Topic Archive — Page 63 of 155

Every market topic nashnova has published, newest first (15422 total).

  1. New SF Fed Model Suggests Current Fed Policy May Already Be Too Loose
  2. Samsung Establishes Physical AI Lab, Deepening Humanoid Robot Strategy
  3. Ajinomoto's ABF Film Monopolizes 95% of Market, China's AI Chip Packaging Faces Supply Cutoff Pressure
  4. South Korea's National Pension Service Participates as Cornerstone Investor in Innolight's Hong Kong IPO, Latter Already on U.S. Military Companies List
  5. French Government Bonds Under Short-Seller Siege as France-Germany Spread Widens to 84 Basis Points
  6. Quant Giant Jane Street Discloses Over $1 Billion in Bitcoin ETF Holdings
  7. Bridgewater China Lost 2.8% in July but Still Posts 3% Positive Return Year-to-Date
  8. Morgan Stanley: China Cloud AI Computing ROIC Reaches 13%-20%, Alibaba Cloud Best Positioned
  9. Core Logic of AI Trade Shaken as Long-Chips-Short-Software Strategy Nears Collapse
  10. China Accelerates Mandate for Government Agencies to Uninstall Customized Windows 10
  11. China's Commercial Bank Net Interest Margins Rise for First Time in Four Years, but Weak Loan Demand Clouds H2 Outlook
  12. China 10-Year Government Bond Yield Falls to 13-Month Low
  13. Middle East Ceasefire Hopes Fade, Asian Stocks Fall Broadly, Oil Prices Rise Above $85
  14. Iran Declares Offensive Shift Amid Bond Selloff, Triggering Global Stock-Bond Double Whammy
  15. Nvidia's $50B AI Financing Plan vs. Broadcom's Approach: A Structural Comparison
  16. Antitrust Regulation Begins to Erode Apple's $100B+ Services Business
  17. Top 10 Global Private Equity Giants See Zero China Deals This Year
  18. Small Modular Nuclear Reactor Stocks Plunge as Short Sellers Pocket $2.1 Billion in One Year
  19. HK Stocks Midday: Hang Seng Index Falls 0.65%, Pork Stocks Buck the Trend to Lead Gains
  20. Samsung HBM4E Mass Production Challenge: Yield and Process Are Key Variables
  21. UBS: AI Infrastructure Investment Spreading from GPUs to the Entire Supply Chain
  22. China's Budget AI Challenges Silicon Valley's Dominant Business Model
  23. AI Data Center Demand Drives Power Semiconductor Shortage to Last at Least Two Years
  24. Horizon Robotics J7 Chip Takes Aim at Nvidia and Tesla
  25. Vessel Struck by Unidentified Projectile in Strait of Hormuz, Causing Engine Room Damage and Casualties
  26. Hedge Funds Net Bought U.S. Stocks for Five Consecutive Days as Tech Sector Short Squeeze Drives Second-Fastest Buying Spree of the Year
  27. U.S. Pressures South Korea to Build Memory Chip Fabs in America; Samsung and SK Hynix's Initial Investment Plans in Flux
  28. Fundstrat: Bitcoin Volatility Hits Historic Lows, 30% Major Swing Possible Within Next 60 Days
  29. AMD Holds Over $565 Million in SpaceX Shares as Musk Shifts to NVIDIA
  30. Druckenmiller Returns to Chinese Tech Stocks; Tepper Doubles Down on Baidu While Trimming Alibaba
  31. Walmart Earnings Kick Off Retail Season: U.S. Consumption Slowing but Not Stalling
  32. Copper Supply Tightness Intensifies as Key LME Spread Surges to Nearly Eight-Month High
  33. BHP Full-Year Profit Surges 30% with Highest Dividend in Four Years as Copper Business Overtakes Iron Ore
  34. Google Plans to Move Entire Pixel Production Out of China by 2027
  35. Macro and Technical Convergence: Gold's $4,500 Level Becomes Key Resistance
  36. Korean Retail Investors Flood Into U.S. Stocks, Paying 10% Premium for SK Hynix ADRs and Betting on Triple-Leveraged ETFs
  37. Anthropic and OpenAI May Tighten API Access, Putting Enterprise Clients Under Dual Pressure
  38. Long-End Treasury Yields Break 5%: Basis Trade "Conversion Option" Activity Heats Up
  39. BofA Maintains Buy Rating on Tencent, Citing Turning Point in AI Competitive Landscape
  40. Private Sector Replaces Central Banks: The Evolving Support Structure Beneath the Dollar
  41. Japan 10-Year Government Bond Yield Rises to 30-Year High
  42. Xiaomi Q2 Earnings Released Today: Memory Costs and EV Deliveries Are Key Focus Areas
  43. Goldman Sachs: Elevated U.S. Equities Lower the Threshold for Conflict, Beware of Geopolitical Tail Risks
  44. AI Server Demand Pushes High-End MLCC Lead Times to 40 Weeks
  45. U.S. Plans to Warn Allies: Join the American AI Bloc or Face Incompatibility with China's Initiatives
  46. MediaTek Raises ASIC Market Share Target to 20%, Wins Google TPU Orders to Challenge Broadcom
  47. Lithium Mining Giant Rongjie's Net Profit Surges Over Tenfold YoY, Institutions Bullish on Extended High-Profit Cycle
  48. Memory Stocks Return to Bull Market: AI Revenue Accelerates Chip Demand Reassessment
