Topic Archive — Page 68 of 155

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

  1. OCP APAC 2026: AI Compute Bottleneck Shifts to Networking, Copper vs. Optical Interconnect Debate Intensifies
  2. CXMT's DDR5 Yield Breaks 90%, Narrowing Gap with Samsung to Just 2-3 Percentage Points
  3. Gold ETFs See $3 Billion Net Inflows in July as Western Buyers Return, but North America Still Lags
  4. Norway's Sovereign Wealth Fund Posts 9.4% Return in First Half, Led by Asian Tech Stocks
  5. Japan JGB Yields Rival U.S. Treasuries as Fund Houses Race to Launch Retail Investment Trusts
  6. Hon Hai Reports NT$109.9B Net Profit for H1 2026; Q2 Beats Expectations
  7. SK Hynix Resumes NAND Expansion at Dalian Fab, Capacity Set to Increase by ~50%
  8. Germany's July CPI Rises to 2.8% YoY, Beating Expectations
  9. Tesla FSD EU Approval Mired in Regulatory Exemption and Transparency Disputes, Key Vote in October
  10. Signs of Intel's Israel Fab Restart Emerge, but 14A Node Execution Remains Uncertain
  11. Japan Bets on Rapidus 2nm: Semiconductor Investment to Reach ¥68 Trillion by 2040
  12. Tata Group Chairman Chandrasekaran Resigns, Group Stocks Drop Over 4%
  13. Bitcoin Options Bulls Bet on $70,000 Ahead of CPI, On-Chain ETH Continues Flowing Out of Exchanges
  14. Temasek Reportedly Eyes Direct Stakes: Samsung, SK Hynix Surge Over 8%
  15. Memory Giants Secure $38B in Customer Commitments; Buyer Bargaining Power May Return by 2029
  16. Foxconn Q2 Earnings Call Focuses on AI Rack Shipments, Apple and EV Progress
  17. Nvidia and Broadcom Publicly Diverge on AI Network Scaling Roadmap
  18. Galaxy Entertainment Reports HK$24.2 Billion Net Revenue in H1, Declares Interim Dividend of HK$0.90 Per Share
  19. Hong Kong Stocks Drop 1.17% at Midday as Memory Chip Stocks Buck the Trend
  20. TSMC: AI Advanced Packaging Competition Extends to System-Level Reliability
  21. China's Eight Major Polysilicon Producers Jointly Pledge to Reject Below-Cost Sales
  22. Amazon to Build 7.65GW Natural Gas Power Plant in Texas to Power AI Data Centers
  23. Deutsche Bank: Markets Betting on Triple Optimistic Assumptions Simultaneously, Leaving Minimal Margin for Error
  24. Deutsche Bank Becomes First Non-Chinese Bank to Serve as RMB Clearing House in Europe
  25. UBS Maintains $1,625 Target for Micron: DRAM/HBM Upgrades Offset NAND Downgrades
  26. Bessent and Takaichi Sanae Diverge on BOJ Rate Hike Stance
  27. SPIL Breaks Ground on New Douliu Fab, Betting Billions on AI Advanced Packaging
  28. Musk: SpaceX AI Revenue Will Surpass All Other Businesses Next Month
  29. Yen Options Activity Rebounds as Traders Embrace Flexibility Ahead of U.S. CPI
  30. Nvidia Plans to Build Trillion-Parameter Open-Source AI Model, Free Models to Drive GPU Demand
  31. BofA: AI Has Not Yet Destroyed Overall Employment, but Young Graduates and the Information Sector Are Already Under Pressure
  32. CICC: Global Liquidity Remains in Easing Territory, Expected to Expand Further in H2
  33. Two Indicators Tracking Tech Crowding Unwind: IV Decline and Large-Small Cap Valuation Gap Widening
  34. MediaTek July 2026 Revenue Drops 16% MoM as Smartphone Chips Face Pressure While Non-Mobile Business Steps In
  35. Apple Pushes iPhone 18 OLED Procurement Prices Down by Over 40%
  36. China Internet Earnings Season Tests AI Sector Rotation
  37. Japan's August Business Sentiment Improves as Semiconductor Demand Drives Manufacturing Index to Nearly 5-Month High
  38. Foreign Investors Pivot to Taiwan Stocks After AI Selloff, Net Buying $1.7 Billion This Month
  39. Berkshire's Insurance Underwriting Profit Drops 13%, Multiple Units Underperform Peers
  40. Trump Considers Cutting Capital Gains Tax to Boost Midterm Elections
  41. Asian Markets Face Weak Open as CPI Data and Iran Tensions Create Dual Headwinds
  42. API Data: U.S. Crude Oil Inventories Rise by an Unexpected 9.07 Million Barrels
  43. Panama Canal Transit Fees Hit Record High, Averaging Over $1.1 Million in August
  44. Sanders Sends Letter to OpenAI and Two Other Giants: Pause AI Development or Congress Will Step In
  45. U.S. Stocks Close Lower Tuesday as Energy Leads; CPI Data Becomes Key Validation Point
  46. Gold Surges 7.25% in One Week as CTA Positioning Flips Long and Volatility Rises in Tandem
  47. Super Micro Computer's FY2027 Revenue Guidance Tops $72 Billion, Far Exceeding Wall Street Expectations
  48. CoreWeave Q2 Revenue of $2.58B Slightly Beats Expectations as Infrastructure Spending Surges 125%
  49. Anthropic Procures 470MW Modular Natural Gas Power Equipment from ERock
