Topic Archive — Page 6 of 154

Every market topic nashnova has published, newest first (15339 total).

  1. CICC Predicts Hang Seng Index November Review: Seven Stocks Including Zijin Mining and Gold International May Be Included
  2. U.S. Bank Stocks Fall for Six Consecutive Weeks, Marking the Longest Streak Since 2008
  3. Citi: Bond Market Drives the Narrative — AI Infra Financing Under Pressure but Demand Remains Strong
  4. UBS: AI Data Center Demand to Accelerate by 2027, Caterpillar and Two Other Stocks to Benefit
  5. Altman's Internal Disclosure: Three Endgame Scenarios for the AI Industry
  6. Goldman Sachs: Global Central Banks Bought 79 Tons of Gold in August; Storage Location Emerges as New Focus
  7. SK Hynix Unveils Memory-Centric AI Rack Architecture MARS
  8. U.S. Government Holds 9.9% Stake in Intel; Structural Constraints Lurk Behind Independence Declaration
  9. OpenAI Accelerates Fundraising to Lock Up Capital Ahead of Anthropic IPO
  10. Brookfield and NextEra Plan $100 Billion AI Data Center in Kentucky
  11. JPMorgan: Stabilizing Treasury Yields May End Valuation Compression, Stocks Poised to Extend Year-End Rally
  12. 3M Issues Warrants to Amazon Subsidiary, Expanding Data Center Partnership
  13. Chinese Billionaires' $140B Overseas Assets Face 20% Offshore Trust Tax
  14. RBC: Geopolitical Risks Escalate After Midterm Elections, Crude Oil Risk Premium Underestimated
  15. U.S. Strategic Petroleum Reserve Falls to Lowest Level Since 1982
  16. Intel Seeks Exemption from Foreign Robot Ban to Keep Chip Fabs Running
  17. Mag7 Prop Up U.S. Stocks, CoreWeave Surges Then Retreats, Market Remains in Negative Gamma Territory
  18. Nscale in Talks with Anthropic on $45 Billion Cloud Computing Deal
  19. S&P Global: AI-Related Debt of Hyperscale Cloud Providers May Be Underestimated
  20. Nvidia's Vera CPU Wins Adoption by AI Cloud Platform Modal
  21. U.S. Allows Shadow Fleet Tankers to Transition to Legitimate Operations
  22. Amazon Launches TorchNeuron, AI Chips Directly Compatible with PyTorch to Challenge Nvidia
  23. China Warns UK: Do Not Impose Restrictions on Chinese EVs
  24. Goldman Sachs Raises End-2026 Copper Price Forecast to $14,700/Ton
  25. NVIDIA Sets Record: Completes 104-Qubit Fault-Tolerant Quantum Computing Simulation
  26. Digital Gold Market Size Rises to $55 Billion, Expected to Grow at 27% CAGR
  27. Iran Warns: Any U.S. Bombing Campaign Would Trigger a Global Energy Crisis
  28. Tech Stock Rebound Suppresses Safe-Haven Demand, U.S. Treasury Yields Rise Across the Curve
  29. Apple Confirms October 28 Event, First Touchscreen MacBook Pro Set to Debut
  30. DeepSeek Partners with Huawei to Design AI Chips, Taking Aim at Nvidia
  31. NVIDIA Releases Open-Source Agent Models for Enterprise and PC
  32. Saudi Future Investment Initiative Summit Postponed to 2027 After Houthi Attack on Riyadh Airport Kills 12
  33. Apple's Correlation with Nasdaq Turns Negative for the First Time, Emerging as a New Safe-Haven Anchor Among Tech Stocks
  34. Goldman Sachs: Panic Largely Priced In, Hedge Fund Leverage Drops to Five-Year Low
  35. Morgan Stanley: AI's $1.6 Trillion Capex Will Be Highly Dependent on Credit Markets by 2027
  36. Anthropic Prepares New Model with Significantly Enhanced Intent Understanding
  37. U.S. Homebuilder Confidence Falls to 14-Year Low
  38. NYSE Extends Options Trading Hours, Adding 29 Stocks and ETFs
  39. U.S. Moves to Ban Federal Agencies from Using DeepSeek and Government Contracts Involving It
  40. Semiconductor Stocks Rebound in Premarket After Two Consecutive Weeks of Declines; Micron, AMD Rise Over 4%
  41. Pan Gongsheng: PBOC to Monitor AI's Impact on Monetary Policy and Plan Ahead
  42. Amazon and American Electric Power Team Up to Explore 960 MW Nuclear Project in Indiana
  43. Wall Street Monday Ratings: Nvidia, Apple, Amazon, Meta and Others Reiterated or Upgraded
  44. Goldman Sachs Upgrades CoreWeave to Buy; JPMorgan Upgrades Intel Rating
  45. Four Scenarios for the 2026 U.S. Midterm Elections: Democratic House Takeover Could Trigger Debt Ceiling Showdown
  46. Hygon Information's Revenue Up 57.58% in First Three Quarters, Operating Cash Flow Turns Negative
  47. Oracle's Credit Rating Nears Junk Status, Pressuring AI Financing Ecosystem
  48. Prominent Investor Predicts SpaceX Will Acquire Tesla at $420 per Share
  49. Morgan Stanley Upgrades Amazon to Top Pick, Raises Price Target to $350
  50. CSRC Seeks Public Comments on Guidelines for Advance Compensation
  51. CSRC Issues Implementation Rules on Administrative Penalties for Illegal Securities Transfers
  52. CSRC Accelerates RMB Stock Trading Counters and REITs Inclusion in Stock Connect