  49. U.S.-Canada Auto Tariff Reduction Talks Stall as North American Origin Determination Becomes Core Dispute
  50. Fed Rate Hike Expectations Cool, Gold Rises to $4,417
  51. Number of Negative-Beta Stocks in S&P 500 Hits Highest Since 1990
  52. Fabrinet Q4 Revenue Hits $1.32B, Beating Expectations with 45% YoY Growth
  53. UK, Japan, and China All Reduced US Treasury Holdings in June
  54. Korean Won vs. Japanese Yen Divergence: One Stabilized by Capital Inflows, the Other Dragged Down by Fiscal Deficits
  55. Tesla Cybercab Could Hit Public Roads in Austin as Early as This Month
  56. Japan's Listed Companies Raise Full-Year Net Profit Forecast to 14% Growth, Driven by AI and Chip Demand
  57. Dow Drops 300 Points as Surging Oil Prices Accelerate Stock Selloff
  58. Morgan Stanley: AWS to Reach Trillion-Dollar Revenue in a Decade, Amazon Stock Could Double to $500 by End of 2027
  59. Microsoft-Linked Data Center Bond 'Project Odyssey' Attracts Over $8 Billion in Orders
  60. Japan Life Insurers' Bond Unrealized Losses Near $200 Billion, Exceeding Unrealized Stock Gains
  61. Semiconductor Stocks Rotate Out as S&P 500 Implied Dispersion Plunges from Six-Year High
  62. AI Chip Glut Fears Drive Data Center Developers to Flock to Texas
  63. U.S. 50% Tariffs on Canada Take Effect This Week as Negotiation Gap Remains Wide
  64. Analyst Ratings Diverge After Earnings: Morgan Stanley Cuts JD.com Price Target
  65. U.S. Treasury Issues Proposal on Stablecoin Rules Under the GENIUS Act
  66. SanDisk Surges 628% YTD as Hedge Fund 13F Filings Reveal Sharp Divergence
  67. AstraZeneca's Two Lung Cancer Drugs Both Achieve Positive Phase 3 Trial Results
  68. Shein Valuation Cut to $25 Billion as IPO Set for Hong Kong Listing This Week
  69. Surging AI Data Center Demand Drives Sharp Rise in Indium Phosphide Wafer Prices
  70. NVIDIA Earnings Preview: Morgan Stanley Expects Another "Beat-and-Raise," but Stock Reaction Remains Uncertain
  71. Wells Fargo: Strong Pre-Earnings Trading Momentum for Palo Alto and CrowdStrike
  72. Nasdaq Futures Short Positions Hit All-Time Record with $18 Billion Net Short
  73. Arm CFO: Doubled Stock Price Provides M&A Firepower, Large Acquisitions Not Ruled Out
  74. Trump Threatens to Bomb Oman as Hormuz Strait Blockade Pressure Escalates
  75. Goldman Sachs Updates AI Productivity Beneficiary Stock List, Adding Airbnb, Boeing and Others
  76. Raytheon Wins $22.9B Tomahawk Missile Contract, Driving Expansion Across Hundreds of Suppliers
  77. CFTC Seeks Public Comment on AI Computing Power Futures Contracts
  78. U.S. August Empire State Manufacturing Index Unexpectedly Surges to 20.6
  79. Goldman Sachs Initiates Coverage on Luxshare Precision H-Shares, Betting on Data Centers and Auto Electronics to Accelerate Profit Growth
  80. NVIDIA Executive: We're Building Robots to Create Markets, Not Beat Competitors
  81. HKEX CEO Bonnie Chan's Contract Renewed for Three Years Until 2030
  82. Dollar Falls to May Low as Emerging Market Currency Index Hits Record High
  83. Morgan Stanley: Fed to Hold Rates Steady for the Rest of the Year
  84. Unitree Robotics Unveils Record-Breaking Humanoid Robot "Superman" Ahead of IPO
  85. Huazhu Q2 Operating Profit Up 24%, Asset-Light Revenue Exceeds Half
  86. Bessent Bets on Sharp Rate Cuts: Short-Dated Debt Rollover Strategy Carries Hidden Risks
  87. Rothschild Upgrades Apple: Foldable iPhone Underestimated by the Market
  88. Reuters Poll: Economists Maintain Forecast of No Fed Rate Cuts This Year
  89. Ultra-Pure Micro Surges 641% on Debut, Single Lot Profit Exceeds 200K Yuan
  90. Bridgewater Nearly Liquidates Micron in Q2, Significantly Increases SPY Holdings
  91. Germany's Competition Regulator Orders Apple to Modify App Data Consent Rules
  92. Morgan Stanley: HBM Shortage Drives Nvidia Rubin Ultra Tiered Configuration; China Super Nodes Shift to NPO Interconnect
  93. Platform Partnered with Trump's Crypto Firm Offers Restricted Chinese AI Models
  94. Cathie Wood's ARK Buys Cloudflare and NVIDIA, Significantly Trims Deere
  95. Meta and BlackRock's $14 Billion Texas Data Center Insurance Gap Exposes Lender Risk
  96. Northbound Funds Net Bought Over HK$1.7 Billion in SMIC, While Hua Hong Semi Saw Net Selling
  97. An Conghui Succeeds as Chairman of Geely Auto's Board; Li Shufu Transitions to Honorary Chairman
  98. LNG Ship-to-Ship Transfers Emerge in Strait of Hormuz, Oil Prices Under Pressure
  99. AI-Driven Debt Surge Pushes U.S. Treasury Yields to 25-Year Highs
  100. Point72 Cuts NVIDIA and Broadcom in Q2, Initiates Texas Instruments Position to Target Semiconductor Subsectors