Topic Archive — Page 72 of 113
Every market topic nashnova has published, newest first (11241 total).
- FTC Approves Musk's Acquisition of SpaceX-Linked Optical Communications Startup Mesh
- Mag7 Plunge Marks Worst Week Since Liberation Day, Oil Drops ~10% Weekly, Treasury Yields Fall to 4.37%
- SpaceX Bonds Sold Off Days After Issuance, Spreads Approaching Junk-Grade Levels
- OpenAI IPO Delay Rumors Trigger AI Chain Sell-Off, SoftBank Plunges 13%
- Oracle Stock Drops 19% in One Week, Worst Weekly Performance Since 2001
- Gold Falls Below $4,000, First Death Cross Since September 2023
- Storage ETF DRAM Rebalances to Include GigaDevice with ~2.72% Weighting
- S&P 500 Falls for Fifth Straight Session, Longest Losing Streak Since August Last Year, as Defensive Sectors Buck the Trend
- White House Advisors Intervene in Atlanta Fed President Search, Pressuring Fed Independence
- OpenAI Releases GPT-5.6 Series Models; Flagship Sol Outperforms Claude Mythos in Benchmarks, Available Only to Government-Approved Partners
- Healthcare Sector Posts Record-Breaking Weekly Outperformance vs. S&P 500
- Outgoing IMF Chief Economist Warns: Fragile Ceasefire, Trade Reshaping, and Long-Term Sanctions Ineffectiveness
- U.S. FCC Announces Ban on Imports of Certain Chinese Tech Products Starting July
- S&P Affirms U.S. Sovereign Rating at AA+ with Stable Outlook
- Global Leveraged ETF Assets Hit $270 Billion as AI Pullback Triggers Speculation Machine in Reverse
- U.S. Military Conducts Strikes Near the Strait of Hormuz
- Nasdaq Falls 4.5% for the Week, Ending Two-Week Win Streak; Strategy Drops 26%, Arm Slides 24% Leading Declines
- Apple Vision Pro and Smart Glasses Lead Paul Meade Jumps Ship to OpenAI
- Rubio Announces Framework Agreement Between Israel and Lebanon, Aiming for "Lasting Peace"
- JD Power: U.S. New Vehicle Sales Rise 1.2% YoY to 8.24 Million Units in H1 2026
- IMF Chief Economist: Fed's Scaling Back of Forward Guidance Is 'Entirely Appropriate'
- U.S. May Launch Section 301 Investigation Into Swiss Pharmaceutical Industry, Roche and Novartis Face Tariff Risks
- RBC Initiates Honeywell Aerospace at Buy with $300 Target, Implying 35% Upside from Tracking Price
- Trump Threatens 100% Tariffs on Countries Imposing Digital Services Taxes
- Citi Downgrades Tech to Market Weight: Not Everyone Can Win on the AI Path
- Minneapolis Fed President Confirms June Dot Plot Projects One Rate Hike, Reversing March Forecast
- Jefferies Survey: 2026 Cloud Spending Expected to Rise 10.1%, Microsoft Bullish Among 85% of CIOs
- Applied Materials Investor Event: DRAM and Advanced Packaging Growth to Outpace Overall Equipment Market
- Software Stocks Lead S&P 500 as ServiceNow Surges 7.2% While Chip ETF Drops 3.5%
- Tesla Stock Drops 8.5% Weekly, Falls 15% in June, Marking Worst Monthly Performance in Over a Year
- Oman Warns European Allies: Ships Transiting Strait of Hormuz May Face Transit Fees
- Nasdaq 100 Implied Volatility Ranking Surges to 91st Percentile as Quarter-End Tech Selloff Pressure Persists
- Barclays Cuts Brent Crude Forecasts: $96 for 2026, $85 for 2027
- GMO Founder Grantham: AI Highflyers Could Drop 70%, Recommends 60% Allocation to Non-U.S. Stocks
- Tesla Europe Sales Up 77% YoY from January to May as Price Cuts Outweigh Musk Image Controversy
- Supreme Court Rules in Favor of Bayer, Substantially Easing Roundup Litigation Pressure
- University of Michigan June Final Consumer Sentiment Rises to 49.5; Inflation Expectations Remain Elevated
- Inflation Rises to 4.1% as Trump Administration Eases Pressure on Fed Rate Cuts
- U.S. Major Indices Open Lower, Philadelphia Semiconductor Index Drops Nearly 5%
- UAE Issues Missile Threat Alert; U.S. Stocks Drop to Intraday Lows as Oil Prices Briefly Rebound
- AWS to Raise GPU Computing Rental Prices Across Multiple Regions Starting July 1
- Unilever Eyes Up to $4 Billion Acquisition of Thorne as Haleon Competes in Bidding
- Goldman Sachs: The Next Wave of AI Investment Shifts to Factories, Mines, and Power Grids in the Physical Economy
- BofA: Server CPU Demand Drives TSMC 5nm/3nm Capacity Share to 13%
- ON Semiconductor to Acquire Synaptics for $7 Billion
- Kalshi Set to Be Announced as Official FIFA Partner, with Nearly $10 Billion Wagered in First Two Weeks of Tournament
- Episil Technologies Chairman: NVIDIA's 800VDC Architecture Still on Track for 2027 as Planned
- U.S. May Goods Trade Deficit Widens to $105.8 Billion, Exceeding Expectations
- June Non-Farm Payrolls to Be Released Early Next Thursday; Investec Forecasts 160,000 New Jobs
- Wall Street Friday Ratings Roundup: NVIDIA, Apple, Microsoft Reiterated as Bullish by Major Firms
- AI Cost Pass-Through to End Users Triggers Revaluation of Computing Power Trades; Memory Chip Stocks Drop Over 5% Pre-Market
