Topic Archive — Page 69 of 155

Every market topic nashnova has published, newest first (15439 total).

  1. Legal Basis of New U.S. Tariffs Faces Risks; Chinese Firms Say Impact Is Easing
  2. ByteDance Establishes AI Data & Safety as a First-Level Department
  3. BofA Downgrades AppLovin, Citing Rising Risks to Long-Term Growth Targets
  4. WSJ: SpaceX Acquisition of Tesla Could Clear Major Hurdle for Musk's Massive Pay Package
  5. Crude Oil Transit Through Strait of Hormuz Continues as Tanker Daily Rates Approach $500,000
  6. Goldman Sachs Expects July Core CPI Below Consensus; HSBC Bets on Another Soft Reading
  7. Nearly $100 Billion Intervention Effect Fades as Yen Approaches 160 Again
  8. IBM and Together AI Sign $240M Deal to Build NVIDIA AI Inference Cluster on IBM Cloud
  9. China and Indonesia Announce First-Ever Joint Naval Drill in Waters East of Taiwan
  10. Gold Tests June Highs as Chinese Buying and Yen Movements Become Key Variables
  11. Salvini Proposes 5% Annual Tax on Italy's Top 10 Banks
  12. Korean Brokerages Cut Target Prices for Samsung and SK Hynix in Quick Succession as Memory Peak Concerns Mount
  13. Nomura: Market Attention on Nvidia Has Surpassed Inflation Data
  14. S&P 500 Equity Risk Premium Falls to 2.3% as Rising Real Yields Compress Stock Compensation
  15. Sea Limited Q2 Revenue Beats Expectations, Shopee GMV Up 28%, Shares Rise 7.6% Premarket
  16. Pakistan Says U.S.-Iran Talks Near Deal Arrangement, Oil Prices Drop Sharply
  17. Wells Fargo: Sentiment Indicator Hits 8-Year High, Recommends Hedging Ahead of CPI
  18. Houthi Attack on Red Sea Cargo Ship Kills 3, Transit Through Bab el-Mandeb Strait Plummets
  19. U.S. Stock Futures Largely Flat Pre-Market as Energy Strengthens and Fixed Income Faces Pressure
  20. Panama-Flagged Container Ship Reportedly Struck by Missile in Gulf of Oman
  21. Middle East Negotiation Deadlock Pushes Oil Prices Higher as Global Bond Yields Hit Monthly Highs
  22. Taiwan Electronics Supply Chain Diverges in July: AI Chain Accelerates While PC ODM Shipments Drop 31% MoM
  23. U.S. Small Business Confidence Rises to 11-Month High in July; Labor Shortage Emerges as Top Concern
  24. China July Passenger Car Retail Sales Drop 20.9%, NEV Share Rises to 65.1%
  25. Rising Oil Prices Fuel Inflation Fears, Pressuring EM Currencies and Bond Markets
  26. Tencent Music Q2 Revenue Hits RMB 13.2 Billion, Beating Expectations on Both Top and Bottom Lines
  27. European Defense Stocks Pull Back 13%: Barclays and RBC See Bullish Rebound Ahead
  28. Foxconn Industrial Internet's H1 Net Profit Reaches 23.7 Billion Yuan, Nearly Doubling Year-over-Year
  29. Hong Kong Stocks Close Lower on August 11: Hang Seng Index Falls 1.1%, Oil Stocks Buck the Trend, Gold Stocks Tumble
  30. S&P 500 Hits Record High as Shorts Sit on Nearly 4% Losses — Short-Covering Pressure May Fuel Further Rally
  31. BofA Downgrades Broadcom Credit Rating to Neutral as XPV Platform Debt Risks Weigh on Spreads
  32. Morgan Stanley: SpaceX AI Business Severely Undervalued, $300 Target with $600 Bull Case
  33. Goldman Sachs: AI Spending Returns Questioned, European Stocks Already Outperforming S&P 500 This Year
  34. Morningstar: TSMC's AI Returns Need 2028-2029 Validation
  35. Goldman Sachs: AI Investment Theme Shifts from Computing Power to Humanoid Robots
  36. TSMC CoWoS Capacity Approaching AI Demand, Yield Rate Exceeds 98%
  37. Long March 7A Explodes 85 Seconds After Launch, ChinaSat 4B Satellite Total Loss
  38. RBA Unanimously Holds Rate at 4.35% in August, AUD Falls Below $0.705
  39. Bank of Korea Deputy Governor: Rate Hikes Likely to Continue Unless Major Shock Occurs
  40. NVIDIA Partners with Six Major Financial Institutions to Build $500 Billion AI Infrastructure Financing Network
  41. Anthropic Embeds Invisible Text Watermarks in Claude's Global Output
  42. Aluminum Prices Rally for Seven Straight Days to Seven-Week High as Hormuz Standoff Weighs on Supply Outlook
  43. Kuo Ming-Chi: Apple's Shipment Plan Cut Not Due to TSMC Order Backlog
  44. XRP and Ethereum Lead Losses as Bitcoin Fails to Break $65,000 for the Fourth Time
  45. Goldman Sachs: AI Cash Burn, U.S. Debt Expansion, and Hormuz Blockade Converge — The World Enters an Era of Capital Scarcity
  46. Samsung Accelerates 2nm Certification at Texas Taylor Fab; Tesla and Broadcom Emerge as Potential Anchor Clients
  47. Tesla FSD China Entry Hindered by New Chinese Autonomous Driving Standards
  48. Global Gas Turbine Q2 Orders Hit Record High; Major Banks Say Industry Entering "Super Cycle"
  49. Trump Extends Jones Act Waiver Another 90 Days with Narrowed Scope to Safeguard Energy Supply
  50. U.S. Treasury Yields Surpass 2022 Peak as Strategists Warn of Potential Rise to 6%
