Topic Archive — Page 71 of 155

Every market topic nashnova has published, newest first (15444 total).

  1. Goldman Sachs Tech Trader: Optics Outperform Memory by Over 20%, Open-Source Model Costs Less Than 8% of Closed-Source
  2. AI Data Center Expansion: Texas Oil Field Landowners Rush to Seize New Opportunities
  3. Korean Chaebols Collectively Move into Humanoid Robots as NVIDIA Deepens Ties with Five Major Conglomerates
  4. CSC: U.S. Non-Farm Payrolls Miss Expectations, Copper, Aluminum, and Gold Rally Together
  5. Chinese Brokerages Tighten Leverage Scrutiny as Margin Balance Retreats from ¥3 Trillion
  6. Hormuz Deal Still Elusive as Brent Crude Rises for Third Straight Day Past $84
  7. China Leverages $28 Trillion Capital Market to Finance AI Industry
  8. Goldman Sachs Partner: S&P 500 Target at 8,000 — Buybacks to Overwhelm Record Stock Supply
  9. Overseas Social Media Sentiment on Memory & Semiconductors: Shifting from Broad Bullishness to Cautious Position Trimming
  10. Apple Testing CXMT Memory Chips for iPhone and MacBook
  11. Goldman Sachs: No Broad Bubble in China's AI Sector; Massive Foreign Allocation Gap Remains
  12. OpenAI's Largest Pre-Training Model 'Doug' Exposed, Potentially Launching Before November
  13. Wall Street Sentiment on Chinese ADRs Shifts from "Hopeless" to Tactical Long
  14. Moore Threads' H1 Revenue Surges 147%, Plans Hong Kong IPO
  15. Saudi Aramco's Jazan Refinery Hit for Second Time in Under Two Weeks
  16. World's Largest Semiconductor ETF Plans to Include CXMT by End of September
  17. Key Events Next Week: U.S. CPI and Earnings from Tencent, JD.com, Moutai, and SMIC
  18. U.S. Military Seeks Exit, Iran Sets Six Conditions: Strait of Hormuz Standoff Enters Middle Game
  19. China's July CPI Rises 0.5% YoY, Down from Previous Reading
  20. Goldman Sachs Warning: AI Hyperscaler Bond Issuance Saturating Investment-Grade Credit Market
  21. Bank Loans Reclaim Market Share from Private Credit as Refinancing Wave Reshapes Credit Market Landscape
  22. Japan's Three Mega-Banks' Foreign Currency Liquidity Rises to $1.25 Trillion, Up 18% in 18 Months
  23. PBOC Boosts Gold Reserves in Hong Kong to Support Gold Clearing System Development
  24. Berkshire Q2 Operating Profit Up 16%, Cash Reserves Rise to $365.5 Billion
  25. U.S. Crypto Regulatory Bill Stalled in Senate Despite Industry's $225M+ Lobbying Effort
  26. BofA: U.S. Midterm Elections Could Be a Major Turning Point for Stocks
  27. Apple's China Version of Apple Intelligence Officially Integrates Alibaba's Qwen
  28. Canva Voluntarily Slows Growth, Figma Absorbs Inference Costs: AI App Gross Margin Structures Face First Financial Test
  29. ADNOC: 15 Ships Attacked, Strait of Hormuz Operations Under Heavy Pressure
  30. Nvidia Plans to Invest Up to $3 Billion for Stake in Power Developer Lancium
  31. Quanta's July Revenue Hits Second-Highest Record as Notebook Shipments Plunge 38% MoM
  32. Trump Media Terminates CRO Token Treasury Plan; BTC Holdings Worth Over $100M Transferred to Crypto.com
  33. China's Rare Earth Exports to Japan Plunge 51%, Down 28% to the U.S.
  34. Hedge Fund Yen Shorts Nearly Halved: Net Short Positions Drop to 63,600 Contracts After Joint U.S.-Japan Intervention
  35. U.S. Court Blocks Designation of WuXi AppTec on Chinese Military Companies List
  36. U.S. Stocks Post Best Weekly Performance Since April, Focus Shifts to CPI
  37. Trump Administration Announces Over $2 Billion in Funding for Battery and Critical Mineral Companies
  38. SpaceX Acquisition of Cursor Could Close as Early as Next Week; Brand May Be Rebranded to Grok
  39. US Officials: Iran-Oman Hormuz Agreement Expected Soon
  40. U.S. Treasury Hints at Potential Cuts to Long-Bond Auction Sizes, Market Debates Yield Impact
  41. U.S. Senate Passes Russia Sanctions Bill 86 Votes, Authorizing 100% Tariffs on China and India
  42. Trump Again Threatens to Fire Fed Governor Cook
  43. Private Equity Rushes to Exit via IPO Boom, With Listings Hitting Highest Since 2021
  44. BlackRock's Rieder: AI-Driven Productivity Revolution Could Sustain U.S. Nominal GDP Growth at 6%
  45. Bybit Sues North Korea and Lazarus Group, Obtains Asset Freezing Order
  46. Citi Raises Q3 2026 Brent Crude Forecast to $80/Barrel
  47. OpenAI Slows Astra Model Development Over Cybersecurity Concerns
  48. Beijing Follows Shanghai in Easing Home Purchase Restrictions, Reducing Non-Local Residents' Social Security Requirement to 1 Year
  49. Japan's GPIF Posts Record Quarterly Profit as AI-Driven Stock Rally Pushes Assets Beyond ¥300 Trillion
