Topic Archive — Page 62 of 155

Every market topic nashnova has published, newest first (15412 total).

  1. U.S. Pressures South Korea to Prioritize Investment in American Memory Chip Manufacturing
  2. Samsung & SK Hynix Ride AI Memory Boom, Combined Cash Exceeds 27 Trillion Won
  3. Samsung Leads SK Hynix by About One Quarter in 1d DRAM Development Progress
  4. CSC: AI Application Flywheel Exceeds Expectations, Computing Power Investment Enters Return Verification Phase
  5. Cerebras Launches CS-4 Server, Claims Significant AI Inference Speed Advantage Over NVIDIA
  6. Nikkei 225 Opens Nearly 1% Lower, KOSPI Opens Down 5%
  7. Keysight Q3 Orders Surge 56% YoY, Commercial Communications Revenue Tops $1 Billion for First Time
  8. ZTO Express Q2 Net Profit Reaches RMB 3.051 Billion, Up 57.4% YoY
  9. Bitcoin Whales Net Accumulated 43,000 BTC in 60 Days as Sell-Off Cycle Ends
  10. SEC Proposes First Regulatory Framework for Crypto Token Offerings
  11. U.S. 30-Year Treasury Yield Approaches Highest Level This Century
  12. Crude Oil Rallies for Four Consecutive Days as U.S.-Iran Standoff Keeps Strait of Hormuz Supply Risks Alive
  13. China Added ~200K bpd to Oil Stockpiles in July, Reversing Two-Month Drawdown Trend
  14. U.S. Accounting Standards Body Proposes Stablecoins Could Be Classified as Cash Equivalents
  15. Bond Traders Bet on Fed Pivot to Rate Cuts by 2027
  16. Anthropic Plans Super-Voting Rights for Founder, Accelerating Preparations for Largest-Ever IPO
  17. Mexico Plans to Expand Anti-Dumping Measures Against China, Steel and Automobiles on the List
  18. Five Grain Ships Attacked Near Russia's Black Sea Ports
  19. Fed Decouples from Treasury Yields as Markets Enter the "Great Normalization"
  20. OpenAI Rewrites Safety Framework, Pauses Largest Frontier Reinforcement Learning Training
  21. Anthropic Plans to Expand Revolving Credit Facility to Over $10 Billion
  22. Iran Fires Two Ballistic Missiles at UAE, Country on High Alert
  23. BOJ 2027 Leadership Reshuffle May Narrow Rate Hike Window
  24. Walter Insurance Private Credit Empire Under U.S. DOJ Investigation
  25. JPMorgan: AI Concentration Risk Has Spread to the Bond Market
  26. SEC Proposes Abolishing Best Price Rule, Sparking Strong Investor Opposition
  27. Apple Cuts European App Store Commission, Reaches Settlement with EU
  28. SMIC and Hua Hong Both Hit Record Q2 Revenue; OSAT Profit Pass-Through Enters Verification Phase
  29. Photonics Stocks Surge 113% YTD, Emerging as the Strongest AI-Linked Theme Globally
  30. Japan Braces for Trump's Pre-Midterm Pressure on Defense and Yen
  31. Raw Sugar Futures Hit 14-Month High as India Plans to Cut Import Tariffs
  32. Disney Sues FCC: License Review Order Issued Just One Day After Trump Singled Out the Company
  33. Strategists Warn: Abnormal Gamma Swings in U.S. Stocks as Low-Correlation Regime Faces Risk of Sudden Reversal
  34. GPT-5.6 Sol Limited-Time Half-Price Offer Draws Analyst Scrutiny Over Alleged Market Share Data Manipulation
  35. Persian Gulf-to-Asia VLCC Daily Charter Rates Surge Past $500,000
  36. BofA Survey: AI Hyperscaler Capex Seen as Biggest Systemic Credit Risk
  37. Nvidia Officially Confirms $105 Billion Commitment to Back SoftBank's Ohio Data Center
  38. Kalshi Applies to Launch Stock Index Perpetual Futures Contracts
  39. Bank of America: NVIDIA Valuation Attractive, Significant Discount on Relative Free Cash Flow Basis
  40. U.S. Pending Home Sales Unexpectedly Decline 2.3% in July
  41. Optical Communication Stocks Sell Off Broadly, Coherent Drops 11% in a Single Day
  42. Goldman Trading Desk Warns: The Fed May Be Forced to Hike Rates Even as Data Softens
  43. Nasdaq Falls 1.1% as Chip Stock Rally Reverses Intraday
  44. Citi Plans to Launch Institutional Bitcoin Custody Service
  45. U.S. July Industrial Production Rises for Second Straight Month, with Manufacturing and Utilities Both Strengthening
  46. Anti-Data Center Sentiment Spreads as Wall Street Prices Political Risk into U.S. Stocks
  47. A Single $129 Million Bet on Chip Stock Decline: Contrarian Short Position Emerges in SMH Options Market
  48. ByteDance's $20 Billion Syndicated Loan Attracts Over $30 Billion in Subscriptions
  49. US Think Tank: China's Data Strategy May Give It an Edge in AI Competition
  50. Unitree IPO Beneficiary Stocks: 18 Targets Across Three Main Themes
  51. Pimco: Over $14.5 Billion Trapped in Private Credit Funds as Wealth Managers Accelerate Withdrawals
  52. U.S. July Housing Starts Drop 12.4% MoM While Building Permits Rise 5%
  53. U.S. July Export Prices Fall 1.3% MoM, Import Prices Drop 0.4%
