Topic Archive — Page 62 of 113

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

  1. Institutions Call to "Sell Mag 7, Buy China AI" as Cost Gap Reaches 100x
  2. Waller: U.S. Inflation Risks Tilted to the Upside, Policy Balance Has Shifted
  3. Multiple Wall Street Firms Recommend Buying the Mag 7 Dip
  4. ECB's Panetta: Central Banks May Struggle to Resist Fiscal Dominance Pressure
  5. Appaloosa Posts 32% Return in H1, Driven Primarily by Memory Chips
  6. Trump Calls Himself a "Big Supporter of Crypto," Bitcoin Rebounds to $63,624
  7. Goldman Sachs Warns of Overly Optimistic Earnings Season Expectations, Spotlights Meta's Capital Expenditure
  8. Goldman Sachs Raises AMD Price Target to $640, Stock Surges 10% in a Single Day
  9. Trump Expected to Host Xi Jinping's Visit to the U.S. Around September 24
  10. U.S. Treasury Draft Warns AI Bubble Could Trigger Economic Turmoil
  11. Alibaba's Qwen Goes Viral Globally as AI Monetization Struggles Tear the Team Apart
  12. USDC Transaction Volume Share Rises to 70%, Far Surpassing USDT
  13. Bernstein Downgrades Datadog, Warns Q4 Growth May Slow to 29%
  14. Goldman Sachs: Chip Stocks Surged Over 83% in H1, Stock Selection Requires Caution
  15. Waller Defends Forward Guidance, Publicly Diverging from Wosh's Stance
  16. MUFG CEO: Persistent Yen Depreciation and Inflation Will Threaten Japan's Economic Growth
  17. AI Security Risks Escalate: Scotiabank Upgrades Five Cybersecurity Stocks
  18. Goldman Sachs Cuts Aluminum Price Forecast, Yet Aluminum Prices Rebound 1.1%
  19. Klarna Applies for U.S. Banking License to Reduce Third-Party Dependency
  20. Lockheed Martin Acquires Anti-Submarine Defense Firm Ultra Maritime for $3.45 Billion
  21. Toyota and Honda See Sharp H1 Sales Decline in China as EV Substitution Accelerates
  22. BofA Says Semiconductor Pullback Is Seasonal; AMD Surges Over 9% in a Single Day
  23. U.S. June ISM Non-Manufacturing Index Comes in at 54, Below Expectations
  24. U.S. June Composite PMI Final Reading Revised Down to 51.9
  25. Microsoft Lays Off 4,800 Employees in Largest Xbox Restructuring Ever
  26. Top AI Institutions Rush to Buy SK Hynix ADR, Passive Funds Could Reach $15 Billion
  27. JPMorgan: Summer Pullback Is a Buying Opportunity, AI No Longer the Only Theme
  28. South Korea AI Rally Drives 170%+ Return Gap Between BlackRock and Vanguard Emerging Market ETFs
  29. HSBC: Tech Pullback Broadens Market Breadth, Earnings Foundation Remains Intact
  30. Goldman Sachs: Nvidia's Valuation Already Reflects Market Share Loss Risk
  31. ICE Q2 Open Interest Jumps 20% Year-over-Year
  32. HKEX USD Gold Futures Trading Hits Record High as Exchange Waives Fees for One Year
  33. SpaceX Reveals Orbital AI Data Center Plan, Deployment Targeted for 2028
  34. TeraWulf Signs 20-Year Lease with Anthropic, Locking in ~$19 Billion in Revenue
  35. NDRC Fully Distributes 800 Billion Yuan "Dual-Priority" Project List
  36. Saudi Aramco Cuts Crude Oil Prices by Largest Margin Since 2000
  37. Strategy Sells 3,588 BTC for $216 Million in Cash
  38. Nasdaq Futures Rise Over 1% as AI Capital Rotation Tests Tech Leadership
  39. Broadcom Extends Chip Partnership with Apple Through 2031
  40. Three Memory Chip Companies Account for a Quarter of S&P 500 Gains
  41. Citi Bullish on Micron, Bearish on Qualcomm: DRAM Price Hikes vs. Smartphone Demand Divergence
  42. Tencent Plans to Place Kuaishou Shares Worth Up to $1.6 Billion
  43. Guangzhou Futures Exchange Opens Lithium Futures Access to Overseas Traders
  44. Google Gemini 3.5 Pro Reportedly Launching July 17, Outperforming Rivals in Frontend Capabilities
  45. Morgan Stanley Raises Price Targets on Semiconductor Equipment Stocks; Broad Semiconductor ETF Up Over 2.5% Premarket
  46. Citi: Aluminum Bearish Factors Converge, but Chasing Shorts Not Advised
  47. Charles Schwab: Retail Investors Continued Buying Tech Stocks in June, STAX Index Rises to 59.12
  48. MLIV Survey: 53% of Investors Shifting to Old-Economy Stocks in H2
  49. Treasury Yields and Stock Market Diverge as Earnings Season May Widen the Gap
  50. Large Public Funds Lead Performance Over the Past Decade, E Fund Tops Five-Year Returns
  51. Falling Inflation Expectations Support Bitcoin's Best Weekly Performance Since March
