Topic Archive — Page 7 of 112

Every market topic nashnova has published, newest first (11146 total).

  1. JCET Raises 2026 Capital Expenditure to RMB 10 Billion
  2. U.S. and China Negotiate Tariff Cuts Ahead of Summit, but Disagree on Scope
  3. Tech Giants' Custom Chips Struggle to Breach NVIDIA's Ecosystem Moat
  4. Zinc Prices Hit Over Four-Year High as Supply Tightening Drives 27% Year-to-Date Gain
  5. China's Solar PV Installed Capacity Surpasses Coal Power for the First Time, Reaching 1.286 Billion Kilowatts
  6. Anthropic Pauses AI Training and Cybersecurity Assessment, Discloses Three Unauthorized Access Incidents
  7. Zhongsheng Holdings USD Bond Yields Break 10% as Half-Year Profits Plunge 89%
  8. China's August Manufacturing PMI Rises to 51.5
  9. South Korea's August Exports Surge 68.7%, Chips Hit Record $46.6 Billion
  10. South Korean President Lee Jae-myung: Rate Hikes Are Now Inevitable
  11. U.S. 30-Year Treasury Yield Posts Most Above-5% Closing Days This Year Since 2006
  12. Barclays Maintains Underweight on Meituan: Earnings Recovering but Margins Unlikely to Return to Peak
  13. Nvidia Invests $3.5 Billion in MediaTek to Jointly Develop Custom AI Data Center Chips
  14. Japan's August Manufacturing PMI Rises to 54.9, New Order Growth Hits Highest Since 2018
  15. South Korea's August Manufacturing PMI Falls to 52.3, Marking Nine Consecutive Months of Expansion
  16. Japan Q2 Corporate Capex Up 2.9%, Profits Significantly Beat Expectations
  17. AI Disrupts IT Consulting: Accenture Down 27%, Capgemini Down 31%
  18. OpenAI's In-House AI Chip Jalapeno Achieves 9-Month Design Cycle
  19. NVIDIA Launches In-House NVHBM and Expands NVLink Fusion
  20. Goldman Sachs Raises 2026 Humanoid Robot Shipment Forecast to 75,000 Units
  21. Anthropic Signs $35 Billion Cloud Computing Deal, Nvidia Backs Lambda as Compute Provider
  22. U.S. Oil Companies Take Over Venezuelan Oil Fields, Squeezing Out Chinese and Russian Firms
  23. Shein's Hong Kong IPO Priced at $26 Billion Valuation, Grey Market Down 17%
  24. Rising Oil Prices Reinforce Hawkish Fed Expectations, Gold Falls to Two-Week Low
  25. Apple Accuses OpenAI Employees of Accessing Circuit Diagram Trade Secrets After Departure
  26. Trump Responds to Warsh's Possible Rate Hike: He'll Do What He Has to Do
  27. Dow Drops 373 Points at Close; All Three Major Indexes Still Post Monthly Gains for August
  28. Agricultural Commodities Post Largest August Gain in 14 Years as Food Inflation Pressures Mount
  29. U.S. Treasury Long-Bond Buyback Size May Be Confirmed by Thursday
  30. Multiple Firms Bullish on Meta: Undervalued, Drawing Parallels to Google's Rally After Legal Overhang Cleared
  31. U.S. Military Drafts "Periodic Strikes" Plan for Hormuz; Trump May Approve
  32. US FTC Plans to Sue Amazon Over Alleged Ad Auction Manipulation
  33. Palo Alto Networks Q4 Earnings Approaching: Valuation Pressure Takes Center Stage
  34. BYD Inquires About Taking Over Stellantis' Idle Canadian Plant
  35. Tesla Breaks Above 50-Day Moving Average as Upcoming Robotaxi Event Boosts Stock
  36. JPMorgan Trading Desk Shifts to Cautious Neutral as Waller's Hawkish Remarks Fuel Rate Hike Bets
  37. Apple's Phil Schiller Steps Down from App Store and Events Responsibilities
  38. S&P 500 Gains Over 2% in August; September Seasonal Weakness Looms Again
  39. Trump Administration to Announce New Round of Drug Pricing Agreements, Including Bayer and Takeda
  40. U.S. Small-Cap Stocks Up ~20% YTD, Analysts Warn of Stretched Valuations
  41. Trump Pivots to Multi-Pronged Approach After Tariff Setback, Slaps 50% New Tariff on Canada
  42. Bessent Calls for Regulatory Relief for Small Banks at G20
  43. SEC Moves to Abolish Shareholder Proxy Proposal Rule
  44. BofA: Bear Market Signal Drops to 60%, S&P 500 Ten-Year Return Could Be -3%
  45. NIO Q2 Earnings Preview: Revenue Expected to Surge 87%, Profitability in Focus
  46. U.S. Bets $5 Billion on Brazilian Rare Earth Mine as De-Sinicization Supply Chain Faces Capacity Test
  47. $9.6 Trillion U.S. Stock Options Expiration in September — Long Gamma Protection May Fade
  48. AI Trade Logic Shifts After NVIDIA's Beat-and-Raise Quarter: Goldman Sachs Identifies Five Key Opportunities
  49. Broadcom Unveils Private AI Cloud Platform at VMware Explore, Supporting Over 150 Models
  50. Trump Voices Support for Data Centers: Opponents Will Be "Left Behind in Poverty"
  51. AMD and Cisco Partner with HUMAIN as Saudi AI Computing Infrastructure Goes Live
