Topic Archive — Page 74 of 155

Every market topic nashnova has published, newest first (15455 total).

  1. U.S. Plans to Ban Chinese Optical Transceivers from AI Data Centers, Zhongji Innolight Takes the Biggest Hit
  2. Memory Shortage Drives Up Smartphone Costs as Chinese Brands Leverage AI Phones to Counter Weakening Demand
  3. Chinese Automakers' Profit Margins Drop to 3.8% as Battery Supply Chain Pricing Power Tilts
  4. Guolian Minsheng: U.S. Treasury Pricing Framework Shifts to Fiscal Risk Premium Dominance
  5. CSC: HK Stock Rebound Is Not a Reversal — Bull Market Must Clear Both Earnings and Liquidity Hurdles
  6. Whistleblower Alleges JPMorgan Denied Over $100 Million in Claims; U.S. Prosecutors Launch Review
  7. Prudential Financial Cuts Country Footprint by ~50%, Targets $750M in Cost Savings by 2028
  8. U.S. Has Refunded ~$100 Billion in IEEPA Tariffs; Critics Say Refunds Go to Businesses, Not Consumers
  9. Meta's Model Breached Third-Party Systems During Testing, Sharing Root Cause with Anthropic Incident
  10. Western Digital's Long-Term Contracts Booked Through 2031 as AI Drives Structural Growth in HDD Demand
  11. Etsy Cuts 12% of Workforce and Approves $2B Buyback; Q2 Marketplace GMS Up 7.5%
  12. JPMorgan Raises SpaceX Price Target to $240
  13. SpaceX Spent $295 Million on Additional Tesla Megapack Purchases in Q2
  14. BofA: U.S. July Wages Up 2% YoY, Low-Income Group Growth Outpaces High-Income for the First Time
  15. Bezos Sells ~$350 Million in Amazon Stock in First Reduction This Year
  16. Dow Rises 263 Points to Hit 24th Record High of the Year
  17. HubSpot Full-Year Guidance Misses Expectations, Stock Drops Over 20%
  18. eBay Raises Full-Year GMV Guidance to 12.5%; Depop Acquisition Completed
  19. BofA Raises Yen Forecast, Expects USD/JPY to Reach 149 by End of 2026
  20. IonQ Q2 Revenue Nearly Quadruples to $80.1M, Raises Full-Year Guidance and Completes SkyWater Acquisition
  21. Carney Seeks Full Tariff Exemption as Trump's 50% New Tariff Takes Effect on August 19
  22. Expedia Q2 Revenue Up 14% Beating Estimates on Both EPS and Revenue, Full-Year Growth Guidance Raised to 9%-10%
  23. SanDisk Q4 Revenue Nearly Quintuples Beating Expectations, but Mixed Q1 Guidance Drags Shares Down Over 3% After Hours
  24. DoorDash Q2 Results Beat Expectations, Q3 Guidance Above Consensus
  25. Salesforce Promotes Milanow to COO as Talapragada Departs
  26. Figma Raises 2026 Revenue Forecast as AI Monetization Emerges, but Stock Drops 10% After Hours
  27. AppLovin Q2 Revenue Growth of 52% Slightly Misses Expectations; Q3 Guidance Midpoint Exceeds $2 Billion
  28. MercadoLibre Q2 Revenue Surpasses $10 Billion, Up 50% YoY Marking Fastest Growth in Four Years
  29. Dow Hits Third Consecutive Record Close as S&P 500 and Nasdaq Slip
  30. Western Digital Q4 Revenue of $3.75B Beats Expectations, Stock Drops 11% After Hours
  31. Block Raises Full-Year 2026 Profit Outlook as Q2 Results Beat Expectations
  32. Fed Governor Cook: Ready to Raise Rates If Inflation Doesn't Fall
  33. Honeywell Aerospace Supply Chain Disrupted, Full-Year Growth Guidance Cut to 4%-5%
  34. Fed May Cut Number of Annual Policy Meetings, Heightening Market Volatility Expectations
  35. 70% of Microsoft's AI Revenue Comes from OpenAI, Concentration Level Quantified for the First Time
  36. Yen Gains from Japan's FX Intervention Fall Far Short of Covering Food Tax Cut Gap
  37. Copper Breaks $14,000 as U.S. Stockpiling Drains Global Inventories
  38. Cloud Business Incremental Margins Surge, Lifting Shares of Microsoft, Google, and Amazon
  39. U.S. DOJ Plans to Revoke Antitrust Exemption Letters for Proxy Advisors
  40. Nikkei Surges Over 2,000 Points as Korean Market Volatility Dampens AI Stock Sentiment
  41. Alphabet Plunge Drags Nasdaq Lower, S&P 500 Record Close Derailed
  42. FOMO Dominates US Stocks as S&P Skew Collapse Triggers Heavy Options Positioning
  43. Google Chief Scientist Jeff Dean Departs to Found AI Research Automation Company
  44. Hacking Wave Hits Major Wall Street Hedge Funds
  45. Middle East Conflict Drives Refining Margins to Record Highs; Shell and Other Majors See Q2 Earnings Surge
  46. Zoox to Launch Paid Robotaxi Service Without Steering Wheel in Las Vegas Starting August 10
  47. U.S. Senate Committee Advances Children's Online Safety Legislation; Meta, Google Face "Duty of Care" Provisions
  48. EIA: U.S. Crude Inventories Rise 2.5 Million Barrels for Week Ending July 31, Far Exceeding Expectations