  52. Intel and SanDisk Lead Tech Sector in EPS Estimate Upgrades
  53. UMC's H1 Revenue Hits Second-Highest Record, Selective Price Hikes Planned for H2
  54. Goldman Sachs: Credit Spreads Hit Generational Lows, Recommends Three AI Supply Shock Hedging Strategies
  55. Morgan Stanley: Chip Stock Momentum Fading, Capital Rotating into Cloud Giants
  56. AI Routers Cut Costs by Up to 97%, Tech Giants Accelerate Adoption
  57. Morgan Stanley: China's Cost Reduction to Accelerate Global Robotaxi Market Expansion
  58. CICC Estimates: AI Exports Boost China's GDP Growth Contribution to 1.1 Percentage Points
  59. Southbound Net Buying Hits HK$20.5B: Tencent Attracts HK$2.5B Inflow as AI Hardware Faces Sell-Off
  60. ESM Warns: US Stock Selloff Combined with Middle East Conflict Could Push Eurozone into Recession
  61. Eurozone May Retail Sales Rise 0.2% MoM
  62. SpaceX Officially Joins Nasdaq 100 with Initial Weighting Below 1%
  63. SpaceX-Tesla Merger Rumors Heat Up
  64. Anthropic Plans to Spend $15 Billion to Secure 1.4GW of Computing Power in Australia
  65. Bitcoin Breaks Above $63,000; Crypto Stocks and Tesla Lead Monday's Rally
  66. Russia-Ukraine Conflict Escalation Meets Trump Phone Call, Markets on Alert for Geopolitical Risks
  67. HBM4 Competitive Landscape: Samsung, SK Hynix, and Micron Vie for Market Share
  68. Kioxia's Topix Weighting Expected to Triple, Passive Fund Inflows Could Reach $18.5 Billion
  69. Hyundai Atlas Robot Debuts at World Cup, U.S. to Produce 30,000 Units Annually by 2028
  70. AI Capital Expenditure by Big Five Tech Giants Set to Surpass U.S. Military Spending for the First Time by 2027
  71. Wall Street Turns Bullish After Western Digital Drops Over 25%, HDD Super Cycle Awaits Earnings Validation
  72. Unimicron Issues GDS to Raise Up to $1.4 Billion
  73. Samsung and SK Hynix Delay Hybrid Bonding Adoption for HBM
  74. Intel Raises Prices on CPUs and Server Chips, Xeon Increases Up to Over $1,300
  75. China EV Deliveries Decline Year-over-Year for Six Consecutive Months
  76. Sanen Group IPO Margin Subscriptions Oversubscribed 155 Times, Raising Over HK$7 Billion
  77. Lee Jae-myung Urges Acceleration of South Korea's $576 Billion Chip Plan
  78. State-Subsidized Chinese AI Models Undercut U.S. Providers with Low Pricing
  79. Hong Kong Plans Securities Law Amendments to Attract REIT Listings
  80. Germany's May Industrial Orders Beat Expectations with 1.9% Growth
  81. Economists Forecast China's Q2 GDP Growth to Slow to 4.6%
  82. Kingboard Laminates Raises Prices for the Fifth Time This Year, Cumulative Increase Exceeds 50%
  83. Gold Holds $4K, Oil Pressed at Channel, Copper Holds $6.1 Awaiting Direction
  84. China's New AI Personification Rules Take Effect July 15; Multiple Platforms Remove Features or Shut Down Services
  85. China's IC Design Revenue Nears ¥1 Trillion, but Computing Power and CUDA Gaps Remain Significant
  86. China's Largest ETF Dethroned: Gold Fund Overtakes CSI 300
  87. Iran War Energy Shock Pushes Global Interest Rate Path Higher
  88. Korean Won Continues to Weaken on First Day of 24-Hour Trading, Down 6% Year-to-Date
  89. Biren Technology Raises Nearly $900 Million via Hong Kong Share Placement, Accelerating GPU Mass Production
  90. HK Stocks Midday: Hang Seng Up 0.83%, Innovative Pharma and Gas Turbine Stocks Lead Gains
  91. Goldman Sachs: Korean Stocks Still Have 20% Upside After 92% Rally This Year
  92. Huawei HarmonyOS Excluded from China's Government Desktop System Procurement List
  93. China's Chip Equipment Makers Accelerate M&A as Domestic Substitution Share Targets 43%
  94. Morgan Stanley Updates CPO Supply Chain: TSMC PIC Capacity Is the Mass Production Gatekeeper
  95. AWS Raises Trainium 3 Shipment Plans, Taiwan Supply Chain Sees Upward Revision in H2 Demand
  96. European Defense Expansion Constrained by Semiconductor Supply Bottlenecks
  97. Goldman Sachs Cuts Yen Forecast to 165, Bullish on Carry Trade
  98. China's Financial Regulators Take Over Z Bank and Approve Zhongrong Trust Bankruptcy
  99. Hong Kong MPF Plans to Ease Access to Gold ETFs
  100. CXMT Tests Bonded DRAM Production Line, China-Korea Gap Narrows to About Three Years
Topic Archive — Page 62 · nashnova