Topic Archive — Page 58 of 154

Every market topic nashnova has published, newest first (15399 total).

  1. AI Data Center Financing Frenzy: High-Yield Investors Pile into Investment-Grade Bonds
  2. Nvidia AI Server Prices to Rise Over 15%, Effective Early Next Year
  3. Goldman Sachs: Cracks Emerge in AI Momentum — Banks and Hard Assets Become the Next Trading Theme
  4. Buffett Still Drives Berkshire's Stock Picks While Abel Focuses on Operations
  5. Honor Humanoid Robot Runs 100 Meters in 9.32 Seconds, Surpassing Bolt's Record
  6. Goldman Sachs Silicon Valley Survey: AI Agents Enter the Execution Era, Compute Demand May Surge 24x in Five Years
  7. East Money Semi-Annual Report: Tiantian Fund's Non-Money Market Fund AUM Surpasses 1 Trillion Yuan for the First Time
  8. CATL Launches Online Store, Entering Small-Scale Energy Storage Direct Sales Market
  9. AI Boom Triggers Component Shortages, Squeezing Smart EV Costs for Chinese Automakers
  10. U.S.-Canada Trade Talks Collapse, U.S. Imposes 50% Tariffs on Canadian Goods
  11. Hedge Funds Go Long on Energy Across Markets as Diesel Crack Spread Hits Record High
  12. All Three Major U.S. Stock Indexes Post Weekly Losses as Long-End Treasury Yields Continue to Rise
  13. Anthropic IPO Prospectus to List Public AI Backlash as Key Risk
  14. Nvidia Pays $6 Billion to License Poolside AI Models and Invests Additional $1 Billion
  15. Asset Managers Increased Long Positions in 5-Year and 10-Year Futures Ahead of U.S. Treasury Expanded Buybacks
  16. Boeing Engineers' Union Rejects Contract, Strike Authorization Vote Passes
  17. Trump: Did Not Instruct Bessent to Intervene in Treasuries, Relies on Economic Growth to Resolve Debt
  18. About 12 Fannie Mae Executives Fired as FHFA Director's Reform Push Continues to Shake Up Leadership
  19. Anthropic Recruits Google TPU Founder, Accelerating Custom Chip Strategy
  20. Goldman Sachs: Surge in Gold Call Option Demand as Clients Bet on Silver Reaching $90
  21. Nevada Approves Tesla Robotaxi Commercial Operations, Stock Rises Over 5%
  22. Dalio Warns U.S. Debt Crisis Coming Within Three Years, Advises Reducing Bonds and Adding Gold and Bitcoin
  23. Evercore ISI Recommends Six Core AI Hardware Stocks for H2 2026
  24. U.S. 30-Year Treasury Yield Hits 5.3%, Strategists Draw Parallels to 1987
  25. U.S. Department of Energy Lab Secretly Investigates Security Risks of Chinese Lidar
  26. AI Capital Expenditure May Require $10 Trillion in Annual Revenue to Justify
  27. SNB Officials: Ready to Reinstate Negative Interest Rates If Necessary
  28. Chip Stocks Drag Nasdaq as Dow Outperforms with 0.7% Gain
  29. Citadel Cuts Over 80% of Risk Exposure in Situational Awareness Portfolio
  30. Tesla Discontinues Solar Roof Tiles, Shifts to Conventional Solar Panels
  31. Pantheon Macro: U.S. BLS Benchmark Revision May Erase 200K Jobs
  32. U.S. August Flash Composite PMI Rises to 56.0 as Services Sector Significantly Beats Expectations
  33. JPMorgan Warns of Autumn Stock Market Downside Risk; AI Stocks Show Signs of 2000 Tech Bubble
  34. China's Three Major Telecom Operators Bet on AI Computing Token Factories
  35. BofA Bull & Bear Indicator Rises to 9.5, Triggering Sell Signal
  36. Moutai H1 Earnings Briefing: Channel Inventory Healthy, Full-Year Growth Faces Uncertainty
  37. BofA Securities Proposes Five Contrarian Trade Strategies
  38. AI Capex Boom Lifts Industrials as Valuations Hit 30-Year Highs, Sparking Pullback Warnings
  39. Apple Pays €13 Billion in Back Taxes to Ireland, Accounting for 40% of Its Global Tax Burden
  40. Money Markets Bet on Hawkish ECB Escalation, Deposit Rate Could Rise to 3%
  41. Nvidia Plans to Invest Hundreds of Millions of Dollars in Data Center Power Developer Cloverleaf
  42. YMTC Plans IPO on Shanghai Stock Exchange, Seeking to Raise 33 Billion Yuan
  43. Dutch Regulator Fines Uber Over $960 Million for GDPR Violations
  44. YMTC Posts Q1 2026 Revenue of 47 Billion Yuan with Net Profit of 33.4 Billion Yuan
  45. HSBC Warns of Tightening Global Zinc Supply as LME Spot Premium Hits Year-High
  46. Trump Announces 300,000 Tons of Foreign Beef Allowed Tariff-Free Import Within 90 Days
  47. Nasdaq 100 Futures Rise 0.6%, Poised to Snap Five-Day Losing Streak
  48. Bitcoin Approaches $80,000 as ETF Single-Day Net Inflows Hit $606M, a Three-Month High
  49. SaaS Stock Valuation Crisis: Buybacks and Rebranding Can't Mask AI Displacement Pressure
