Topic Archive — Page 78 of 156

Every market topic nashnova has published, newest first (15504 total).

  1. U.S. Treasury's Growing Reliance on Short-Term Debt Raises Short-End Rate Shock Risk
  2. Boeing Receives Rare Double Upgrade; 80% of Analysts Rate It a Buy
  3. Iran War Leaves Belgium Fully Dependent on Russian LNG in July
  4. BlackRock Launches Two Tokenized Money Market Funds Targeting Stablecoin Reserves
  5. Goldman Sachs: Global AI Actual Investment to Exceed $1 Trillion in 2026
  6. KKR Raises $19.2 Billion for Its Largest Infrastructure Fund Ever
  7. Deutsche Bank: Software Stocks Can Hedge Chip Volatility
  8. FT: ASML's Grip on Chip Manufacturing Is Weakening
  9. Northrop Grumman Signs Over $3 Billion Missile Defense Production Agreement
  10. Visa Acquires Anti-Fraud Firm BioCatch for $2.4 Billion
  11. U.S. Treasury Sells Euros to Buy Yen; HSBC Says Move May Be Unprecedented
  12. Italy Plans to Sell 4.9% Stake in Monte dei Paschi, Paving the Way for Intesa Acquisition
  13. Nvidia Stock Stuck in $200 Range, August Earnings Could Be the Catalyst
  14. Strategy Sells 1,638 Bitcoin While Simultaneously Repurchasing STRC Preferred Stock
  15. Banks Use "Crash Put Options" to Hedge Leveraged ETF Tail Risk
  16. Japan's LDP Pushes Food Tax Cut, Raising Dual Risks of Fiscal Strain and Inflation
  17. Goldman Sachs: Valuation Gap Between Big Tech and Broader Market Nearly Vanishes
  18. Pentagon Opens Military Bases for AI Data Center Construction
  19. Bank of Korea Resumes Gold Purchases After 13 Years, Also Investing in Gold ETFs
  20. Cathie Wood Adds SpaceX, CoreWeave, and Tesla While Trimming Shopify
  21. China Revises IC Layout Design Protection Regulations, Introducing Punitive Damages
  22. Hang Seng Index Surges 13.1% in July, Led by Consumer Discretionary
  23. WuXi AppTec: Pentagon Listing Damages Reputation and U.S. Business
  24. Micron Falls in Sympathy with SK Hynix; Alibaba Rises 4.2%
  25. U.S. Adds 43 Chinese Companies to Forced Labor Blacklist
  26. Alibaba Merges Three Products into Qwen Office, Targeting Enterprise AI Market
  27. Southbound Funds Net Bought HK$11 Billion, Loading Up on Tracker Fund and Tech Stocks
  28. SpaceX Releases First-Ever Earnings Report; AI Spending Scale in Focus
  29. DDR4 and NAND Prices Hit Multi-Year Highs as AI Capacity Competition Extends Upcycle
  30. AMEC's Net Profit Expected to Surge Over 282% in H1
  31. NY Fed's Williams: Won't Hesitate to Raise Rates If Inflation Doesn't Come Down
  32. Bitcoin Futures Yield Falls Below U.S. Treasuries as Arbitrage Spread Continues to Narrow
  33. Memory Makers Race to Expand Capacity as Kioxia Sticks to Technology-First Strategy
  34. Yen Surge Weighs on Japanese Stocks; Strategists Say Earnings Downgrade Risk Is Limited
  35. India Plans to Extend Contract Manufacturing Tax Incentives to 2041, Benefiting Apple
  36. Wall Street Banks: Tech Deleveraging Nearing End, Macro Risks Take the Baton
  37. AI Coding Tools Are Eroding NVIDIA's CUDA Software Moat
  38. NDRC and NEA Release New Power System Plan for the 15th Five-Year Period
  39. AMD Q2 Earnings Preview: AI Chip Revenue and H2 Guidance Are Key
  40. Iran Says Hormuz Negotiations Nearing Conclusion as Trump Calls Off Military Strike
  41. Hong Kong stocks start August on a high note, HSI gains 0.48% to reclaim 26,000
  42. ASML Optics Supplier Zeiss: AI Demand Can Be Met, Capacity Continues to Expand
  43. BOJ: AI Demand May Exert Sustained Upward Pressure on Inflation
  44. Germany's June Retail Sales Drop 1.1% MoM, Marking Largest Monthly Decline in Over a Year
  45. US AI Chain Q2 Earnings Beat Expectations by 71%, Setting a Multi-Decade Record
  46. Eurozone July Manufacturing PMI Rises to 51.9, Output Hits 4.5-Year High but Demand Remains Weak
  47. ECB: Iran War Severely Undermines Eurozone Consumer Confidence
  48. Germany's July Manufacturing PMI Rises to 52.2, Strongest in Four and a Half Years
  49. Tesla July European Registrations Diverge: France Up 86%, Norway Down 97%
  50. Yen Appreciation Drives Asian Currencies Higher; Korean Won Most Sensitive
  51. U.S.-Iran Diplomacy Lifts European Stocks: Energy Shares Drop 2% While Travel Stocks Gain 2.1%
