Topic Archive — Page 75 of 155

Every market topic nashnova has published, newest first (15460 total).

  1. BeiGene Q2 Revenue Hits $1.7 Billion, Full-Year Guidance Raised
  2. Circle's Blockchain Network Arc Onboards 11 Institutions Including BlackRock and Visa
  3. CXMT Rejects Apple's Price Pressure, Insists on Benchmarking Against Samsung and SK Hynix
  4. S&P 500 and Dow Futures Edge Higher as AMD's 8% Drop Drags on Nasdaq
  5. Iran: Strait of Hormuz Will Not Reopen Immediately
  6. SanDisk Shares Rebound Ahead of Earnings as Market Tests Whether Lofty Expectations Can Be Met
  7. Barclays & HSBC: Warsh's Stance Boosts Appeal of Inflation-Linked Bonds
  8. Morgan Stanley: NVIDIA Wins in All Three AI Scenarios
  9. Yu Chengdong: Memory Price Hikes Will Drive Large-Scale Smartphone Price Increases
  10. France's H1 Fiscal Deficit Reaches €107 Billion, Exceeding Budget by 14.4%
  11. Houthi Forces Announce Strike on Saudi Oil Tanker in Northern Red Sea
  12. AI Demand Drives Taiyo Yuden to Raise Profit Forecast by 50%
  13. Analysis: Fed Caught Between Tightening and Easing Dilemma, Dollar Crisis Probability Higher
  14. SSI Reportedly Set to Release First AI Model in August
  15. SK Hynix Breaks Ground on $3.9 Billion Chip Packaging Plant in Indiana in August
  16. China's Ministry of Commerce Tightens Export Controls on Dual-Use Drone Items to the U.S.
  17. China's Ministry of Commerce Imposes Countermeasures Against U.S. FCC and DHS Actions Targeting China
  18. SpaceX Announces Exclusive Procurement of NVIDIA GPUs
  19. Santander's Acquisition of Webster Approved by Federal Reserve, $12 Billion Deal to Close on August 20
  20. Foxconn July Revenue Hits NT$946.5 Billion, Up 54.2% YoY
  21. Piper Sandler Initiates CoreWeave at Overweight, Nebius at Neutral
  22. TSMC Expands CoW Process Outsourcing, AI Packaging Bottleneck Expected to Ease
  23. AMD Raises Server CPU Market Forecast to $220 Billion
  24. Honda Raises Full-Year Operating Profit Outlook by 30%
  25. CITIC Securities: AI Drives Both Volume and Price Growth for Optical Module Testing Equipment
  26. Euro Stoxx 600 Hits All-Time High, Led by Semiconductors and Banks
  27. Glencore's H1 Core Earnings Surge 86%, Plans Secondary Listing in Australia
  28. Goldman Sachs: Korean AI Stocks Oversold, Maintains KOSPI Target at 12,000
  29. Behind the Yen Intervention: Dollar's Reserve Currency Status Questioned
  30. U.S. Frontier AI Review Framework Excludes Open-Weight Models
  31. Palantir Surges 30%, Short Sellers Lose $3 Billion in a Single Day
  32. Samsung and SK Hynix CEOs Under Police Investigation in South Korea
  33. Bank of England Quantitative Tightening May Be Coming to an End
  34. China's Bond Market Expands, but Foreign Allocation Appetite Remains Constrained by Economic Outlook
  35. Siemens Energy Q3 Results Hit Record Highs, Driven by AI Data Center Demand
  36. AI Chip Demand Tightens ABF Substrate Supply, Co-Investment Model Restarts
  37. RBI Unanimously Holds Rate at 5.25%, Lowers Inflation Forecast
  38. Banks Seek to Offload $15 Billion in Debt from Anthropic Data Center
  39. Taiwan Raids 17 Chinese Firms Over Illegal Poaching of Chip Talent
  40. Infineon Q4 Revenue Guidance Beats Expectations, AI Data Center Power Chips as Biggest Growth Engine
  41. Memory Shortage Drags Down PC Market; Apple and Nvidia Among Few Bright Spots
  42. Southbound Funds Net Buy Hong Kong Stocks for Two Consecutive Months Amid AI Turmoil
  43. Cathay Pacific's H1 Net Profit Hits Highest Since 2010
  44. HK Stocks Midday: Hang Seng Up 0.11%, Gold Stocks Rally Across the Board
  45. AI Stocks Down 60% in a Month, Baker: Fundamentals Still Accelerating
  46. Dollar Index Pulls Back to the 100 Level as Positioning and Yield Spreads Both Signal Neutrality
  47. AMD and Nvidia Diverge in Battle for AI Infrastructure Market
  48. China's Politburo Meeting Sends Ambiguous Signals, Three Key Uncertainties Remain
  49. SK Hynix Shares Surge as Market Bets on Shareholder Return Plan Materializing