  53. Hansoh Pharma Signs ADC Strategic Partnership with Roche, Securing $510 Million Upfront Payment
  54. CME Plans to Launch Tungsten Futures Contract, Potentially Going Live as Early as Q1 2027
  55. JPMorgan Deploys $230 Billion in First Year of Security & Resilience Initiative
  56. Bundesbank: Inflation Risks Clearly Tilted to the Upside
  57. PBOC and Multiple Departments Issue Guidelines on Financial Support for Three Major International Sci-Tech Innovation Centers
  58. Goldman Sachs Recommends 23 Under-the-Radar Defensive Stocks as Big Tech Alternatives
  59. China's First Batch of Active ETFs Approved, 18 Institutions to Launch Offerings on Friday
  60. JPMorgan, Alibaba and Others Set to Join Dongshan Precision's Hong Kong IPO as Cornerstone Investors
  61. AI Servers Drive PCB Supply Chain Volume and Price Surge; Shengyi's Q3 Net Profit Guidance Beats Expectations by 65%
  62. JPMorgan Deposit Token Lands on Ethereum as Wall Street Accelerates RWA Settlement Push
  63. Morgan Stanley's Wilson: U.S. Stock Correction Nearing End, Advises Investors to Prepare to Add Positions
  64. China's Central Bank Plans to Replace 7-Day Rate with Overnight Rate as Key Policy Benchmark
  65. Jio IPO Anchor Investor Tranche Oversubscribed by Approximately 30 Times
  66. Microsoft Maia 300 First to Adopt TSMC 2nm, Shipments May Fall Below One Million
  67. Nomura Europe/Japan Roadshow: China CRDMO and Biotech Competitiveness Endorsed by Institutional Investors
  68. Amazon's AI Infrastructure Spending Hits $220 Billion This Year, Free Cash Flow Turns Negative
  69. German Industry Has Lost Nearly 500,000 Jobs Since 2019
  70. PBOC to Launch Liquidity Support Tool for Large Redemptions by Non-Bank Institutions
  71. South Korea's National Pension Fund Holdings Shrink by 182 Trillion Won in a Single Quarter, with Chip Giants Contributing 70% of the Decline
  72. Goldman Sachs Significantly Raises Server Market TAM, Upwardly Revising 2027/28 Estimates by 31%/45%
  73. Fiscal Pressures in France and Germany Highlight UK Advantage as Multiple Institutions Position Early in Gilts
  74. Musk Warns of China's DRAM Capacity Surge by 2028, Pricing Power of Samsung and SK Hynix Under Pressure
  75. Deutsche Bank: China Copper Inventories Drop to Multi-Year Lows, Physical Market Underpins Copper Prices
  76. European Natural Gas Prices Rise Over 11% in a Month as German Stockpiles Run Low
  77. China's LPR Held Steady for 17th Consecutive Month as Better-Than-Expected Q3 GDP Reduces Rate Cut Momentum
  78. Citi: China's Economic Inflection Point Approaching, Policy Pressures May Force a Pivot by 2027
  79. Meta Q3 Earnings Preview: Capital Expenditure and AI Monetization Under the Spotlight
  80. Netflix Q3 Earnings Preview: Price Hike Dividends Boost Margins, but Revenue Growth Continues to Decelerate
  81. Bitcoin Rebounds to $82,000 as Falling Oil Prices Boost Risk Appetite
  82. ZEISS Optics: High-NA EUV Ready for Mass Production, Orders Booked Through 2027
  83. Foxconn and Mitsubishi Electric Establish EV Joint Venture, Targeting ¥1 Trillion in Sales by 2030
  84. Crypto Vaults Surpass $10 Billion in Scale as Regulators Eye High-Risk Lending
  85. Bank of England Reviews Barclays' Misreporting of Private Credit Exposure
  86. High-End Cloud AI Accelerator Shipments Expected to Reach 25.95 Million Units by 2027, ASICs Surpass GPUs for the First Time
  87. BTIG Warns Semiconductor Stock Rally Is a Chance to Reduce Positions, Downtrend May Extend Into 2027
  88. Anthropic Researcher: AI Models May Learn to Fake Compliance
  89. Saudi Energy System Rebuild to Take a Decade; Global Diesel Shortfall Reaches 3 Million Barrels/Day
  90. CITIC Securities: New Cloud Players' Short-Term Funding Gaps Are Manageable; 2028 Will Be the Real Stress Test
  91. Morgan Stanley: Most of Roadster BOM Value Comes from SpaceX, Reiterates Overweight Rating with $300 Price Target
  92. Softening Oil Prices Boost Gold as Fed Rate Hike Probability Drops to 16%
  93. China Plans to Ban or Restrict Exports of AI and Solar PV Technologies
  94. NVIDIA's Jensen Huang Endorses OpenClaw, Betting on Robotic Agent Framework
  95. Japan's PM Sanae Takaichi Denies Pushing for Weak Yen and High Interest Rates
  96. Short Interest Structure Analysis of China-Linked Stocks: Xiaomi Shipments Decline, Pop Mart Borrow Fee Exceeds 24%
  97. China's Q3 Industrial Capacity Utilization at 73.1%, Up 0.1 Percentage Points QoQ
  98. China's Fixed Asset Investment Down 7.2% YoY in Jan–Sep
  99. CATL and Other Chinese Energy Storage Giants Nearly Fully Withdraw from U.S. Market
  100. Hyundai Motor Establishes RX Team, Atlas Humanoid Robot Set for Mass Production by 2028