Topic Archive — Page 78 of 114

Every market topic nashnova has published, newest first (11368 total).

  1. BofA Raises Price Targets on Intel, Arm and Other Chip Stocks as AI Visibility Extends to 2028
  2. Barclays Considers Return to Japan Cash Equities Business, Over a Decade After Previous Exit
  3. Iran Says $12 Billion in Frozen Funds to Be Unfrozen in Two Tranches
  4. Multiple ECB Officials Warn of Oil Price Pass-Through Spreading, Inflation May Stay Above 2% for Extended Period
  5. Abu Dhabi's MGX Completes ~$50 Billion Fundraise to Accelerate AI Infrastructure Investment
  6. Maersk CEO: Container Demand in H2 Expected to Sustain H1's Strong Momentum
  7. BASiC Semiconductor Passes HKEX Hearing, Poised to Become Hong Kong's First SiC Stock
  8. WeChat Rolls Out Biggest Update Ever as Alipay Simultaneously Unveils Major Redesign
  9. UK June Composite PMI Falls to 49.4, Hitting 14-Month Low
  10. AI Memory & Chip Stocks Sell Off Across the Board as South Korea's Two Storage Giants Plunge Over 12% in a Single Day
  11. JPMorgan Upgrades IBM to Overweight with $291 Price Target
  12. BlackRock: Energy Bottlenecks Create Investment Opportunities Beyond Oil & Gas Producers
  13. SoftBank-Backed Carro Eyes U.S. IPO as Early as This Month, Seeking Up to $500 Million
  14. Netherlands Plans to Open €1.5 Trillion Mandatory Occupational Pension Market to EU Institutions
  15. London Stocks Fall to Over One-Week Low as Rising Rate Hike Expectations Drag Down Mining Shares
  16. JPMorgan: Section 232 Tariffs Are the Core Trading Theme for Copper in H2
  17. Tencent's WeCom Tests AI Agent "Da Yuan," Targeting Workflow Entry Point
  18. Musk Warns Trump: Taiwan Chip Concentration Risk Could Spell "Disaster"
  19. U.S. Treasury Yields Edge Lower as Rate Hike Expectations Weigh on Global Tech Stocks
  20. Masayoshi Son Dismisses Musk's Space Data Center Vision, Says AI Race Hinges on Ground-Based Computing Power
  21. China's Supercomputer LineShine Reclaims TOP500 Crown, but Ranks Only Fourth in AI Computing Power
  22. Iran Establishes Dedicated Insurance Firm, Effectively Imposing Tolls on Strait of Hormuz
  23. Portuguese Drone Unicorn Tekever Plans to Build Factory in Japan and Export to Asia
  24. Qianfan Constellation Parent Company Seeks Up to 7.4 Billion Yuan in Financing to Scale LEO Satellite Deployment
  25. Hong Kong May CPI Rises 2.0% YoY, Driven by Accelerating Transport and Medical Costs
  26. Institution: Global Memory Market Faces Sharp Price Correction Risk in H2 2027
  27. Star Analyst Recommends Trimming Cloud Giants, Pivoting to Semiconductors, Warns AI Rally Will Hit "Speed Bumps"
  28. South Korea's National Assembly Discusses Unrealized Gains Tax, KOSPI Plunges 10% in Single Day Triggering Circuit Breaker
  29. German Pension Commission Proposes Mandatory Capitalized Fund and Gradual Retirement Age Increase to 70
  30. BHP Iron Ore Port Strike Suspended, Significant Gaps Remain Between Labor and Management
  31. UK June Services PMI Falls to 48.7, Contracting at Fastest Pace Since January 2023
  32. Gulf Stock Markets Fall Broadly as Oil Prices Drop and Fed Rate Hike Expectations Rise
  33. ECB Chief Economist Lane: Eurozone Inflation May Remain Above 2% Target Until First Half of 2027
  34. India's Nifty IT Index Down 28% YTD, Worst in 16 Years; Largest Fund Buys the Dip
