially Ineffective
  45. Samsung and SK Hynix Ramp Up NAND Capacity in China, Xi'an and Dalian Factory Investments to Land Before Next Year
  46. Druckenmiller Criticizes Bessent's Long-Bond Buyback as a Mistake
  47. Trump Acknowledges U.S. Heavy Dependence on Canadian Aluminum
  48. Unitree Robotics Plunges 45% in Three Days After Listing, Sparking Heated Debate Over Robotics Sector Bubble
  49. Sinopec Chairman: China's Oil Demand Likely Peaked Last Year
  50. China's Largest Auto Recall in History: 4.27 Million Vehicles Affected by Electronic Door Safety Issues
  51. Apple's New Mac Mini Could Launch Within Days, Potentially Featuring M5 or M6 Chip
  52. SK Hynix Union Rejects Wage Deal, Stock Drops Over 6% Intraday
  53. Draft Amendment to Road Traffic Safety Law Adds Dedicated Chapter on Autonomous Driving, Assigning Violation Liability to Manufacturers
  54. Hedge Funds Study AI Agent Decision Biases to Bet on Related Stocks
  55. Tokio Marine Targets Australia's Suncorp as Berkshire Co-Invests in Multi-Billion Dollar Acquisition
  56. U.S. Pressures South Korean Semiconductor Firms to Build Factories in America, Singling Out Hunan Cluster Plan
  57. CICC: Warsh Expected to Reaffirm Inflation Risks and Retain Rate Hike Option to Rebuild Credibility
  58. BofA Analysts' Field Research: China's Humanoid Robots Pivot to Commercial Deployment
  59. Institutions Net Bought $22.2 Billion in Gold Futures, Setting a Record High in Over a Decade
  60. Canada Unveils Tariff Countermeasures: Expanding Unemployment Benefits and Launching Business Loans
  61. Bessent Bets on Dollar Stablecoins to Bolster Short-Term Treasury Demand
  62. Meta Plans to Launch AI Agent Platform Hatch Within Weeks, with Monthly Fees Up to $199.99
  63. Broadcom Backstops AI Financing, CDS Widens 28bps in One Month Surpassing Oracle
  64. Nvidia's Seven-Day Losing Streak Marks Longest Since 2022, Yet Analysts Keep Raising Earnings Forecasts
  65. U.S. Stocks Close Lower as Tech Weakens; Long-End Yields Decline on Buyback Expectations
  66. SEC Investigates AI Hedge Fund Situational Awareness Over Near-Collapse
  67. Alabama Launches Investigation into OpenAI's Hugging Face Breach
  68. Chinese Hackers Leverage DeepSeek to Scale Up Cyberattacks
  69. Bessent Warns Bond Market: Will Take Aggressive Action Against Those Pushing Up Treasury Yields
  70. GLD Sees Largest Options Trade in History as Over $200M Bets on a Short-Term Gold Pullback
  71. Japan Plans Tax Deferral on Non-Core Business Divestiture Gains to Drive Corporate Restructuring
  72. Eli Lilly's Oral Weight-Loss Drug Foundayo Launches in the UK
  73. Jet Fuel Prices Surge: Raymond James Cuts Airline Estimates and Warns of JetBlue Bankruptcy Risk
  74. U.S. Plans 7.5% Excess Capacity Tariff on China, Set to Take Effect Before Xi-Trump Meeting
  75. Houthi Missile Attack on Saudi Oil Tanker Amjad
  76. Details of Nvidia's $500 Billion AI Financing Plan Still Under Negotiation
  77. Citadel Securities Criticizes U.S. Treasury Bond Buybacks as "Financial Repression"
  78. NVIDIA Groq LPX Racks Enter Mass Production; SpaceX and Nebius Become First Vera CPU Customers
  79. German Finance Minister: Bond Yield Surge Stems from Trump's Iran War
  80. Nvidia Server Prices Rise Over 15%, Stock Falls 2.3%
  81. RemeGen Reports H1 Net Profit of RMB 4.662 Billion as Licensing Revenue Drives Turnaround
  82. Cost of Shipping Oil Through the Strait of Hormuz Reaches $20 Million
  83. Wall Street Reignites the "Currency Debasement Trade": Gold and Bitcoin Emerge as New Safe-Haven Themes
  84. TCL Electronics Plans to Spin Off Solar PV Business for Independent Listing
  85. Jensen Huang on an Acquisition Spree: Investing in Perplexity, Acquiring Poolside, and Raising Chip System Prices by 17%
  86. Trump Announces 50% Tariffs on Canadian Autos and Steel Starting 2027
  87. Pelosi Discloses Purchases of Intel Stock and Call Options, Along with Bloom Energy
  88. Nasdaq Falls 0.5% as Chip Stocks Under Pressure, Dual Test of Nvidia Earnings and Jackson Hole Looms
  89. Goldman Sachs: Oil Price Risk Outweighs Jackson Hole; Nvidia Earnings Are This Week's Focus
  90. U.S. Proposes H-1B Visa Fees Exceeding $100,000; Legal Challenges Continue
  91. Luxshare Precision Reports Net Profit of 7.843 Billion Yuan in H1 2026, Up 18% YoY
  92. Gotion High-Tech's H1 Net Profit Surges 278% YoY, Global Power Battery Market Share Rises to Fifth
  93. Chinese Humanoid Robot Breaks Bolt's 100m Sprint Record
  94. U.S. Treasury Plans to Use Cash Reserves to Buy Back Bonds, Raising Questions Over Rule Credibility
  95. Analyst Bullish Sentiment Rises to Highest Level Since Summer 1987
  96. Thomson Reuters Builds In-House AI Model Thomson-1 Based on Alibaba's Open-Source Qwen to Reduce Dependence on Anthropic
  97. U.S. Treasury Plans to Expand Secondary Sanctions on Iran
  98. Goldman Sachs: EU Trade Restrictions Hit 27% of China's Exports to Europe
  99. China's MIIT Seeks Public Comments on National Standards Framework for Humanoid Robots
  100. Roche's Alzheimer's Blood Test Receives U.S. FDA Approval