Topic Archive — Page 7 of 154

Every market topic nashnova has published, newest first (15339 total).

  1. National Real Estate Development Investment Down 20.6% YoY in First Three Quarters
  2. China's GDP Grows 4.6% YoY in First Three Quarters, Q3 Growth Picks Up to 4.5%
  3. China's Industrial Value Added Above Designated Size Grows 5.5% YoY in September
  4. China's September Retail Sales Rise 1.1% YoY
  5. GF Securities: Post-OCP Summit Semiconductor Pullback Is a Buying Opportunity; Bullish on NVIDIA, Marvell, and CPU Chain
  6. French Unrest Combined with Russia-Ukraine Tensions Sends Euro to 17-Month Low
  7. New Home Prices in First-Tier Cities Continue to Rise MoM in September; Declines Narrow in Second- and Third-Tier Cities
  8. Activist Fund Starboard Builds Position in Skyworks via Qorvo Acquisition Play, Betting on Cost Synergies and Margin Targets
  9. South Korea's KOSPI Turns Positive After Intraday Drop of Over 3%; Nasdaq 100 Futures Rebound in Tandem
  10. Morgan Stanley: Nvidia Captures $690B AI Capex Alone; Debt and Power Risks Underestimated
  11. Anthropic IPO Outlook: The $2 Trillion Valuation Debate and Mysterious Trust Structure
  12. China's High-Dividend Stocks Outperform the Broader Market, Dividend Yield Doubles the 10-Year Government Bond Rate
  13. Bernstein: AI Data Center CPO Scaling Pushed Back Beyond 2030
  14. DeepSeek's New Model Hammers Chip Stocks as Leveraged ETFs Draw Record ~$10 Billion in a Single Week
  15. BlackRock: Tokenized Funds Are Penetrating Wall Street's Traditional Infrastructure
  16. CICC: AI Boom Faces Supply Expansion Test
  17. UBS: Last Week's US AI Sector Saw Deleveraging, Not De-Risking
  18. AI Trade Turmoil Triggers U.S. Treasury Short Covering, Safe-Haven Function Briefly Revives
  19. Crude Oil Futures Face Two-Way Shock as Ukraine Strikes Russian Oil Depots and Diesel Sanctions Are Lifted
  20. Pimco: U.S. 10-Year Treasury Yield Rising to 6% Is "Possible"
  21. Anthropic Plans to Donate 5% Equity to Establish Public Benefit Fund
  22. JPMorgan vs. Bernstein on CoreWeave Cash Flow Dispute: Timing Mismatch or Structural Red Flag
  23. Goldman Sachs: Market Breadth Hits Dot-Com Bubble Extremes, Momentum Factor Under Pressure from Both Sides
  24. US Earnings Season: Strong Profits Face Off Against Rising Bond Yields
  25. Samsung to Tap TSMC's 3nm Process for Producing NVIDIA HBM Base Dies
  26. S&P 500 Internal Sector Rotation Flashes Warning Signal
  27. CITIC Securities: Brokerage Sector Net Profit Expected to Grow 32% in First Three Quarters of 2026, Top Firms' Dividend Yields Approaching Banks
  28. CITIC Securities: A-Share Correction Nearing Its End, AI Core Stocks' Decline Now Rivals New Energy's 2022 Selloff
  29. Accenture Plans to Sell Greater China Business at Valuation Up to $1.5 Billion
  30. Microsoft Exits UK Nscale Data Center Contract, Pressuring Latter's IPO
  31. Anthropic's First Disclosure: AI Agent Work Hours Already 6x That of Employees, Entry-Level Tech Hiring Plummets
  32. Germany's Far-Right Scores Electoral Victory, Deepening Foreign Investor Doubts Over Reform Prospects
  33. Cracks Emerge in America's Trillion-Dollar AI Data Center Investment Boom
  34. Anthropic Consults Law Firms: How AI Agents Can Negotiate on Behalf of Users
  35. Key Events Next Week: China Q3 GDP, NVIDIA GTC, Earnings from Tesla, Meta & CATL
  36. BofA's Hartnett: Sell Signal Ends, Chip Prices Become the Next Key Anchor
  37. BofA and Citi Restrict AI Agents from Accessing Customer Accounts
  38. Citi: U.S. Treasury Dealer Survey Hints at Cuts to 20-Year and 30-Year Bond Auction Sizes in November
  39. South Korea's Finance Minister: Semiconductor Boom to Last at Least Until 2027
  40. S&P 500 Earnings Season: 83% of Early Reporters Beat EPS Estimates, 23 Companies Post YoY Earnings Growth
  41. Two Oil Tankers Attacked in Saudi Waters, Brent Crude Surges Past $110
  42. Iran's Revolutionary Guard: Two Oil Tankers Hit Mines and Caught Fire in Strait of Hormuz
  43. JPMorgan Maintains Bullish Stance on Chinese Equities, Recommends AI + CXO and High-Dividend Barbell Strategy
  44. US Tech Sector Hit by Largest-Ever Net Selling, VIX Hits Highest Since July
  45. EU Abandons Digital Tax, Shifts to Fixed Annual Levy on Large Corporations
  46. China's Subsidy-Driven Consumer Upgrades Create Uneven Benefits Across Tech and E-Commerce Sectors
  47. Anthropic Co-founder: AI Could Drive U.S. GDP to $44 Trillion
  48. Morgan Stanley: Social Security Reform Is the Key Path for China to Escape Deflation
  49. DeepSeek Releases V4.1-Flash-1017 with Enhanced Performance and Lower Costs