  49. Disney Sells A+E Stake for $1.2 Billion, Raises Buyback Target to $9 Billion
  50. U.S. Lifts Sanctions on IRGC-Linked Entities as Shipping Industry Warns Hormuz Toll Fees Could Trigger Chain Reactions
  51. Soft Payrolls Lift Sentiment as Dow and S&P Hit Fresh Record Highs on Wednesday
  52. Photonics ETF Rides AI Data Center Boom to Market as Nvidia Bets Over $6.5 Billion
  53. Meta Launches Internal AI Coding Tool MetaCode to Rival Anthropic and OpenAI
  54. U.S. July ISM Non-Manufacturing PMI Came in at 54.1, Slightly Below Expectations
  55. U.S. July Composite PMI Final Reading Revised Up to 54.5
  56. Musk's First Earnings Call: SpaceX Moves Up $1 Trillion Revenue Target to 2030
  57. Nasdaq Rises Over 1% for Four Consecutive Days — Only the 18th Time in History
  58. ByteDance Founder Explicitly Rejects AI Distillation Strategy, Willing to Sacrifice Short-Term Gains
  59. Bank of America CEO: AI Hedge Fund Blowup Serves as Warning for Leveraged Markets
  60. PayPal Splits Reporting Structure as CEO Sets Revenue Targets for Three Business Units for the First Time
  61. Wedbush: UMC May Benefit from Intel EMIB-T; Powerchip Semiconductor Enters Supply Chain
  62. U.S.-China AI and Robotics Trade Tensions Escalate Ahead of Xi-Trump Summit
  63. Anthropic Builds In-House Chip Team While Maintaining Multi-Chip Strategy
  64. Goldman Sachs: Investors Rush to Build Upside Exposure as SPX Call Options Hit Record-High Volume
  65. U.S. Treasury: Long-Term Bond Issuance Size Won't Expand for at Least Several Quarters
  66. Nasdaq 100 Single-Day Bullish Signal Ranks in Top Ten of the Past Decade
  67. Google Plans to Acquire AI Coding Startup Mechanize for Over $1.5 Billion
  68. U.S. July ADP Employment Adds Only 44K Jobs, Far Below Expectations
  69. ECB: AI Investment Helps Cushion Eurozone Uncertainty Drag
  70. AstraZeneca and Bristol-Myers Squibb Merger Rumors Denied
  71. Fed's Kashkari: Now Is the Time to Gradually Raise Interest Rates
  72. SpaceX's Largest-Ever Lock-Up Expiration of 910M Shares Hits Today, Short Interest Surpasses Tesla
  73. Google's UK Search Ads Class Action Lawsuit Certified, Seeking Over $6.7 Billion in Damages
  74. European Legacy Tech Stocks Emerge as Surprise AI Beneficiaries This Earnings Season
  75. Douyin E-Commerce GMV Growth Slows to ~20% in H1 2026, Deceleration Continues
  76. Yen Carry Trade Shows Resilience as Investors Shift to Euro and Swiss Franc for Funding
  77. ByteDance Launches Full-Duplex Audio-Video Large Model SeedRealtime, Now Fully Deployed on Doubao
  78. Netlist and Samsung Reach Five-Year Memory Patent Settlement
  79. Shopify Q2 Revenue Surges 34% Beating Expectations, Q3 Guidance Above Market Consensus
  80. Uber Q3 Guidance Misses Expectations, Brazil Competition Drags Trip Volume, $10B Bet on Robotaxi
  81. Morgan Stanley: Q3 Is the Window to Add Hong Kong Stock Exposure, Hang Seng Index Target Raised to 28,400
  82. Gold Breaks Descending Trendline, CTA Short Squeeze May Be Triggered
  83. Asia Multi-Strategy Hedge Funds Suffer Over 9% Max Drawdown in July
  84. S&P 500 Hits New Highs as Burry Warns of 1987-Style Crash Risk
  85. Binance Sues RedotPay Founder, Seeking $473 Million in Damages
  86. Eli Lilly Q2 Revenue of $22.97B Significantly Beats Expectations, Full-Year Guidance Raised
  87. Disney Q3 Revenue Rises 7% to $25.2B, Driven by Theme Parks and Toy Story 5
  88. Goldman Sachs Raises China AI Model Market Forecast by 30% to $13 Billion
  89. UN FAO Warns: Global Food Prices May Accelerate Upward by Year-End
  90. Private Capital Floods into Emerging Market AI Infrastructure, H1 Scale Hits Record High
  91. Circle Q2 Revenue of $701M Misses Expectations as USDC Circulation Pulls Back from Peak
  92. Morgan Stanley IM: Hyperscalers' Euro Bond Issuance to Erode Eurozone Credit Appeal
  93. Citadel's Flagship Fund Gains 5.9% in July, Snaps Up Discounted Situational Awareness AI Stocks
  94. Dimon Leads Cross-Industry Alliance to Address AI Risks
  95. Carlyle Group Q2 Distributable Earnings at $1.07 Per Share, Up 18% YoY
  96. BeiGene Q2 Revenue Hits $1.7 Billion, Full-Year Guidance Raised
  97. Circle's Blockchain Network Arc Onboards 11 Institutions Including BlackRock and Visa
  98. CXMT Rejects Apple's Price Pressure, Insists on Benchmarking Against Samsung and SK Hynix
  99. S&P 500 and Dow Futures Edge Higher as AMD's 8% Drop Drags on Nasdaq
  100. Iran: Strait of Hormuz Will Not Reopen Immediately