Topic Archive — Page 57 of 114

Every market topic nashnova has published, newest first (11360 total).

  1. Global Funds Net Bought $1.3 Billion in Indian Stocks in a Single Week
  2. TSMC June Revenue Surges 67.9% Year-over-Year
  3. South Korea Establishes "Future Response Fund" Betting on Chips, AI Data Centers, and Physical AI
  4. European Jet Fuel Stocks Below 30 Days as Strait of Hormuz Disruption Risks Resurface
  5. Shein Receives CSRC Approval for Hong Kong IPO
  6. Huawei Reportedly Partnering with Shenzhen Manufacturer to Build 12-Inch DRAM Wafer Fab
  7. Western Companies Turn to Chinese AI Models to Cut Costs
  8. Four Years Into Citi's Overhaul: Fraser Cuts Roles and Jobs, but Profitability Still Trails JPMorgan
  9. China's Notebook ODMs Accelerate Order Grab, Taiwan's Manufacturing Dominance at Inflection Point
  10. U.S. Chip Factory Labor Shortfall Could Reach 157,000 by 2030
  11. Infineon Urges TSMC to Build Second Fab in Dresden
  12. The Cost of Western De-Sinicization: An Estimated $23.6 Trillion
  13. TSMC Adds Two Advanced Packaging Fabs at Chiayi Science Park
  14. JPMorgan Cuts MiniMax Price Target by Another 20%, Stock Drops Over 18%
  15. China's June Exports Expected to Rise 18.2%, Supported by AI Demand
  16. Beijing Establishes Guangyan International Investment Company to Strengthen Mineral Supply Chain Control
  17. Institutions Trim AI Chip Stocks as Foreign Holdings in China Hard-Tech Hit Record Highs
  18. Multiple AI Executives Push Back on Computing Power Glut Theory: Demand Is Limitless, Energy Is the Bottleneck
  19. Apple Accelerates AI Chip Roadmap: M7 Skips Generations to Focus on Neural Processing
  20. Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks
  21. SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority
  22. Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back?
  23. Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling
  24. Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone
  25. MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2
  26. S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk
  27. SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge
  28. Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus
  29. HKEX Board Lot Reform Advances, HSBC's Minimum Investment Threshold Expected to Drop Significantly
  30. U.S. Strikes Iran Again, WTI Crude Jumps 3%, Hormuz Strait Passage Under Dispute
  31. Chip Big Four's FCF Expected to Hit Record $430 Billion
  32. U.S. and China Simultaneously Tighten Regulation on Frontier AI Models
  33. SK Hynix Moves Early on Hybrid Bonding, Targeting HBM5
  34. Arm CEO: AI Agents Driving Surge in CPU Demand
  35. AI Infrastructure Boom Tightens MLCC Supply-Demand, Taiwan Makers Eye Overflow Orders in H2
  36. AI Infrastructure Demand Drives Record Q2 Revenue for WT Microelectronics and WPG Holdings
  37. Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year
  38. Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate
  39. AI Giants Race to Cut Operating Costs
  40. Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term
  41. CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain
  42. Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns
  43. CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching
  44. Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool
  45. GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration
  46. Industry Insiders: HBM4 Prices Could Double by 2027
  47. Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking
  48. YMTC IPO Guidance First Phase Report Disclosed
  49. TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging
  50. Tesla Q2 Deliveries Hit Record High, Yet Stock Drops Over 8%
  51. Key Events Next Week: China GDP, U.S. CPI, and TSMC Earnings All in Focus
  52. China's Central Bank Pressures Rating Agencies to Cut Top Corporate Bond Ratings