  54. U.S. Diesel Crack Spread Breaks $100 for First Time as Inventories Hit Lowest Seasonal Level Since 1996
  55. Four U.S. States Seek $200 Billion in Damages as First Federal Case Over Meta's Child Social Media Addiction Goes to Trial
  56. Xiaomi Q2 Net Profit Declines for Third Consecutive Quarter, Commits to Large-Scale AI Investment
  57. Alibaba's Qwen3.8-27B Lightweight Model Rivals OpenAI and DeepSeek Flagships
  58. Ant Group Cashes Out $300 Million by Selling ~3% Stake in Paytm
  59. Strategists: The Real Sell-Off Threshold for U.S. Stocks Is Far Above 4.5%
  60. Google Reportedly Partners with AMD to Design 10th-Gen TPU; Wedbush Says It Could Reshape the Chip Industry Landscape
  61. Klarna Q2 Revenue Hits $1.04B Beating Expectations, GMV Up 18%
  62. Guotai Haitong Reports H1 Net Profit of 20.26 Billion Yuan, Institutional and Trading Business Contributes Nearly Half of Revenue
  63. China's Z.ai Releases GLM 5.3, Open-Source Model's Cybersecurity Capabilities Approach Anthropic and OpenAI
  64. JPMorgan Strategist: European Stock Valuations Have Priced In Earnings Improvement; Financials and Industrials Still Offer Relative Edge
  65. Bitcoin Consolidates Near $64,000 as Treasury Yields and Oil Prices Weigh on U.S. Stocks
  66. Alibaba-Backed Robotics Firm LimX Plans Hong Kong IPO, Seeking Up to $300 Million
  67. GigaDevice H1 Net Profit Surges Over 10-Fold YoY to RMB 6.857 Billion
  68. U.S. Crypto Legislation Stalls as SEC and CFTC Take Over Rulemaking
  69. US Military Funding Spawned Unitree Robot Dogs, but Open Technology Was Scaled Up by China First
  70. Southbound Funds Net Bought HK$14 Billion on August 18, with Alibaba and SMIC Leading the AI Industry Chain
  71. Huawei's Hubble Invests Across the Full InP Optical Chip Chain, Betting on AI Interconnect Infrastructure
  72. Mainland Insurance Funds Approved to Invest in Hong Kong ETFs via Stock Connect
  73. Apple's "Anti-AI" Label Becomes a Burden as Stock Drops 10% in Three Weeks
  74. Fuyao Glass Interim Net Profit Drops 17% to RMB 3.97 Billion, Declares Dividend of RMB 1 Per Share
  75. Pony.ai H1 Revenue Surges 99% YoY, Robotaxi Revenue Accounts for One-Third of Total Revenue for the First Time
  76. State Council Amends Housing Provident Fund Regulations: Expanded Withdrawal Scope Effective September
  77. Baidu Q2 Revenue at RMB 31.33 Billion, Missing Expectations; Adjusted Earnings at RMB 7.22 per ADS
  78. BofA Survey: Bond Market Turmoil Rises to Second-Largest Tail Risk as Global Treasury Yields Hit Multi-Year Highs
  79. Hesai Technology Q2 Net Profit Surges 60% YoY, Robotics LiDAR Shipments Skyrocket 193%
  80. China Unicom H1 Net Profit Drops 34.6% YoY, Computing Power Revenue Up 13%
  81. Morgan Stanley's Wilson: Gold's 2025 Bull Run Isn't Over, ETF Inflows Key to $5,200 Target
  82. HKEX Launches First Offshore China Government Bond Futures, Filling Gap in RMB Interest Rate Risk Management
  83. Alipay Launches AI Merchant Platform, Alibaba Hong Kong Shares Rise 5%
  84. SoftBank Plans to Issue Approximately ¥1 Trillion in Retail Bonds, the Largest Corporate Bond Offering in Japanese History
  85. German Natural Gas Inventories Hit 17-Year Low; UBS Warns of Winter Gas Price Surge and Inflation Pressure
  86. Chinese Foreign Minister Wang Yi Visits Seoul as China-South Korea Relations Warm Up
  87. SK Hynix's Second-Largest Customer Approaches NVIDIA in H1 Sales
  88. State Grid's Record Dim Sum Bond Draws 13x Oversubscription, Boosting Hong Kong's Offshore RMB Bond Market
  89. Iran Tightens Hormuz Strait Controls as Oil Tankers Halted and Attacked
  90. Nasdaq Plans to Launch 23-Hour Trading on December 6, 2026
  91. New SF Fed Model Suggests Current Fed Policy May Already Be Too Loose
  92. Samsung Establishes Physical AI Lab, Deepening Humanoid Robot Strategy
  93. Ajinomoto's ABF Film Monopolizes 95% of Market, China's AI Chip Packaging Faces Supply Cutoff Pressure
  94. South Korea's National Pension Service Participates as Cornerstone Investor in Innolight's Hong Kong IPO, Latter Already on U.S. Military Companies List
  95. French Government Bonds Under Short-Seller Siege as France-Germany Spread Widens to 84 Basis Points
  96. Quant Giant Jane Street Discloses Over $1 Billion in Bitcoin ETF Holdings
  97. Bridgewater China Lost 2.8% in July but Still Posts 3% Positive Return Year-to-Date
  98. Morgan Stanley: China Cloud AI Computing ROIC Reaches 13%-20%, Alibaba Cloud Best Positioned
  99. Core Logic of AI Trade Shaken as Long-Chips-Short-Software Strategy Nears Collapse
  100. China Accelerates Mandate for Government Agencies to Uninstall Customized Windows 10