Topic Archive — Page 70 of 155

Every market topic nashnova has published, newest first (15443 total).

  1. Goldman Sachs Co-Head of Global Banking & Markets: Advises Investors to Stay Invested
  2. Nvidia Teams Up with Wall Street Giants to Assemble $500 Billion AI Infrastructure Financing Consortium
  3. U.S. Naval Blockade Causes Sharp Drop in Iranian Oil Exports, Daily Shipments Fall to 500K Barrels in August
  4. U.S. Appeals Court Allows Over 2,400 Social Media Addiction Lawsuits to Proceed
  5. SEC Grants Exemptions from Core Regulatory Requirements for Data Center ABS Securitization
  6. U.S. Investment-Grade Bond Issuance Surpasses $1.4 Trillion Year-to-Date, Exceeding 2020's Record Pace by 9%
  7. Global Long-End Bond Yields Surge as Economists Warn of Fiscal De-Anchoring Risks
  8. Deutsche Bank Designated by China as First European RMB Clearing Bank
  9. CoreWeave Q2 Earnings Preview: Strong AI Demand, but Debt and Margin Under Pressure
  10. U.S. Crypto Legislation Vote Delayed to September, Passage Prospects in Doubt
  11. AI Cloud Provider Lambda Issues $917 Million GPU-Backed Loan to Purchase Nvidia Chips
  12. Equal-Weight S&P 500 Outperforms Cap-Weighted Index as Market Rally Broadens
  13. Over $38 Million in Tariff Refunds Flow into Chinese Listed Companies
  14. Zhipu AI Reaches Nearly 7 Million API Users, Deploys Over 50,000 Domestic AI Chips
  15. UniCredit and Commerzbank CEOs Launch Formal Talks Over Change of Control
  16. Shein's Hong Kong IPO Roadshow Targets Valuation Below $30 Billion, Down ~70% from Peak
  17. Hot Weather Forecasts Trigger Short Covering, U.S. Natural Gas Futures Surge Over 5% in a Single Day
  18. Onshore Yuan Hits 3.5-Year High; Analysts Expect Two-Way Volatility Ahead
  19. Enterprise AI Inference Costs Hit New YTD Low, Driven by Price War and Chinese Open-Source Models
  20. Wall Street Raises the Bar for Earnings Season: Profit Growth Alone Is No Longer Enough
  21. Strategy Has Cumulatively Sold Over $400M in BTC; STRC Falls Below Par Value, Constraining Financing
  22. Apollo: S&P 493 AI Spending Yields No Profit Returns
  23. Report: Microsoft Plans to Significantly Ramp Up AI Chip Production
  24. Anthropic Partners with Macquarie and GIC to Form AI Data Center Joint Venture
  25. Hassett: Hopes Cook Is Cleared, but Won't Seek to Replace Her at the Fed
  26. Prediction Markets: Less Than 50% Chance of Strait of Hormuz Reopening This Year
  27. AI Chip Shortage Drives Memory Prices Up as Multiple Industries Lobby Washington for Allocation Priority
  28. Emerging Market Stock Valuations Fall Below Half of S&P 500 for First Time in Two Decades
  29. Glencore's Exposure to Iron Ore Trader Radiant World Exceeds $500 Million
  30. Goldman Sachs Significantly Raises AI PCB/CCL Market Size Forecasts, Bullish on Shengyi Tech, Shenghong Tech, WUS Printed Circuit, and Shennan Circuits
  31. GameStop Reportedly Plans to Withdraw $56B eBay Acquisition Bid, Exploring Partnership Model Instead
  32. Boeing Folds Flying Taxi Unit Wisk into Archer Aviation, Acquiring ~20% Stake
  33. Longsys Reports H1 Net Profit of 10.577 Billion Yuan, Surging Over 715-Fold Year-on-Year
  34. Hormuz Shipping Uncertainty Pushes European TTF Natural Gas Prices Up Over 5%
  35. US Pre-Market Movers: HPE Up Over 5%, Apple Down 1%
  36. Hang Seng Indexes Company Seeks Consultation on Hang Seng TECH Index Methodology Revisions
  37. Iran: Oman Negotiations Do Not Involve Reopening the Strait of Hormuz
  38. Jefferies Downgrades Apple to Sell as All-Glass iPhone Scrapped Due to Low Yield Rates
  39. Citi Q2 Holdings Rise to $303B, Significantly Adding Micron, AMD and Other Semiconductor Plays
  40. Temasek Q2 Holdings: Total Market Value Rises to $37.3B, Trims NVIDIA and Microsoft
  41. Cloudflare Plans $2.175 Billion Convertible Bond Offering, Stock Drops 3.3% Pre-Market
  42. Intel Files Shelf Registration for Potential Common Stock Offering with SEC
  43. Southbound Capital Drives Hong Kong Stock Accumulation as Foreign Funds Stage Major Comeback from Mid-July
  44. S&P 500 Futures Rise 0.14% as Hormuz Negotiation Progress Boosts Sentiment
  45. Hedge Funds Slash Mag-7 Positions Before Rebound Hits as Valuations Compress to Decade Lows
  46. CyrusOne Eyes 2027 IPO with Potential Raise of Up to $5 Billion
  47. Republican Lawmakers Urge U.S. Commerce Department to Close Loopholes Allowing Advanced Chips to Flow to Sanctioned Chinese Companies
  48. Meta Releases Lightweight AI Model as Zuckerberg Urges U.S. to Ease Open-Source Restrictions
  49. Southbound Funds Net Bought Over HKD 1 Billion in MINIMAX in a Single Day, AI Large Model Commercialization Thesis Validated by Capital Flows
  50. BlackRock Goes All-In on AI Compute Chain in Q2, Total AUM Rises to $6.73 Trillion
  51. iPhone 18 Pro Bill of Materials Expected to Rise Nearly 40%
  52. Alibaba Cloud Plans to More Than Double Global Modular Data Center Capacity This Year
  53. UBS Capital Reform Legislative Progress: Parliamentary Committee Reviews Relaxation Plan This Week
  54. CME Hedge Fund Bitcoin Futures Rarely Turn Net Long
  55. Burry: Abel Eager to Deploy Capital, Berkshire Has Lost Its Investment Appeal
  56. South Korea Plans KRW 5 Trillion Fund to Invest in Semiconductor Materials, Parts, and Equipment
  57. Goldman Sachs: AI Agent Wave Reshapes SaaS Landscape, Widening Gap Between Winners and Losers
  58. HK Stocks Close: HSI Up 1.05%, Gold, Pharma & Property Lead Gains, Guotai Junan International Surges 37% on Trading Resumption
  59. Research Warns Memory Chip Price Rally Is Losing Steam, Cycle May Peak in 2026
  60. Memory Chip Company Beijing Ingenic Passes Hong Kong Stock Exchange Listing Hearing
  61. Public Comment on New LOF Delisting Rules: ~25 Billion Yuan Worth of Products May Be Terminated from Listing
  62. ASE Technology's July Revenue Surges 43% YoY to NT$73.78 Billion
  63. Bloomberg Survey: South Korea's 2026 GDP Growth Forecast Raised to 3.3%, Chip Exports Drive Current Account to Record High
  64. Panda Bond Issuance Surges Over 60% YoY in H1; Goldman Sachs Warns Low Financing Costs Alone Cannot Sustain RMB Internationalization
  65. Big Five Oil Majors Post $48B Q2 Profits as Trump Ramps Up Windfall Tax Pressure
  66. Germany's Trade Deficit with China Widens to €55 Billion as Exports Drop, China Falls to 9th Largest Market
  67. Morgan Stanley: Fed Balance Sheet Runoff Does Not Equal Tightening — $1.5 Trillion Can Be Unwound with Low Market Impact
