Topic Archive — Page 77 of 113
Every market topic nashnova has published, newest first (11242 total).
- Star Analyst Recommends Trimming Cloud Giants, Pivoting to Semiconductors, Warns AI Rally Will Hit "Speed Bumps"
- South Korea's National Assembly Discusses Unrealized Gains Tax, KOSPI Plunges 10% in Single Day Triggering Circuit Breaker
- German Pension Commission Proposes Mandatory Capitalized Fund and Gradual Retirement Age Increase to 70
- BHP Iron Ore Port Strike Suspended, Significant Gaps Remain Between Labor and Management
- UK June Services PMI Falls to 48.7, Contracting at Fastest Pace Since January 2023
- Gulf Stock Markets Fall Broadly as Oil Prices Drop and Fed Rate Hike Expectations Rise
- ECB Chief Economist Lane: Eurozone Inflation May Remain Above 2% Target Until First Half of 2027
- India's Nifty IT Index Down 28% YTD, Worst in 16 Years; Largest Fund Buys the Dip
- Google DeepMind Loses Two Top Researchers in One Week
- Syrius Robotics Drops Over 11% in Grey Market Trading, Losing HK$580 Per Lot
- Gundlach and Zulauf Warn: AI Bubble Burst Could Trigger U.S. Stock Market Peak in Q3
- MiCo Pharma-B Surges Over 60% in Grey Market Trading, Earning HK$2,200 Per Lot
- Fed September Rate Hike Expectations Rise to 90%, Dollar Index Hits One-Year High
- BNP Paribas Sets $275 Price Target for Credo Technology, Total Addressable Market Expands to $10 Billion
- Japan's Mitsubishi Chemical to Raise Helium Prices Over 30% from July as Middle East Supply Crisis Drives Up Costs
- Surging AI Data Center Optical Interconnect Demand Meets 6-Inch InP Wafer Supply Bottleneck, Constraining Industry Upgrade
- Six Government Departments Jointly Issue Guidelines to Promote Large-Scale Application of AI Technology in Advertising
- Eurozone June Composite PMI Rises to 49.5, Beating Expectations; Manufacturing Edges Lower
- Korean Media: Korean Lawmakers Discuss Taxing Unrealized Gains on Stocks and Real Estate
- ByteDance: Will Narrow Business Scope to Focus Fully on AI; No Plans to Spin Off Volcano Engine for Independent IPO
- Germany's June Composite PMI Falls to 48.0, an 18-Month Low, as Services Sector Hits 43-Month Low
- Renowned Analyst: AI-Driven Semiconductors Entering First True Demand Supercycle
- France June Composite PMI Rises to 47.6, Beating Expectations but Still in Contraction Territory
- JPMorgan Private Bank: S&P 500 Year-End Base Target at 7,800, Bull Case Could Reach 8,900
- STMicroelectronics Raises MCU Prices for the Second Time This Year, Effective June 28
- Alibaba's T-Head Increases Registered Capital to 1 Billion Yuan, Betting on Full-Stack AI Chip Strategy
- Quantitative Enhanced Index Products See Widening Negative Excess Returns as Extreme AI Sector Rally Erodes Alpha
- Sony and Nomura Lead Japanese Corporate Rush to Overseas Bond Markets, Returning to USD Debt After Nearly 30 Years
- Keytop IPO Sees 972x Margin Oversubscription, Set to List on June 26
- Zhongke Wenge's margin subscriptions oversubscribed by 3,934 times, listing on June 26
- CICC Liu Gang: Maintains Hang Seng Index Center at 26,000; Tech Index Offers Odds Value but Upside Constrained by Fundamentals
- Doubao Large Model 2.1 Released, Daily Average Token Calls Surpass 180 Trillion
- Google Cloud and Nokia Expand Partnership, Embedding Six AI Agents into Network Operations
- Israeli Stocks Plunge Over 12% This Month as Peace Talks Trigger War Premium Unwind
- NatPower Signs Initial 25GWh Energy Storage Deal with Tesla, Total Scale Reaching $5 Billion
- Deutsche Bank Cuts Gold Price Forecast by Over 20% as Gold Faces Interest Rate Pressure
- Europe's May New Car Sales Rise 3.6%, EVs Reach 34% Market Share
- Momenta to Launch Hong Kong IPO as Early as Next Week, Aiming to Raise About $900 Million
- The AI Memory Super Cycle Is Reshaping South Korea's Macroeconomic Structure
- Tesla Optimus 3 Mass Production Accelerates as Taiwanese Suppliers Begin Stocking Components
- Tech Sell-Off Hits Asian Markets as South Korea's KOSPI Triggers Circuit Breaker, Closes Down 10%
- Nissan Shelves Electric Qashqai Development, Launch Delayed to Early 2030s at Earliest
- 48 Chinese Developers File Antitrust Complaint Against Apple's App Store Commission with Market Regulator
- IBM Partners with OpenAI to Launch Enterprise-Grade AI Cybersecurity Tools
- Morgan Stanley: Sodium-Ion Battery Market Could Reach 2.4TWh by 2035, Spurring $800 Billion in Capex
- Tungsten Hexafluoride Prices Surge Over 230% Year-to-Date as Japan Production Halt Warnings Reshape Semiconductor Material Supply Chain
- Shopify to Impose Blanket Ban on E-Cigarette Sales as Mastercard Tightens Payment Controls
- India's June Composite PMI Falls to 57.4, a Three-Month Low
- Iran Scrambles for Asian Buyers After 60-Day Sanctions Waiver, but India, Japan, and South Korea Remain Cautious
