Topic Archive — Page 66 of 155

Every market topic nashnova has published, newest first (15435 total).

  1. AI Frenzy Pushes Chinese Tech Stock Valuations Far Beyond U.S. Peers
  2. Chey Tae-won: HBM Capacity Gap May Persist, Memory Shortage Most Severe Next Year
  3. Bloomberg Intelligence: CXMT's Inclusion in CSI 300 Unlikely Before Late 2027
  4. OpenAI Releases GPT-5.6 Builder Guide: Smallest Model Costs Drop 25x
  5. CICC: Warsh Reform to Drive Fed Monetary-Fiscal Coordinated Balance Sheet Expansion
  6. China Healthcare Stocks Beat Earnings Expectations, Leading MSCI China in Valuation Recovery
  7. Fed Pauses Short-Term Treasury Purchases in Aug-Sep, Signaling Ample Reserves
  8. Iran War Drives Oil Prices Higher, China's Electric Heavy Truck Exports Double
  9. Yen Outlook Remains Uncertain as Japanese Corporate Earnings Beats Struggle to Translate into Stock Gains
  10. Chicago Fed President Goolsbee: Latest Inflation Data Shows Improvement
  11. Chinese Banks Pilot Repo Rate-Linked Corporate Loan Pricing
  12. Regulatory Filing Reveals Musk Holds 48.4% Stake in SpaceX
  13. U.S. Imposes 100% Tariffs on Certain Drones, DJI Potentially Hit Hard
  14. Reddit Added to S&P 500, Stock Surges 11% After Hours
  15. Ford Pulls Lincoln Production Out of China, GM Halts Chevrolet Sales — U.S. Automakers Accelerate Their Retreat
  16. Iran Attacks ADNOC Vessel Again as Strait of Hormuz Suffers Two Strikes in One Week
  17. U.S. Supreme Court Rejects Apple's Stay Request, App Store Commission Lawsuit Proceedings Move Forward
  18. Fitch Affirms U.S. Sovereign Rating at AA+ with Stable Outlook
  19. S&P 500 Net Profit Margin Hits All-Time High, Tech Stocks the Biggest Contributors
  20. Berkshire Deploys Over $23 Billion in Q2 New Positions; Google Parent Alphabet Holding Could Reach $10 Billion Level
  21. Applied Materials Q4 Revenue Guidance of ~$10.25B Beats Wall Street Expectations
  22. U.S. Court of International Trade Upholds Elimination of De Minimis Tariff Exemption
  23. U.S. Earnings Season Optimism Spreads to Healthcare, Industrials, and Real Estate Sectors
  24. Silver Lake in Talks to Acquire Workday, Potentially One of the Largest Software Take-Private Deals in History
  25. Cerebras Powers Ultra-Fast Inference for OpenAI GPT-5.6 Sol
  26. Tether Completes First Comprehensive KPMG Audit, USDT Reserves Exceed Liabilities by $6.8 Billion
  27. Both Sides in U.S.-Canada Trade Talks Aim for Deal Before August 19
  28. SEC Proposes "Innovation Exemption" to Pave the Way for Stock Tokenization
  29. U.S. 30-Year Treasury Auction Yield Hits Highest Since 2001
  30. Google Releases Gemini 3.7 Flash, Flagship Pro Version Still Has No Timeline
  31. USMCA Renegotiation Could Add Over $2 Billion in Annual Costs to Each Detroit Automaker
  32. OpenAI Replaces Chief Revenue Officer for Second Time in Under a Year
  33. SanDisk Shares Surge Over 10% After Investor Day Unveils Long-Term Financial Model
  34. Tencent to Acquire Manus Stake to Become Largest Shareholder, Taking Over Meta's Interest
  35. Microsoft Consolidates Copilot Apps and Discontinues Several Failed AI Features
  36. AMD Plans Bond Offering of Up to $5 Billion, Its Largest-Ever Investment-Grade Debt Issuance
  37. HPE's $14 Billion Acquisition of Juniper Receives Court Approval
  38. Anthropic Eyes IPO at $2 Trillion Valuation: Rapid Revenue Growth Supports Pricing but Risks Accumulate
  39. S&P 500 Breaks Above 7,800 for the First Time as Cooler PPI Data Fuels New All-Time High
  40. Zhongji Innolight Invests 1.747 Billion Yuan to Acquire Stake in Thermal Material Supplier Zhongshi Technology
  41. European Blue-Chip Q2 Earnings Estimates Rise for Eight Consecutive Weeks, with Expected Growth of 23.4%
  42. Databricks Closes $5 Billion Funding Round, Valuation Rises to $190 Billion
  43. Net Long Dollar Positions Rise to Highest in Nearly a Decade
  44. CK Asset Interim Profit Up 38%, Property Margin Drops to 3.5%
  45. Tech Giants' Bond Issuance Spree Spills Over: CDS Spreads on Premium Names Like LVMH Surge Over 10%
  46. Fed's Barkin: Whether Rate Hikes Are Needed Remains an Open Question
  47. U.S. Initial Jobless Claims Rise to 209K in Early August, Above Expectations
  48. Institutional Entry Fails to Lift All Boats as Crypto Liquidity Concentrates in Top Assets
  49. Banks' Tier 2 and Perpetual Bond Issuance Exceeds 1.3 Trillion Yuan This Year: Major Banks Account for 60%, Smaller Banks Struggle to Follow
