Topic Archive — Page 64 of 155

Every market topic nashnova has published, newest first (15425 total).

  1. LNG Ship-to-Ship Transfers Emerge in Strait of Hormuz, Oil Prices Under Pressure
  2. AI-Driven Debt Surge Pushes U.S. Treasury Yields to 25-Year Highs
  3. Point72 Cuts NVIDIA and Broadcom in Q2, Initiates Texas Instruments Position to Target Semiconductor Subsectors
  4. AMD Acquires Canadian AI Chip Startup Taalas, Betting on HBM-Free Inference Architecture
  5. Segantii's Storage Chip Bet Blows Up, Citadel Takes Over Positions, Jane Street Loses $15 Billion
  6. Crypto Market Weekly Watch: FOMC Minutes, Coinbase-Circle Agreement Renewal & Oil Price Trends
  7. ECB Blog: AI Tech Stock Valuation Correction May Be Unavoidable, Limited Policy Buffer
  8. TSMC Overseas Fabs H1 2026: Arizona Profits Surge 663%, Japan Turns Profitable
  9. GDS Plans to Invest RMB 30-50 Billion in Data Centers Over Three Years, Raises Full-Year Sales Target to 1 GW
  10. HK Stock Market Closing Review, Aug 17: HSI Rises 1.34% Snapping Four-Day Losing Streak; Computing Power, Container Shipping, and Non-Ferrous Metals Lead Gains
  11. US-Iran Ceasefire Expires Amid Negotiation Deadlock; US Stock Futures Edge Higher
  12. China's FX Reserve Indicator Posts Largest Quarterly Gain in 12 Years
  13. Samsung's H1 Sales to China Surpass U.S., Nvidia Absent from Top Five Clients
  14. China's "15th Five-Year Plan": 2030 Oil & Gas Supply Target of 440 Million Tonnes of Oil Equivalent
  15. AI Auto-Coding on the Rise: NVIDIA's CUDA Moat Could Weaken Within Two Years
  16. Arm and AMD Erode Intel's Share as Server CPU Market Could Exceed $210 Billion by 2030
  17. German Government Considers Selling Commerzbank Stake to UniCredit
  18. China's July Crude Steel Output Falls 3.6% YoY as Rebar Prices Hit Near-Decade Lows
  19. China's July Retail Sales Rise Just 0.6% YoY, Missing Expectations and Declining from Prior Month
  20. Tier-1 City Home Prices Rise MoM in July While Tier-2 and Tier-3 Cities See Declines
  21. China's National Real Estate Development Investment Down 19.2% YoY in Jan–Jul
  22. China's July Industrial Output Grows 4.5% YoY, Down from Previous Reading
  23. Biren Technology Forecasts Up to 21x Revenue Surge in H1 2026 with Significantly Narrowed Net Losses
  24. AstraZeneca Terminates Volrustomig Lung Cancer Trial, Analysts Estimate ~$1.3 Billion Valuation Loss
  25. Alibaba Sells Lingxi Interactive for Over $2 Billion to Trustar Capital
  26. German Direct Investment in the U.S. Falls to Three-Year Low as Trade Policy Uncertainty Suppresses New Capital Inflows
  27. Jefferies: Global Copper Deficit Expected to Reach 440K Tonnes in 2026 as Major Miners Cut Q2 Output by 3.9%
  28. Apple iPhone 17 Series May See Global Price Hikes Before Month-End, Up to ~$140 More Per Unit
  29. CITIC Securities Report: AI Wave Drives Structural Rally in A-Shares, Shift in Market Cap Leaders Points to Era-Defining Theme
  30. U.S. Warns Allies: Joining China's AI Framework Will Mean Exclusion from U.S.-Led Coalition
  31. LG and NVIDIA Advance Humanoid Robot Collaboration, Bipedal Robot Set for Q1 2027 Launch
  32. Top Chinese Hedge Funds Rotated Out of NVIDIA and Hyperscalers in Q2
  33. Nvidia Plans $3 Billion Stake in SoftBank's SB Energy, Linked to OpenAI Ohio Data Center
  34. Geely Auto's H1 Net Profit Drops 1.8% as Doubled Exports Offset China Market Decline
  35. Export-Import Bank of Korea Provides $1 Billion Loan to Glencore in Exchange for Copper Supply
  36. Iran's Military Commander: U.S. Forces Expelled, Permanently Banned from Strait of Hormuz
  37. Private Credit Non-Performing Loans Rise to Near Decade-High
  38. Samsung Plans to Convert Giheung R&D Line into 2nm HBM Foundry Capacity
  39. Nokia Shuts Down Hangzhou R&D Center and Lays Off 1,600 Employees, China Restructuring Provisions Rise to €350 Million
  40. Trump Deregulation Effect Spreads as EU Moves Toward Banking Regulatory Reform
  41. China's Chip Industry Achieves Breakthroughs: CXMT's IPO Catapults It into Global Top Three, Huawei's AI Chips Now Capable of Training Large Models
  42. Jefferies: Moutai Shifts to Luxury Model, Target Price RMB 2,100
  43. Jane Street's $15 Billion Debt Swap: Narrowing the Creditor Circle to Safeguard Financing Stability
  44. JPMorgan Raises Zhipu Target Price to HK$1,800; DeepSeek Price Hike Reshapes China's AI Competitive Landscape
  45. JPMorgan: Semiconductor Q2 Demand Beats Expectations, Price Hikes Spreading from Memory to Equipment and Materials
  46. Foreign Capital Snaps Up Chinese Real Estate Assets as Wanda Plaza Receives PAG Investment
  47. Hormuz "Dark Fleet" Ships Over 4 Million Barrels Daily; Brent Crude Holds Steady at $80–$90
  48. Think Tank Warns: China's Robotics Industry May Replicate EV Disruption Playbook