- Intel Expands Taiwan Supply Chain Collaboration, Set to Resume Negotiations in October
- AWS Trainium 3 Ramps Up, Taiwan Supply Chain H2 Orders Accelerate
- PwC: Global M&A Deal Volume Expected to Reach $4 Trillion by 2026
- Tencent Plans to Sell Minority Stakes in Marvelous and Other Japanese Game Studios
- Asian Markets Sell Off Broadly: Japan Down 1.61%, Hong Kong Down 1.13%
- A-Share Midday Review: ChiNext Index Falls 2.27% as Chips, Healthcare, and Major Financials Buck the Trend
- Infineon vs. InnoScience GaN Patent War Escalates, Bilateral Market Blockade Taking Shape Between China and Europe
- European Car Sales Up 3.6% in May; Chinese Automakers' Registrations Significantly Outpace Legacy Giants
- Morgan Stanley Raises China AI Chip Market Forecast to $91 Billion, Lifts Cambricon Target Price to 1,528 Yuan
- Indonesia's Stock Market Reform May Trigger Wave of Delistings as Compliance Pressure Tests Market Depth
- Citadel: From Hedge Fund to Physical Player in the U.S. Energy Market
- Samsung Electro-Mechanics Mass-Produces FC-BGA Substrates for Qualcomm AI200, Entering Server Market for the First Time
- YMTC Holdings Sells XMC Stake as Optics Valley State Capital Takes Over Wuhan Chip Assets
- Nearfield Instruments Closes $380M Series D, Setting a Dutch Deep-Tech Record
- Volvo, Stellantis Warn EU Tech Sovereignty Policies Will Drive Up Costs for Automakers
- Conflicting U.S.-Iran Directives Trap Shipowners in Hormuz Dilemma
- Evergrande Liquidators File Judicial Review Challenging SFC-PwC Settlement Agreement, Hearing Set for August
- CFTC Seeks Public Comment on 24/7 Trading of Energy Perpetual Contracts as CME Lawsuit Remains Pending
- Nissan Shareholders Vote to Oust Nagai Motoo as Renault's Abstention Proves Decisive
- CR Power New Energy's A-Share IPO Retail Subscription Oversubscribed 683 Times, Setting SZSE's Largest Fundraising Record in 36 Years
- CATL Launches Sodium-Ion Energy Storage System TENER, Deliveries in China Starting September
- Urea Prices Plunge from $900 Peak Back to Pre-War Levels as China Export Quotas and Weak Demand Weigh
- Circle K Parent Couche-Tard Posts Strong Fuel Profit Growth, Quarterly Revenue Beats Expectations
- SK Hynix Cheongju Plant Hit by Frequent Accidents in 2026, Raising Safety Concerns Amid HBM Capacity Expansion
- China's Fiscal Deficit Narrows 4.1% in First Five Months, First Reduction Since 2023
- Oil Prices Down Over 30%—Why Are Treasury Yields Unmoved?
- India's Russian Crude Imports Expected to Hit Record in June, Accounting for Nearly 50% of Total Imports
- South Korea's Finance Minister: Current Exchange Rate Level Is "Excessive" Relative to Fundamentals
- ChiNext Falls Over 2%, Computing Power Stocks See Broad Selloff, Zhipu Drops Over 15% in Hong Kong
- Fundstrat Strategist: Mag 7 Pullback Is Maturing, Presenting a Buying Opportunity
- Mixed Signals from U.S.-Iran Talks Push Oil Prices Slightly Higher in Asian Trading
- AI Unicorn Baseten Raises $1.5 Billion at $13 Billion Valuation
- MediaTek Issues Price Hike Notice; Products with Tight Supply Expected to Lead Price Increases
- Corsair Adopts CXMT DDR5 Chips as Chinese DRAM Enters International Brand Supply Chains
- Anker Innovations Launches IPO Subscription; ZTO Express Acquires Remaining Shares of TuXi Tech for RMB 1.305 Billion
- Hong Kong Stocks Open Higher: Hang Seng Index Up 0.13%, Large Language Model Concept Stocks Lead Gains
- Oil Prices Stabilize After Iran Sanctions Waiver Takes Effect; Time Spread Structure Weakens
- Draft Financial Stability Law Submitted to NPC Standing Committee for First Review
- Senior Materials Surges 38.42% on Hong Kong IPO Debut as Global Separator Market Share Rises to 11.6%
- Momenta Passes HKEX Hearing, Ranks First Globally in Urban NOA Mass Production Scale
- Google, Tesla, and AMD Turn to Samsung for AI Chip Foundry Services
- Hua Medicine-B (06132) Opens Flat on Hong Kong IPO Debut; Three Core Products Yet to Be Approved
- Goldman Sachs: Bond Put Options Are the Optimal Hedge in a Rate Shock Scenario
- Australia Abolishes Negative Gearing Tax Benefits as Property Auction Clearance Rates Fall Below 50%
- China Links Onshore and Offshore Yuan Channels: Six Major Banks Authorized to Directly Participate in Offshore Trading
- Taiwan Retail Investors Borrow to Chase Rally as Margin Lending Surges 160% in One Year
- SpaceX Valuation Premium Far Exceeds Tesla's, Merger Expectations Drive Capital Rotation
- Early Progress in U.S.-Iran Talks as Gold Stabilizes Around $4,188
- China Proposes Raising Maximum Fines for Auditors' False Reports to 10 Times Illegal Gains
- LG Magna Turns Profitable for First Time in Q1 2026, EV Motor Business Revenue Surges 224%
- WSJ: Altman's Personal Investment Portfolio Forms Web of Interests with OpenAI Deals