Topic Archive — Page 57 of 154

Every market topic nashnova has published, newest first (15395 total).

  1. Roche's Alzheimer's Blood Test Receives U.S. FDA Approval
  2. Truist Raises CoreWeave Price Target to $165, Implying 88% Upside
  3. Strategy Completes $2.01 Billion ATM Offering, Diverting Funds Beyond Bitcoin Treasury
  4. Nvidia's Trillion-Dollar Chip Empire Under Siege: Squeezed by Customer In-House Designs and Legacy Rivals
  5. Goldman Sachs: China's Advanced Chip Gap to Narrow from 92% to 34% by 2035
  6. Santoli: Why Rising Treasury Yields Are Drawing Heightened Market Attention
  7. Wedbush: Nvidia Poised to Beat Guidance Again, Supply Is the Only Bottleneck
  8. Morgan Stanley: Copper Price Pullback Is a Buying Opportunity, Q4 Target Price at $14,250/Ton
  9. U.S. Stock Futures Slide in Pre-Market Trading as Chip and Memory Stocks Lead Losses, Steel Stocks Buck the Trend
  10. U.S. Treasury Plans to Tap Nearly $1 Trillion TGA Account to Fuel Treasury Buyback Program
  11. WuXi XDC Interim Revenue Reaches RMB 3.7 Billion with Adjusted Net Profit Up 37.4%
  12. IBM Unveils First Dual-Architecture Mainframe Processor with Integrated Arm Compute Cores
  13. Alibaba Executives Purchase Over HK$120 Million in Shares Following Equity Placement
  14. Eoptolink Reports H1 Net Profit of 7.53 Billion Yuan, Up 90.98% YoY
  15. Morgan Stanley Raises Brent Crude Target Price to $100
  16. Wells Fargo Raises Marvell Price Target to $310, Implying 31% Upside
  17. Anthropic's Flagship Model Fable 5 Faces Tepid Enterprise Adoption as OpenAI's Quarterly Revenue Jumps 35%
  18. PDD Q2 Revenue Misses Expectations While Adjusted EPS per ADS Beats Estimates
  19. XPeng Q2 Revenue Reaches RMB 19.74B with Gross Margin Beating Expectations, but Q3 Guidance Falls Short
  20. Xiaomi Unveils Three In-House Chips; Xuanjie O3 Becomes First Android SoC to Break 5 Million in Benchmark Scores
  21. Morgan Stanley Warns Bond Yields to Stay Higher for Longer, Oil Prices Pose Biggest Risk to Stocks
  22. Southbound Net Buying Reaches HK$11.567B as Investors Buy the Dip in HK ETFs and Tech Stocks
  23. ByteDance Integrates AI Tools into Doubao, Launches New Products to Compete with Tencent
  24. Leapmotor Reports H1 Net Profit of RMB 208 Million, Up 530% YoY
  25. XPENG Robotics Raises Over $900 Million in First Funding Round at Valuation Exceeding $6.3 Billion
  26. Wanhua Chemical Reports H1 Net Profit of 10.063 Billion Yuan, Up 64% YoY
  27. Alibaba's Wan3.0 Officially Launches, Stock Falls ~3% in Pre-Market Trading
  28. People's Daily Publishes Three Consecutive Editorials Endorsing China's Economy, Acknowledging Domestic Demand and Investment Pressures
  29. JPMorgan: Copper Buying Interest Cools, Aluminum Destocking Continues, Overseas Zinc Tightens
  30. Fidelity Doubles Gold Holdings in Three Weeks, Betting on Declining Fed Credibility
  31. Treasury Yields Pull Back as Markets Await Waller's Jackson Hole Speech and PCE Data
  32. Claude Helps Harvard Mathematician Crack 78-Year-Old Six-Dimensional Sphere Conjecture
  33. NXP's China Subsidiary Shifts to Domestic 12-Inch Wafers, Claims 100% Self-Sufficient Production
  34. China's Quant Funds Stage Strong Rebound After July Plunge, but Recovery Remains Uneven
  35. European Stocks Edge Lower as Tech Sector Under Pressure Amid Focus on Iran Sanctions
  36. Goldman Sachs: European Natural Gas May Need to Rise to €100/MWh to Complete Winter Restocking
  37. SEC Filing Reveals Musk Holds 48.4% of SpaceX Shares and 85% Voting Rights
  38. The Battle Over Core Layer Materials for Advanced Packaging Substrates: Glass Core vs. Ceramic Core Route Divergence
  39. SK Hynix Accelerates Capacity Expansion, Samsung's DRAM Capacity Lead Narrows to 14%
  40. Japan Bond Auction May Transmit Upward Pressure to U.S. Treasuries
  41. Barclays: Energy Stocks Are the Only Sector With Positive Returns at the Start of Rate Hike Cycles Historically
  42. Capital War Escalates in ASIC Sector: MediaTek, GUC, and Alchip Launch Large-Scale Financing
  43. Taiwan Indicts 9 Individuals for Allegedly Illegally Exporting AI Servers to China
  44. Tencent Drops Over 4% Intraday as Capital Expenditure Far Exceeds Expectations, Weighing on EPS Outlook
  45. Samsung, Micron, and SK Hynix All Shift to Molybdenum: NAND Material Transition Opens New Equipment Market
  46. Nvidia Plans to Lead Investment in Perplexity and Take Stakes in Data Center Power Companies
  47. Asian Markets Mixed on Monday as Hong Kong Stocks Lead Losses with Over 2% Drop
  48. SK Hynix Unveils HBM Advanced Packaging Roadmap: Hybrid Bonding, Intel EMIB, and 3D Integration
  49. European Automakers Turn to Chinese Supply Chains for Rescue as U.S. Launches Section 301 Investigation