  35. Google DeepMind Loses Two Top Researchers in One Week
  36. Syrius Robotics Drops Over 11% in Grey Market Trading, Losing HK$580 Per Lot
  37. Gundlach and Zulauf Warn: AI Bubble Burst Could Trigger U.S. Stock Market Peak in Q3
  38. MiCo Pharma-B Surges Over 60% in Grey Market Trading, Earning HK$2,200 Per Lot
  39. Fed September Rate Hike Expectations Rise to 90%, Dollar Index Hits One-Year High
  40. BNP Paribas Sets $275 Price Target for Credo Technology, Total Addressable Market Expands to $10 Billion
  41. Japan's Mitsubishi Chemical to Raise Helium Prices Over 30% from July as Middle East Supply Crisis Drives Up Costs
  42. Surging AI Data Center Optical Interconnect Demand Meets 6-Inch InP Wafer Supply Bottleneck, Constraining Industry Upgrade
  43. Six Government Departments Jointly Issue Guidelines to Promote Large-Scale Application of AI Technology in Advertising
  44. Eurozone June Composite PMI Rises to 49.5, Beating Expectations; Manufacturing Edges Lower
  45. Korean Media: Korean Lawmakers Discuss Taxing Unrealized Gains on Stocks and Real Estate
  46. ByteDance: Will Narrow Business Scope to Focus Fully on AI; No Plans to Spin Off Volcano Engine for Independent IPO
  47. Germany's June Composite PMI Falls to 48.0, an 18-Month Low, as Services Sector Hits 43-Month Low
  48. Renowned Analyst: AI-Driven Semiconductors Entering First True Demand Supercycle
  49. France June Composite PMI Rises to 47.6, Beating Expectations but Still in Contraction Territory
  50. JPMorgan Private Bank: S&P 500 Year-End Base Target at 7,800, Bull Case Could Reach 8,900
  51. STMicroelectronics Raises MCU Prices for the Second Time This Year, Effective June 28
  52. Alibaba's T-Head Increases Registered Capital to 1 Billion Yuan, Betting on Full-Stack AI Chip Strategy
  53. Quantitative Enhanced Index Products See Widening Negative Excess Returns as Extreme AI Sector Rally Erodes Alpha
  54. Sony and Nomura Lead Japanese Corporate Rush to Overseas Bond Markets, Returning to USD Debt After Nearly 30 Years
  55. Keytop IPO Sees 972x Margin Oversubscription, Set to List on June 26
  56. Zhongke Wenge's margin subscriptions oversubscribed by 3,934 times, listing on June 26
  57. CICC Liu Gang: Maintains Hang Seng Index Center at 26,000; Tech Index Offers Odds Value but Upside Constrained by Fundamentals
  58. Doubao Large Model 2.1 Released, Daily Average Token Calls Surpass 180 Trillion
  59. Google Cloud and Nokia Expand Partnership, Embedding Six AI Agents into Network Operations
  60. Israeli Stocks Plunge Over 12% This Month as Peace Talks Trigger War Premium Unwind
  61. NatPower Signs Initial 25GWh Energy Storage Deal with Tesla, Total Scale Reaching $5 Billion
  62. Deutsche Bank Cuts Gold Price Forecast by Over 20% as Gold Faces Interest Rate Pressure
  63. Europe's May New Car Sales Rise 3.6%, EVs Reach 34% Market Share
  64. Momenta to Launch Hong Kong IPO as Early as Next Week, Aiming to Raise About $900 Million
  65. The AI Memory Super Cycle Is Reshaping South Korea's Macroeconomic Structure
  66. Tesla Optimus 3 Mass Production Accelerates as Taiwanese Suppliers Begin Stocking Components
  67. Tech Sell-Off Hits Asian Markets as South Korea's KOSPI Triggers Circuit Breaker, Closes Down 10%
