Topic Archive — Page 71 of 113

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

  1. Meituan's Wang Xing: AI Investment Won't Exceed Financial Capacity; "Xiao Tuan" Feature Shows No Explosive Results Yet
  2. CXMT Signs Over RMB 20 Billion Server DRAM Supply Contract with Tencent
  3. British American Tobacco Cuts 9,000 Jobs, Accelerating Transformation by Year-End
  4. China Says It Can Withstand a China-EU Trade 'Freeze' as Wang Wentao Heads to Brussels for Negotiations
  5. JPMorgan Raises European Equity Index Targets, STOXX 600 Target Set at 680
  6. June NFP Expected at 110K: A Beat Could Sharply Boost Rate Hike Odds
  7. Morgan Stanley Reiterates Overweight Rating on NetEase as Dual Primary Listing Comes Earlier Than Expected
  8. Verizon Nears Joint Venture Deal for BT's International Business, Announcement Could Come as Early as Monday
  9. Global Chip Sell-Off Day: China Communications Equipment ETF Records Record Single-Day Inflow of 6 Billion Yuan
  10. AI-Driven U.S. Power Sector M&A Reaches $203.6 Billion in First Five Months, Surpassing Full-Year 2024 by 40%
  11. HK Stocks Midday: Hang Seng Up 2.12%, Innovative Drug Index Surges 8.9% to Lead Gains
  12. European Natural Gas Inventories May Drop to 15-Year Low, Winter Price Risks Rising
  13. Freight Rates on Asia-Americas-Europe Routes Surge 80% in 30 Days as Companies Stockpile Ahead of July Tariffs
  14. Apple Lobbies White House to Source CXMT DRAM; Kuo: Supply Gap to Widen Through 2027
  15. Meta's New VP of AI Research Dawn Song: AI Agents Are the Next Real-World Milestone
  16. Goldman Sachs: Macro Volatility Narrows as AI Valuation Debate Drives Single-Stock Divergence
  17. Gold Falls 10.4% Over Four Consecutive Months as U.S.-Iran Strikes Push Oil Prices Higher and Fuel Rate Hike Expectations
  18. JPMorgan Raises S&P 500 Target to 7,800, Warns of Elevated Earnings Expectations and Equity Supply Pressure
  19. Wall Street Ratings Roundup Wednesday: AMD Price Target Raised to $670, Arm Target Lifted to $475
  20. China Adds 40 Japanese Entities to Export Control List, Covering Defense Research Institute and Mitsubishi Group
  21. Surging AI and EV Demand Makes Energy Forecasting Significantly Harder, Chinese Officials Say
  22. Diverging Rate Hike Paths Between Europe and the US: Wall Street Banks Collectively Cut Euro Target to 1.10
  23. China's Central Bank Conducts First Overnight Reverse Repo Without Disclosing Interest Rate
  24. EicoTech Hong Kong IPO: 11 Cornerstone Investors Subscribe 50%, 55.5% Market Share Underpins Valuation
  25. BEA Plans to Adjust PCE Methodology; Goldman Sachs Estimates Core Inflation Could Be Revised Down by 0.2 Percentage Points
  26. Samsung Slows 1d DRAM and 10th-Gen NAND Investment as High Margins on Existing Lines Reduce Urgency for Node Transition
  27. U.S. and Canada Each Announce 10 New Nuclear Reactors as China Adds 34 GW in a Decade
  28. July Semiconductor Price Hike Wave Spreads: Window Opens for China's Domestic Chip Substitution
  29. Samsung and SK Plan $1.3 Trillion Joint Investment Over 10 Years, Focusing on Semiconductor Fabs
  30. Ford Rehires 350 Veteran Engineers After AI Quality Inspection Fails, Expected to Save $1 Billion in Costs
  31. Top Companies' Market Cap Share in China and India Falls to 19% as Absence from AI Race Drives Concentration Lower
  32. Net 17% of Sovereign Funds Plan to Cut Listed Equities, Pivoting to Private Markets to Bet on AI Infrastructure
