Topic Archive — Page 64 of 113
Every market topic nashnova has published, newest first (11229 total).
- China's June Services PMI Came in at 54.1, Slightly Down from Previous Reading
- Gold Posts First Weekly Gain in Five Weeks
- CICC: USD May Return to Weak Range After Rate Hike Expectations Peak
- Volkswagen Hands Over China JV Export Rights as BYD Acquisition Rumors Draw European Attention
- TSMC's $20 Billion U.S. Expansion Approved by Taiwan Authorities
- Chip Industry Association Lobbies U.S. Against Intervening in Memory Market Pricing
- Kling AI Closes Nearly $3 Billion Funding Round, Setting a Record for Video AI Models
- Huawei Ascend AI Chips Set to Enter South Korean Market in Q4
- Hong Kong Handles Over Half of China's Chip Imports as AI Trade Hits Record High
- Mandatory National Energy Efficiency Standards Implemented Across Entire PV Industry Chain, Accelerating Phase-Out of Low-Efficiency Capacity
- Japan's Convertible Bond Issuance Hits 20-Year High
- China's Quant Fund AUM Doubles as AI Strategies Attract Over 2.6 Trillion Yuan
- Trump: AI Needs Regulation but "the Less the Better"
- Trump: Blocking Hormuz Is Denuclearization, Not War
- Kioxia Begins Mass Production of 10th-Gen Flash Memory as AI Inference Demand Drives NAND Recovery
- Trump Responds to Warsh Rate Cut: It's His Own Decision
- 'Big Short' Michael Burry Shorts Micron Technology with Entry Price of $1,051.87
- Dow Surges 594 Points to Record High as Chip ETF Plunges Over 5% in Single Day
- Berkshire Up Nearly 8% in Recent Months as Defensive Appeal Attracts Rotation Flows
- Hassett Criticizes Powell's Decision to Stay, Saying It Blocks New Fed Nominees
- Tesla Lists Three-Row Model YL in the U.S., Including Puerto Rico
- Treasury Yields Rise Broadly During Holiday-Shortened Week
- SAP Freezes Travel and Hiring, Goes All-In on AI Transformation
- Meta Says AI Agent Development Has Fallen Short of Expectations After Four Months
- Morgan Stanley: Memory Cycle Not Over, DRAM Preferred Over NAND, OEMs Over Module Makers
- Trump Bought Apple, Nvidia and Other Tech Stocks One Day Before Tariff Reversal
- Global M&A Volume Hits Record $2.6 Trillion in First Half
- Blackstone's QTS Withdraws from 2,100-Acre Data Center Project in Virginia
- Hormuz Disruption Lingers as U.S. Refining Margins Surge to Nearly Four-Year Highs
- ECTC 2026: AI Packaging Hits Quadruple Bottleneck — Power Delivery, HBM4E Routing, Thermal Management & Optical Interconnects
- Tech Stock Buybacks Hit Record Highs, Apple and Nvidia Urged to Step Up
- JPMorgan: June Non-Farm Payrolls Are a "Reality Check" for the Real Economy
- Citi Downgrades Tech Sector from Overweight to Market Weight
- U.S. Stocks Midday: Tesla Drops 8%, Rivian Jumps 8%, Memory Stocks Continue to Slide
- Goldman Sachs: S&P Returns 10% in H1 2026, Japan and South Korea Stocks Lead Global Markets
- AAII Survey: Bullish Sentiment Plunges to 31.4%, Bearish Rises to 42.3%
- Foreign Investors' Net Purchases of Japanese Stocks Hit Record High in First Half
- UBS Releases Q3 Top Picks: NVIDIA and Vertiv Lead the List
- Morgan Stanley Raises Longsys Target Price to 673 Yuan, AI NAND Shortage Prompts Profit Center Reassessment
- South Korea's June Memory Exports Surge 280% YoY; MLCC Adoption Accelerates Across AI Hardware Chain
- U.S. Plans to Cut 340B Drug Discounts, Boosting Major Pharma Stocks
- Unitree Robotics' STAR Market IPO Registration Approved, Setting Fastest Review Record at 104 Days
- BNP Paribas: CoreWeave Has Catch-Up Opportunity; Nebius Downgraded to Neutral
- Lam Research Drops Over 15% in Two Days as Semiconductor Equipment Stocks Suffer Consecutive Sell-Offs
- AI Data Centers Face Public Backlash, Accelerating Energy Infrastructure Overhaul
- Six Structural Pressures Dragging Down China's Economic Growth
- SEC Investigates Insider Trading Ahead of China Brokerage Crackdown
- Swiss Central Bank: UBS Capital Already Meets Proposed New Requirements
- U.S. Moves to Ban Chinese Inverters; Sungrow Warns Supply Chain Rebuild Could Take Five Years
