Topic Archive — Page 6 of 112

Every market topic nashnova has published, newest first (11144 total).

  1. U.S. Military Strikes Iran's Revolutionary Guard Again, Oil Prices Surge Over 4%
  2. Japanese Corporate Pensions Accelerate Shift Back to Domestic Bonds, Allocation Appetite Strongest Since 2008
  3. Analysts Bullish on Snowflake Q2 Earnings as AI Demand Drives Consumption Acceleration
  4. Tesla FSD Suspected to Have Been Active in Fatal Illinois Crash
  5. Goldman Sachs Outlines Five Key Semiconductor Debates: WFE Cycle May Extend Through 2028
  6. AstraZeneca and Daiichi Sankyo's Enhertu Receives EU Approval for First-Line Breast Cancer Combination Therapy
  7. U.S. Pushes to Cut Trade Imbalances at G20, Targeting China
  8. Carney: U.S. Must Show Seriousness Before Canada-U.S. Trade Talks Can Resume
  9. Wells Fargo Turns Cautious on AI Trade: Constraints Shift from Demand to Economy and Capital
  10. SpaceX AI Data Center Delays Reportedly Prompt Infrastructure Team Restructuring
  11. JPMorgan: USD/JPY May Range Between 155-165, Four Signals Could Trigger a Short Squeeze
  12. Dell Stock Drops Over 4% Ahead of Earnings as Options Imply 11% Post-Report Swing
  13. Tesla Releases European FSD Safety Data; EU Vote May Take Place in October
  14. U.S. July Construction Spending Falls to Nearly Three-Year Low as Single-Family Housing Plunges 6.5% YoY
  15. Goldman Sachs, Bank of America and 21 Other Institutions Jointly Plan to Launch USD Stablecoin by 2027
  16. Tropical Storm Edouard Approaches America's Largest Refining Hub
  17. Dow Falls 225 Points Intraday as Nvidia and Caterpillar Lead Declines
  18. Morgan Stanley: Rising U.S. Debt Is a "Distraction" for Treasury Yields
  19. Bessent: U.S. to Announce Sanctions on Iranian Banks This Week
  20. ECB's Nagel Criticizes U.S. for Uncoordinated Use of Euros in Yen Intervention
  21. UBS: China Unlikely to Match ASML's Top-Tier EUV Lithography Machines Within a Decade
  22. U.S. July JOLTS Job Openings at 7.27 Million, Below Expectations
  23. Bessent: Strait of Hormuz Will Be Bypassed Within Two Years, Oil Market Risk Premium Already Fading
  24. U.S. August Manufacturing PMI Final Reading Revised Up to 53.9
  25. US Stock ETF Weekly Flows: 9 Out of 11 Sectors See Net Outflows, Bitcoin ETFs Lead Gains
  26. Hua Hong Semiconductor Enters JV Agreement to Build Third 12-Inch Wafer Production Line
  27. El Niño Combined with Crop Disease: Cocoa Futures Surge Over 70% Since June
  28. Fed Governor Barr: Will Support Rate Hikes If Inflation Doesn't Decline
  29. Iran's Crude Exports Near Zero for Seven Weeks as Trump Summons U.S. Refiners to Push Down Prices
  30. Major Copper-Gold Deposit Discovered in Chating, Anhui, with Reserves Equivalent to Several Large Mines
  31. Shein Breaks IPO Price on Hong Kong Debut as Trump Policies Emerge as Key Factor
  32. Medtronic FY2027 Q1 Earnings Beat Expectations, Full-Year Guidance Raised on Both Fronts
  33. Morgan Stanley Upgrades Robinhood to Overweight with $150 Target, Implying 43% Upside
  34. Deutsche Bank Rates AI Hardware Pick-and-Shovel Stocks: Lumentum and Coherent Named Top Conviction Buys
  35. ECB Raises Interest Rates Again Amid Rising Inflation
  36. Q2 Earnings Season Hits Record Highs, but AI Investment Returns Remain an Open Question
  37. Trillion-Dollar Dislocation Risk Hidden Beneath Calm Credit Markets
  38. OpenAI Fights Back Against Apple Trade Secret Lawsuit: Allegations Baseless, Aimed at Blocking Recruitment
  39. Tanus Officially Takes the Helm at Apple as Memory Crisis and AI Shortcomings Await
  40. Novartis Oral MS Drug Meets Endpoints in Two Phase 3 Trials, Stock Rises Over 4%
  41. US FTC Sues Amazon for Deceiving Advertisers; Over 20 States Join Claim Seeking More Than $20 Billion
  42. NVIDIA Revives Rubin CPX Inference Chip, Targeting Long-Context Prefill Costs
  43. SoftBank's SB Energy Eyes U.S. IPO, Betting on AI Data Center Power Demand
  44. Strike Deals Heavy Blow to Hyundai Motor: August Global Sales Drop to Four-Year Low
  45. Great Wall Motor August Sales at 113,400 Units, Down 1.87% YoY
  46. Macau August GGR Down 1.2% YoY but Up 8.1% MoM
  47. Texas Halts Data Center Grid Connections as "Phantom Demand" in U.S. AI Power Consumption Surfaces
  48. U.S. Officials Accuse COSCO Shipping of Hiding Equipment to Gather Military Intelligence for Beijing
  49. U.S. to Push for Relaxed AI Regulation Stance at G20