  50. China Revises Overseas Investment Regulations, Expanding Coverage to Individuals
  51. Zijin Mining Reports H1 Net Profit of 39.17 Billion Yuan, Up 68% YoY
  52. Tesla Recalls Nearly 3 Million Vehicles in China, Its Largest Ever
  53. State Council Executive Meeting Outlines Next-Gen Communication Network Construction
  54. Yen and Won Diverge After Tokyo Talks Between South Korean and Japanese FX Officials
  55. YOFC Reports H1 Net Profit of RMB 2.925 Billion, Up 889% Year-on-Year
  56. ZTE's Interim Net Profit Attributable to Parent Falls 45.57% YoY to RMB 2.753 Billion
  57. Innolight's H1 Net Profit Reaches RMB 13.65 Billion, Up 241.70% YoY
  58. Ping An Insurance Approved for Cross-Border Investment in Hong Kong Stock ETFs, Plans to Incorporate into Allocation Strategy
  59. Citi: US-Iran Conflict Drains 3M bpd from Inventories, OECD Stocks May Hit 70-Day Red Line by End of 2027
  60. Economists Raise U.S. Q3 GDP Growth Forecast to 2.5%
  61. Dongshan Precision's Net Profit Surges 290% to 2.957 Billion Yuan in H1 2026
  62. KE Holdings Q2 Net Revenue Reaches RMB 24.5 Billion, Profit Margin Hits Three-Year High
  63. Nvidia Earnings and Jackson Hole Symposium Put AI Rally to the Test
  64. BofA's Hartnett: Risk Assets Face Pressure If Bond Buyback Plan Fails
  65. UBS Raises S&P 500 Year-End Target to 8,100
  66. JPMorgan: AI Server Supply Chain Enters Third Round of Price Hikes as ODMs Begin Raising Prices
  67. Citi: Lithium Carbonate Sees Notable Short-Term Destocking; Supply Growth May Again Outpace Demand by 2027
  68. Mysterious Model ox-alpha Surpasses GPT-5.6 in Coding Benchmarks, Technical Fingerprints Point to Zhipu AI's Unreleased New Model
  69. Global Equity Funds See $22B Weekly Net Inflows at Three-Week High Before Sell-Off
  70. Eurozone Q2 Wage Growth Slows to 2.44%
  71. DeepSeek Releases New Multimodal Model with Agent Performance Approaching Opus-4.8
  72. Japan Allocates Additional ¥150 Billion to Support Rapidus in Building 2nm Chips
  73. China's FDI Reaches 438.3B Yuan in Jan-Jul; High-Tech Industry Up 32.7%
  74. Chinese Chip Equipment Maker Piotech's Net Profit Surges 1,324% in H1 2026
  75. HKEX Extends Validity of New Listing Applications to 12 Months
  76. U.S. Debt Surpasses $40 Trillion as AI Spending Boom Intensifies Capital Competition
  77. BofA Raises ABF Substrate Shortage Forecast, Supply-Demand Gap Widening to 19% by 2028
  78. Oil Prices Rise for Two Consecutive Weeks as U.S. Vows Maximum Sanctions on Iran
  79. Nvidia Plans to Invest in AI Data Labeling Firm Mercor, Potentially Valued at $20 Billion
  80. China's Ministry of Finance: Securities Transaction Stamp Tax Up 99.2% YoY in Jan–Jul
  81. Strategy's Bitcoin Holdings Turn Profitable with ~$1.4 Billion Unrealized Gain
  82. Memory Stock Momentum Fades as "Smart Money" Rotates to Other Sectors
  83. Embodied AI Foundation Model GEN-1.5 Released: Zero-Code, Watch-and-Execute Demonstrations
  84. SK Hynix Chairman: Memory Chip Shortage Most Severe in 2027, Capacity Expansion Must Be Tied to Long-Term Orders
  85. Cambricon's 6th-Gen AI Chip Under Development; H1 Revenue Surges 108% YoY
  86. Eurozone August Composite PMI Rises to Nine-Month High as Manufacturing Hits Over Four-Year Peak
  87. Nvidia in Talks with Korean AI Chip Startup Rebellions Over Potential Acquisition
  88. EM AI Computing Rally Spreads to Second-Tier Names, Optical Communication and Server Rack Stocks Surge Up to 90%
  89. Germany's August Manufacturing PMI Rises to 54.1, Best Since 2022
  90. Samsung SDI Sells $3.2 Billion Stake in Samsung Display to Cash Out
  91. ECB's Kazaks: Inflation Is Unsettling, Conditions Exist for Further Action
  92. SAMR Publishes Six Typical Merger Review Cases Supporting Anti-"Involution" Competition
  93. Goldman Sachs: Sustained Cooling in Inflation Is the Clearest Path for Lower Treasury Yields
  94. China's U.S. Treasury Holdings Drop to 18-Year Low; Evergrande Fined $1.2 Billion
  95. STMicroelectronics Raises Prices for Third Time This Year as Semiconductor Price Hikes Spread Across Multiple Categories
  96. MiniMax Launches Multimodal Creative Tool, Hong Kong-Listed Stock Surges Over 12% Intraday
  97. Unitree Robotics to Be Included in the World's Largest Humanoid Robot ETF
  98. NVIDIA's First Vera Rubin Racks Now Operational at OpenAI
  99. Jefferies Raises Alibaba Price Target: Cloud Acceleration Continues, T-Head Chip Covers 650 Clients