Topic Archive — Page 59 of 155

Every market topic nashnova has published, newest first (15408 total).

  1. ECB's Kazaks: Inflation Is Unsettling, Conditions Exist for Further Action
  2. SAMR Publishes Six Typical Merger Review Cases Supporting Anti-"Involution" Competition
  3. Goldman Sachs: Sustained Cooling in Inflation Is the Clearest Path for Lower Treasury Yields
  4. China's U.S. Treasury Holdings Drop to 18-Year Low; Evergrande Fined $1.2 Billion
  5. STMicroelectronics Raises Prices for Third Time This Year as Semiconductor Price Hikes Spread Across Multiple Categories
  6. MiniMax Launches Multimodal Creative Tool, Hong Kong-Listed Stock Surges Over 12% Intraday
  7. Unitree Robotics to Be Included in the World's Largest Humanoid Robot ETF
  8. NVIDIA's First Vera Rubin Racks Now Operational at OpenAI
  9. Jefferies Raises Alibaba Price Target: Cloud Acceleration Continues, T-Head Chip Covers 650 Clients
  10. U.S. Blockade Squeezes Iran's Crude Oil Supply to China, Potential Cutoff by Late September
  11. Germany-China Auto Trade Reverses for the First Time, Turning to Trade Deficit in Q2
  12. Oil Prices Above $90: Chinese Refiners Cut Crude Purchases
  13. Xiaomi Xring O3 Chip First Light-Up Achieved, TSMC N3P Process Mass Production Imminent
  14. Trump Signs Space Memorandum: Targeting 1,000 Launches Per Year by 2030, SpaceX the Biggest Beneficiary
  15. HSBC Carries Out Largest Senior Executive Layoff Since Financial Crisis, Spending Nearly $70 Million on Severance Last Year
  16. South Korea Plans "Future Response Fund" to Channel Chip Tax Surplus into AI Investment
  17. HK Stock Midday Review: Hang Seng Index Up 0.72%, Lithium Mining Stocks Lead Gains
  18. Apple Cuts Over 60 Jobs in Vision Team, Shifting VR Strategy Toward AI Glasses
  19. Moderna's mRNA Cancer Vaccine Succeeds in Phase 3, Chinese Pharma Companies Follow in Tiered Pursuit
  20. MOF Press Conference: Upgraded Interest Subsidy Policies; 15th Five-Year Plan Spending Shifts Toward "Investing in People"
  21. BofA: China's New Tax Policy May Structurally Weigh on Corporate Earnings
  22. A-Share Materials Sector Up 15% in One Month: Gold and Copper Prices Drive Outperformance Across the Market
  23. Japan's FY2026 Budget Requests Expected to Hit Record High, Raising Fiscal Sustainability Concerns
  24. CME and CFTC Clash Publicly Over Prediction Market Regulatory Authority
  25. CXMT's First Earnings Preview Shows 677% Revenue Surge as China's AI Hardware Earnings Season Peaks
  26. China Releases World's First National Standard for Solid-State Batteries, Over 320 Companies Face Elimination Pressure
  27. Kakao Spins Off Platform Business to Establish KakaoAI, Plans Re-listing by 2027
  28. Hedge Funds Rotate Out of AI into Healthcare, Financials, and Energy — Overweight in All Three Sectors Hits Decade Highs
  29. ChiNext Up Over 1% Led by Computing Hardware, Hang Seng Index Up 0.56%, Pop Mart Falls Over 8% Intraday
  30. Former Goldman Sachs Commodities Head: Commodities Exhibiting a Rotational Rally Pattern
  31. 800VDC Architecture Accelerates Adoption, Reshaping Power Chip Demand for AI Data Centers
  32. Taiwan's July Export Orders Near $98 Billion, Surging 61.9% YoY
  33. Bitcoin Breaks Through $75,000 with a 19% Weekly Gain
  34. South Korea's First 20 Days of August Exports Surge 56%, Semiconductors Soar Nearly 200% Strengthening Rate Hike Expectations
  35. BofA Survey: Fund Managers Turn Bullish on China's Economy for the First Time in Six Months
  36. Asian stocks fall broadly this week as elevated bond yields and rising oil prices weigh on risk appetite
  37. OpenAI Open-Sources Codex Harness, Enabling AI Agents to Be Directly Embedded in Vertical Products
  38. Nomura: If Market Deterioration Continues, the Fed May Launch YCC or QE
  39. SK Hynix Plans to Build Memory Chip Factory in Miyagi Prefecture, Japan
  40. China Merchants Securities: Hang Seng Tech Index Expansion, Cloud Players to Benefit from AI Profit Shift
  41. Japan's August Manufacturing PMI Rises to 55.1, New Order Growth Fastest Since 2018
  42. Gold Rallies for Three Consecutive Weeks as U.S. Treasury Buyback Plan Boosts Safe-Haven Demand
  43. Multiple U.S. States Halt Data Center Approvals as AI Infrastructure Faces Political Backlash
  44. Japan's July Core CPI Rises 1.8%, Supporting BOJ Rate Hike in September
  45. SpaceX and AST Compete for $6 Billion Satellite Spectrum License
  46. Tax Competition for Hedge Funds Heats Up as Singapore Follows Hong Kong in Exempting Carried Interest
  47. Hang Seng Index Quarterly Rebalancing Approaching: Hua Hong Semiconductor and Two Other Stocks May Be Added
  48. U.S. Treasury Buybacks Shock Quant Funds, Momentum Strategy Posts Worst Single Day in Two Years
