Topic Archive — Page 74 of 113

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

  1. UBS Sharply Raises AMD Target Price to $670 and Arm to $470
  2. Corning Launches Glass Bridge Optical Interconnect Components, Racing into the Trillion-Dollar CPO Market
  3. Dollar Index Hits 13-Month High as Gold Falls Below $4,000 and Bitcoin Loses $60K
  4. BofA Warns Nasdaq Bubble Risk Indicator Hits 0.8 Threshold, Recommends QQQ-SPY Hedge Structure
  5. Southbound Capital Records Annual Net Purchase of HK$1.19 Trillion in Hong Kong Stocks
  6. BOJ's Tamura Naoki Calls for Rate Hikes Every Few Months
  7. Micron Earnings Boost AI Confidence, Tech Stocks Lead Gains in Japan and South Korea
  8. China's Central Bank to Launch Overnight Reverse Repo, Signaling Monetary Framework Shift Toward Short-End Rates
  9. Goldman Sachs: AI Rally Lifts U.S. Stocks but the Dollar Hasn't Kept Pace — Three Factors Explain the Divergence
  10. Major U.S. Banks Collectively Raise Dividends and Launch Buybacks After Fed Stress Tests
  11. AI Data Center Construction Boom Emerges as New Inflation Catalyst
  12. SK Hynix Plans U.S. IPO to Raise $29.4B as Micron's Blowout Earnings Jointly Confirm Memory Super Cycle
  13. China's Independent Refinery Utilization Drops to Nine-Year Low as Asian Refiners Slow Middle Eastern Crude Purchases
  14. JCET Plans to Invest 7.8 Billion Yuan to Build Advanced Packaging Facility in Shanghai Lingang
  15. Qualcomm Unveils Dragonfly Data Center Chip, Secures Meta Deal and Takes Aim at Nvidia
  16. Dutch Trade Minister Heads to Washington to Oppose MATCH Act as ASML Interests Face Threat
  17. NVIDIA and AWS Deepen Partnership, G7 Instances Deliver 4.6x Inference Performance Boost
  18. NY Fed Official: FOMC's New 'Ample Reserves' Wording Is 'Cleanup Language'
  19. White House Requests $88 Billion Supplemental Budget as Trump-Republican Rift Goes Public
  20. Meta Offers Opt-Out After Forced AI Reassignment, Giving 7,000 Engineers Freedom to Choose
  21. Jensen Huang: AI Is Already Making Money, Vera Rubin Entering Full Mass Production
  22. U.S. House Committee Approves Bill Banning Lawmakers from Prediction Markets
  23. Rio Tinto Positions Lithium as Its Fastest-Growing Division, Targeting 200,000-Ton Capacity by 2028
  24. Micron Delivers Blowout Results: Revenue More Than Triples, Crushing Expectations with Explosive Guidance
  25. Trip.com Q1 Revenue of $2.35B Beats Expectations, EPS Misses as Q2 Guidance Slows
  26. Google AI Brain Drain Accelerates: Adler, Pritzel Confirmed Departing for Anthropic
  27. Lockheed Martin Awarded $35.3 Billion Multi-Year THAAD Contract
  28. Oil Prices Drop Near Pre-War Levels Dragging Energy Stocks, Tech Sector Under Pressure for Third Straight Day
  29. Trump Announces Investigation into Oil Companies Including ExxonMobil and Chevron
  30. eToro Survey: Retail Investors View Tech Stocks as Overvalued, Yet Keep Buying
  31. Jefferies Q2 Profit Doubles as Investment Banking Revenue Hits Record $1.21 Billion
  32. FDA Approves Gilead's Trodelvy for First-Line Treatment of Triple-Negative Breast Cancer
  33. Qualcomm Dragonfly Data Center Chip to Ship in 2027, Expected to Generate Billions in Revenue This Year
  34. U.S. Healthcare Spending to Surpass $6 Trillion in 2026, with GLP-1 Drugs as a Key Driver
  35. U.S. DoE Offers $17.5 Billion Nuclear Loan to Dominion and Other Utilities
  36. Nvidia and SpaceX Each Issue $25 Billion in Bonds as U.S. Investment-Grade Debt Issuance Hits June Record
  37. JPMorgan Cuts Tesla Q2 Delivery Forecast to 420,000 Units
  38. Anthropic Accuses Alibaba of Illegally Accessing Claude Model, Involving 28.8 Million Interactions
  39. Fed Report: Basis Trade Drives Hedge Fund Treasury Exposure to Double to $4 Trillion
  40. AI Layoff Fears Fade as Office REITs Rebound 35% in Q2
  41. Novo Nordisk: Medicare Patients Preferring Oral GLP-1 Drugs Are Twice Those Preferring Injectables
  42. Bessent Predicts 3% U.S. GDP Growth, but Prediction Markets Put the Odds at Just 15%
  43. JPMorgan's Top Trader: Most Crowded Positions in History Are Breaking Predictive Models
  44. Fed's Bowman Completes Restructuring of Bank Supervision Division, Effective July 12
  45. Oil Supply Floods Market After Hormuz Reopening, Brent Falls Below $75
  46. Pfizer's Ibrance Receives FDA Approval for New Breast Cancer Indication
  47. Russell 2000 Index Hits Intraday All-Time High, Up 21% Year-to-Date
  48. Weak Demand at U.S. $70 Billion 5-Year Treasury Auction as Foreign Buyer Share Hits Year-to-Date Low
  49. SOXX Put Volume Surges as Cracks Emerge in Chip Stock Bull Signal
  50. Goldman Trading Desk: AI Data Center Long Crowding Rises to Six-Month High