  49. Goldman Sachs: Fed Rate Hike in September Now Highly Unlikely, but Market Rate Pricing Remains Hawkish
  50. Big Tech's Off-Balance-Sheet AI Commitments Reach $3 Trillion, Dwarfing On-Book Capex
  51. Indium Phosphide Supply-Demand Imbalance Intensifies, Q4 Price Surge Hits Record High
  52. Google Parent Alphabet Plans Debut Australian Dollar Bond Offering with Maturities Up to 20 Years
  53. EU Plans Largest Round of Russia Sanctions Since Start of War This Autumn
  54. Japan's Q2 GDP Grows at Annualized 1.1%, Below Expectations as Capital Spending Continues to Shrink
  55. WuXi AppTec Stock Doubles Year-to-Date, Fundamentals Strengthen Against Geopolitical Headwinds
  56. Apple Partners with Alibaba to Train Custom AI Models for the Chinese Market
  57. Stripe Plans to Acquire AI Model Routing Platform OpenRouter for Over $7 Billion
  58. U.S. $16 Billion 20-Year Treasury Auction Tests Long-End Demand
  59. China's AI Developers Struggle to Break Free from Nvidia Dependency as Migration to Domestic Chips Proves Costly
  60. BofA: AI Productivity Lag Favors Value Stocks, Biotech & Commodities
  61. Global Interest Rates Rise in Sync, Bond Diversification Role Under Question
  62. Wells Fargo: JPMorgan Poised to Become First Trillion-Dollar Bank, With Sights Set on $2 Trillion
  63. SenseTime Reports First-Ever Interim Profit Since IPO, Expects H1 Net Profit of RMB 500–700 Million
  64. Trump Advisor Warns Nvidia's $500B Financing Plan Faces 'Dark GPU' Oversupply Risk
  65. Goldman Sachs: Path of Least Resistance Is Up, Market Tilts Bullish in Coming Weeks
  66. CITIC Securities: AI Price-Hike Chain's Risk-Reward Ratio Drops Sharply, Investors Should Return to Reasonable Expectations
  67. Zijin Gold International Reports H1 Net Profit of US$1.451 Billion, Up 179% YoY
  68. JPMorgan Optical Communications Closed-Door Conference: Key Takeaways from LITE and AAOI Management Discussions
  69. Deutsche Bank: Central Bank Gold Buying and ETF Inflows Drive Continued "Explosive" Gold Rally
  70. Duan Yongping Cuts Nvidia Stake by Over 50% in Q2, Initiates New Position in Alibaba
  71. Nvidia Plans $3 Billion Investment in SB Energy to Expand into AI Data Center Energy Supply Chain
  72. JPMorgan: Five Converging Pressures Could Trigger a Global Food Crisis by 2027
  73. Hillhouse HHLR Increases NVIDIA Stake in Q2 as Biotech Exceeds Half of Portfolio
  74. HBM4 Race Drains South Korea's Chip Design Talent
  75. China's AI Super-Node Computing Power Accelerates Expansion, 2026 Market Size Estimated at Nearly 90 Billion Yuan
  76. Ruijie Networks H1 Net Profit Up 53%, 800G Revenue More Than Doubles Full-Year 2024
  77. Situational Awareness Fund Held Heavy Positions in SanDisk and Micron Before Blowup, 13-F Filing Reveals
  78. Iran and Oman Reach Agreement on Strait of Hormuz Shipping Plan
  79. Morgan Stanley: Nvidia's Neocloud Financing Structure Could Open Up Significant Revenue Stream
  80. CITIC Securities: Midterm Elections May Constrain Trump's "TACO" Agenda Less Than Expected
  81. Alibaba's Qwen Reaches 3 Billion Downloads, Surpassing Meta and Google
  82. China Plans to Lift Travel Ban on Manus Founder, Independent Operations Set to Resume
  83. Bernstein Raises China Semiconductor Equipment Market Forecast to $101B, Top Pick: NAURA Technology
  84. China's Tax Authority Launches Training to Clarify Offshore Trust Tax Rules for Ultra-High-Net-Worth Individuals
  85. Germany Launches Pension Reform; Private Pension Pool Could Double to €500 Billion Within a Decade
  86. U.S. Government Urges Apple to Stop Purchasing Chinese Memory Chips
  87. Joint U.S.-Japan Intervention Takes Effect as Hedge Funds Cut Yen Shorts by More Than Half
  88. Nvidia Cuts Guarantee for OpenAI's Ohio Data Center to Under $120 Billion
  89. Unitree Robotics IPO: Humanoid Robot Shipments Surge, but Industrial Deployment Remains in Early Stages
  90. Gelsinger Slams HBM as "Terrible," SK Hynix: Not the Ultimate Answer
  91. 13F Filings: Institutional Investors Turned Cautious on Big Tech in Q2
  92. U.S. Report Accuses Chinese Exporters of Evading Tariffs by Transshipping Through Over 40 Countries
  93. Appaloosa Cuts Micron, Exits SanDisk in Q2, Loads Up on Mag7
  94. Top Market Maker Jane Street Lost $15 Billion in a Single Month in July
  95. U.S. Plans to Force AI Alliance Members to Choose Sides Against China
  96. Anthropic Q2 Revenue Exceeds $11.5 Billion, Surging Over 14x Year-over-Year
  97. Nvidia and Harvard Endowment 13F Filings Reveal Heavy SpaceX Positions
  98. Intel CEO Purchases Over 100,000 Shares During Funding Period
  99. Druckenmiller Family Office Opens New Positions in Google and Riot in Q2, Fully Exits Intel and Micron
  100. Berkshire Boosts Alphabet to Third-Largest Holding, Ending 14-Quarter Net Selling Streak