  68. Nissan Shelves Electric Qashqai Development, Launch Delayed to Early 2030s at Earliest
  69. 48 Chinese Developers File Antitrust Complaint Against Apple's App Store Commission with Market Regulator
  70. IBM Partners with OpenAI to Launch Enterprise-Grade AI Cybersecurity Tools
  71. Morgan Stanley: Sodium-Ion Battery Market Could Reach 2.4TWh by 2035, Spurring $800 Billion in Capex
  72. Tungsten Hexafluoride Prices Surge Over 230% Year-to-Date as Japan Production Halt Warnings Reshape Semiconductor Material Supply Chain
  73. Shopify to Impose Blanket Ban on E-Cigarette Sales as Mastercard Tightens Payment Controls
  74. India's June Composite PMI Falls to 57.4, a Three-Month Low
  75. Iran Scrambles for Asian Buyers After 60-Day Sanctions Waiver, but India, Japan, and South Korea Remain Cautious
  76. Intel Expands Taiwan Supply Chain Collaboration, Set to Resume Negotiations in October
  77. AWS Trainium 3 Ramps Up, Taiwan Supply Chain H2 Orders Accelerate
  78. PwC: Global M&A Deal Volume Expected to Reach $4 Trillion by 2026
  79. Tencent Plans to Sell Minority Stakes in Marvelous and Other Japanese Game Studios
  80. Asian Markets Sell Off Broadly: Japan Down 1.61%, Hong Kong Down 1.13%
  81. A-Share Midday Review: ChiNext Index Falls 2.27% as Chips, Healthcare, and Major Financials Buck the Trend
  82. Infineon vs. InnoScience GaN Patent War Escalates, Bilateral Market Blockade Taking Shape Between China and Europe
  83. European Car Sales Up 3.6% in May; Chinese Automakers' Registrations Significantly Outpace Legacy Giants
  84. Morgan Stanley Raises China AI Chip Market Forecast to $91 Billion, Lifts Cambricon Target Price to 1,528 Yuan
  85. Indonesia's Stock Market Reform May Trigger Wave of Delistings as Compliance Pressure Tests Market Depth
  86. Citadel: From Hedge Fund to Physical Player in the U.S. Energy Market
  87. Samsung Electro-Mechanics Mass-Produces FC-BGA Substrates for Qualcomm AI200, Entering Server Market for the First Time
  88. YMTC Holdings Sells XMC Stake as Optics Valley State Capital Takes Over Wuhan Chip Assets
  89. Nearfield Instruments Closes $380M Series D, Setting a Dutch Deep-Tech Record
  90. Volvo, Stellantis Warn EU Tech Sovereignty Policies Will Drive Up Costs for Automakers
  91. Conflicting U.S.-Iran Directives Trap Shipowners in Hormuz Dilemma
  92. Evergrande Liquidators File Judicial Review Challenging SFC-PwC Settlement Agreement, Hearing Set for August
  93. CFTC Seeks Public Comment on 24/7 Trading of Energy Perpetual Contracts as CME Lawsuit Remains Pending
  94. Nissan Shareholders Vote to Oust Nagai Motoo as Renault's Abstention Proves Decisive
  95. CR Power New Energy's A-Share IPO Retail Subscription Oversubscribed 683 Times, Setting SZSE's Largest Fundraising Record in 36 Years
  96. CATL Launches Sodium-Ion Energy Storage System TENER, Deliveries in China Starting September
  97. Urea Prices Plunge from $900 Peak Back to Pre-War Levels as China Export Quotas and Weak Demand Weigh
  98. Circle K Parent Couche-Tard Posts Strong Fuel Profit Growth, Quarterly Revenue Beats Expectations
  99. SK Hynix Cheongju Plant Hit by Frequent Accidents in 2026, Raising Safety Concerns Amid HBM Capacity Expansion
  100. China's Fiscal Deficit Narrows 4.1% in First Five Months, First Reduction Since 2023
Topic Archive — Page 78 · nashnova