  50. U.S. July PPI Up 4.7% YoY, Below Expected 4.9%
  51. Alibaba Qwen3.8 Open-Sources Flagship Model with 2.4T Parameters
  52. Philadelphia Semiconductor Index Nears Bull Market as Analysts Question Quality of Order Backlogs
  53. AI M&A Wave Reshapes Forex Market Drivers
  54. Shein Loses UK Copyright Lawsuit, Ordered to Compensate Temu for Delisting Losses
  55. Bank of England Warns: U.S. Tech Earnings Shocks Could Ripple Into UK Markets
  56. Jefferies: Hormuz Shock Shows Up in Crack Spreads, Not Crude
  57. Asian Corporate ADR Fundraising Hits Six-Year High of $28 Billion; Citi Says Pipeline Remains Robust
  58. Hygon Information Posts H1 2026 Revenue of 9.099 Billion Yuan, Up 66.52% YoY
  59. Maersk Raises 2026 Guidance for Second Time This Year, EBITDA Target Range Lifted to $12.5 Billion
  60. UnitedHealth Hit with Shareholder Lawsuit: Cybersecurity and Medicare Billing Failures on Two Fronts
  61. China Export Control Expectations Drive Niche Rare Earth Prices Higher
  62. Didi Posts Q2 Net Profit of ¥866M, Swinging to Profit as China Mobility Demand Hits Record GTV
  63. IBM Partners with OpenAI to Scale Enterprise AI Deployment
  64. Quanta Raises 2026 Capex to NT$40 Billion as AI Order Visibility Extends to 2028
  65. Data Center Giant Vantage Explores IPO with Potential Valuation of $100 Billion
  66. Microsoft Has Closed Over 15 Facilities in China in the Past Five Years, Once Considered Full Withdrawal
  67. Reuters Poll: ECB Expected to Raise Rates Again to 2.50% in September
  68. Tencent Drops 4% Post-Earnings as Southbound Funds Buy HK$5.6 Billion on the Dip
  69. JD.com Q2 Net Revenue Reaches RMB 346.4 Billion, Beating Expectations
  70. Ackman Opens Six New Positions, Pivoting to High-Cash-Flow Assets Led by Visa and Mastercard
  71. U.S. Deploys AI "Border Detective" to Crack Down on Tariff Evasion, Over 40 Countries Flagged as High Risk
  72. Texas Tightens Data Center Audits, Big Tech AI Infrastructure Expansion Faces Political Resistance
  73. JD Logistics Q2 Net Profit Reaches RMB 2.4 Billion, Up 13% YoY
  74. Barclays: Notable Divergence in Downside Risk Perception Between Equity and Credit Markets
  75. Amazon Internal Documents Reveal: Power Shortages Force E-Commerce Cloud Architecture Restructuring
  76. China's Domestic AI Chip Share Expected to Reach 90% by 2026, Huawei Poised to Surpass Nvidia
  77. Citi: Chinese Automakers Could Capture 15%-30% of European Market by 2035
  78. CK Hutchison 2026 Interim Net Profit Surges 30x, Interim Dividend at HK$0.7455 Per Share
  79. CXMT's Market Cap Surpasses Tencent, Becoming China's Most Valuable Company
  80. JD Health Reports H1 Net Profit of 3.4 Billion Yuan, Up 32% YoY
  81. Hua Hong Semiconductor Q2 Revenue of $718M Beats Expectations, Net Profit of $38.6M Slightly Misses Estimates
  82. SMIC Q2 Revenue Reaches $3.006 Billion, Up 36% YoY
  83. China's Tax on Offshore Insurance Triggers Market Volatility, Testing Hong Kong's Wealth Management Model
  84. China Mobile H1 2026 Operating Revenue at RMB 538B, Down 1.1% YoY
  85. South Korea's Sovereign Wealth Fund Plans to Invest in AI and Robotics Supply Chains by 2027
  86. Samsung Delays High-NA EUV to 2030, SK Hynix Expands Roadmap in Parallel
  87. Pegatron Stockpiles AI Server Components Ahead of Supply Chain Shortages
  88. ASUS Q2 Revenue Hits Record High, Server Business Expected to Grow Over 150% YoY
  89. Guotai Junan Plans to Privatize Its Hong Kong-Listed Financial Leasing Subsidiary
  90. Bank of Korea Buys Gold for First Time in 13 Years, Purchasing $250M in Gold ETFs in Q2
  91. AI Inference Demand Drives NAND Market Revenue to Record Highs
  92. AI Rally Pushes A-H Premium to Near One-Year High
  93. India's L&T Wins NVIDIA AI Factory Construction Contract Worth Up to Over 100 Billion Rupees
  94. UBS Resumes Coverage on Innolight with ¥1,500 Target Price, Views Pullbacks as Buying Opportunity
  95. Japanese Government Signals Support for BOJ Rate Hike, September or October Seen as Potential Window
  96. Lenovo Q1 Revenue Hits Record $26.9B, Adjusted Net Profit Surges 176% YoY to Break $1B for the First Time
  97. HBM4 Orders Rebound: Hanmi Semiconductor Widens Profitability Gap
  98. China Accounts for 97% of Global Humanoid Robot Shipments as U.S. Imposes Import Ban and Plans Countermeasures
  99. Nvidia Clarifies $500 Billion AI Financing Plan: Residual Value Guarantee Capped at 25%
  100. China's Sodium-Ion Batteries Granted 28-Month Consumption Tax Exemption