Topic Archive — Page 60 of 113

Every market topic nashnova has published, newest first (11229 total).

  1. Temasek Assets Surpass $400 Billion as AI Exposure Doubles in Five Years
  2. Christopher Hui: Hong Kong Ranks First Globally in Cross-Border Wealth Management Scale
  3. SK Hynix Share Placement Triggers Dollar Selling, Korean Won Rises to Over One-Month High
  4. Samsung Leverages Chip-Level Integration in HBM4 to Close Gap with SK Hynix
  5. China's MIIT Warns Claude Code Has Security Backdoor; Alibaba Has Already Banned Its Use
  6. SemiAnalysis Predicts Anthropic's Q3 Profit to Surpass $1 Billion
  7. Volkswagen Plans to Cut 100,000 Jobs Amid Declining Market Share in China
  8. South Korea's $110 Billion Chip Mega-Complex Plan Faces Scrutiny
  9. Xiaomi Auto Launches SKYNOMAD, Entering the Family Full-Size SUV Market
  10. Hedging Behavior Vanishes as U.S. Options Market Accumulates Systemic Risk
  11. China 10-Year Government Bond Auction Demand Hits All-Time High
  12. COFCO Continues Purchasing U.S. Soybeans as China-U.S. Agricultural Trade Accelerates
  13. U.S. Department of Defense Plans to Spend $300 Million on Lithium Resources
  14. Metax Integrated Circuit Surges 428% After IPO, Reportedly Considering Rights Issue to Raise Over $800M
  15. Memory Super Cycle: Chipmakers' Pricing Power Hits Record Highs, Forcing Mac/Xbox/Pixel Price Hikes
  16. China Merchants Securities H1 Net Profit Surges Over 90%, Exceeding 10 Billion Yuan for the First Time
  17. Goldman Sachs: U.S. Momentum Stocks Plunge Over 20% in 5 Days, Steepest Since 2020
  18. Hong Kong Stocks: Hang Seng Index Up 2.38% in Morning Session as Domestic Chip Stocks Surge
  19. Morgan Stanley: China's Cost Reduction to Drive Global Robotaxi Market to $1 Trillion by 2040
  20. China's Industrial Overcapacity Resurfaces, Reform Path Remains Unclear
  21. China's Cheap AI Models Encroach on Market, Pressuring Anthropic and OpenAI's Developer Ecosystem
  22. Palantir's Political Ties Risk Intensifies as Stock Drops Nearly 25% Year-to-Date
  23. Mainland Chinese Court Asserts Jurisdiction Over Hong Kong-Listed Company for the First Time
  24. AstraZeneca Signs Respiratory Drug Licensing Deal with CSPC, Worth Up to $1.9 Billion
  25. NVIDIA Vera CPU Secured by Perplexity, Targeting $200 Billion Market
  26. Goldman Sachs Cautious, Ming-Chi Kuo Strongly Backs TSMC's GCS Strategic Position
  27. EU Imposes Anti-Dumping Duties of Up to 45.3% on Chinese Tire Companies
  28. Chip & AI Bets Drive Hedge Funds to Best First Half in Five Years
  29. Musk's Terafab Five-Year WFE Procurement Could Match Global Annual Market Size
  30. WeChat AI Agent 'Xiaowei' Enters Testing, Challenging ByteDance's Doubao
  31. U.S. Commerce Department Approves Large-Scale Release of OpenAI's GPT-5.6
  32. Enterprise SSD Demand Drives DDR4 8Gb Contract Prices with Potential 50% Quarterly Increase
  33. NVIDIA Partners with d-Matrix to Launch AI Chip System; AI Cloud Provider Parasail Among First to Adopt
  34. Tech Stock Weighting Doubles as A-Shares Converge Toward U.S. Market Structure
  35. US-Iran Tensions Push Oil Prices and Rate Hike Expectations Higher, Gold Turns Lower
  36. MOMENTA-W Rises 1.83% on Hong Kong IPO Debut, Trading at HK$301
  37. Japan Bank Lending Growth Hits Highest Since COVID
  38. CITIC Securities: Computing Power Oversupply Concerns Are Unfounded; Domestic Computing Power Holds Differentiated Value
  39. Samsung and SK Hynix Leveraged ETFs Nearly All Trading Below IPO Price as Korean Politicians Call for Forced Delisting
  40. Options Market Bets Fed Rate Hike Pricing Is Overdone as SOFR Call Activity Heats Up
  41. Japan's Government Plans to Add "Stable Inflation" Wording to Economic Policy Guidelines
  42. Apple Tests CXMT Memory Chips as China's DRAM Supply Chain Emerges
  43. Meituan Open-Sources LongCat-2.0, Trained Entirely on Chinese Computing Infrastructure
  44. Tesla Cybercab Begins Public Road Testing
  45. Foxconn Chairman: Two of Four AI Customer Segments Still Have Immature Demand
  46. ExxonMobil Q2 Earnings Expected to Rise by Nearly $4 Billion
  47. Samsung Mass-Produces Enterprise SSDs for NVIDIA Vera Rubin
  48. Fed Minutes Due Today as Warsh's Opaque Style Puts Markets on Alert
