Topic Archive — Page 67 of 155

Every market topic nashnova has published, newest first (15438 total).

  1. China Accounts for 97% of Global Humanoid Robot Shipments as U.S. Imposes Import Ban and Plans Countermeasures
  2. Nvidia Clarifies $500 Billion AI Financing Plan: Residual Value Guarantee Capped at 25%
  3. China's Sodium-Ion Batteries Granted 28-Month Consumption Tax Exemption
  4. YMTC NAND Shipments Surpass Micron and Kioxia, Rising to Global Third Place
  5. MSCI Adds 33 Chinese Stocks with Zhipu Leading, Effective August 31
  6. Oman Oil Spill Spreads Amid Shipping Lane Attacks, Oil Prices Rise Over 1%
  7. Hong Kong stocks open 0.6% lower, Tencent drops over 3%, semiconductor sector strengthens
  8. Anthropic Plans $6 Billion Acquisition of AI Chip Optimization Startup Decart
  9. Over 40 S&P 500 Companies Receive $9.6 Billion in Tariff Refunds, Apple Leads the Pack
  10. Goldman Sachs: Japan's Over $1 Trillion in FX Reserves Can Support Multiple Rounds of Yen Intervention
  11. Hassabis Pushes for Independent AI Regulatory Body Before Stepping Down as DeepMind CEO
  12. Korean Stocks Surge 22% in 10 Days, Chip Stocks Lead Rally Nearing Technical Bull Market
  13. Japan's July PPI Rises 7.2% YoY, BOJ September Rate Hike Expectations Heat Up
  14. Citi: Silver Price Target at $90/oz Over 6 to 12 Months
  15. HK-Listed Brokerages Report Across-the-Board H1 Profit Surges as Buyback and Stake-Raising Signals Intensify
  16. Apple in Talks to Pay Publishers to Power AI-Enhanced Siri
  17. U.S. and Japan Plan to Develop World's Deepest Seabed Rare Earth Mine to Challenge China's Supply Chain
  18. U.S. Treasury Permanently Stops Collecting Beneficial Ownership Data on Shell Companies
  19. AI Cloud Provider Lambda Completes $926 Million Leveraged Loan Pricing
  20. U.S. Supreme Court Stays Apple App Store Fee Rate Litigation Proceedings
  21. Institutions: Memory Cycle Peak Call May Be a Year Too Early
  22. CoreWeave Warns: Switching Away from Nvidia Chips Would Cost Significant Time and Money
  23. AI Fund "Situational Awareness" Forces Liquidation of Japan's MLCC Leader Taiyo Yuden
  24. Coherent Q4 Revenue Up 34% Beating Expectations, Data Center Revenue Up 59%, Stock Falls 5% After Hours
  25. Tech Earnings Lift U.S. Stocks; July CPI Meets Expectations, Cooling Rate Hike Bets
  26. Cerebras Raises 2026 Revenue Guidance as Hardware Revenue Drops 23%
  27. Cisco Q4 Revenue of $17.25B Beats Expectations; FY2027 Full-Year Guidance Far Exceeds Wall Street Estimates
  28. U.S. Financial Sector Surges Over 13% in Three Months, Broadly Outperforming the S&P 500
  29. Nvidia's 2020 A100 Chip Contracts Extended to 2029, Reigniting Debate Over Old GPU Lifespan
  30. Morgan Stanley: AI Computing Power Supply Constrained, Power Gap Reaches 10% to 20%
  31. Takaichi Sanae's Food Consumption Tax Cut Faces Strong Opposition Within LDP
  32. xAI Launches Grok 4.6, Ranking in Top Tier on Agentic Benchmarks at Roughly Half Competitors' Pricing
  33. U.S. CPI Meets Expectations, Gold Rises to Two-Month High
  34. Japan Margin Trading Doubles in Six Months as AI Stocks Drive Retail Leverage to Record Highs
  35. U.S. July Fiscal Deficit Hits Monthly Record of Over $432 Billion, Fiscal Year Cumulative Deficit Surpasses Last Year's Full-Year Total
  36. U.S. 10-Year Treasury Auction Yield Hits Highest Since 2007
  37. USDA Cuts U.S. Corn Yield Estimate, Futures Surge Over 4% in a Single Day
  38. Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch
  39. Strait of Hormuz Shipping Volume Drops to Three-Month Low as U.S.-Iran Deal Prospects Remain Uncertain
  40. C919 Completes First International Commercial Flight, but Lack of EU and US Certification Still Constrains Global Expansion
  41. Goldman Sachs: AI Investment Crowding-Out Effect Exists but Is Limited
  42. Tesla Plans $10.1 Billion Solar Factory in Texas
  43. Burry's Warning: US Stock Low Volatility Hits 30-Year Record, Advises Staying Away from Leverage
  44. Bank of America to Acquire Up to 49.9% Stake in Jio Credit for $1.9 Billion
  45. DeepSeek API Adds New DeepSeek-V4-Pro-0813 Model
  46. Blackstone Reportedly Abandons $3 Billion Mortgage Fund Debt Financing Plan
  47. Switzerland Launches Banking Regulatory Reform Consultation; UBS Capital Requirement Vote Postponed
  48. Global Equities Show Technical Strength as Over 80% of Country ETFs Trade Above 50-Day Moving Average
  49. U.S. Crude Inventories Surge by 17.4 Million Barrels in a Single Week, WTI Falls Below $83
