Topic Archive — Page 63 of 113

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

  1. Mizuho: Robotics Sector Is the Biggest Beneficiary of China's AI Model Price War
  2. HKD Approaches 7.85 Weak-Side Convertibility Undertaking as Liquidity Continues to Tighten
  3. CICC: HK Stocks at a Cyclical Low Rather Than a Historic Bottom
  4. Ming-Chi Kuo: Foldable iPhone May Be Announced Alongside Other Products but With Delayed Sales Launch; Supply Remains Tight Through Year-End
  5. NVIDIA Kyber Architecture Delayed to 2028 as CPO Challenges Drag on Scaling Roadmap
  6. CATL Invests in New Zealand Company, Positioning in Wood-Based Bio-Graphite
  7. Taiwan's Chip Industry Relies on Qatar for Nearly 90% of Helium Supply; Hormuz Strait Blockade Sparks Supply Crisis
  8. Samsung Electro-Mechanics and Sumitomo Chemical Form Joint Venture for Glass Substrate Production
  9. Samsung Electronics Q2 Profit Expected to Surge 18-Fold YoY to Record High
  10. Japan's H1 Exchange Rate-Related Bankruptcies Hit Highest Since 2022
  11. Morgan Stanley: Fed Won't Raise Rates in 2026
  12. Court Rules Alibaba Temporarily Exempt from Pentagon Lobbying Ban
  13. Citi's 2H 2026 Sector Allocation: AI-Driven S&P 500 Target at 8,100
  14. Burry Shorts Micron: Memory Chip Super Cycle in Question
  15. Goldman Sachs Raises Yageo Target Price to NT$1,490, Betting on 93% Price Hike in Commodity MLCCs
  16. Citadel Securities Warns of Upside Risks in Fixed Income Markets
  17. SK Hynix Eyes $29 Billion U.S. Listing to Court AI Chip Investors
  18. Carry Trade Shift: Fund Managers Ditch Dollar, Switch to Euro and Aussie Dollar for Funding
  19. Macquarie: Now Is the Best Time to Buy China AI Chip Stocks
  20. Cargo Ship Attacked in Red Sea, Shipping Alerts Resurface During US-Iran Ceasefire
  21. Morgan Stanley: Capital Expenditure Super Cycle's Multi-Year Trend Has Not Peaked
  22. CITIC Securities: Rate Hike Narrative Reversal, Non-AI Sector Recovery Expected
  23. South Korea Plans "Future Fund" to Channel Chip Tax Windfalls into Long-Term Growth
  24. Foxconn June Revenue Surges 52.1% Year-over-Year
  25. Huawei Releases First "Tao Chip" Kirin 2026 Benchmark Data
  26. Goldman Sachs, Morgan Stanley, and JPMorgan's China Operations Hit Record Profits in 2025
  27. UBS Raises SK Hynix Target Price to KRW 3.2 Million
  28. BofA Upgrades China Power Semiconductor Ratings, Top Pick Is NCE Power
  29. UBS Survey: Apple AI Features Losing Steam as Upgrade Driver
  30. GPU Compute Rental Prices Fluctuate with Supply and Demand, Small and Mid-Sized Customers Bear the Heaviest Burden
  31. NVIDIA GB300 Leads H200 by 20x in Concurrent Agents per Megawatt
  32. Goldman Sachs: AI Trade Crowding Peaks, H2 Rotation Toward Healthcare and European Defense
  33. U.S. Clean Energy Prices Could More Than Double as AI Demand and Subsidy Cuts Deliver a One-Two Punch
  34. Goldman Sachs Reverses 'Lost Decade' Call on U.S. Stocks, Raises 10-Year Return Forecast to 7%
  35. German Cabinet Approves 2027 Draft Budget with Over €203.6 Billion in Borrowing
  36. U.S. June Job Growth Cools, Eurozone CPI Falls Back to 2.8%
  37. MiniMax Goldman Sachs Call: $1 Billion ARR Target by End of 2026
  38. TrendForce: Conventional DRAM Contract Prices Expected to Rise 13%-18% QoQ in Q3
  39. Doubao and Qwen to Discontinue AI Agent Features
  40. Samsung Foundry Order Backlog Nears 50 Trillion Won as Meta and Anthropic Bet on 2nm
  41. Micron Breaks Ground on $9.3 Billion Hiroshima Fab Expansion
  42. SK Hynix U.S. Stock Listing May Pay Underwriters a 0.5% Fee
  43. Northern Virginia Electricity Prices Surge to $2,500/MWh, 62 Times Normal Levels
  44. ByteDance Discovers New Scaling Law for AI Agents
  45. TSMC's First-Gen CoPoS May Not Use Glass Substrates, Significant Market Misinterpretation Identified
  46. Japan's Fiscal Expansion Puts the BOJ in a Dilemma
  47. JPMorgan: Early Fed Rate Hike Could Push Gold to Test $3,500
  48. JPMorgan Raises Nanya Technology Price Target to NT$710
  49. Goldman Sachs: DeepSeek's Peak-Hour Price Hike Signals a Return to Rationality in LLM Competition
  50. U.S. Stock Futures Rebound, Gold Rises to Nearly Two-Week High, Bitcoin Reclaims $62,000