  50. IMF Member States Call for Greater Financing Support for Countries Affected by War Spillovers
  51. Trump Signs Executive Order Exempting Russia from Sanctions and Tariffs
  52. Anthropic Offers Blackstone Over 10% Yield to Finance Chip Purchases
  53. Global AI Trade Cools Down, Chinese Tech Stocks Emerge as Biggest Losers
  54. NVIDIA RTX Spark Laptops Go on Sale: 74B-Parameter Model Compressed to 22.1GB for Local Execution
  55. NY Fed: October Services Sector Selling Prices Hit Highest Since 2022, Business Activity Index Falls to Lowest Since March
  56. Anthropic Lobbies U.S. Congress to Advance Frontier AI Safety Legislation
  57. AWS CFO: AI Capital Expenditure Is Sustainable, Server Payback Period Under Three Years
  58. UK Treasury Holdings Surpass $1 Trillion
  59. SoftBank Reportedly in Talks to Acquire Allied Universal, Largest U.S. Security Company, in Deal Potentially Worth Nearly $30 Billion
  60. VIX Fear Index Surges 30% to Four-Month High Amid Hedge Fund Liquidation Rumors
  61. Nine Companies Reject Tokenized Stock Platform OKXICE, Accounting for 14% of Planned Listings
  62. Surging Treasury Yields Hit Homebuilders, Utilities, and Small Caps the Hardest
  63. Rumored Third-Party AI Chip Giant Joins Ambarella Bidding War, With Scale Exceeding Combined Value of Qualcomm and NXP
  64. FAA Expected to Approve Boeing 737 MAX 10 Type Certification as Early as Next Week
  65. Bipartisan U.S. Bills Propose Sanctions on Russian Energy; Brent Crude Rises Nearly 3.5% Intraday
  66. U.S. FY2026 Budget Deficit Rises to $1.99 Trillion, Highest in Five Years
  67. BofA: Microsoft Is the Only Hyperscaler That Won't Fall Into Negative Free Cash Flow
  68. U.S. Crude Breaks $100 as Iran Hormuz Attack Escalates
  69. U.S. Regional Banks Post Strong Q3 Loan Growth as AI Spending Emerges as New Variable
  70. JPMorgan's Democrat Factor Surges 20%: Wall Street Bets on Democratic Sweep of Congress
  71. Mag 7 Earnings Season Kicks Off: Can Tech Stocks Halt the Slide?
  72. U.S. Treasury Solicits Primary Dealer Input on Auction Adjustments
  73. 2026's Hottest Stocks See Sharp Pullback This Week, Tech and Semiconductor Sectors Lead the Decline
  74. U.S.-China Bangkok Bilateral Talks Advance Mastercard and Citi's China Market Access
  75. Morgan Stanley Bullish on AI Optical Communications, Favors Lumentum and Coherent
  76. Goldman Sachs: AI Deleveraging Enters Phase Two as $106 Billion Debt Pressure Emerges
  77. Toshiba Capacity Expansion Rumors Weigh on HDD Stocks; Wells Fargo Maintains Overweight on Seagate and Western Digital
  78. BofA: Memory Chip Stock Selloff Overdone, Fundamentals Remain Healthy
  79. Top Leaders Signal Strong Support: Vast Prospects for Computing Power Industry, Deepening "AI+" Initiative
  80. UK Competition Regulator Plans to Force Apple to Open NFC Payments; Apple May Resort to Legal Action
  81. Tech Giants' AI Borrowing Spree Drives Up Credit Default Swap Costs
  82. U.S. Plans to Release 17 Million Barrels from Strategic Petroleum Reserve
  83. Changan Auto Management Reshuffle: Zhu Huarong Steps Down as Listed Company's Chairman
  84. Jump Trading and DRW Bet on Emerging AI Compute Futures Market
  85. Investment Advisors Quintuple AI Data Center Junk Bond Holdings This Year as CoreWeave Spreads Hit Record Levels
  86. U.S. Banks Block AI Agent Transactions: Charles Schwab and JPMorgan Both Intercept Attempts
  87. NYC Comptroller Engages Anthropic on IPO Safety Concerns
  88. U.S. Stocks Diverge Intraday: Nasdaq Falls 0.4% as Tech Stocks Remain Under Pressure
  89. France and Germany Reach Agreement on EU Auto Policy, 2035 ICE Ban Effectively Loosened
  90. CoreWeave Sell-Off Drags Down OpenAI Valuation While Anthropic Bucks the Trend
  91. CXMT Expected to Post Over 131 Billion Yuan Net Profit in First Three Quarters, Swinging from Loss to Profit YoY
  92. AI Boom Intensifies Capital Competition as Central Bank Officials Across Multiple Countries Expect Higher Neutral Interest Rates
  93. Hong Kong SFC Approves Bond Connect Bonds as Non-Cash Collateral, Effective November 2
  94. U.S. Major Banks' Q3 Equity Trading Shines as Bright Spot: Goldman Sachs and Morgan Stanley Beat Expectations
  95. U.S. September Industrial Production Rises 0.7% MoM, Beating Expectations
  96. Analyst: 80% Probability of Tesla-SpaceX Merger by End of 2027
  97. DOJ-Apple Antitrust Settlement Talks Raise Developer Concerns Over Insufficient Scope
  98. iPhone Duo Sells Out Instantly in China Pre-Sale, Secondhand Prices Surge Over 40% Above Retail
  99. Deutsche Bank: AI Will Split Every Industry Into Adopters and the Displaced