  52. MUFG Q1 Net Profit Surges 48%, Beating Analyst Expectations
  53. Oxford Economics: China's Q3 Fiscal Push Window Has Arrived
  54. Goldman Sachs: China AI Stocks Severely Underweight, Hong Kong Market May Present Rotation Opportunity
  55. China's Social Security Fund Increased A-Share Holdings in First Seven Months, Semiconductors Account for Nearly 60% of Portfolio
  56. Palantir Q2 Earnings Preview: Growth and Margins May Both Be Peaking
  57. Japan July Manufacturing PMI Final Reading at 54.5, Expanding for Seven Consecutive Months
  58. DeepSeek V4-Flash Operating Costs Far Below Comparable Models
  59. Apple Flags Advanced Node Capacity Crunch as 2nm Competition Intensifies
  60. SK On Q2 Posts Record Quarterly Profit Since Listing
  61. Xiaomi Raises Flagship Phone Prices for Third Time This Year as Chip and Memory Costs Continue to Climb
  62. Shein Plans to Compensate Late-Stage Investors to Align with Hong Kong IPO Valuation
  63. Gelsinger Joins xLight, Plans to Bring TSMC into U.S. Domestic Lithography Project
  64. U.S. Ban on Chinese AI Models Could Cost Enterprises Up to $12 Billion Annually
  65. Alibaba Launches Qwen3.8-Max with 2.4 Trillion Parameters, Benchmarking Against Anthropic
  66. Fanuc Shares Suffer Biggest Single-Day Drop in 40 Years
  67. HKEX 5-Year Treasury Bond Futures Officially Listed, Filling Offshore Hedging Gap
  68. Doosan Acquires SK Siltron for KRW 2.3 Trillion, Expanding into Semiconductor Wafer Supply Chain
  69. Japan Plans to Use Fed Repo Facility to Defend Yen, Reducing Pressure from Selling U.S. Treasuries
  70. Iron Ore Drops to Over One-Year Low as Trader Scandal Compounds Weak Demand
  71. China's July Manufacturing PMI Falls to 50.9
  72. Korean Chip Stocks Retreat Monday, Samsung and SK Hynix Each Drop ~9%
  73. AI Server Demand Drives Revival of Long-Term MLCC Supply Agreements
  74. U.S. FCC Adds Robots to Restricted List, Blocking Unitree Robotics' New Products from Entering the U.S.
  75. CATL Rises to 3rd Largest Global Auto Supplier
  76. CXMT Surges 523% in IPO Week as Analyst Price Targets Show Widest Divergence in Asia
  77. Morgan Stanley Upgrades South Korean Equities to Overweight, Targeting 36% Upside
  78. JPMorgan: U.S. Treasury Has Limited Ammunition for Yen Intervention
  79. Toyota Q2 Operating Profit Expected to Decline for Fifth Consecutive Quarter
  80. XPeng, NIO, and Li Auto All See July Sales Decline as Price War Concerns Intensify
  81. US-Iran Ceasefire Signals Trigger Sharp Oil Sell-Off, Brent Drops Over 8%
  82. Goldman Sachs Prime Desk Net Buying Hits Highest Level Since November 2020
  83. Trump Calls Yen Intervention a "Signal of Friendship"
  84. AstraZeneca and Bristol-Myers Squibb in Merger Talks Valued at Nearly $400 Billion
  85. Japan's Corporate Capital Expenditure Hits Record High, Led by AI and Factory Investment
  86. Rubin Ultra Downgrade Rumors: HBM4E Demand Under Pressure, Memory Stock Valuations Reassessed
  87. Multiple U.S. States Revoke Data Center Tax Incentives, AI Computing Costs May Rise 7%
  88. U.S. Financial Sector Surges 6.3% in July to Record High; September Rate Hike Expectations Emerge as Key Wildcard
  89. Xing Ziqiang: AI Investment Enters Halftime, a 9·24-Style Reversal Is Unlikely
  90. JPMorgan Private Bank: S&P 500 to Rise Over 10% in the Next Year
  91. Two Indicators Signal: AI Capital Spending Boom May Be Cooling Off
  92. CITIC Securities: A-Share Correction Largely Over, August Recovery Expected
  93. Markets Price in September Rate Hike Ahead of Jackson Hole as Morgan Stanley Warns of Tail Risks
  94. US and EU Simultaneously Restrict Chinese Solar Inverters, Supply Chain Pressure Mounts
  95. Seven OPEC+ Nations Agree in Principle to Increase Output by 188K Bpd Again in September
  96. PBOC Sets Tone for H2: Timely Policy Tool Adjustments to Boost Domestic Demand
  97. Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4
  98. Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time
  99. G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure
  100. Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental