Topic Archive — Page 70 of 113

Every market topic nashnova has published, newest first (11235 total).

  1. Blackstone Prices Digital Realty Block Trade at $185, $2.28 Billion Offering to Settle on July 1
  2. AI Demand Spills Over to Mature Nodes as TSMC Leads Foundry Pricing Power Reshaping
  3. HK Stocks Midday: Hang Seng Index Falls 1.19%, Optical Communication Sector Bucks Trend to Lead Gains
  4. Unexpected Rapid Oil Price Retreat Reduces Urgency for ECB July Rate Hike
  5. Nexchip Seeks Hong Kong Listing: FY2025 Revenue at RMB 10.39 Billion, Gross Margin Narrows to 22.7%
  6. Samsung Restarts 1.4nm Foundry R&D, Mass Production Timeline Pushed to 2029
  7. Supreme Court Rejects Trump's Bid to Fire Fed's Cook in 5-4 Ruling, Temporarily Shielding Fed Independence
  8. BofA: Q3 Seasonality + Presidential Cycle Overlap Gives Nasdaq, USD, and Copper a Historical Tailwind
  9. Quant Long-Short Funds Drop 3.1% in Five Days, Worst Performance Since December 2023
  10. Xiaomi Cuts Shipment Target by Another 30% to 95M Units as Major Chinese Smartphone Makers Collectively Lower 2026 Forecasts
  11. BofA Survey: China Internet Investor Sentiment Drops to Multi-Year Low as ByteDance Threat Escalates
  12. Micron Bets on Physical AI to Launch a Decade-Long Memory Cycle as Korean Makers' HBM4 Progress Faces Commodity DRAM Price Hike Disruption
  13. Honda/GM/Ford Pivot EV Capacity Toward Energy Storage as Global EV Battery Utilization Sits at Only 30%
  14. SiEn Integrated Files for Hong Kong IPO Seeking Up to HK$6.98 Billion, Listing on July 10
  15. Gold Falls for Fourth Consecutive Month with 12.7% Monthly Decline as Fed Rate Hike Expectations Dominate
  16. Nikkei 225 Posts 36% Quarterly Gain, Largest Since 1965, Led by Tech Stocks
  17. Hong Kong Market Open: Baidu Rises Nearly 6%, Hang Seng Tech Index Up 0.54%
  18. South Korea Plans to Shorten Nuclear Power Plant Construction Timeline to Meet AI Power Demand
  19. U.S. Retailers Front-Load Chinese Goods 4–6 Weeks Early, Shanghai-New York Shipping Rates Up 54% YTD
  20. Former BOJ Official: Financial Conditions Too Loose, Another Rate Hike Likely Before December
  21. BofA Names IBM the Top Quantum Computing Player as $1 Billion Government Funding Secures Supply Chain Moat
  22. Asian Stocks Post Record Quarterly Gains, Yen Hits 40-Year Low, Gold Suffers Worst Quarterly Drop in a Decade
  23. Morgan Stanley Cuts Oil Price Forecast for Second Time in Two Weeks, Lowering Q3 Brent Prediction to $75
  24. Goldman Sachs Raises Samsung's 2027 HBM Price Growth Forecast to +44%
  25. Trump Demands Gas Retailers Cut Prices to $2.50/Gallon Immediately, Warns of "Big Trouble" Otherwise
  26. NVIDIA's Rubin Ultra 4-Chip Solution Canceled, Performance Scale Cut in Half
  27. China's June Official Manufacturing PMI Rises to 50.3, Non-Manufacturing at 50.2
  28. JPMorgan Sets Up $10B Fund for Direct Investment in National Security Companies, Targeting $1.5T Financing by 2035
  29. Luxshare Precision's Hong Kong IPO Seeks Up to HK$24.3 Billion, Cornerstone Investors Subscribe US$1.5 Billion
  30. Goldman Sachs Maintains $4,900 Gold Price Target, Central Bank Buying as Core Support
  31. China AI Stocks Underperform Global Peers by Widest Margin Since 2001 as Tencent and Alibaba Shed $337 Billion Combined
  32. China's Humanoid Robot Hype vs. Reality Gap: Only 12,000 Units Sold Last Year as Factories Already Highly Automated
  33. First Meeting of China-EU Trade and Investment Consultation Mechanism Yields Joint Statement, Establishing Four Major Working Tracks