  51. Bitcoin Falls Below $60,000, Retreating Over 52% from All-Time High
  52. Tech, AI, and Fed Pressure Converge as U.S. Stocks and Oil Prices Continue to Diverge
  53. Over 300 U.S. Bans Threaten Data Center Expansion Wave
  54. Google Gemini 2.5 Flash Embeds Cross-Platform Agent Capabilities, Opening Up Enterprise Automation
  55. Russia's June Crude Exports from Western Ports Expected to Hit Record 2.7 Million Bpd
  56. Evercore Maintains Oracle FY2027 Revenue Outlook as Remaining Performance Obligations Reach $638 Billion
  57. Morgan Stanley: Global Power Semiconductor Supply Tightening, Prices Expected to Rise in H2 2026
  58. Tom Lee Says Chip Stock Pullback Presents Another Buying Opportunity
  59. Corning Surges Over 9% as Optical Communication Stocks Rally on Wednesday
  60. CATL Targets Over 10,000 Sodium-Ion Battery Vehicle Installations This Year: Commercialization Accelerates but Challenges Remain
  61. Falling Oil Prices Boost Travel Sector as Cruise and Online Booking Stocks Rally
  62. Goldman Sachs: Chinese Households Allocate Less Than 10% to Equities; Stocks and Insurance Are Key Mid-Term Beneficiaries
  63. JPMorgan: iPhone 18 Price Increase Around $50, Below Market Expectations
  64. Trump Cancels Signing of Bipartisan American Housing Act
  65. Analysis: Spot DRAM Prices Will Signal Memory Cycle Turning Point Before Micron's Earnings
  66. Apple-Intel Chip Partnership Has Clear Strategic Logic, but Mass Production at Least 2-3 Years Away
  67. Warsh's Hawkish Stance Unwinds Debasement Trade as Gold ETFs See Largest April Outflows Since 2013
  68. Silver Falls to 6-Month Low, Down Over 50% from All-Time High
  69. Pelosi Discloses New Call Options on Intel and Uber
  70. SpaceX Short Interest Rises to 13% of Free Float as Borrowing Costs Drop Sharply
  71. Saudi PIF-Led Consortium Files EU Notification for $55 Billion EA Acquisition
  72. Fertilizer Exports Resume Through Strait of Hormuz as Urea Prices Retreat
  73. BlackRock Recommends 1%-2% Bitcoin Allocation, Now Included in Model Portfolios
  74. Bessent Calls for Abolishing the Fed's Dot Plot: Says It Has Become a Market 'Crutch'
  75. U.S. Q1 Current Account Deficit Widens to $226.8 Billion, Exceeding Expectations
  76. U.S. Major Indexes Open Slightly Higher as Semiconductors Lead Gains While Gold Stocks Face Pressure
  77. MSTR Underperforms Bitcoin by Widest Margin Since 2024, Holding ~847,000 BTC
  78. Wall Street Warns of Crowded AI Trade as Short Sellers Use Derivatives to Hedge Systemic Risk
  79. Deutsche Bank: Bitcoin Market Fragility Rises as Retail Investors Retreat and ETF Outflows Mount
  80. South Korea Plans KRW 300 Trillion Investment to Build Second Chip Cluster, Cutting Construction Timeline by Over a Decade
  81. OpenAI Partners with Broadcom to Launch First Custom AI Inference Chip Jalapeño
  82. Spot Gold Falls Below $4,000 as Hawkish Fed and Strong Dollar Overpower Safe-Haven Demand
  83. Sunrun Partners with Tesla on 16GW Distributed Power Deal, Surges 19.4% Premarket
  84. China's EV Exports Hit Record High in May, Reaching $9.2 Billion in a Single Month
  85. Alibaba's Qoder Launches "Peak-Valley Token" Pricing, Targeting U.S. Users During Off-Peak Hours
  86. Citi: Optical Interconnect Market to Reach $92B by 2028 with 3-Year CAGR of 65%
  87. Amazon Prime Day First-Day Online Sales Hit $8.3 Billion as Generative AI Traffic Leads in Conversion Rates
  88. Apollo: Reopening of Hormuz Could Boost Growth, Inflation, and Interest Rates
  89. JPMorgan: Non-U.S. Equities Trade at ~25% Discount to U.S. Stocks, Valuation Gap Near Historical Extremes
  90. Wall Street Analyst Ratings Wednesday: AMD Price Target Raised to $670, ARM to $455
  91. Bessent: Iran Negotiations Drive Oil Trade Toward Dollar Settlement
  92. Wedbush: SpaceX Leasing Compute Power May Signal New Colossus Data Center Construction
  93. Investor Who Profited from the 2008 Crisis Shorts U.S. Insurance Sector, Betting on a Private Credit Bubble
  94. Five Eyes Warn Frontier AI Risks Are Imminent; Chinese and Japanese Models Closing Gap Faster Than Expected
  95. Micron Rises Over 2.5% Pre-Market Ahead of Earnings, Market Cap Soars to $1.19 Trillion in One Year
  96. Brent Crude Falls to February Low as Stranded Barrel Clearance Weighs on Near-Term Oil Prices
  97. Wedbush: Google's Potential Shift to MediaTek for TPU Supply Would Materially Undermine Broadcom's Custom ASIC Position
  98. LingYi Technology Prices Hong Kong IPO at Top of Range, Raising HK$8.3 Billion
  99. Li Auto Launches New L8 Flagship SUV Starting at RMB 369,800
  100. Led by Meta and Microsoft, Tech Giants' Data Center Lease Commitments Surpass $850 Billion
Topic Archive — Page 74 · nashnova