  51. Morgan Stanley Maintains Overweight on Sony, Betting on PS6 Disc-Free Shift to Digital Platform
  52. Fed July Minutes Due This Week as Markets Seek Signals on Rate Hike Path
  53. European Bankers and Regulators Warn of AI Regulatory Lag
  54. CSRC Plans to Revise Refinancing Rules, Shelf Registration System for Private Placements to Be Established
  55. FAO Global Food Price Index Edges Down 0.3% in June
  56. Guotai Haitong's H1 Non-Recurring Adjusted Net Profit Surges Over 164% to Record High
  57. ECB Officials: In a Favorable Position After June Rate Hike
  58. Southbound Net Buying Reaches HK$4.5B: PCB Stocks Accumulated While Chip Stocks Sold Off
  59. CMB Macro: June NFP Weakness Hits the Sweet Spot, Market Still Pricing in One Rate Hike This Year
  60. U.S. Stocks See $17.2B Weekly Net Outflow, Largest in Over Three Months
  61. China Adjusts NEV Vehicle and Vessel Tax Exemptions: Four Vehicle Categories Must Pay Tax Starting 2027
  62. HKEX Five-Year China Government Bond Futures Set to Launch in August 2026
  63. Zheshang Securities: AI Downstream Commercialization Takes Priority Over Capex
  64. Meta Reportedly Plans $6.5B AI Chip Order from Samsung
  65. Tesla Executive Teases Manufacturing Update Coming July 7
  66. AI Token Spending Index Drops Nearly 20%, Putting Pressure on Big Tech's Capex ROI
  67. AI Rack Power Heading Toward Megawatt Scale: Wide-Bandgap Semiconductors See Supply Chain Opportunities
  68. Germany's June Services PMI Rises to 48.6: Contraction Slows but Demand Continues to Weaken
  69. BofA: Top 10 Material Bottlenecks in AI Supply Chain as Narrative Shifts to Raw Materials
  70. Japan's Shunto Wage Hike Reaches 5.01%, Exceeding 5% for Three Consecutive Years
  71. Tesla: Humanoid Robots First, Non-Humanoid Forms to Follow
  72. Euro STOXX 600 Hits Record High with Best Weekly Gain in Over a Month
  73. Lagarde: Does Not Rule Out Early Departure from ECB
  74. Alibaba to Ban Claude Code, Citing Backdoor Security Risks
  75. Nadella: AI Moat Lies in Enterprise-Specific Learning Loops
  76. EU-US Goods Trade Hits Record as Auto Exports Plunge Over 20%
  77. SK Hynix's $29B ADR Listing Prompts South Korea to Brace for Cross-Border Capital Repatriation
  78. Autonomous Driving Company MOMENTA IPO Margin Subscription Oversubscribed by 23.7 Times
  79. Bitcoin ETFs End 10-Day Net Outflow Streak, Recording $222 Million in Single-Day Net Inflows
  80. Citi: Hormuz Risk Premium Fading, Oil Prices Could Drop to $60
  81. Anthropic Denies Discussing Government Stake
  82. Samsung Electronics Plans to Raise Q3 DRAM Prices by Up to 20%
  83. KOSPI Surges 5.5% in a Single Day, Samsung and SK Hynix Both Jump Over 9%
  84. Hong Kong SFC Targets IPO Book-Building Practices, Demands Remediation Plans from Involved Banks
  85. India Allows Four Chinese-Linked Power Equipment Firms to Participate in Government Tenders
  86. Hormuz Transit Volume Quadruples, Oil Tanker Freight Rates Decline
  87. HK Stocks Midday: Hang Seng Index Up 1.57%, Copper and Robotics Stocks Lead Gains
  88. Wall Street Earnings Forecasts Surge Sharply, "Earnings Bubble" Concerns Intensify
  89. Anthropic Blocks Chinese Users from Circumventing Access Restrictions to Claude
  90. Chinese State Media Labels Oversized EV Batteries as a Policy Issue
  91. South Korea Leveraged ETF Assets Surge 431% in One Year as Parliament Launches Regulatory Review
  92. Morgan Stanley/Bernstein Initiate Coverage on Hygon Information with Target Prices of ¥480/¥450
  93. Nvidia Officially Launches AI Computing Partnership Program, Expanding Revenue-Sharing to Overseas Cloud Providers
  94. Rate Hike Expectations Fade as Copper Leads Industrial Metals Higher
  95. Infineon's Dresden Smart Power Chip Fab Opens Ahead of Schedule
  96. PBOC June Government Bond Purchases Drop to Nine-Month Low
  97. Citi: Case for Rate Hikes Fading, Fed Expected to Cut in October
  98. Hong Kong Gold Clearing and Settlement System to Launch Next Week
  99. Innoscience vs. Infineon GaN Patent Dispute Spills onto Trade Show Floor
  100. Hormuz Strait Disruption Pushes Up LNG Prices, Japan Shifts to More Coal-Fired Power
Topic Archive — Page 63 · nashnova