- Morgan Stanley Raises China Humanoid Robot 2026 Shipment Forecast to 50,000 Units
- Major European Powers Accept Hormuz Toll as Inevitable
- HSBC Raises Intel Price Target to $200, Setting a New Wall Street High
- Japan's FY2025 Tax Revenue Breaks ¥80 Trillion for the First Time, Hitting a Historic High
- AI Inference Efficiency Gains Shake Memory Chip Stocks
- U.S. May Factory Orders Decline Less Than Expected
- LME Base Metals H1 2026: War and Peace Talks Alternately Drive Price Action
- Anthropic in Talks with Samsung for Custom AI Chip Manufacturing
- Daly: Inflation Should Ease but Uncertainty Remains High
- HSBC Upgrades Adobe to Buy, Says AI Disruption Threat Is Overestimated
- JPMorgan: Strategy's Bitcoin Sales Policy Introduces Two-Way Risk
- Tesla Q2 Deliveries of 480K Units Significantly Beat Expectations, European Rebound Offsets U.S. Decline
- Microsoft Launches New Entity to Help Enterprises Deploy AI, Committing $2.5 Billion and 6,000 Staff
- Amazon's LEO Satellites Reach 396, Service Launch Expected This Year
- U.S. Initial Jobless Claims Drop to 215K, Labor Market Continues to Show Resilience
- Blue Owl's Flagship Private Credit Fund Faces $4.7 Billion in Redemption Requests
- Rivian Raises 2026 Delivery Guidance as R2 SUV Ramp-Up Boosts Expectations
- Call Option Premium on US Tech Stocks Hits Highest Since 2007
- U.S. June Nonfarm Payrolls Add Only 57K, Far Below Expectations
- Industrial Securities: Meta's Leasing and Selling of Computing Power Should Not Be Interpreted as Overcapacity
- If the Fed Delays Rate Hikes, the Bond Market Will Force Rates Higher on Its Own
- NVIDIA May Cut Vera CPU Memory Specs to Control Costs
- HKMA Doubles RBF Facility to HKD 200 Billion, Covering 40 Banks Across 11 Countries
- NHTSA Closes Four-Year Investigation into Tesla Phantom Braking
- Micron Shares Continue to Slide Despite Trump's Praise; KOSPI Plunges 7.9% in a Single Day
- Tesla China-Made EV Sales Up 24.4% YoY in June
- Zhipu AI Launches ZCode Tool as GLM-5.2 Enters Autonomous Coding Arena
- Senator Warren Moves to Block Waller's Regional Fed Consolidation Plan
- SpaceX Quiet Period Ends: 22 Investment Bank Reports to Test $2 Trillion Valuation
- Four Saudi Supertankers Exit Hormuz Strait Carrying Approximately 8 Million Barrels of Crude
- Japan Unveils ¥370 Trillion AI Strategy, Aims to Deploy Tens of Millions of Robots by 2040
- Merz Unveils 34-Point Reform Plan: Tax Cuts, Pension Overhaul, and Comprehensive Labor Market Reforms
- FERC Issues Ultimatum to Data Centers
- ECB Refuses to Lower Bank Capital Requirements
- Treasury Yields Rise and Dollar Falls to Nine-Day Low Ahead of Non-Farm Payrolls
- DA Davidson Upgrades Palantir to Buy with $175 Price Target
- China and EU Confirm Second Meeting of Trade and Investment Consultation Mechanism This Autumn
- GLM-5.2 Joins Global AI Top Tier at Just One-Sixth the Cost of U.S. Models
- Asian Chip Stocks Plunge Ahead of Non-Farm Payrolls, U.S. Futures Under Pressure
- Hengli Petrochemical Cancels Over 6 Million Barrels of Non-Iranian Crude Purchases and Cuts Production to 50%
- AstraZeneca Signs Kidney Disease Drug Licensing Deal with CSPC Pharmaceutical, Valued Up to $1.77 Billion
- Capital Economics: AI Profits May Undershoot Expectations, Weighing on Capital Expenditure
- Morgan Stanley: 10 Key Convictions on AI Investment
- Goldman Sachs: China's Capture of Third-Party Markets Is a Bigger Drag on European Growth
- UBS Cuts Brent Crude Forecast, Citing Recovery in Hormuz Strait Oil Flows
- Bitcoin Breaks Above $61,000 as Non-Farm Payrolls Become Next Key Catalyst
- Morgan Stanley and Other Institutions Challenge Bullish Dollar Consensus
- Eurozone May Unemployment Rate Holds Steady at 6.2%
- Metaplanet Buys Another 2,823 BTC, Raising Holdings to 43,000
- Amazon Switches Consumer Electronics Processors to In-House Design for First Time in 20 Years
- China and U.S. Set Indicative Targets for Two-Way Agricultural Trade