  50. HSBC: Asia Resembles 1997 Crisis, but Risks Have Shifted from Financial to Demand
  51. NIO Q2 Revenue Reaches RMB 32.14 Billion, Up 69% YoY, Slightly Below Market Expectations
  52. European Natural Gas Prices Rise 2.4% as Storage Levels Trail Last Year by 12 Percentage Points
  53. Goldman Sachs: Alibaba Cloud's AI Computing Investment to Break Even in Three Years, Targeting $100 Billion in External Cloud Revenue by 2030
  54. Chinese Court Freezes Over 2.1 Billion Yuan of Nexperia Assets as Wingtech Control Battle Escalates
  55. China's Chip Equipment Localization: Moving from "Functional" to the Test of Scaled Mass Production
  56. Samsung Electro-Mechanics Discloses MLCC Supply Deal Worth Over 100 Billion KRW
  57. SK Hynix Custom HBM Boosts Inference Performance by Up to 5.15x
  58. Samsung LPDDR5X-PIM Targets Mass Production in Early 2027 with 3.8x Performance Boost
  59. BYD August Auto Sales Reach 440,300 Units, Up 17.84% YoY
  60. HDFC Bank CEO Chose to Resign Rather Than Accept Reforms — Inside Story Revealed
  61. Asian LNG Spot Prices Rise to Five-Month High as Strait of Hormuz Concerns Persist
  62. Novo Nordisk's Oral Wegovy Weight-Loss Drug Launches in Germany
  63. U.S.-Iran Exchange Fire Again at Hormuz, Oil Prices Rise Over 1%
  64. Geely Auto Reports August Total Sales of 270,000 Units, Up 8% YoY
  65. China Bank Stocks Extend Record Rally as Net Interest Margin Recovery Drives Valuation Re-Rating
  66. Two Supertankers Hit by Unidentified Flying Objects in the Strait of Hormuz
  67. Meta's $18 Billion Settlement Sets Precedent for Enforcement-as-Legislation Regulatory Approach
  68. European and U.S. stocks weaken on September 1 as energy inflation fears push bond yields higher
  69. Micron Taiwan Union Threatens Strike Over Bonus Distribution Dispute
  70. Dividend Income Tax for Foreign Individuals and Foreign-Invested Enterprises Unified at 20%
  71. U.S. Tightens Robot Export Controls, Putting Asian Manufacturers in a China-U.S. Market Dilemma
  72. Eurozone August Manufacturing PMI Rises to 52.7, Hitting Over Four-Year High
  73. Germany's August Manufacturing PMI Rises to 51-Month High
  74. Barclays Warns: El Niño Could Drive Palm Oil and Rubber Prices Up 40%
  75. After Record Foreign Inflows into A-Shares, UBS Expects Buying Pace to Slow in H2
  76. BYD's Overseas Revenue Surpasses Domestic Market for the First Time as Price War Erodes China Profits
  77. ASML's High-NA EUV Used in Mass Production of Logic Chips for the First Time
  78. Three Ministries Issue Overseas Competition Compliance Guidelines for Auto Industry
  79. Weakening Dollar Fuels Carry Trade Revival, Accelerating Capital Flows into Emerging Markets
  80. London Stock Exchange Partners with Payward to Launch Tokenized UK Stocks, Going Live in 2027
  81. Bitcoin Kimchi Premium Returns in South Korea as Retail Sentiment Warms Up
  82. Germany's July Retail Sales Plunge 3.4% MoM, Far Worse Than Expected
  83. Baidu CFO: AI Investment Payback Period Shrinks to 2-3 Years, Gross Margins Approaching Ad Business Levels
  84. France Imposes Environmental Fines on Fast Fashion Giants Shein, Temu
  85. Japan-U.S. G20 Talks Confirm Continued Coordination on Yen Exchange Rate
  86. SEMI Raises 2028 Fab Equipment Forecast to $220 Billion
  87. ECB Officials Warn Iran War Could Keep Inflation Persistently High
  88. NIO Delivers 35,836 Vehicles in August, Up 14.5% YoY
  89. XPeng Delivers 39,107 Vehicles in August, Up 4% YoY
  90. Novartis Suspends Eight Clinical Trials After Three Patient Deaths in CAR-T Therapy
  91. Li Auto Delivered 37,679 Vehicles in August, Cumulative Deliveries Surpass 1.8 Million
  92. Hormuz Transit Volume Stays in Single Digits as Saudi Tanker Intercepted by Iran
  93. TSMC Delays CoWoS Equipment Orders as CoPoS Plan Emerges
  94. Japan 10-Year JGB Yield Hits 3% for First Time in Nearly 30 Years; Auction Demand Remains Solid
  95. Top AI Model Companies Bet on Scaling Laws, Sacrificing Short-Term Cash Flow for Compute Power
  96. Chip Tax Revenue Surges as South Korea Plans Record 12.8% Fiscal Spending Expansion for 2027
  97. China AI Model Usage Surges as Cloud Capex Enters New Expansion Cycle
  98. Samsung Locks Up 70% of Memory Production Capacity, Driving HBM Spot Prices Higher
  99. JCET Raises 2026 Capital Expenditure to RMB 10 Billion
  100. U.S. and China Negotiate Tariff Cuts Ahead of Summit, but Disagree on Scope