Topic Archive — Page 65 of 155

Every market topic nashnova has published, newest first (15433 total).

  1. Appaloosa Cuts Micron, Exits SanDisk in Q2, Loads Up on Mag7
  2. Top Market Maker Jane Street Lost $15 Billion in a Single Month in July
  3. U.S. Plans to Force AI Alliance Members to Choose Sides Against China
  4. Anthropic Q2 Revenue Exceeds $11.5 Billion, Surging Over 14x Year-over-Year
  5. Nvidia and Harvard Endowment 13F Filings Reveal Heavy SpaceX Positions
  6. Intel CEO Purchases Over 100,000 Shares During Funding Period
  7. Druckenmiller Family Office Opens New Positions in Google and Riot in Q2, Fully Exits Intel and Micron
  8. Berkshire Boosts Alphabet to Third-Largest Holding, Ending 14-Quarter Net Selling Streak
  9. Trump Opens U.S. Navy Shipbuilding to Foreign Contractors; Hanwha and Fincantieri Shares Rise
  10. Natural Gas Pipeline Delay Stalls Oracle's $165 Billion Data Center Project
  11. Trump Family Crypto Project World Liberty Obtains U.S. Banking License
  12. Tiger Global Initiates New Positions in Cerebras and AMD in Q2, Trims All Top 10 Holdings
  13. SoftBank Slashes TSMC Stake by Over 70% in Q2, Cashing Out $270M as AI Holdings Shift from Hardware to Ecosystem
  14. Stripe and Advent Reportedly in Talks to Acquire PayPal; $60.50 Offer Rejected, Negotiations Continue
  15. Executives from Crypto Giants Including Coinbase and Ripple to Visit White House Next Week for Regulatory Meeting
  16. Anthropic Risk Report: AI Misalignment Risk Upgraded, Internal Model 2 Withheld from Public Release
  17. Nomura: Hidden Capital Flows Are Suppressing Tech Stocks
  18. Meta Q2 Revenue Up 28% Yet Sold Off: AI Spending Surges 55%, Causing Free Cash Flow to Plunge 90%
  19. Apple Q3 Revenue Hits Record Yet Stock Drops Over 7% — A Classic Sell-the-News Pullback
  20. Dell Earnings Validate Strong AI Hardware Demand
  21. Japan Plans Legislation to Provide State Reinsurance Backstop for Gulf Oil Tankers
  22. Key Theme of U.S. Earnings Season: Tech Giants' AI Capex Intensity and the Battle Over Returns
  23. VMware Security Vulnerabilities Actively Exploited, Broadcom Stock Drops ~5% in Single Day
  24. China's Export Controls Slash Japan's Rare Earth Imports by 80%, Pressuring EV and Chip Equipment Supply Chains
  25. HBF Capacity Far Exceeds HBM but Cannot Fully Replace It: Cost Advantages Coexist with Access Limitations
  26. Week Ahead: Fed Meeting Minutes and China Economic Data in Focus
  27. Jefferies: AI Capex Arms Race Eroding Hyperscaler Cash Flows
  28. Germany 30-Year Bund Yield Rises to 3.72%, Hitting Highest Level Since 2011
  29. Citi and JPMorgan Raise S&P 500 Targets as Bullish Sentiment Reaches Elevated Levels
  30. Apple Proposes 15% Commission on App Store External Link Purchases
  31. U.S. August Preliminary Michigan Consumer Sentiment at 51, Significantly Below Expectations
  32. Deutsche Bank: China's Actual Gold Reserves May Already Account for 25%
  33. World Gold Council: Poland's Central Bank Leads H1 Gold Purchases at 82 Tons; China Extends Buying Streak to 21 Consecutive Months
  34. Tesla to Unveil New Roadster as Early as This Month, Set to Showcase "Flying" Stunts
  35. SpaceX Completes $60 Billion Acquisition of AI Coding Tool Cursor
  36. Renaissance Technologies Opens New CrowdStrike Position in Q2, Nearly Triples Nvidia Holdings
  37. Citi: U.S. and China May Play the "Trade Card" Again Before September Summit, AI Exports Become Core Bargaining Focus
  38. Kweichow Moutai Reports H1 Net Profit of 44.5 Billion Yuan, Down 1.95% YoY
  39. Rate Hike Expectations Cool as U.S. Equity Funds See $2.58 Billion Weekly Net Inflow
  40. U.S. July Retail Sales Plunge 0.6% MoM, Sharply Missing Expectations
  41. Shengyi Technology's H1 Net Profit Surges 130% YoY to RMB 3.287 Billion
  42. U.S. National Debt Approaches $40 Trillion with Annual Interest Costs Reaching $1.5 Trillion
  43. U.S. Stocks Keep Hitting New Highs as Options Market Call Buying Surges to Near-Decade Peak
  44. Tesla Buys Out Striking Swedish Workers, Ending Labor Standoff of Over 1,000 Days
  45. Pictet Wealth Warns: Reduce Dollar and U.S. Treasury Holdings Over the Next Decade
  46. Wedbush: AI Data Center Price Hike Trend to Continue Benefiting CoreWeave and Nebius
  47. LME Spot Copper Premium Hits Highest Since 2021 as Inventories Fall for 42 Consecutive Days
  48. Unigroup Guoxin Reports 13% Revenue Growth and 15% Net Profit Growth in H1; Acquisition of Ruineng Semiconductor Enters Inquiry Stage
  49. Deutsche Bank Becomes First Non-Chinese RMB Clearing Bank in Europe
  50. SK Hynix Scouts U.S. Sites for Front-End Wafer Fab as AI Clients Push for Supply Chain Localization