  52. CXMT Advances HBM3E Mass Production, Mounting Competitive Pressure on Micron from China's Memory Sector
  53. China's National AI Fund Takes 1.4 Billion Yuan Strategic Stake in Kuaishou's Beijing Kling
  54. U.S.-Iran Military Conflict Escalates, U.S. 10-Year Treasury Yield Breaks Above 4.75% to Hit 52-Week High
  55. Xinyi Glass Plans to Spin Off Auto Glass Business for Independent Hong Kong Listing
  56. Anthropic's Mega IPO Looms, Triggering Early Scramble for U.S. Listing Windows
  57. Yen Breaks Past 160 After Warsh's Hawkish Remarks; Japanese Bond Yields Hit 30-Year High
  58. Enflame Technology IPO Priced at 142.18 Yuan, Aiming to Raise 6.1 Billion Yuan
  59. OpenAI's Advertising Business Reaches $1 Billion in Annualized Revenue
  60. Micron Has More Than Tripled This Year Yet Remains the Third Most Undervalued Stock in the S&P 500
  61. Nvidia Plans $3.5 Billion Investment in MediaTek, Deepening AI Data Center Ecosystem Strategy
  62. Innolight Plans to Repurchase RMB 4-8 Billion in Shares for Equity Incentive Program
  63. Germany August CPI Rises 2.9% YoY, Below Expectations
  64. China's NDRC Convenes High-Level Meeting as Analysts Expect Accelerated Bond Issuance
  65. Mag 7's $700B+ AI Capex: Investors Selectively Reward
  66. SLB Acquires Cooling Technology Firm Kelvion for $4.1 Billion, Betting on Data Center Expansion
  67. Arm CEO's $800 Million Pay Package Opposed by Shareholder Advisory Firms
  68. Zhipu AI Posts 954 Million Yuan in H1 Revenue, Up Nearly 400% YoY
  69. China's Central Bank Curbs Yuan Appreciation; Year-End Exchange Rate Expected to Hold Near 6.68
  70. Record 244 Chinese Ships Circle Taiwan as Wall Street Accelerates De-Risking
  71. Eli Lilly to Acquire Merida Biosciences for Up to $2.875 Billion, Expanding into Autoimmune Antibody Degradation Therapy
  72. Volkswagen CFO: No Economically Viable Successor Production Plans for Four German Plants by Early 2030s
  73. India's $13.4 Billion Chip Fund Implementation Details: Up to 50% Design Subsidies, 30% Equipment Subsidies
  74. China Warns Anthropic and Sets Preconditions for U.S.-China AI Dialogue
  75. Saudi Arabia Explores ~$8 Billion in New Loans to Address War-Related Fiscal Pressures
  76. India Q2 GDP Grows 7.8%, Beating Market Expectations
  77. China Dividend Stocks Rise to 11-Year High as Tech Sector Sees Continued Capital Outflows
  78. KKR Sells USI Insurance for $17 Billion, Booking One of the Largest Single-Deal Profits in Private Equity History
  79. Chinese Court Freezes Equity of Nexperia's Four Subsidiaries in China
  80. U.S. Strategic Petroleum Reserve Falls to 1982 Low, Limiting Emergency Response Capacity Amid Iran War
  81. Jackson Hole Symposium: AI May Force Central Banks Back to Opaque Communication
  82. ChatGPT, Reddit, and Roblox Designated as Very Large Platforms by the EU
  83. US Stock Bull-Bear Tug of War: Implied Volatility Collapses, Pain Trade May Point Upward
  84. Horizon Robotics Posts H1 Net Profit of 3.784 Billion Yuan, Turning Profitable as ADAS Market Share Breaks 50% for the First Time
  85. Japan Requests Record ¥8.9 Trillion Defense Budget for FY2026
  86. Huawei Reports Net Profit of 23.427 Billion Yuan for First Half of 2026
  87. TSMC's COUPE Platform Tackles AI Bandwidth Bottleneck via Dual Pathways; Silicon Photonics Market Share to Exceed 50% by 2027
  88. Marvell: Customers to Deploy Scale-Up Optical Interconnect Solutions as Early as 2027
  89. BofA: Global Tin Supply Continues to Underperform Expectations, Market Remains in Tight Balance
  90. Agricultural Commodity Prices Surge Over 13% in August, Marking Largest Monthly Gain in 14 Years
  91. Seven Departments Including MOFCOM Issue Policy to Boost Consumer Goods Spending and Upgrade
  92. Shein Grey Market Trading Drops Over 10% Ahead of Hong Kong IPO
  93. Hong Kong Market Close: Hang Seng Dips 0.07%, Mainland Bank Stocks Hit New Highs, Mainland Property Stocks Tumble
  94. Saylor Hints at Strategy's First Bitcoin Purchase in Two Months
  95. U.S. Plans to Restrict China's Remote Access to Overseas Data Center Chips
  96. SK Hynix Evaluates Intel Foundry for HBM Base Die Production
  97. Huachuang's Zhang Yu: Six Dimensions of Impact from New Property Policies — Land Revenue and Loan Disbursement Both Under Pressure
  98. China's MIIT: Exploring First-Purchase Model to Boost Procurement of Large Language Models and AI Agents
  99. Nasdaq 100 Still 4% Below All-Time High, Underperforming S&P 500 for Ten Months
  100. Japan's METI Requests Record-High Budget of ¥7.8 Trillion
Topic Archive — Page 7 · nashnova