Topic Archive — Page 72 of 155
Every market topic nashnova has published, newest first (15454 total).
- UBS Raises Gold Target to $5,000: Three Structural Pillars Underpin Medium-to-Long-Term Upside
- JPMorgan Raises S&P 500 Target to 7,600: AI Model Releases as Key Catalyst
- China's Cyberspace Administration Launches Security Review of Palo Alto Networks
- Global Equity Funds See 11 Consecutive Weeks of Net Inflows; Europe Posts Highest Weekly Inflow in a Month
- SK Hynix to Spend $38 Billion on Two New Wafer Fabs, Ramping Capacity Based on Demand
- Reuters Poll: China's July New Loans Expected to Plunge to 45 Billion Yuan
- Greenlight Capital Warns: SpaceX IPO May Mark Peak of Market Speculation
- Japan's Four Largest Life Insurers Face $96 Billion in Unrealized Bond Losses
- Morgan Stanley: Two Chinese AI Companies' Inclusion in Hang Seng Tech Index to Attract Over $1 Billion in Passive Funds
- SK Hynix Plans to Announce Additional Shareholder Return Plan in Q3, Declares Dividend of KRW 375 Per Share
- Zhongji Innolight Plunges Over 10% Intraday as U.S. Optical Transceiver Maker's Expansion Plans Spark Competition Concerns
- HKEX: July Securities Market Cap at HK$46.8 Trillion, IPO Fundraising Up 154% YoY
- Berkshire Q3 Operating Profit Surges 34%; Wall Street Divided Over Succession Risk
- Moonshot AI's Kimi K3 Escapes Sandbox in Testing, Criticized for Lacking Cybersecurity Safeguards
- Morgan Stanley Raises Q2 2027 Target Prices for Major Chinese Indices
- HSBC Raises Equity Allocation to Maximum Overweight: Peak Panic Over Iran Oil Prices Has Passed
- Morgan Stanley Recommends Three Humanoid Robot Component Stocks as Musk's Optimus Bet Accelerates Demand
- Berkshire's $9.7 Billion Acquisition of Occidental Petroleum's Chemical Business OxyChem
- Germany's June Trade Surplus Narrows to €15.4 Billion, Below Expectations
- India Plans Polysilicon Production Incentive Scheme Covering Over 10GW Capacity
- U.S. Stocks Fall for Five Straight Weeks as S&P 500 Pulls Back 9.1% from Peak
- Citi Raises S&P 500 Target to 8,100 on AI-Driven Earnings Growth
- Germany's June Industrial Output Rises for Third Consecutive Month, Led by Auto Sector
- China Rebar Prices Fall to Near Decade-Low as Steel Mill Profitability Drops to 32%
- SK Hynix's Solidigm Plans Pre-IPO Fundraising of Up to $7.2 Billion
- KOSPI Posts Biggest Monthly Drop Since 2008 as Korean Retail Investors Flock Back to U.S. Stocks
- Allianz Q2 Operating Profit Hits Record High, Asset Management Drives Double-Digit Growth
- Bitcoin Whales Net Buy $1.2 Billion as ETFs Attract Over $750 Million This Week
- Reuters Poll: Japan Q2 GDP Expected to Expand for Third Consecutive Quarter with 2.0% Annualized Growth
- Global AI Trade Rebounds as China Tech Stocks Rally ~6% in a Single Week
- Japan's 15-Year JGB Yield Appears Abnormally High, Likely Distorted by Simple Yield Calculation Methods
- U.S. Mulls Ban on Chinese Optical Modules, AI Data Centers Face Supply Gap
- NVIDIA CPO Switches Enter Mass Production; Pluggable Optics to Coexist Long-Term
- STATS ChipPAC Plans Across-the-Board Packaging Price Hikes of 20%-30%
- U.S. CLARITY Act Vote Postponed to September, XRP Leads Decline Among Major Cryptocurrencies
- Goldman Sachs: Joint U.S.-Japan Intervention on the Yen Won't Shake the Dollar's Reserve Status
- Hormuz Transit Plunges to 33 Vessels as Iran-Oman Negotiations Stall
- ByteDance Reportedly Training Massive AI Model Approaching Scale of Anthropic's Flagship System
- Asia-Pacific Equity Fundraising Hits Record in July, Exceeding $83 Billion in a Single Month
- HK Stocks Midday Aug 7: Domestic AI Large Models Lead Gains, HSI Up 0.15%
- China's July Crude Oil Imports Rebounded 22% MoM but Remained Below Year-Ago Levels
- Meta's Safe Harbor Protection in India Faces 72-Hour Revocation Threat
- Backed by Beijing's Policies, Chinese AI Chip Makers Enter a Breakout Earnings Season
- China's Export Structure Upgrade: Intermediate and Capital Goods Growth Outpaces Consumer Goods
- AI Demand Widens MLCC Supply-Demand Gap, Samsung Electro-Mechanics to Raise Prices by 30% Starting August
- Chinese Solar Stocks Face Double Blow: Price Floor Pledge Lifts Sentiment, U.S. Tariffs Weigh
- Nokia Acquires NXP Arizona Wafer Fab, Betting on AI Optical Network Supply Chain
- "The Big Short" Prototype: Shorting AI May Be the Right Call, but Timing Remains Unknown
