Topic Archive — Page 76 of 113

Every market topic nashnova has published, newest first (11241 total).

  1. Macquarie Sharply Cuts Brent Crude Forecast: 2026 Average at $77
  2. Google Stock Falls as Talent Exodus Leads Wall Street to Question Its AI Leadership
  3. Goldman Sachs: Qatar Bazan Gas Plant Explosion May Delay LNG Production Ramp-Up by One to Two Months
  4. Micron's Options Imply ~13% Earnings Move as Put Premiums Surge Over 180% Ahead of Report
  5. Barclays and Stifel Maintain S&P 500 Year-End Target of 7,800 While Warning AI Concentration Hits 40-Year High
  6. Morgan Stanley: KOSPI's 10% Single-Day Drop Is a Short-Term Breather, Not a Trend Breakdown
  7. US-China Copper Supply Chain Battle: Dual Pressures of Tariff Escalation and Industry Concentration
  8. U.S. Government Urges Meta to Accept AI Safety Review, Making It the Only Major Developer Without an Agreement
  9. Iran Plans to Impose Transit Fees on Strait of Hormuz; Middle East Energy Infrastructure Firms May Benefit
  10. Google Class A Shares to Be Added to the Dow Jones Industrial Average
  11. Cerebras Q1 Revenue Hits $193.4M with 94% YoY Growth, EPS Beats Estimates but Shares Slip 3% After Hours
  12. Amazon Receives Second Bargaining Order Within Three Months, Timing Falls Right Before Prime Day
  13. U.S. Commerce Secretary Signals Potential Regulatory Action on Chinese State-Subsidized Robots
  14. U.S. Senate Passes Resolution 50-48 to Block Military Action Against Iran
  15. Canadian Dollar Falls to 14-Month Low as Tech Selloff Boosts Safe-Haven Dollar Demand
  16. Cboe Relaunches S&P 500 Binary Options in Direct Competition with Kalshi and Polymarket
  17. JPMorgan's New Credit Fund Wins SEC Approval for Monthly Redemption Mechanism
  18. Nasdaq Sees Sustained High Volatility as Capital Rotates into Consumer Staples
  19. Goldman's Rosner: Probability of a Fed Rate Hike in July Is a Coin Flip
  20. JPMorgan: Amazon Prime's Actual Value Exceeds Subscription Fee by 10x, Room for Price Hike
  21. Goldman Sachs Partner: 11 Stages of a Tech Bubble — and the Market Is in One
  22. Wall Street Collectively Cuts Gold Price Targets as Hawkish Fed Reshapes Gold Pricing
  23. Atlanta Fed President Candidate Emerges as Warsh Seeks to Reshape FOMC Composition
  24. Alibaba Sues U.S. Department of Defense to Be Removed from Pentagon's Military Blacklist
  25. Structural Fragility in the U.S. Treasury Market Intensifies; Fiscal Discipline Is the Fundamental Solution
  26. IMO Officially Launches Hormuz Evacuation as Kuwait Simultaneously Issues Tenders to Prepare for Production Increase
  27. Zuckerberg Directs Meta to Develop Prediction Market App
  28. Goldman Sachs 1-Delta Head: The AI Capex Trade Rubber Band Has Been Stretched to Its Limit
  29. U.S. Stocks Midday: Micron Drops Over 10% Leading Tech Selloff, AMC Plunges 25%, IBM Bucks Trend With 4% Gain
  30. SpaceX's Debut Investment-Grade Bond Draws $89 Billion in Orders
  31. SOXS Options Volume Surges as Traders Bet on Continued Chip Stock Decline via Triple-Leveraged Inverse ETF
  32. Eli Lilly: Trump's Most Favored Nation Pricing Policy to Impact Weight-Loss Drug European Launch
  33. Toyota Cuts Overseas Production by Another 100,000 Units as Strait of Hormuz Blockade Drags on Demand
  34. Needham: Nvidia's Telecom Project Could Benefit Six Companies Including Ciena, Cisco, and Nokia
  35. Russia Plans Comprehensive Ban on Diesel Exports; European Futures Premium Jumps Nearly 6% in a Single Day
  36. Blackstone Plans to Invest $30 Billion in Japanese AI Data Centers Over 3 to 5 Years
  37. CXMT IPO: A Ceiling Behind the Windfall Profits
  38. Middle East Crude Shipments Resume in Force as North Sea Brent Spot Falls to Two-Year Low
  39. SoftBank to Launch AI Server Production in Fiscal Year 2027
  40. Gulf Tanker Daily Rates Nearly Double, VLCC Earnings Hit All-Time High
  41. Serenity: Hawkish Narrative Is Amplifying Retail Panic — Treat the Semiconductor Pullback as a Buying Opportunity
  42. Micron Q3 Earnings Preview: Price Target Raised to $1,200–$1,700; Key Focus on Profit Sustainability
  43. U.S. June Composite PMI Rises to 52.2; Manufacturing Hits 49-Month High but Employment Plunges
  44. Study: Europe's $200 Billion U.S. Treasury Leverage Could Add $42 Billion to America's Annual Fiscal Costs
  45. Leveraged ETFs Amplify Chip Stock Volatility as Global Semiconductor Sector Hit by Sell-Off
  46. Russian Crude Exports Hit Year-to-Date High as Iran Sanctions Waiver Squeezes Revenue
  47. US Stocks Open: Nasdaq Falls 2.4%, Philadelphia Semiconductor Index Drops Over 7%
  48. JPMorgan: Momentum Stocks Return 35% YTD, Significantly Outpacing Quality Stocks
  49. Bernstein: AI Demand Supports Fundamentals but Valuations Approach Historical Highs
  50. Bernstein Maintains Neutral Rating on Qualcomm with Target Price 37% Below Current Level