  49. Micron CEO: AI Fundamentally Changes the Cyclical Logic of the Memory Industry
  50. Hon Hai's Taiwan EMS Share Drops to 44.8% as Quanta and Wistron's Combined Growth Nearly Doubles
  51. Samsung Delays High-NA EUV Mass Production to 1nm Node, Expected Around 2030
  52. Foreign Ownership of Japanese Stocks Hits Record High, AI-Related Shares Lead Gains
  53. JPMorgan Layoffs Rise to Highest Level Since 2015
  54. Morgan Stanley: Gold Could Surpass $5,000 by 2027
  55. Nvidia Spends $6 Billion to License AI Coding Startup Poolside's Technology and Recruit Its Employees
  56. U.S. Ends Summer-Blend Gasoline Requirement Early to Lower Gas Prices
  57. Bessent Pushes to Suppress Bond Yields as Warsh's Independence Stance Faces Test
  58. Broadcom Seeks Over $60 Billion in AI Chip Debt Financing, Total Scale Could Reach $100 Billion
  59. Credit Market Alarm and Tech Volatility Divergence Intensify
  60. AI Borrowing Spree Pushes U.S. Treasury Yields to Near Two-Decade Highs
  61. Alibaba's AI Cloud Profit Margin Rises to 12% as Proprietary Chips Serve Over 650 Clients
  62. Two Binance Employees Detained at UAE Airport Amid Financial Crime Investigation
  63. Jefferies Forecasts NVIDIA Q2 Revenue at $95 Billion, Potentially the Largest Beat in History
  64. Anthropic's Planned IPO Could Surpass SpaceX as the Largest in History
  65. Morgan Stanley: Apple App Store Monthly Revenue Posts First Year-over-Year Decline in Four Years
  66. Apple's New CEO John Ternus Takes Over in Two Weeks, May Adjust AI Spending Strategy
  67. Nvidia Leverages Its Balance Sheet to Position for the Next Phase of AI
  68. Nvidia Plans Small-Batch Shipments of Custom AI Chips to China Within This Year
  69. Citi Turns Bearish on the Dollar, Cuts 3-Month Dollar Index Target to 98.34
  70. Bernstein Upgrades Analog Chip Giant ADI to Outperform
  71. Bessent: U.S. Budget Deficit Has 'Most Likely' Peaked
  72. Token Prices Drop 40% Yet Enterprise AI Spending Rises 50%: Jevons Paradox Emerges
  73. Bond Veteran: Credit Spreads Near 30-Year Lows, Risk-Reward No Longer Attractive
  74. St. Louis Fed President Musalem: Not Prejudging September FOMC Rate Decision
  75. Japan's Foreign Currency Deposits Surge Nearly ¥4 Trillion in a Single Quarter, Marking the Largest Increase Since Liberalization in 1998
  76. Nomura Report: Advanced Packaging Equipment Expanding from CoWoS to Hybrid Bonding — Who Benefits Most?
  77. Bessent: U.S. Unlikely to Resume Large-Scale Military Action Against Iran, Shifting Toward Stronger Economic Pressure
  78. Bessent: Treasury Buybacks Could Exceed $4 Billion Per Operation, Aiming to Suppress Long-End Yields
  79. China's Rare Earth Exports to U.S. Rebound While Controls on Japan Continue to Tighten
  80. Switzerland and China Reach New Trade Agreement, 99.8% of Exports Tariff-Free
  81. Russia's Gold Reserves Drop to Lowest Level in Over Six Years
  82. Franklin Templeton Receives First SEC Approval to Integrate Tokenized Assets into Traditional Funds
  83. Goldman Sachs Data: Mutual Funds Significantly Underweight NVIDIA and AI Stocks
  84. U.S. Leading Indicators Rise in July as Six-Month Growth Rate Turns Positive for First Time in Four Years
  85. Monte dei Paschi Board Approves Simultaneous Bids for BPM and Generali's Banca Generali
  86. Waymo's In-House Autonomous Driving Chip Enters Mass Production, Computing Power Exceeds 1,000 TOPS Rivaling NVIDIA
  87. S&P 500 Dividend Yield Falls Behind Treasuries, Ending a Decade-Long Advantage
  88. U.S. Financial Sector Price-to-Book Ratio Rises to 2.3x, Approaching 20-Year High
  89. Warsh to Speak at Jackson Hole as Fed Credibility Faces Test
  90. UBS Teardown of Huawei Atlas 950 Super Node: Bullish on SMIC, AMEC, Montage Tech and More
  91. SF Fed's Daly: Bond Market Signals Credible Monetary Policy Stance
  92. Super Micro Completes Independent Review: Executives Unaware of Export Violations
  93. Bitcoin Surges 11% in Two Days to Near Two-Month High; CFTC: Will Set Own Rules If Legislation Fails
  94. U.S. National Debt Surpasses Historic $40 Trillion Mark
  95. Former Cleveland Fed President Mester: Rate Hikes Are More Appropriate Now
  96. JCET Reports H1 Net Profit of 845 Million Yuan, Up 79% YoY
  97. U.S. Stock Futures Fall, Oil Breaks Above $94, Long-Bond Yields Rebound Erasing Treasury Intervention Effects
  98. Chinese AI Firms Face Computing Power Constraints; High-Quality Inference Still Relies on Nvidia Chips
  99. Ceasefire Drives China's July Gulf Crude Imports to Double MoM, Analysts Warn of Uncertain Follow-Through Demand
  100. Philadelphia Fed Manufacturing Index Surges to 47.4 in August, Far Exceeding Expectations