- Goldman Sachs Strategist: Chip Positioning Crowded, Recommends Rotating into Big Tech
- Tesla Settles FSD Fatal Crash Lawsuit as NHTSA Investigation Escalates
- Polymarket's Annualized Revenue Surpasses $1 Billion Six Weeks After U.S. Platform Launch
- Boeing Secures $3.62 Billion Freighter Order from China Southern Airlines
- BofA: MAGS Dropping Below $60 or AUD/JPY Breaking 110 Could Trigger Summer Sell-Off
- Bitcoin Drops Below $60,000, Leaving Strategy with Over $13 Billion in Unrealized Losses as Financing Model Credibility Questioned
- Nvidia Drops Over 8% for the Week as Analysts Say 'Hot Money' Has Shifted to Memory Stocks
- AI Quarterly Revenue Surpasses Infrastructure Depreciation for the First Time, Annualized Revenue Reaches $175 Billion
- Tesla FSD One-Time Purchase Option in Hong Kong, Macau, and Taiwan to Be Removed on June 30 as Company Shifts to Subscription Model Globally
- July 4 Deadline Drives U.S. Solar Rush, Electricity Prices May Rise 40%-120%
- Intensive China-EU Consultations Hit Deadlock; EU's "Talk While Striking" Approach Risks Sharp Escalation in Friction
- Germany Joins Opposition, Warns EU Methane Regulations Will Cut Off Aviation Fuel Supply
- Bloomberg Survey: Economists Raise U.S. Core PCE Forecast to 3.2%, Rate Cut Expectations Pushed Back to June 2027
- EU Launches Antitrust Investigation Against Sanofi, Alleging Disparagement of Rival Flu Vaccines
- Citi Q3 Commodity Outlook: Brent Averaging ~$70 for the Year, Gold Testing the $4,000 Level
- Asian LNG Buyers Expect Qatar to Lift Force Majeure by Mid-July
- Two Major Chinese Hedge Funds Warn AI 'Super Bubble' Nearing Collapse
- JPMorgan: Data Centers Shifting to BTM Self-Generation, Energy Storage and SOFC Becoming Standard
- Lenovo Says High DRAM and NAND Prices Will Become the New Normal, Early 2025 Price Levels Unlikely to Return
- AI Spending Concerns and Stronger Dollar Deal Double Blow, BHP Drops Over 10% in a Single Week
- WTI Crude Drops 4% Intraday as Iran Says It Will Manage Hormuz Shipping Based on US-Iran Memorandum
- Samsung Electronics Mulling U.S. ADR Listing? Korean Brokerages Say Overseas Demand Exceeds Expectations
- Chinese AI and Chip Companies Drive Fivefold Surge in A-Share Tech IPO Fundraising This Year
- Volkswagen CEO Plans to Cut Up to 100,000 Jobs and Reduce Investment by 15% in Coming Years
- U.S. Dollar Gains 3% in H1 to Lead Major Currencies; CFTC Net Longs Hit $37B at Record Accumulation Pace
- Saudi Arabia's August crude oil prices for Asia expected to drop $6.5-8/barrel, hitting a four-month low
- China's Central Bank Urges Commercial Banks to Boost Lending for Third Consecutive Month
- HSBC Raises SK Hynix Target Price by 38%, ADR Lists at 20% Premium
- Goldman Sachs: Private Credit May Deploy Capital at Scale into the Software Sector
- 10-Year Breakeven Inflation Rate Falls to Over One-Year Low After Waller's Hawkish Remarks
- Chinese Brands Capture 11% of European New Car Sales in May, Hybrids Emerge as Key Breakthrough
- Airwallex Closes $320M Series H at $11B Valuation as IPO Plans Are Put on Hold
- Hong Kong stocks fall 1.87% at midday; among 6 newly listed IPOs, Keytop surges 195%
- Greek License Application Rejected: Binance Announces Service Suspension for EU Users Before July 1
- U.S. Space Stocks Plunge Collectively in June, Multiple Names Down Over 50%; UFO Posts Worst Month in Six Years
- Goldman Sachs Initiates Coverage on Intel: $150 Target Price, Neutral Rating
- China Legislates to Authorize Prosecutors to File Public Interest Lawsuits Against Foreign Entities
- Hong Kong Dollar Falls to 10-Month Low Under Dual Pressure of Stronger USD and Widening Interest Rate Differential
- AI Server Single Rack Requires 600K MLCCs, Capacitor Costs Rise to Third-Largest Component
- Hong Kong Private Home Price Index Rises for 12 Consecutive Months, Marking Longest Rally Since 2018
- Asia-Pacific Tech Stocks Pull Back: Samsung, SK Hynix Drop Over 4%; Gold Holds Steady Above $4,000
- Apple Price Hikes Wipe $250 Billion Off Market Cap, Asia-Pacific Tech Stocks Retreat Across the Board
- China Tightens Regulatory Grip on Offshore Capital Channels, Pressuring Hong Kong IPOs and Wealth Management
- Anthropic ARR Surges to $6.2B, Monthly Net Additions Exceed $1B with No Signs of Slowing
- Samsung Group Plans to Invest 1,000 Trillion KRW in South Korea Over 10 Years
- Tokyo June Core CPI Rises 1.6%, Expectations Grow for BOJ Rate Hike on July 31
- China Positions for Iran's Post-War Reconstruction, Locking In Long-Term Oil Supply
- Memory Profit Siphon Effect: Downstream Lacks Effective Hedging Tools
- Tungsten Prices Surge 6-7x in One Year as Japan's Tungsten Fluoride Production Line Halts from July