  51. Coatue Founder Laffont: Betting on Semiconductor Equipment Is His Largest AI Position
  52. Menlo Ventures Closes $3 Billion Fund, Anthropic Bet Yields Nearly $14 Billion in Returns
  53. China Cracks Down on Cross-Border Securities Trading; Economists Say Hong Kong's Offshore Hub Status Will Actually Be Strengthened
  54. Morgan Stanley Raises China Humanoid Robot Shipment Forecast, Targeting 50,000 Units in 2026
  55. Morgan Stanley Bullish on AI Semiconductors, Market Size Could Reach $1.5 Trillion by 2030
  56. U.S. Dollar Index Hits One-Year High as Markets Bet on Prolonged High U.S. Interest Rates
  57. Goldman Sachs Q2 Equities Revenue Expected to Exceed $5.3 Billion, Setting an All-Time Record
  58. Meta Launches Its First Self-Branded Smart Glasses, With Prices Starting at $299
  59. White House Issues Two Executive Orders on Quantum Technology; IBM and Other Quantum Stocks Rise Against the Trend
  60. Report: Alibaba Plans to Sell Gaming Brand Lingxi Interactive in Deal Valued at 7-9 Billion Yuan
  61. Middle East Peace Talk Progress Sparks Supply Recovery Expectations, Aluminum Drops Over 4% Leading Base Metals Lower
  62. VIX Call Option Demand Hits Year-High as Traders Brace for Market Turbulence
  63. EU Brussels Summit Seeks to Expand Trade Defense Toolkit to Counter Chinese Competition
  64. U.S. Plans to Offer $17.5 Billion in Low-Interest Loans to Restart Large-Scale Nuclear Power Construction
  65. Report: TSMC Pushes Advanced Process Price Hikes to Customers, Covering 7nm and Below Nodes
  66. Constellation Strikes First Nuclear Power Purchase Agreement with Walmart for 176MW
  67. Samsung's HBM4 Revenue Surpasses $1 Billion as SK Hynix Deliberately Slows Down to Pivot Toward Conventional DRAM
  68. A Rare 10% Single-Day Plunge: What's Going Wrong with the Korean Stock Market?
  69. Morgan Stanley: MLCC Evolving from Commodity to Strategic Resource in the AI Era
  70. Evercore ISI Downgrades Nike, Citing Limited Upside from Turnaround
  71. Goldman Sachs Warns: The First Tech Giant to Cut AI Spending Will Trigger a Market-Wide Repricing
  72. JPMorgan: Extreme Heat Is Reshaping Global Energy Demand
  73. FAO Warns El Niño Threatens Global Agriculture; China's Grain Imports May Face Pressure
  74. BofA Raises Price Targets on Intel, Arm and Other Chip Stocks as AI Visibility Extends to 2028
  75. Barclays Considers Return to Japan Cash Equities Business, Over a Decade After Previous Exit
  76. Iran Says $12 Billion in Frozen Funds to Be Unfrozen in Two Tranches
  77. Multiple ECB Officials Warn of Oil Price Pass-Through Spreading, Inflation May Stay Above 2% for Extended Period
  78. Abu Dhabi's MGX Completes ~$50 Billion Fundraise to Accelerate AI Infrastructure Investment
  79. Maersk CEO: Container Demand in H2 Expected to Sustain H1's Strong Momentum
  80. BASiC Semiconductor Passes HKEX Hearing, Poised to Become Hong Kong's First SiC Stock
  81. WeChat Rolls Out Biggest Update Ever as Alipay Simultaneously Unveils Major Redesign
  82. UK June Composite PMI Falls to 49.4, Hitting 14-Month Low
  83. AI Memory & Chip Stocks Sell Off Across the Board as South Korea's Two Storage Giants Plunge Over 12% in a Single Day
  84. JPMorgan Upgrades IBM to Overweight with $291 Price Target
  85. BlackRock: Energy Bottlenecks Create Investment Opportunities Beyond Oil & Gas Producers
  86. SoftBank-Backed Carro Eyes U.S. IPO as Early as This Month, Seeking Up to $500 Million
  87. Netherlands Plans to Open €1.5 Trillion Mandatory Occupational Pension Market to EU Institutions
  88. London Stocks Fall to Over One-Week Low as Rising Rate Hike Expectations Drag Down Mining Shares
  89. JPMorgan: Section 232 Tariffs Are the Core Trading Theme for Copper in H2
  90. Tencent's WeCom Tests AI Agent "Da Yuan," Targeting Workflow Entry Point
  91. Musk Warns Trump: Taiwan Chip Concentration Risk Could Spell "Disaster"
  92. U.S. Treasury Yields Edge Lower as Rate Hike Expectations Weigh on Global Tech Stocks
  93. Masayoshi Son Dismisses Musk's Space Data Center Vision, Says AI Race Hinges on Ground-Based Computing Power
  94. China's Supercomputer LineShine Reclaims TOP500 Crown, but Ranks Only Fourth in AI Computing Power
  95. Iran Establishes Dedicated Insurance Firm, Effectively Imposing Tolls on Strait of Hormuz
  96. Portuguese Drone Unicorn Tekever Plans to Build Factory in Japan and Export to Asia
  97. Qianfan Constellation Parent Company Seeks Up to 7.4 Billion Yuan in Financing to Scale LEO Satellite Deployment
  98. Hong Kong May CPI Rises 2.0% YoY, Driven by Accelerating Transport and Medical Costs
  99. Institution: Global Memory Market Faces Sharp Price Correction Risk in H2 2027
  100. Star Analyst Recommends Trimming Cloud Giants, Pivoting to Semiconductors, Warns AI Rally Will Hit "Speed Bumps"
Topic Archive — Page 76 · nashnova