  50. Escalating AI Attacks Reshape Cybersecurity Landscape: Execution Capability and Hardware Moats Determine the Winners
  51. Goldman Sachs, JPMorgan: Weak July Jobs Data Supports Fed Pause on Rate Hikes
  52. Eli Lilly and Novo Nordisk GLP-1 Antitrust Lawsuit Dismissed by Texas Court
  53. Citi Recommends Buying the Dip on Datadog as AI-Native Customer Growth Nears 97%
  54. Goldman Sachs Partners: Ten Key Topics for the Rest of the Year After Jackson Hole
  55. China's R&D Spending Surpasses the U.S., Reaching $615 Billion in 2024
  56. Russia Strikes Odesa Port, Ukraine Grain Exports Expected to Be Halved
  57. Richmond Fed President Barkin: Labor Market in a "Fragile Equilibrium"
  58. SpaceX Lock-Up Expiry Selling Pressure Fails to Materialize, Short Covering Drives Consecutive Stock Gains
  59. Optical Communication Stocks Rally Collectively, AAOI Surges Over 12%
  60. SK Hynix Plans to Sell Chongqing Packaging & Testing Assets at ~$3 Billion Valuation
  61. Guotai Junan International Plans Privatization and Delisting with 44% Premium Offer
  62. U.S. July Nonfarm Payrolls Unexpectedly Drop by 23,000, Sharply Below Expectations
  63. China's Tax Authority Clarifies: 20% Overseas Insurance Tax Is Not a New Policy and Does Not Target Hong Kong
  64. Silver Surges Nearly 5% in a Single Day as CTA Short Covering Fuels Rebound
  65. UBS Initiates Coverage on CXMT with Buy Rating, Target Price RMB 70
  66. BofA: Mag 7 Must Maintain Stock Price Strength to Fend Off China's Cheap Computing Power Shock
  67. Tesla Rises 3.3% This Week as Retail Investors' $372M Net Buying Helps Halt Decline
  68. Cambricon Reports H1 Net Profit of 2.31 Billion Yuan, Up 122.61% YoY
  69. Take-Two Q1 Earnings Beat Expectations; GTA VI Confirmed for November 19 Launch
  70. JPMorgan: Risk of BOJ Rate Hike in September Rising, October Remains Base Case
  71. US-China AI Competition: China's Models Closing the Gap, but America's Computing Power Advantage Remains Significant
  72. Berkshire Acquires Taylor Morrison, Becoming a Top-Four U.S. Homebuilder
  73. Burry Shorts Oracle and Nebius, Warns of Leverage Risks in Tech Cloud Sector
  74. Wall Street Recalibrates Issuance Strategy as AI Capex Bonds Face Market Indigestion
  75. July CPI on Deck: U.S. Stocks Face Inflation Test After Hitting Record Highs
  76. U.S. Scrutinizes Chinese Companies' Overseas Leasing of NVIDIA Chips
  77. U.S. July Crude Oil Imports from Saudi Arabia Drop to Zero; Oil Prices Fall ~8% in a Single Week
  78. Apollo Chief Economist: AI Capex Growth Is Twice the Pace of the 2000s Housing Boom
  79. Unitree Robotics IPO: Early Investors Reap Up to 800x Returns
  80. China's Quant Funds Lost 17% on Average in July; DeepSeek Founder's Product Dropped Over 20%
  81. TSMC Accelerates Japan Expansion: Kumamoto 3nm Fab Approved, Advanced Packaging Partnerships Expand to 120 Companies
  82. AI Chip Export Boom: South Korea and Taiwan's Exports Surpass Japan for the First Time
  83. BofA Sentiment Indicator Rises to 9.7, Hitting Most Extreme Bullish Level Since 2021
  84. Fed Abandons Forward Guidance: Every Data Release Becomes a "Mini FOMC"
  85. Goldman Sachs Warns: Europe May Face Dual Diesel and Natural Gas Shortages in Winter 2026
  86. Malaysia Plans to Ease Rare Earth Export Restrictions, Attracting Investment from Multiple Countries
  87. European Blue-Chip Q2 Earnings Growth Expected to Hit Fastest Pace Since 2022
  88. Germany, France, and Spain Refuse to Issue RMB-Denominated Bonds, Dim Sum Bond Expansion Hits Roadblock
  89. Global Food Prices Hit Three-Year High as Supply Concerns Intensify
  90. Yen Weakness Rooted in Bond Market; U.S.-Japan Intervention Deliberately Avoids U.S. Treasuries
  91. UBS Raises Gold Target to $5,000: Three Structural Pillars Underpin Medium-to-Long-Term Upside
  92. JPMorgan Raises S&P 500 Target to 7,600: AI Model Releases as Key Catalyst
  93. China's Cyberspace Administration Launches Security Review of Palo Alto Networks
  94. Global Equity Funds See 11 Consecutive Weeks of Net Inflows; Europe Posts Highest Weekly Inflow in a Month
  95. SK Hynix to Spend $38 Billion on Two New Wafer Fabs, Ramping Capacity Based on Demand
  96. Reuters Poll: China's July New Loans Expected to Plunge to 45 Billion Yuan
  97. Greenlight Capital Warns: SpaceX IPO May Mark Peak of Market Speculation
  98. Japan's Four Largest Life Insurers Face $96 Billion in Unrealized Bond Losses
  99. Morgan Stanley: Two Chinese AI Companies' Inclusion in Hang Seng Tech Index to Attract Over $1 Billion in Passive Funds
  100. SK Hynix Plans to Announce Additional Shareholder Return Plan in Q3, Declares Dividend of KRW 375 Per Share