  50. CXMT Holdings' STAR Market IPO May Break ChangXin Memory's Record
  51. Laptop Brands Shift Back to China as Southeast Asia Adds $9 Per Unit in Costs
  52. U.S. AI-Driven Investment Growth More Than Triples Europe's Pace
  53. HK Stocks Midday: Hang Seng Falls 2.09% as Alibaba Share Placement and Burry's Full Exit Weigh on Tech Stocks
  54. Goldman Sachs Raises Global Wafer Fab Equipment Spending Forecast, Expected to Reach $281 Billion by 2028
  55. Morgan Stanley: $40 Trillion U.S. Debt Constrains Economy but Won't Trigger Collapse
  56. Iran Introduces Blacklist System for Vessels Violating Hormuz Strait Regulations
  57. Volkswagen's Largest-Ever Restructuring Plan to Cut 50,000 Jobs; Union Denounces It as "Aggressive Provocation"
  58. Chinese State Media Praises Canada's Retaliation Against U.S. Tariffs as a "China-Style Counterattack"
  59. U.S. May Gradually Restrict Open-Source AI Models Through Unified Safety Standards
  60. Samsung Unveils Three-Phase HBM Roadmap, with Ultimate Form Stacking DRAM Directly on Compute Chips
  61. CITIC Securities: Policy-Preferred Range for the Yuan May Be 6.6–7.0
  62. China's $119 Billion Investment Stimulus Tool Faces Delays, Effectiveness in Question
  63. Hugging Face Explores Sale, Valuation Could Exceed $13 Billion
  64. PIMCO: Term Premium to Stay Elevated, Bonds Look Attractive
  65. Altman Admits AI Disruption of Software Industry Is Slower Than Expected
  66. AI Packaging Demand Surges as Taiwan's Material Supply Chain Gap Widens
  67. Hedge Funds Ramp Up Dollar Short Bets as Fiscal Concerns Weigh on the Greenback
  68. U.S.-Canada Trade War May Last Through End of Trump's Term as Carney Prepares Long-Term Aid Plan
  69. Warsh's Historical Forecasts Reveal His Inflation Judgment Framework
  70. BOJ September Rate Hike Probability Rises to 82% as Officials Enter Key Communication Window
  71. ASIC Shipments Expected to Surpass GPUs for the First Time by 2027 as AI Reshapes Server Storage Architecture
  72. MediaTek Executive: By 2030, One Million H100s Will Be Considered Only Mid-Scale Computing Power
  73. Xiaomi Unveils Second-Generation Humanoid Robot, Degrees of Freedom Increased from 21 to 66
  74. Samsung DX Division Posts First-Ever Quarterly Loss as Memory Price Hikes Erode Smartphone Profits
  75. Kashkari: U.S. Treasury Market Functioning Normally, Elevated Yields Do Not Affect Policy Tool Selection
  76. Asia Earnings Season: AI Boom and China's Consumer Recovery Under Scrutiny
  77. Hua Hong Semiconductor and Weichai Power Added to Hang Seng Index; Alibaba Plans Share Placement to Raise HK$79.7 Billion
  78. Nvidia Server Prices Rise Over 15%, AI Capex Concerns Weigh on U.S. Stock Futures
  79. Hedge Funds Dump U.S. Stocks at Fastest Pace Since Liberation Day
  80. Shein Launches Hong Kong IPO, Seeking Up to $1.8 Billion
  81. U.S. Treasury Secretary Bessent Announces Toughest-Ever Sanctions on Iran
  82. Burry Dumps Alibaba: Calls Valuation Too High, Shifts to JD.com
  83. Fed Holds Over 50% of 10-to-15-Year Treasuries; Operation Twist Could Further Monopolize the Market
  84. JPMorgan: Record Revenue at Chinese Wafer Fabs Bodes Well for OSAT Sector
  85. HSBC: NVIDIA's Open-Source Models and Supply Chain Lock-In Create New Catalysts for Valuation Re-Rating
  86. China Restricts Germanium Exports, Pressuring Taiwan's Semiconductor Supply Chain
  87. EM Carry Trade Extends Winning Streak to Seven Quarters, Longest Since 2008
  88. Palantir Up Over 65% YTD, RSI Nearing Overbought as Put Option Prices Sit at Lows
  89. CITIC Securities: AI Stock Correction Stems from Forward Pricing, Three Key Narrative Variables Await Clarification
  90. Goldman Sachs: China's GDP Growth Slows to 4% in Early Q3, Easing Expectations Rise
  91. Nomura Warns: Bessent's Bond Suppression Failing, Japan Faces 1997-Style FX Risk
  92. Sinopec's H1 Net Profit Rises 12% as Higher Oil Prices Boost Upstream Earnings
  93. Nomura: CPO Commercialization Enters Supply-Demand Validation Phase; Market Underestimates Progress
  94. Alibaba Raises Approximately HK$80 Billion Through Hong Kong Share Placement
  95. U.S. Discloses Details of Offer Rejected by Canada as Both Sides Trade Blame
  96. Multiple Chinese Economic Indicators Weaken as Credit and Housing Markets Face Dual Pressure
  97. AI Data Center Financing Frenzy: High-Yield Investors Pile into Investment-Grade Bonds
  98. Nvidia AI Server Prices to Rise Over 15%, Effective Early Next Year
  99. Goldman Sachs: Cracks Emerge in AI Momentum — Banks and Hard Assets Become the Next Trading Theme
  100. Buffett Still Drives Berkshire's Stock Picks While Abel Focuses on Operations