  53. Memory Capacity Expansion Plus Overseas Equipment Delivery Disruptions: Domestic Semiconductor Equipment Faces Dual Growth Drivers
  54. Samsung's First Yongin Chip Fab Production Moved Up to 2029
  55. Taiwan's Top Three PCB Makers Raise Over NT$100 Billion Combined to Bet on AI Data Centers
  56. Iran's IRGC Announces Closure of the Strait of Hormuz
  57. Primary Dealers' Net Short on Corporate Bonds Hits Record for the First Time
  58. Citi Q2 Software Preview: Palantir, Microsoft Among Top Picks
  59. Zhipu AI's Tang Jie Issues Internal Memo: Betting on AGI, Abandoning Short-Term Monetization
  60. China Orders Refiners to Maintain High Output Amid Persian Gulf Supply Risks
  61. KOSPI Drops 7.6% in One Week, Samsung Valuation Hits 24-Year Low
  62. AstraZeneca Clinical Failure Raises Questions Over Pipeline Premium
  63. Sugon's 100,000-Card Domestic Computing Cluster Completed in Zhengzhou
  64. Samsung Chip Profits Hit Record High as Internal Divisions Deepen
  65. Samsung CXL 3.1 Mass Production Delayed, Intel and AMD Platform Lag Is the Primary Cause
  66. North American Cloud CapEx Revised Up to $851 Billion for 2026
  67. AI Debt Binge Meets Cool Bond Market as Long-Term Risk Premiums Hit Investment-Grade Highs
  68. White House Pushes Intel Revival as Apple Set to Use Its Foundry for Chips
  69. Citi: Copper Average Price Target at $14,500 for Q4 2026, Hitting $15,000 Within One Year
  70. Goldman Sachs: AI's Triple Price Surge Could Push Core PCE Up 0.5 Percentage Points by Year-End
  71. Nuclear Services Provider Holtec Files for U.S. IPO, Plans Nasdaq Listing
  72. SK Hynix ADR Surges 13% on Debut, Market Cap Surpasses Micron and AMD
  73. Mitsubishi Estate to Invest ¥1.5 Trillion in Data Centers in Japan
  74. Apple Sues OpenAI for Stealing Hardware Trade Secrets
  75. U.S. Stocks Close Higher on July 10; Meta Surges 6% to Lead Nasdaq
  76. Berkshire's Cash Reserves Hit Record $397 Billion as Stock Underperforms S&P 500 Year-to-Date
  77. Musk Asks Tesla Employees to Switch to Grok AI
  78. European Stocks Snap Four-Day Winning Streak as Tech Selloff and U.S.-Iran Tensions Weigh
  79. SK Hynix CEO: Memory Chip Shortage Will Persist Into the 2030s
  80. Meta Surges Another 6% on Friday as Bullish Options Sentiment Heats Up
  81. USDA Cuts Wheat Production to Lowest in Over 50 Years
  82. Financial Stocks Show Relative Strength Ahead of Bank Earnings Season as Options Implied Correlation Hits Record Lows
  83. U.S. Household Stock Holdings Hit All-Time High as Share of Total Assets
  84. Apple Hits All-Time High, Becomes AI Trade Hedge Target
  85. U.S. Eases Export Controls on UAE, Unlocking AI Chip Sales from Nvidia and Others
  86. BofA: Developed Market Central Banks Turn Net Hawkish, Bearish on Equities
  87. Wells Fargo Upgrades Seagate and Raises Price Targets for Two Storage Stocks
  88. CPI Data Approaching: ~85% Probability the Fed Pauses Rate Hikes in July
  89. U.S. Housing Bill Takes Effect Automatically, Digital Dollar Banned for Four Years
  90. Meta's 3-Year AI Capex Hits $534B, Free Cash Flow Bottoms in 2027
  91. South Korean Tanker Stranded Near Saudi Arabia as Hormuz Transit Risks Escalate
  92. SK Group Chairman: U.S. Investment to Far Exceed $35 Billion, Plans to Launch Memory Leasing Service
  93. Trump: Ceasefire Has Ended, U.S.-Iran Negotiations Will Continue
  94. Citi: Outsized Earnings-Day Moves in U.S. Stocks Have Become the New Normal
  95. SK Hynix Listing Pressures Micron as MU Options Implied Volatility Surges to 92nd Percentile
  96. Fed Report: Inflation Rises Again This Spring, Labor Market Stabilizes
  97. Morgan Stanley: Chip Stocks Face Pricing Power Pressure, Valuations Already Stretched
  98. SK Hynix ADR Pre-Market Indicative Price Surges 17% Above Offering Price
  99. U.S. Retail Investor Net Buying Falls to Lowest Since the Pandemic
  100. Goldman Sachs Raises 2031 LEO Satellite Forecast to 300,000
Topic Archive — Page 57 · nashnova