- China's July Exports Rise 23.9%, Imports Up 27.5%, Trade Surplus Narrows to $112.5 Billion
- Asian Markets Cautious Ahead of Non-Farm Payrolls as Oil Prices Rise on Middle East Risks
- SK Hynix Chip Windfall Pours into Korean Corporate Bond Market
- Deutsche Bank Meets Micron Management: Memory System Value Share Nears 50%, CPU-Side AI Demand Still in Warm-Up Phase
- PBOC Increases Gold Holdings in Hong Kong, Bolstering the City's Bid to Become a Gold Trading Hub
- Alibaba Plans to Charge Revenue-Sharing Fees for Heavy Users of Qwen Open-Source Models
- Tencent's AI Capital Expenditure Under Market Scrutiny as Earnings Growth May Slow to Lowest Since 2023
- AI Disrupts SaaS Valuation Logic, Forcing Software Companies to Reinvent Business Models
- Big Four Tech Giants' Physical Assets Reach $1.46 Trillion, Rivaling Oil Majors in Scale
- U.S. Sells Euro to Support Yen, Catching ECB Off Guard as Western Central Bank Coordination Norms Break Down
- Yen Retraces Nearly Half of Intervention Gains as Markets Bet on Another Official Move
- Japan's Record Single-Day Yen Purchase in April: US-Japan Joint Intervention Reshapes FX Market Logic
- Volkswagen and Gotion High-Tech Vie for Control of Spanish Battery Plant
- Nvidia Seeks Chinese Partners to Deploy AI Base Stations and Push into 6G
- Global Memory Shortage May Extend Through 2027 as Smartphone Price Hikes Spread
- DeepSeek Subscribes to RMB 141 Million Strategic Placement in Unitree Robotics with 36-Month Lock-Up Period
- SoftBank Borrows $10 Billion Against OpenAI Stake, Exposing Margin Call Risk If Valuation Drops
- New Mexico Court Orders Meta to Pay $567 Million for Youth Mental Health
- Roku Q2 Net Profit Surges Over 15x as Advertising and Subscriptions Both Grow More Than 25%
- Morgan Stanley: The Sharpest Correction in the Memory Sector Is Over, Valuations Look Attractive
- Japan's June Household Spending Falls for Seventh Straight Month, Real Decline Worse Than Expected
- China's Regulatory Tightening Drags on Macau Gaming, Revenue Growth Forecast Cut to 3%
- Chinese Banks Expand Direct Settlement Currency Coverage to Boost RMB Internationalization
- China AI Boom Drives Hong Kong Data Center Rents to Nearly Double Within the Year
- Petrobras Q2 Adjusted EBITDA Surges 80% YoY, Beats Expectations with $3.4B Dividend Payout
- Japan Discusses Expanding GPIF Investment Flexibility; Q1 Performance Expected to Be Solid
- Microchip Technology Q1 Revenue Beats Expectations, Q2 Guidance Above Wall Street Estimates
- OpenAI Upgrades Default Model to GPT-5.6 Luna, Granting Free Users Unlimited Conversations
- Saudi Arabia Warns of Coordinated Attack by Iraqi Militias and Houthi Forces
- Musalem: Monetary Policy Should Not Be Loosened to Boost Productivity
- DeepSeek Restarts $74 Billion Fundraising While Announcing Major API Price Hikes
- US Stocks After Hours: Twilio Surges 16%, Trade Desk Plunges 22% as Earnings Divergence Widens
- Rocket Companies Q2 Results Miss Expectations, Stock Falls 5.6% After Hours
- U.S. Commerce Department Bans Export of Tungsten Scrap and Battery Black Mass
- Atlassian Q4 Revenue of $1.77B Beats Expectations, Stock Surges 27% After Hours
- Twilio Q2 Revenue of $1.5B Beats Expectations; Q3 Guidance Also Tops Consensus
- Trump Refunds Over $4 Billion to Wind Down U.S. Offshore Wind Projects
- Cloudflare Q2 Revenue of $696M Beats Expectations, Stock Surges 15% After Hours
- Optimism Over U.S.-Iran Talks Fades as Stocks Fall and Oil Prices Rise
- Rio Tinto, BHP Invited to Trump's Critical Minerals Summit
- Trade Desk Q2 Revenue and EPS Both Miss Expectations; Q3 Guidance Falls Significantly Short of Consensus
- Airbnb Q2 Revenue of $3.6B Beats Expectations; Full-Year Growth Guidance Raised to at Least Mid-Double Digits
- AMD Acquires AI Inference Chip Startup Taalas
- Jane Street Plans to Move $11 Billion in Debt to Private Credit Market, PIMCO Involved
- OpenAI Smart Speaker Sized Like a Hockey Puck Priced Over $300
- Copper Prices Hit All-Time High, Touching $6.90 Per Pound
- Wall Street's Rate Cut Calls Grow Louder as September Hike Probability Drops to 55%
- UK Regulators Clear Paramount-WBD Merger, 66 Jurisdictions Worldwide Have Approved
- BofA Derivatives Desk: Mag7 Earnings Volatility Exceeds Expectations, First Time Since the ChatGPT Era
- Rising Oil Prices Spark Inflation Concerns as Dollar Index Posts Largest Single-Day Gain in Two Weeks
- U.S. Considers Delaying Polysilicon Tariffs by 90 to 120 Days