  50. Lumentum Q4 Revenue Hits $1.01B Beating Expectations; Stock Drops 5% After Hours Before Recovering
  51. Big Tech and Bitcoin Under Pressure, Treasuries Rally, Hormuz Tensions Roil Oil Prices
  52. Oracle Launches New Round of Layoffs This Month, with Some Teams Facing Double-Digit Cuts
  53. SEC Bypasses Congress, Proposes Exemption Rules for Crypto Token Issuance
  54. Google Gemini Surpasses 1 Billion Monthly Active Users, Now on Par with ChatGPT
  55. Eli Lilly's Oral Weight-Loss Drug Foundayo Approved in the UK, Marking First European Regulatory Green Light
  56. Colombia Earthquake Causes Widespread Coffee Export Disruptions
  57. Nvidia's $50 Billion Third-Party Financing Platform Eases Analyst Concerns Over Circular Trading
  58. CLO ETFs Attracted $2.3B in July, With Year-to-Date Inflows Reaching $11.8B
  59. CME Launches AI Compute Futures as Computing Power Becomes a Tradable Asset
  60. Eurazeo: US-Japan Joint Intervention Is a Turning Point, Yen Could Strengthen to 125
  61. Former OpenAI COO Lightcap Departs as Executive Exodus Continues
  62. Strong U.S. 3-Year Treasury Auction with Better-Than-Expected Demand
  63. xAI Launches Grok Bot Multi-Agent Product Capable of Cross-Application Collaborative Task Processing
  64. U.S. Government Borrows Over $800 Billion in Q2, Annualized Pace Reaches $3.2 Trillion
  65. U.S. Projects Iran War Oil Supply Disruption to Extend Through 2027
  66. Chile Cuts 2026 Copper Output Forecast Again to 5.27 Million Tons
  67. Heatwave Meets Solar Eclipse: European Natural Gas Prices Approach Iran War Highs
  68. Nomura: Gold Becomes the Pressure Relief Valve for U.S. Treasuries and Hyperscale AI Debt
  69. VIX Drops Below 15: Market Digests Middle East Risks, Sparking Complacency Warnings
  70. Barclays: Private Investors Now Dominate U.S. Treasury Market, 30-Year Yields Expected to Stay Elevated
  71. Apple Extends Panel Inventory Holding Period to Six Weeks to Counter Component Price Hikes
  72. Taiwan Semiconductor Index Near All-Time High as SOX Index Catch-Up Potential Draws Attention
  73. Nvidia's $500 Billion AI Financing Initiative Lifts Alternative Asset Manager Stocks
  74. AI Hyperscaler Earnings Season Breaks Historical Volatility Patterns
  75. Qatar LNG Loadings Rise to Multi-Month Highs as Hormuz Reopening Talks Remain Uncertain
  76. Trump: Options for Iran Include Economic Pressure or Military Strike
  77. Trump Administration Does Not Participate in Intel's $20 Billion Share Offering but Endorses It
  78. Trend-Following Funds' Bond Shorts Hit Largest Since 1990; CPI Becomes Key Validation Point
  79. Atlanta Fed's Venable: Inflation Still Too High, Outlook for Relief Hinges on Middle East Situation
  80. Coherent Q4 Earnings Preview: Adjusted EPS Expected to Rise 62% YoY, Data Center Revenue in Focus
  81. US ETF Weekly: SPY Sees $15.3B Weekly Outflow as Tech Sector Leads Net Redemptions
  82. U.S. Q2 Household Debt Edges Down to $18.8 Trillion as Auto Loans Hit Nominal Record High
  83. White House Lifts TikTok Ban on Government Devices
  84. CME Group Announces Expansion of Silver Futures to Nearly 24-Hour Trading as Gold Validates Retail Demand
  85. U.S. Existing Home Sales Decline for Second Straight Month in July, Median Price Hits Second-Highest on Record
  86. Wall Street Options Market Sentiment Reversal: Upside Risk Replaces Downside Panic
  87. Russian Crude Shipments Drop to Lowest Since May
  88. Manus Announces Imminent Return to Independent Operations as Meta Acquisition Deal Officially Unwound
  89. AI-Related ETF Leveraged Exposure Rises to 58%; Rebalancing Mechanism May Amplify Tech Stock Volatility
  90. BofA: Doubts Over Whether Bull Market Leadership Can Pass From Tech to Other Sectors
  91. Brent Breaks Above $90 as Trump's Reparations Rhetoric Dims Peace Talk Prospects
  92. Intercontinental Exchange Raises $6 Billion in Bond Offering to Fund MarketAxess Acquisition
  93. CDS Trading Volumes on Hyperscale Cloud Providers Hit Record Highs as Credit Risk Premiums Continue to Widen
  94. IIF: Emerging Markets See $18.8B Inflows in July, Ending Two-Month Net Outflow Streak
  95. NVIDIA Releases Its First Open-Source AI Model Nemotron 3.5 Lightning
  96. Deutsche Bank: Market Has Priced In a "Near-Perfect Landing," Leaving Minimal Margin for Error
  97. HKEX: Hong Kong IPO Fundraising Reaches $41 Billion This Year, Expected to Set New Annual Record
  98. Nasdaq Acquires Dark Pool Trading Platform LeveL
  99. Legal Basis of New U.S. Tariffs Faces Risks; Chinese Firms Say Impact Is Easing