  33. U.S. and Iran Agree to Resume Negotiations in Doha; S&P 500 Futures Rise; Oil Prices Climb on Hormuz Strait Tensions
  34. Private Credit Giants Bet on Buy Now, Pay Later as $1.8 Trillion Market Exposure Draws Regulatory Scrutiny
  35. Leverage Buildup in Japan, Korea, and Taiwan AI Sectors Amplifies Volatility; Korean Single-Stock Leveraged ETFs Draw Regulatory Warning
  36. Goldman Sachs: As Hormuz Risk Fades, AI Valuation Debate Takes Over as Key Driver of Market Volatility
  37. Hedge Funds Were Net Sellers of U.S. Tech Stocks Last Week at Largest Pace in a Decade
  38. Williams Eyes $5.5 Billion Acquisition of Momentum Midstream to Expand Gulf LNG Export Pipeline Footprint
  39. Baidu's AI Chip Subsidiary Kunlun Chip Files for Hong Kong IPO, Targeting $50 Billion Valuation While Requiring Investors to Purchase Chips Alongside Shares
  40. Apollo: Mag7 Free Cash Flow Advantage Narrowing, Market Rotating Toward Quality Factor
  41. Trump Plans to Roll Back Decades of Iran Sanctions; Banking Compliance Risks Keep Markets on the Sidelines
  42. Accenture Q3 Revenue of $18.8B Slightly Misses Expectations, Stock Drops 18%
  43. Goldman Sachs: AI-Driven Q2 S&P 500 EPS Expected to Grow 22%, Strongest Since 2021
  44. NVIDIA Partners with Firmus on Indonesian Data Center: 170,000 GPUs, $30 Billion Expected Revenue Over 6 Years
  45. BofA Warns of Three-Wave S&P 500 Correction, Potentially Dropping to 6,850
  46. Fed's Hawkish Stance Suppresses Emerging Market Bond Rally
  47. Nearly 30% of AI-Related Imports for U.S. Data Centers Depend on Chinese Companies
  48. China Builds World's Fastest Supercomputer, Computing Power Exceeds U.S. El Capitan by Over 20%
  49. Goldman Sachs Raises Eoptolink Target Price to 841 Yuan; Three Investment Banks Point to 2027 as Key Validation Year
  50. Hartnett Sets Three Trigger Lines: MAGS Dropping Below $60 Would Kick Off a Risk-Off Summer
  51. UBS: China AI Tech Forward Earnings Growth ~80%, Valuations Stretched but Trend Intact
  52. SpaceX Bonds Lose $360M at Debut as AI Financing Wave Pushes Investment-Grade Credit Spreads to 0.79%
  53. BIS Annual Report: High Debt and AI Boom Heighten Global Financial Vulnerability
  54. Tencent Tests TenPayGo App, Covering Tens of Millions of Merchants to Enable Mobile Payments for Foreign Visitors
  55. Warsh Emulates Greenspan's "Strategic Ambiguity"; "Put" Legacy Becomes Biggest Hidden Risk
  56. Google Restricts Meta's Access to Gemini Computing Power, Exposing AI Infrastructure Bottlenecks
  57. Apple Takes $500 Million Patent Bill Fight to UK Supreme Court
  58. Apple's First Foldable iPhone Expected to Launch in September 2026, with Samsung as Sole Foldable Display Supplier
  59. Key Events Next Week: Nonfarm Payrolls, China PMI & Semiconductor Industry-Wide Price Hikes in July
  60. China's Zhipu AI Cybersecurity Capabilities Match Anthropic's, US-China AI Gap Continues to Narrow
  61. U.S. Military Launches New Round of Strikes on Iran; U.S.-Iran to Resume Negotiations on Monday
  62. AI Boom Drives Hong Kong Stock Fundraising to Five-Year High in H1
  63. AI Infrastructure Capex Pushes Up Neutral Rate, Fed Faces New Short-Term Inflation Pressures
  64. Behind the Tech Equity Financing Wave: AI Capex Expansion Raises Bond Market Concerns
  65. JPMorgan Strategy Chairman: U.S. Dollar Hegemony Remains on Solid Ground, but AI Concentration Risk Warrants Caution