  50. Three Major Investment Banks Interpret Optical Module Ban Rumors: China's Capacity Irreplaceable in Short Term, U.S. Suppliers May Seize Multi-Billion Dollar Opportunity
  51. GM and SAIC Renew Joint Venture for 20 Years Through 2047
  52. U.S. Bans Export of Tungsten Scrap and Battery Black Mass for One Year
  53. Samsung and SK Hynix Test Chinese Chip Equipment to Hedge Against U.S. Export Control Risks
  54. U.S.-Iran Hormuz Agreement Nears Finalization, 60-Day Interim Framework Revealed
  55. FMS 2026 Memory Summit: Big Three Unveil AI Roadmaps as CXMT Is Absent
  56. China's July Services PMI Falls to 50.4
  57. HK Stocks Open: AI Concept Strengthens, Optical Communication Sector Opens Lower
  58. Innovent Biologics' H1 Product Revenue Exceeds RMB 8.2 Billion, Up Over 55% YoY
  59. ChiNext Index Opens Over 3% Lower as Optical Module Stocks Decline Sharply
  60. BOJ June Meeting Minutes: Two Board Members Call for Faster Rate Hikes
  61. SoftBank Surges Over 10% as Asian Tech Stocks Rally Following U.S. AI Momentum
  62. UK AI Safety Institute: 17 Boundary-Crossing Behaviors Found in Anthropic Agent Testing
  63. Japan's July Services PMI Falls to 51.2 as Output Price Growth Hits 12-Year High
  64. Beijing Slaps 20% Tax on Offshore Trusts, Wealthy Rush to Raise Cash
  65. Kansas City Fed's Schmid: Taming Inflation Requires Tighter Monetary Policy
  66. People's Daily: China and the U.S. Should Extend the "Cooperation List" Rather Than the "Coverage List"
  67. CITIC Securities: Around $4,000 Is Likely the Bottom for This Gold Rally
  68. CICC: AI Investment Logic Shifts to "Competing on Efficiency and Returns"
  69. China Restricts Quantitative Trading, A-Share Volatility Drops to Lows but Trading Volume Shrinks
  70. Takaichi Demanded BOJ Buy More Government Bonds When Necessary
  71. Hormuz Negotiation Progress Lowers Rate Hike Expectations, Gold Trades in Narrow Range
  72. China's Ministry of Finance Issues RMB 15 Billion Sovereign Bonds in Hong Kong
  73. Nikkei 225 Opens 1% Higher, KOSPI Surges 3.8%
  74. EA Completes Privatization, Saudi Sovereign Fund Holds 93.4% Stake
  75. Foreign Banks Decode FCC Optical Module Ban Rumors: Winners and Losers
  76. Japan's June Nominal Wages Rise 3.4%, Real Wages Up for Sixth Straight Month
  77. Cloud Backlog Surges 150%, JPMorgan: Tech Stock Valuations Have Bottomed
  78. API: U.S. Crude Oil Inventories Post Unexpected Build of 2.69 Million Barrels
  79. Cloud AI Chip Makers Rush to Lock In TSMC Capacity as Long-Term Agreements Make a Comeback
  80. Waymo Considers Exiting Robotaxi Partnership with Uber
  81. Bessent: Trusts BOJ Governor Ueda to Make the Best Decisions
  82. Goldman Sachs: China's LLMs Now Dominate Global Token Usage, Market Underestimates the Shift
  83. U.S. Has Refunded Over $100 Billion in Liberation Day Tariffs
  84. Indian Diaspora Financing Exceeds $40 Billion, Supporting Rupee Exchange Rate
  85. AI Power Demand Drives U.S. Pipeline Operators to Race for Capacity Expansion
  86. Booking Holdings Q2 Revenue Beats Expectations, Stock Rises 7% After Hours
  87. Musk: Starlink V3 Satellites Represent an Order-of-Magnitude Improvement Over V2
  88. AMD Q2 Revenue Surges 50% Beating Expectations, but Q3 Guidance Disappoints Some Investors
  89. Arista Networks Q2 Revenue Beats Expectations by 38%, AI Networking Demand Accelerates
  90. Jensen Huang: Musk Is in an Excellent Position in the AI Race
  91. Pinterest Beats Q2 Expectations but Weak Guidance Sends Shares Down 7% After Hours
  92. AMD Q2 Capital Expenditure Hits $808 Million, Nearly Double the Expectations
  93. SpaceX Q2 Revenue Hits $7.8B, Beating Expectations by Over 14%
  94. High-Flyer Quant Drops Over 20% in July Alone; Institutions Say AI Theme Is Not Over
  95. Amazon Loses Injunction Bid, Perplexity AI Shopping Tool Unblocked
  96. Renaissance Capital Rare Downgrade on Apple, Citing Slowing Services Growth
  97. Samsung Unveils 400-Layer BV-NAND with 58% Storage Density Improvement
  98. SpaceX and NVIDIA Partner to Design Satellite Computing Deployment Solutions
  99. All Three Major U.S. Indexes Hit Record Highs as Chip Stocks Surge Nearly 7% in a Single Day