  68. 7 Days After Innolight's H-Share Listing, Korean Capital Net Bought US$43.39 Million, Ranking First Among Hong Kong Stocks
  69. JPMorgan Raises S&P 500 Year-End Target to 8,000
  70. Super Micro Q4 Earnings Preview: Gross Margin Nearly Doubles, Revenue May Land at Low End of Guidance
  71. Goldman Sachs' China Internet Q2 Preview: Cloud Growth and AI Capex Are Key Themes
  72. Yen Depreciation Drives Japanese Multinationals to Collectively Raise Earnings Forecasts
  73. Chinese Manufacturers Account for 97% of Global Humanoid Robot Shipments, with Agibot Surpassing Unitree to Rank First
  74. TSMC July Revenue Reaches NT$467.58 Billion, Up 44.7% Year-over-Year
  75. Dimon: U.S. Dollar's Reserve Currency Status at Risk If America Loses Military and Economic Edge
  76. Samsung HBM4 Yield Rises to Nearly 80%, Intensifying Capacity Competition with SK Hynix
  77. China's AI Large Models Still Rely on Nvidia Chips as Domestic Alternatives Face Software Ecosystem Constraints
  78. Eurozone Q2 GDP Grows 0.4%, Full-Year 2026 Forecast Revised Up to 0.8%
  79. U.S. Department of Defense Issues $400 Million Loan to Australian Scandium Miner, Bypassing China's Rare Earth Supply Chain
  80. SK Hynix Faces Dual U.S. Patent Lawsuits Over HBM and 3D NAND
  81. Cisco Q4 Earnings Preview: AI Orders May Beat Expectations Again, Security Business Becomes Key Validation Point
  82. Semiconductor Materials See Broad-Based Price Hikes: Silicon Wafers, Specialty Gases, and Advanced Packaging All Under Pressure
  83. Palantir's UK NHS Data Platform Costs Rise to £1.1 Billion as Expected Benefits Are Revised Down
  84. German Economy Minister Warns: Rise of Far-Right AfD Could Deter Foreign Investment
  85. UK FCA Plans Regulatory Framework for Tokenized Gold
  86. US FCC Extends Tech Regulations to Chip and Optical Module Supply Chains
  87. One Week After the Short Squeeze, Hedge Funds Ramp Up Short Positions Again
  88. Funds Shift Away from Restricted Leveraged ETFs, Korea's KOSDAQ Rebounds Over 30% from Lows
  89. KOSPI Pares Gains After Surging Over 2% Intraday; Hormuz Standoff Pushes Oil Prices Higher
  90. Anthropic's New Model Claude Sonnet 5.5 Reportedly Set to Launch, Context Window Doubling to 2 Million Tokens
  91. UBS: Tech Stock Volatility Hits Highest Level Since Dot-Com Bubble
  92. U.S. Polysilicon Tariffs Take Effect, Limited Impact on Taiwan's Chip Supply Chain
  93. Morgan Stanley Raises Zhipu Target Price by Nearly 72%, Bullish on Computing Power and Financing Improvements
  94. Sony and TSMC Plan $6.3 Billion Joint Image Sensor Factory in Kumamoto
  95. Hong Kong Stocks Open Higher with AI Concepts Leading Gains; HSI Up 0.53%
  96. Japan's Current Account Posts First Deficit in 17 Months in June
  97. JPMorgan Raises Kioxia Earnings Forecast but Cuts Target Price to ¥130,000
  98. Private Credit Default Rates Hit Five-Year High as Industry Optimism Struggles to Mask Growing Pressure
  99. BOJ July Minutes: Rising Risk of Inflation Overshooting, Rate Hikes May Come Faster Than Expected
  100. Goldman Sachs Tech Trader: Optics Outperform Memory by Over 20%, Open-Source Model Costs Less Than 8% of Closed-Source