  49. FCC Denies Telecom Service License to U.S. Firm with Chinese Ownership
  50. U.S. Software Sector Down 21% From a Year Ago as AI Disruption Drives Ongoing Valuation Reassessment
  51. U.S. Military Strikes Iran, Citing Response to Ship Attacks in Strait of Hormuz
  52. xAI and Cursor to Release Joint AI Model as Early as This Wednesday
  53. SpaceX Drops 6.8% on First Day in Nasdaq 100 as Bond Spreads Widen in Tandem
  54. AI Sector Sentiment and Strait of Hormuz Risk Drag U.S. Stocks Lower
  55. Chip Sector Plunges as Traders Bet on Nvidia Rebound
  56. U.S. Chip Fab Revival Faces 157,000-Worker Talent Gap
  57. U.S. Revokes Iran Oil Sanctions Waivers
  58. UBS Sounds Deleveraging Alarm: AI Positions Face Concentrated Unwinding
  59. Siemens Energy Downgrade Drags GE Vernova Lower, Leading Power Equipment Sector Sell-Off
  60. BofA Raises Capex Forecasts for Alphabet, Amazon, and Meta
  61. Meta Launches Muse Image Generation Model
  62. Bond Market Eyes Atlanta Fed Wage Tracker as Rate Hike Expectations Hang in the Balance
  63. Nokia Transforms into AI Data Center Supplier, Stock Surges Nearly 90% Year-to-Date
  64. BlackRock: Private Credit to Play a Bigger Role in AI Infrastructure Financing
  65. EIA Forecasts U.S. Electricity Demand to Hit Record Highs in 2026-2027
  66. Global Central Banks Plan First Net Reduction in USD Holdings in Three Years, Increasing Gold and Euro Allocations
  67. US Stock Intraday Movers: SpaceX Down Over 5%, Rivian Drops 14% on Share Offering
  68. Gold's Three-Year Bull Run Ends as ETF Funds See Nearly $18 Billion in Net Outflows
  69. Ukraine Strikes Russian Refineries, European Diesel Crack Spreads Hit Highest Since April
  70. Microsoft Replaces OpenAI and Anthropic Models in Excel and Outlook with In-House MAI Models
  71. Semiconductor ETF Breaks Below 50-Day Moving Average as AI Valuation Concerns Weigh on Sector
  72. UBS: Market Leadership Broadens as Financials, Industrials, and Healthcare Outperform Semiconductors
  73. Private Equity Exit Backlog Hits Nine-Year High
  74. Citi Raises BOE Technology Target Price to 8.7 Yuan While Downgrading Rating to Neutral
  75. SEC Plans to Propose New Crypto Regulation Rules This Month
  76. NVIDIA Roadshow: Blackwell and Rubin Cumulative Revenue Visibility Exceeds $1 Trillion
  77. Piper Sandler: Oracle Cloud FY27 Revenue May Exceed Expectations
  78. Trump Plans to Lift Turkey Sanctions and Considers F-35 Sale
  79. Inflation Expectations Decline While Real Rates Rise, Keeping U.S. Treasury Yields Elevated
  80. JPMorgan Raises Apple Price Target to $345, Confident in Pricing Resilience
  81. Bernstein: Tencent's Hy3 Model Is Good Enough; Agent Commercialization Is the Key
  82. BOJ Board Member Asada: Need to See Demand-Driven Inflation Before Supporting Rate Hikes
  83. U.S. 1-Year Inflation Expectations Rise to 3.67%, Hitting Over Two-Year High
  84. Goldman Sachs 1-Delta: AI Model Price War Suppresses Momentum Trades
  85. S&P Hits New Highs While Institutional Positioning Drops to Near One-Year Lows
  86. IEA: High Prices Suppress Demand, Global LNG Supply Faces First Contraction in 14 Years
  87. BofA Downgrades Adobe to Underperform as AI Threatens Pricing and Growth
  88. NY Fed President: Falling Energy Prices Improve Near-Term Inflation Outlook
  89. Inspur Electronic's First-Half Net Profit Expected to Surge Over 200%
  90. Analog Devices Completes Acquisition of Empower Semiconductor, Positioning for AI Power Supply
  91. Deutsche Bank: U.S. Private AI Investment Exceeds China's by 20x in 2025
  92. U.S. Trade Deficit Widens 42% to $77.6 Billion in May
  93. Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x
  94. Deutsche Bank: Divergence Between Inflation Expectations and Fed Rate Hike Pricing
  95. UBS Raises KOSPI Target to 9,200: Can Earnings Broaden Beyond Memory?
  96. Short Volatility Trade Becomes Single Point of Failure for U.S. Stocks
  97. Le Pen Cleared to Run in 2027 French Election, French Bond Yields Edge Higher
  98. France Announces Additional €3 Billion in Cuts, Deficit Target Remains Elusive
  99. Ukrainian Drones Devastate Russian Refineries as Russian Bond Yields Surge to 16.62%
  100. Hesai Technology Flagged as U.S. Cybersecurity Risk, NVIDIA Partnership Under Scrutiny
Topic Archive — Page 60 · nashnova