  50. U.S. Allocates $50 Million to Build AI-Powered Rapid Cargo Clearance Platform in Panama
  51. JPMorgan: Fed Should Hold Rates Steady, "Teflon Inflation" Won't Last
  52. Applied Materials Q3 Earnings on Deck: Wall Street Expects 36.7% EPS Growth
  53. ECB Inclined to Approve UniCredit's Acquisition of Commerzbank
  54. Black Sea Tanker Freight Rates Hit Record Highs as Kazakhstan's CPC Crude Discount Widens
  55. Russia's July Crude Output Falls Nearly 1 Million Barrels Per Day Below OPEC+ Quota
  56. Anchorpoint Launches HKD Stablecoin HKDAP, HashKey Completes First Minting
  57. Akeso's Ivonescimab Approved for Third Indication: First-Line Treatment of Advanced Squamous Non-Small Cell Lung Cancer
  58. NVIDIA Rubin Ultra NVL576 Architecture Revealed, Supply Chain Implications Emerge
  59. Hormuz Blockade Drives EM Corporate Bonds to Outperform U.S. Peers
  60. OPEC Cuts 2025 Demand Growth Forecast Again to 580K bpd, Widening Gap with IEA
  61. Burry Slams Nvidia's $50B AI Financing: A 2008-Style Wall Street Trick
  62. UBS: Deleveraging in China's AI Tech Stocks Nearing End, Valuations Retreating to Historical Averages
  63. Chip Stocks Surge on Strong Earnings as Palantir and Other Software Names Slide Pre-Market
  64. Apple iOS 27 Beta Leak: AI Features to Be Tied to iCloud+ Subscription Plans
  65. Saudi Arabia's July Crude Output Rebounds by Over 1 Million bpd, Still Below Pre-Conflict Levels
  66. Goldman Sachs Acquires ETF Provider Neos for $2.3 Billion, Expanding ETF AUM to $130 Billion
  67. CoreWeave Surges Over 18% Pre-Market; Super Micro and Nvidia Rally in Tandem
  68. Nebius Q2 Revenue Hits $582M with 454% YoY Growth, Shares Up 13% Premarket
  69. Traders: Cloud Provider Defaults Could Mark the Starting Point of AI Bubble Burst
  70. JPMorgan: Funds Rotate Back into Gold and Copper, Metals Net Longs Rise Nearly $20 Billion
  71. HKEX Becomes the World's Largest Mining IPO Fundraising Market in 2025
  72. AI Capex Boosts Optical Stocks, Some Surge Over 70% in Nine Days
  73. AI Computing Expansion Fuels Inflation, Putting the Fed in a Policy Dilemma
  74. Citadel Securities: Leverage Reset Is Over, Re-Leveraging May Be Ahead
  75. AT&T Bets on Open-Source AI, Targeting 70%-80% Adoption
  76. Goldman Derivatives Trader: AI Trade Momentum Fading, SPX May Be Range-Bound
  77. Samsung Adopts Claude, Compressing Chip Verification from One Month to Two Days
  78. Asian Chip Stocks Lead Gains as EM Equity Index Rises 1.1%
  79. PBOC Releases Q2 2026 Monetary Policy Implementation Report
  80. U.S. July CPI Due Today, Stock Futures Rise as September Rate Hike Odds Stand at 50-50
  81. Meta Teen Social Media Lawsuit Goes to Trial: 29 States Seek Damages Potentially Reaching $1.4 Trillion
  82. Samsung Electro-Mechanics Fails Glass Substrate Certification, Mass Production Delayed Beyond 2028
  83. Hong Kong Clarifies: Tax Incentives Will Not Extend to Proprietary Trading Firms
  84. Report: Over 70% of U.S. Data Center Power Applications May Never Materialize
  85. World's Largest Non-Chinese Alumina Refinery Hit by Natural Gas Disruption, 50% Output Cut Pushes Aluminum Prices to Seven-Week High
  86. Eli Lilly Files Six Lawsuits Over Black Market Sales of Retatrutide
  87. Fidelity Ethereum ETF Proposes Adding Staking Feature with Quarterly Dividends
  88. XPENG G9L Pre-Sale Starts at 258,000 Yuan, Targeting Large Five-Seat Family SUV Segment
  89. Yen Intervention Spillover Effects Intensify RMB Appreciation Pressure
  90. Nvidia Fortifies AI Chip Ecosystem with Cash Moat
  91. Bank of America Launches $250 Billion Critical Infrastructure Financing Initiative
  92. Listed Miners Sold 28,000 BTC Year-to-Date, Adding $1.78 Billion in Selling Pressure to Bitcoin Market
  93. Tencent Q2 Revenue Beats Expectations at RMB 204.79 Billion, Net Profit of RMB 56.02 Billion Misses Estimates
  94. Ukrainian Drone Strike on Novorossiysk Halts Two Major Russian Grain Terminals
  95. Hedge Funds Ramped Up Short Bets on AI Stocks in July as Chip Sector Suffered Worst Monthly Drop Since 2008
  96. AMD: Agentic AI Will Drive CPU-to-GPU Ratio Toward 1:1
  97. IEA: Hormuz Blockade Widens Oil Demand Drop to 1.6M bpd, Supply Gap Hits Five-Year High
  98. CAAM: NEV Monthly Sales Share Exceeds 60% for First Time; Exports Top One Million Units for Second Consecutive Month
  99. Intel CEO Lip-Bu Tan: Company Exploring Return to Memory Market
  100. Morgan Stanley Upgrades US IT Hardware Ratings: Storage Leads, but Cyclical Risks Flagged