  51. Micron: DRAM Becomes AI's Primary Bottleneck, Supply-Demand Tightness to Extend Beyond 2027
  52. General Motors Plans to Sell Indiana Battery Joint Venture to Samsung SDI
  53. Goldman Sachs: Three Key Debates on China's Optical Transceiver Ban — Industry Leaders' Dominance Hard to Shake
  54. Hong Kong Plans to Include Proprietary Trading Firms in 'Big Bang' Tax Reform
  55. Huawei, Alibaba, and Tencent Accelerate NPO Commercialization, Opening an Industrialization Window for Domestic Optical Interconnects
  56. UBS Survey: Enterprise AI Spending Holds Strong, but Build-Your-Own Trend Pressures SaaS Vendors
  57. Amkor Plans to Sell Stake in China Operations, Valued Up to $1.5 Billion
  58. Bloomberg: Apple's 2027 Glass iPhone Still on Track, Refuting Jefferies' Cancellation Claim
  59. UBS: Gold Breaks Above Key $4,250 Resistance, Short-Term Reversal Signal Confirmed
  60. Unitree Robotics IPO Subscription Rate at 0.018%: Only 1 in Every 5,500 Applications Wins
  61. Anthropic Roadshow Bolsters Investor Confidence, IPO Could Launch as Early as September
  62. U.S. Commerce Department Investigates Chinese Firms Leasing Computing Power in Southeast Asia
  63. Anthropic's Internal Claude Model Pushes Lower Bound of Riemann Hypothesis Zeros to 67.2%
  64. Tech Giants' Off-Balance-Sheet Hidden Liabilities Approaching $2 Trillion
  65. Kioxia's Largest Shareholder Changes Hands: SK Hynix Gains De Facto Control Through Bain Capital's Convertible Bond Structure
  66. Tencent WorkBuddy Hits Nearly 21 Million Monthly Visits — Can AI Products Drive a Valuation Re-Rating?
  67. Anthropic Signs $9.1 Billion Compute Contract with Riot
  68. Two Inflation Reports Will Determine Whether the Fed Raises Rates in September
  69. CICC: HK Stock Rebound Driven by Position Rebalancing; Sustained Rally Still Requires Fiscal or Tech Catalysts
  70. Chinese Banks Accelerate Disposal of Over 55 Billion Yuan in Credit Card Non-Performing Loans
  71. Asian Bank Stocks Post Strongest Rally in Decades as Capital Rotates from AI Trade to Defensives
  72. 15th Five-Year Coal Plan Implemented: HK-Listed Coal Stocks Face Valuation Reassessment
  73. NVIDIA Vera Rubin Memory Cost Breakdown: SOCAMM2 Accounts for Nearly 50%
  74. Chinese Automakers' European Market Share Rises to 9.5% as Trade Frictions Intensify
  75. Drone Strike Hits Libya's Zawiya Refinery, National Oil Corporation Declares State of Emergency
  76. UMC July Revenue Hits 45-Month High as Wafer Price Hikes Support H2 Growth
  77. Intel Expands Share Offering to $20 Billion as Subscription Demand Exceeds $100 Billion
  78. TWD Options Bet on Rebound as Bearish-USD Positions Exceed Bullish for First Time This Year
  79. South Korean Minister Warns: CXMT Expansion Threatens Memory Profits, Urges Against Splitting Semiconductor Gains
  80. U.S.-Iran Compensation Dispute Escalates, Oil Prices Surge Over 5% in a Single Day, All Three Major U.S. Stock Indexes Close Lower
  81. OpenAI Ethics Lead Departs with No Replacement Lined Up
  82. Trump Claims U.S. Military Has 100% Control of the Strait of Hormuz
  83. Anthropic Permanently Locks in Low Pricing for Sonnet 5, Scraps Planned 50% Price Hike
  84. Gold Extends Rally to Two-Month High as Markets Await U.S. CPI Data
  85. AI Leveraged ETF Trading Volume Surges, Structural Market Risks Emerge
  86. Trump Acknowledges One Call with Waller, Denies Frequent Contact
  87. OpenAI Spends $7 Billion of Its Own Cash to Buy Back Employee Shares, Valuation Holds at $852 Billion
  88. Rocket Lab Q3 Revenue Guidance Beats Expectations, but Gross Margin Guidance Falls Short of Market Consensus
  89. JPMorgan: July CPI Could Trigger Significant S&P 500 Swings
  90. Adani U.S. Securities Fraud Charges Dismissed
  91. Fed's Hammack: Multiple Rate Hikes May Be Needed to Curb Inflation
  92. AI Threats Escalate After Black Hat Conference as CrowdStrike and Palo Alto Hit All-Time Highs
  93. Buffett's Heavy Bet on Japan's Five Major Trading Houses: Moats Face AI-Era Challenges
  94. U.S. Strategic Petroleum Reserve Falls to 298.3 Million Barrels as Oil Prices Surge Over 4% in a Single Day
  95. Prediction Markets Bet July CPI Will Come in Below Consensus, Only 15% Chance of Exceeding 3.4%
  96. Netflix Nearly Doubles 2026 Upfront Ad Commitments
  97. Goldman Sachs Co-Head of Global Banking & Markets: Advises Investors to Stay Invested
  98. Nvidia Teams Up with Wall Street Giants to Assemble $500 Billion AI Infrastructure Financing Consortium
  99. U.S. Naval Blockade Causes Sharp Drop in Iranian Oil Exports, Daily Shipments Fall to 500K Barrels in August
  100. U.S. Appeals Court Allows Over 2,400 Social Media Addiction Lawsuits to Proceed