  66. ECB's Schnabel: Peace Deal Does Not Alter Upside Inflation Risks
  67. DDR5 Chip Prices Surge Over 4x in One Year; Apple and Microsoft Price Hikes Reveal Memory Shortage May Extend Through 2028
  68. AI Energy Gap Sparks IPO Wave: Power Infrastructure Companies Raise Over $11.6 Billion This Year
  69. Google TPUs Consume 20-40% Less Energy Than NVIDIA GPUs, With 30% Cloud Pricing Advantage
  70. Coinbase Cuts AI Spending by Nearly Half, Shifts to Chinese Open-Source Models to Control Costs
  71. GE Vernova Gas Turbine Orders Booked Through 2031, AI Data Centers Account for 20% of Orders
  72. U.S.-Iran Exchange Airstrikes: Strait of Hormuz Disruption Risk Premium Returns to Pricing Spotlight
  73. NVIDIA Data Center Ethernet Switch Revenue Surges 193%, Claiming Global No. 1 Spot for the First Time
  74. Apple Plans to Shift to 1.4nm Process by 2028; Tata Electronics Leaks 630GB of Apple Supply Chain Data
  75. DeepSeek V4 Introduces DSpark Framework, Boosting Inference Speed by Up to 85%
  76. Overseas Report Positions Zhipu as "China's Palantir," MiniMax as Comparable to Character AI, and Doubao as Analogous to ChatGPT
  77. SpaceX Added to Nasdaq-100; JPMorgan Estimates ~$4.3 Billion in Passive Fund Inflows
  78. Ming-Chi Kuo: Base iPhone Model to Get 9GB RAM by 2027, A20 Chip to Drive On-Device AI Inference Demand
  79. Morgan Stanley Raises GigaDevice Target Price to 888 Yuan, with Bull Case Reaching 1,542 Yuan
  80. SpaceX in Talks with Charter After IPO, Accelerating Satellite-to-Phone Direct-to-Consumer Strategy
  81. Apple Lobbies Trump Administration to Buy from Pentagon-Blacklisted Chinese Chip Maker
  82. First Chinese-Branded EVs to Enter Canada in July
  83. Industrial Profits of Major Enterprises Rose 21.1% YoY in May; Cumulative Growth of 18.8% for Jan–May
  84. AI Packaging Demand Widens ABF Substrate Supply-Demand Gap; Citi Sets ¥30,000 Target Price for Ibiden
  85. HBM Prices Keep Rising as Qualcomm, NVIDIA, and Cerebras Explore Memory-Reduced Architectures
  86. Hormuz Strait Navigation Normalization Advances, VLCC Freight Rates Plunge 44% Within a Week to $287,000
  87. Mythos 5 Reopened to Over 100 U.S. Institutions, Fable 5 Restrictions Still Not Lifted
  88. China's Critical Metal Imports Surge 60% YoY as Tungsten Prices Triple in European Markets This Year
  89. U.S. Energy Rig Count Posts Largest Weekly Gain Since June 2022
  90. Nomura: Hyperscalers Become "Funding Shorts," Dragging Down U.S. Stocks
  91. AI Sector Shaken in a Single Week: Korea's Kospi Drops 10%, Investors Shift to Stock Picking
  92. Former Goldman Sachs Partner Cohen: U.S. Stock Valuations Mask Risks, Insufficient Job Creation Is Concerning
  93. South Korea's Leveraged ETFs Reach $50 Billion as Gamma Gap Exceeds $1 Billion, Amplifying KOSPI Volatility
  94. Marvell's New CFO Sells 2,250 Shares at $281 as Stock Drops 5.4%
  95. FTC Approves Musk's Acquisition of SpaceX-Linked Optical Communications Startup Mesh
  96. Mag7 Plunge Marks Worst Week Since Liberation Day, Oil Drops ~10% Weekly, Treasury Yields Fall to 4.37%
  97. SpaceX Bonds Sold Off Days After Issuance, Spreads Approaching Junk-Grade Levels
  98. OpenAI IPO Delay Rumors Trigger AI Chain Sell-Off, SoftBank Plunges 13%
  99. Oracle Stock Drops 19% in One Week, Worst Weekly Performance Since 2001
  100. Gold Falls Below $4,000, First Death Cross Since September 2023
Topic Archive — Page 71 · nashnova