  34. Citadel Securities: AI Bull Market Faces Dual Pressure from Policy Tightening and Regulatory Crackdown
  35. U.S. Strategic Petroleum Reserve Drops to 325.7 Million Barrels, Lowest Since 1983
  36. Congo Revokes Unused Cobalt Quotas and Reallocates Them; Cobalt Prices Have Surged 160% Since February Last Year
  37. SpaceX Options Bulls Return, Rocket Lab Surges 16%, AADX Receives Buy Ratings from Multiple Wall Street Firms
  38. S&P 500 Rises 1.1% but Only 209 Components Advance, Marking Narrowest Breadth in at Least a Year
  39. FDA Launches PreCheck Pilot Program, Selects Seven Drugmakers Including Eli Lilly and Regeneron to Accelerate Manufacturing Approvals
  40. Uber and Waymo End Phoenix Robotaxi Partnership; Uber to Announce New Autonomous Driving Partner
  41. Analyst: Microsoft's AI Compute Backlog Exceeds Google's by 50%, Valuation Unjustly Penalized by Market
  42. Alibaba Loses Five Lobbying Firms, Tencent Loses Four as New U.S. Law Takes Effect
  43. Taiwan Raids Super Micro Offices, Expanding Nvidia Chip Smuggling Investigation
  44. Nearly 200 ETFs Build Positions in SpaceX, with the Largest Single Holding Exceeding $500 Million
  45. NVIDIA GB300 GPU Powers Anthropic Claude Model Now Generally Available on Azure
  46. Charter Bonds Surge 4.125 Points in a Single Day, CDS Spread Narrows by Record Amount as Market Bets on Comcast Merger
  47. Dow Touches 52,000 for the Sixth Time as Alphabet's First Day in the Index Contributes to Gains
  48. U.S. Equity Financing Costs Rise to 200bps, Potentially Transmitting to Repo Rates
  49. Honeywell Aerospace Rises ~7% on First Day of Independent Listing, Opening at $236.78
  50. RBC Raises S&P 500 Target to 8,150, Warns Fed Rate Hikes Could Trigger Volatility
  51. Anthropic Shifts Amazon Billing to Token-Based Pricing; Amazon Evaluates Switching to OpenAI and In-House Models
  52. S&P 500 Gamma Exposure Drops to Third-Lowest Negative Reading in History, Upside Volatility Risks Building
  53. Verizon Falls Nearly 8% at Open to Five-Month Low as Joint Venture Expected to Cause Up to $800M Q2 Loss
  54. Net GBP Shorts Rise to $8.7 Billion 10-Year High as Burnham's Fiscal Path Becomes Key Variable
  55. Alphabet Officially Joins the Dow Jones Index with ~4% Weighting, Lower Than Its S&P 500 Share
  56. ARK Added Over $48M in Cerebras Last Week While Trimming ~$70M in Alibaba
  57. Volkswagen Union Opposes 100,000 Job Cut Plan; July 9 Board Meeting Becomes Key Milestone
  58. DeepSeek V4 Official Release Set for Mid-July with Peak-Valley API Pricing
  59. Trump Announces U.S.-Iran Doha Talks Set for Tuesday; Iran Previously Denied Reports
  60. ByteDance's In-House CPU Design Expected to Complete by H1 2027, Mass Production in H2
  61. Hassett: June NFP Will Be Strong Again; AI Deflationary Effect Makes Rate Hike Case Insufficient
  62. Wall Street Unleashes Flurry of Ratings Monday: NVIDIA, Apple, Tesla and More in Focus
  63. Russell U.S. Indexes Switch to Semi-Annual Reconstitution; IREN Added to Russell 1000
  64. Anthropic Strikes Deal with California Government, Claude Becomes First Statewide AI Tool
  65. Applied Materials Surges Nearly 10% to Record High, Up Over 50% This Month
  66. Multiple Firms Initiate Buy Ratings on Quantinuum on the Same Day, with Price Targets Up to $100
  67. Bernstein: Kalshi and Polymarket Could Become Acquisition Targets Due to Lack of Distribution Channels
