Topic Archive — Page 58 of 113

Every market topic nashnova has published, newest first (11219 total).

  1. U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High
  2. Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks
  3. U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10%
  4. InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material
  5. Hedgeye Initiates Short Rating on Apple, Sees 23% Downside
  6. Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble"
  7. Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading
  8. Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks
  9. SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price
  10. US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy
  11. U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak
  12. Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further
  13. Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders
  14. Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027
  15. U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable
  16. Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More
  17. Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain
  18. William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult
  19. U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars
  20. SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million
  21. ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25%
  22. Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet
  23. MiniMax Plunges Over 18% on Lock-Up Expiry Day as Price Support Pledges Fail to Offset Selling Pressure
  24. US Pre-Market: Ionis Falls 19%, Alnylam Rises 17%
  25. Surging Hotel Room Rates May Push Up Services Inflation in U.S. June CPI
  26. KeyBanc Downgrades Salesforce as Agentforce Customer Feedback Weakens
  27. Palantir Takes London Police Contract Rejection to High Court
  28. Chip-Software Rotation Reverses as Correlation Turns Negative for the First Time
  29. Meta's In-House AI Chip Enters Mass Production in September, Doubling Computing Power to 14 Gigawatts Next Year
  30. China's Central Bank Increases Gold Holdings for 20 Consecutive Months, June Purchases Hit 16-Month High
  31. Deutsche Bank: Rising USD Risks as Foreign Capital Inflows Shift Toward Equity
  32. U.S. Military Strikes Near Iran's Bushehr Nuclear Power Plant as Conflict Continues to Escalate
  33. Strengthening Yuan Could Be a Tailwind for Emerging Market Currencies
  34. Morgan Stanley Maintains Overweight on Rocket Lab; Iridium Acquisition Opens Valuation Upside
  35. SAP Accepts EU Commitments to Avoid Antitrust Fine
  36. Phison's H1 Revenue Surpasses NT$100 Billion for the First Time; AI Order Visibility Extends to H1 2027
  37. U.S. Semiconductor Index Drops 14% as Technical Warning Signals Intensify
  38. Foxconn Industrial Internet Q2 Net Profit Expected to Surge 86%-101%
  39. Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage
  40. GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year
  41. French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion
  42. Taiwan's H1 Exports Surge 47%, Hitting All-Time High
  43. Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions
  44. BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years
  45. China's State Council Issues "15th Five-Year Plan" Carbon Peaking Action Plan
  46. Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet
  47. Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend
  48. Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast
  49. U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs
  50. SK Hynix ADR Arbitrage Far More Challenging Than TSMC
  51. Nexchip's Hong Kong Grey Market Trading Up Over 8%
  52. UK Long-Term Bond Issuance Plans Draw Market Warnings
  53. JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating
  54. CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations
  55. BofA Reiterates Buy on Micron with $1,550 Price Target
  56. Taiwan Central Bank Governor Warns of AI Bubble Risks
  57. U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes
  58. Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure
  59. ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ
  60. European Tech Stocks Rebound as Middle East Oil Supply Risks Persist
  61. Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program
  62. BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low
  63. AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint
  64. Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion
  65. US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test
  66. Applied Materials CEO: Chip Expansion Cycle to Last Several More Years
  67. Wistron and Wiwynn Both Hit Record-High H1 Revenue as AI Server Shipments Continue to Grow
  68. U.S.-Iran Tensions Escalate Again: Bitcoin Holds Firm While Gold Continues to Slide
  69. PBOC Introduces "Structural Divergence" Concept for the First Time, Emphasizing Monetary Policy Flexibility
  70. Goldman Sachs: Hormuz Tensions May Delay Middle East Crude Supply Recovery
  71. Hong Kong Stocks Drop 0.78% at Midday as AI IPO Lock-Up Expirations Trigger Divergence
  72. Chinese Regulators Halt Bank Underwriting of LGFV Bonds Maturing Within Two Years
  73. Samsung and SK Hynix Delay Hybrid Bonding Adoption Timeline
  74. China's Rare Earth Export Controls Squeeze Japanese Competitors
  75. 15 AI Chip Firms Compete for SMIC's 7nm Capacity, Shortage Could Reach 1.6 Million Wafers
  76. Bain Capital Fully Exits Kioxia, AI Wave Delivers Epic Private Equity Returns
  77. Quant Long-Short Funds Down 3.6% in Two Weeks as Momentum Collapse Meets Korean Stock Turmoil
  78. Citi Summit: Scaling Robotics Is a Decade-Long Marathon
  79. Foxconn Builds a Four-Dimensional Semiconductor Ecosystem
  80. Sovereign AI Emerges as Next Growth Driver for Chip Industry, NVIDIA Holds Strongest Edge
  81. China Reportedly Plans to Allow Limited H200 Imports: Training Only, Inference Must Use Domestic Chips
  82. Goldman Sachs Predicts Over 50% Upside for CATL in the Next Year
  83. Jensen Huang: AI Value Shifting to Enterprise Workflows, Harness Becomes Key Competitive Edge
  84. Former BOJ Official: Terminal Rate Could Exceed 2%
  85. Asian Stocks Rebound on Chip Rally as Three-Day Oil Surge Weighs on Bond Market
  86. Chinese Banks Claim Seven of World's Top Ten Spots, with Assets More Than Double Those of U.S. Banks
  87. US-Iran Ceasefire Collapse Combined with Hawkish Fed Minutes Triggers Sharp Global Bond Selloff
  88. Luxshare Precision Drops Over 5% on Hong Kong Debut, Opening at HK$60
  89. Deutsche Bank Maintains Sell Rating on Pop Mart, Warns IP Cycle May Have Peaked
  90. China's June CPI Up 1% YoY, PPI Up 4.1% YoY
  91. OpenAI Safety Chief Departs as Leadership Turmoil Continues Ahead of IPO
  92. CXMT IPO Subscription Opens on July 16; H1 Net Profit Expected to Surge Over 22-Fold
  93. Global Nuclear Power Capacity to Surge 44% by 2036, China to Overtake U.S. as Top Producer
  94. IMF Sharply Raises South Korea's 2026 Growth Forecast to 2.6%, Driven by AI Chip Demand
  95. Taiwan AI Data Center Power Demand to Surge Ninefold in Five Years, Grid Faces Four Major Bottlenecks
  96. Semiconductor ETF Attracts Record $5.4 Billion in Single-Day Inflows
  97. HK-Listed Brokerages See Divergent H1 Results as Industry Concentration Accelerates
  98. Warsh to Testify Before Congress on Monetary Policy for the First Time
  99. Burry Buys Flutter and DraftKings, Betting on Tighter Prediction Market Regulation
  100. Paramount's Acquisition of Warner Bros. Closing Delayed Again as Oregon Investigation Adds Pressure
Topic Archive — Page 58 · nashnova