  51. Bitcoin Falls Below $63,000 as Spot ETFs See First Consecutive Two-Day Net Outflows in August
  52. DeepSeek Launches Harness Developer Preview, Officially Pivoting to Agentic AI
  53. China's Banking Sector Total Assets Reach 498 Trillion Yuan in Q2, Up 6.6% YoY
  54. Boeing Bull Ratings Rise to Highest Level Since 2022
  55. Alphabet's SpaceX Stake Surges Over 100-Fold to $94 Billion
  56. UBS Increases Micron and Nasdaq Call Options in Q2 While Expanding S&P Put Option Hedges
  57. German Auto Industry Employment Falls to Lowest Level Since 2005
  58. $121 Billion in One-Time Investment Gains Inflate Big Tech Profits
  59. China's Q2 2026 Current Account Surplus Reaches $195.1 Billion
  60. ECB Blog: China's Subsidies in Strategic Sectors Boost Exports, Potentially Intensifying Trade Frictions
  61. Regulatory Scrutiny Tightens on Open-Source AI as U.S. Government Pressure Approaches Critical Threshold
  62. South Korea's Southwestern Semiconductor Cluster May Expand to Nine Fabs as SK's Multi-Trillion Won Investment Plan Awaits Official Announcement
  63. After Acquiring Groq's Technology, Nvidia Converts It Into Its Own Customer
  64. Hong Kong Raises Full-Year 2026 Real GDP Growth Forecast to 3.5%-4.5%
  65. U.S. Threatens Indefinite Blockade of Iran; Dow Futures Fall, Treasury Yields Rise Across the Board
  66. NVIDIA CPO Switch Enters Mass Production, Supply Chain Roles of Five Key Companies Revealed
  67. Morgan Stanley Loads Up on Semiconductor Chain in Q2, with Micron Leading Top 5 Additions
  68. Kioxia's Massive Buyback Drives Japan's Weekly Corporate Share Repurchases to Record High
  69. Taiwan Raises 2026 GDP Growth Forecast to 11.05%
  70. China's Aggregate Social Financing Increment Reaches 22.25 Trillion Yuan from January to July
  71. South Korea's Memory Chip Exports Surge 277% YoY in July, Setting a Record for July ICT Exports
  72. Nan Ya Confirms Electronic Materials Cumulative Price Hikes Have More Than Doubled This Year, with Fiberglass Cloth Shortage Being the Most Severe
  73. JPMorgan Upgrades Sandisk to "Overweight" with $2,250 Price Target
  74. Duan Yongping's $100M Bold Bet: Going All-In on Moutai in a 10-Year Challenge Against China's Funds
  75. Bridgewater: AI Capital Needs Could Reach $1 Trillion Next Year; OpenAI May Need New Funding Round by Early 2027
  76. MSCI Proposes to Remove Strategy and Metaplanet from Indices Under "Non-Operating Company" Criteria
  77. Unitree Robotics on the Eve of Its Shanghai Listing: IPO Oversubscribed Over 8,000 Times, Grey Market Implies Nearly Fourfold Gain
  78. Zhipu GLM-5.3 Coding Capability Surpasses Claude Opus 4.8 but Still Trails Fable 5
  79. COMEX-LME Copper Price Spread Becomes Real-Time Signal for Trump Tariff Risk
  80. Samsung Plans to Relocate Legacy Memory Backend Operations to Vietnam to Free Up HBM Capacity
  81. Alibaba's Gaming Subsidiary Lingxi Interactive Reportedly to Be Sold to Trustar for Over $1.5 Billion
  82. Hedge Fund Treasury Holdings Double, Systemic Risk in Government Bond Market Rises
  83. NVIDIA Feynman Advances TSMC A16 Process and CPO Mass Production
  84. OpenAI Annualized Revenue Surpasses $40 Billion as IPO Preparations Accelerate
  85. Lam Research Invests Over $3 Billion in Five Years to Expand R&D Network, Boosting Lab Capacity by More Than 50%
  86. OpenAI and Anthropic Cut Prices to Counter Chinese AI, Price War Slashes User Costs by Nearly a Quarter
  87. Goldman Sachs: Move Down the Credit Rating Spectrum — BBB Over AA, B Over BB
  88. UBS: U.S. Industrial Recovery Spreading from AI to Broader Sectors
  89. DeepSeek Launches V4 Pro and Sharply Raises API Prices
  90. Quanta Q2 Revenue Surpasses NT$1 Trillion, AI Servers Account for 75%-80% of Server Revenue
  91. Phison Electronics Posts Record Q2 Net Profit as AI Storage Demand Drives Revenue Surge
  92. China's Auto Exports Surge as Specialized Shipping Capacity Runs Short
  93. White House Report Says China's Transshipment Schemes Cost U.S. Over $19 Billion Annually
  94. China's Tech Boom Masks Economic Slowdown as July Data Signals Continued Pressure
  95. Alibaba Cloud's Zhenwu M890 Super Node Officially Commercialized, Supporting 20-Trillion-Parameter Large Models
  96. S&P: Hong Kong Life Insurance Premiums to Grow 8-10% Annually Over Next Two Years
  97. PBOC Conducts Overnight Reverse Repo Mid-Month for the First Time, Injecting Net 348 Billion Yuan
  98. Carry Traders Rebuild Yen Short Positions After Intervention
  99. AI Frenzy Pushes Chinese Tech Stock Valuations Far Beyond U.S. Peers
  100. Chey Tae-won: HBM Capacity Gap May Persist, Memory Shortage Most Severe Next Year