  68. Wall Street: "GlassBridge" Has Limited Impact Within Two Years, but FAU Vendors Face Long-Term Substitution Pressure
  69. This Week's Macro Calendar: NFP Expectations Drop to 75K, Waller's Speech in Focus
  70. Goldman Sachs: Positioning Correlation Drops to Historic Lows as Market Enters an Era of Single-Stock Divergence
  71. Yen Drops to 161.96, Hitting Lowest Level Since 1986
  72. Japan Establishes Foreign Investment Review Committee Modeled After CFIUS, with Ministry of Finance Leading Economic Security Reviews
  73. Cerebras Systems surges 18% over two days as multiple investment banks raise price targets
  74. Micron Drops 6%, Intel Falls 5% Leading Semiconductor Selloff as DRAM Price-Fixing Lawsuit Weighs on Sector
  75. Goldman Sachs: Iran Oil Crisis Signals a New Normal of Commodity Supply Shocks
  76. U.S. Supreme Court Rules 6-3 That Presidents Can Fire FTC Commissioners at Will, Overturning 91-Year Precedent
  77. Goldman Sachs Warns: AI Inference Cost Deflation May Suppress CapEx Expansion Expectations
  78. UBS Raises Marvell Price Target to $340, CXL Revenue Expected to Reach $1 Billion by 2027
  79. Supreme Court Rules 5-4 to Block Trump from Firing Fed Governor Cook
  80. Palantir Down 33% YTD as AI Replacement Threats and Valuation Debates Continue to Weigh on Stock
  81. Samsung, SK Hynix, and Micron Face DRAM Price-Fixing Class Action Lawsuit in the U.S.
  82. Internal Documents Reveal Meta Restricts Claude and Codex Usage to Guard Against Model Distillation Risks
  83. Bull-Bear Divergence on US Q2 Earnings: Goldman Sees 22% Growth While Morgan Stanley Warns of AI Monetization Risks
  84. JPMorgan Decodes South Korea's "Three Mega Projects": Memory Capacity to Double in Five Years as Samsung and SK Commit a Combined 47.55 Trillion Won
  85. European Investment Bank Provides Record €3 Billion Loan to Airbus, First €1 Billion Tranche Already Signed
  86. Strategy Launches Digital Credit Framework: STRC Dividend Raised to 12%, $2 Billion Buyback Authorized
  87. Microsoft Loses Over $570 Billion in Market Cap in June, Worst Single Month Since 2000
  88. Pre-Market Movers: Comcast Up 20%, Charter Up ~20%, Verizon Down 0.5%
  89. Barclays Forecasts Tesla Q2 Deliveries at 418K Units, Europe & China Improvements May Offset U.S. Weakness
  90. Palantir Partners with NVIDIA to Deploy Nemotron Models While Advancing Aviation Software Commercialization
  91. Deutsche Bank: Europe's Q2 Earnings Grew 14%, with Energy Sector Contributing 84% of the Gains
  92. Rocket Lab to Acquire Iridium for $8 Billion in Cash-and-Stock Deal at $54 Per Share
  93. Morgan Stanley's Wilson: Semiconductor Price Momentum May Have Peaked; Favors Consumer Discretionary & Regional Banks
  94. Goldman Sachs Flags Three Downside Risks for Micron: HBM Price Cuts, CXMT Market Share Grab, and AI Investment Slowdown
  95. Micron Secures Long-Term Agreements to Buffer Against South Korea's KRW 800 Trillion Capacity Expansion; Lenovo Simultaneously Signs Deals with Samsung and SK Hynix
  96. Warsh Launches Five Major Policy Framework Reform Task Forces Upon Taking Office as Fed Chair
  97. BOE and Tianma Added to U.S. Military Entity List, Korean Panel Makers Gain Strategic Window
  98. U.S. Treasury Yields Edge Higher; Strait of Hormuz Transit and Oil Prices in Market Spotlight
  99. US FCC Extends Import Ban to Cover Legacy Huawei and ZTE Equipment
  100. Nasdaq 100 Futures Rise Over 1%, U.S. Stocks Poised to Snap Losing Streak
Topic Archive — Page 70 · nashnova