Topic Archive — Page 79 of 156

Every market topic nashnova has published, newest first (15508 total).

  1. Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4
  2. Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time
  3. G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure
  4. Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental
  5. Key Events Next Week: U.S. Nonfarm Payrolls, China CPI, SpaceX's First Earnings Report
  6. Trump Announces Cancellation of Iran Strike, Conditional on Reaching a Quick Deal
  7. Foreign Investors' Single-Day Net Buying of Korean Stocks Hits Record; Citi Maintains KOSPI Target of 3,000
  8. North American Tech Giants' CDS Spreads Widen Across the Board in July as AI Spending Spree Triggers Credit Risk Repricing
  9. OpenAI's New Model Astra Solves 10 Fields Medal-Level Math Problems
  10. CSC: AI Computing Hardware Remains Highly Prosperous, Software Recovery Signals Increasing
  11. Goldman Sachs Equities Trading Revenue Hits Record High in Single Quarter, Surging 72% YoY
  12. Asia's AI Computing Expansion Hits Power Bottleneck
  13. Goldman Sachs: The Most Intense Capital Competition Cycle in History Is Here, and the Fed Is Just a Bystander
  14. South Korea's NAND Export Unit Price Drops for First Time in Nearly 10 Months, While SSDs Remain Strong
  15. The Era of AI Agent Attacks Has Arrived: OpenAI's Breach into Hugging Face Triggers Security Alarm
  16. BYD July Global Sales Up 21.8%, Overseas Shipments Double
  17. S&P 500 Equal-Weight Index Posts Record Outperformance Over Nasdaq 100 in July
  18. Qatar LNG Tanker Attacked Again, Strait of Hormuz Risk Escalates
  19. Nomura Raises Zhongji Innolight Target Price to RMB 1,375
  20. Macau July Gaming Revenue Drops 8.4%, Declining for Second Consecutive Month
  21. OpenAI Leans Toward Postponing IPO to 2027
  22. CXMT's LPDDR6 R&D Validation Nearing Completion
  23. China's Politburo Meeting Maintains Existing Policy Tools Unchanged
  24. TLT Falls to 22-Year Low as Hedging Costs Rise to Five-Month High
  25. U.S. and Japan Jointly Intervene in Yen Market for First Time in Nearly 30 Years
  26. Bulls and Bears Battle at S&P 500 7,500: Options Data Sends Cautious Signals
  27. St. Louis Fed: Bond Market Selloff Signals Warning on Fed Credibility
  28. OpenAI Previews Astra Model to U.S. Regulators
  29. Memory Chip Shortage Weighs on China Smartphone Demand
  30. Trump AI Executive Order 60-Day Framework Deadline Expires
  31. U.S. and Israel Reportedly Planning to Bomb Iran's Energy Targets
  32. Hedge Fund Crude Oil Long Positions See Largest Weekly Increase in Four Months
  33. Bitcoin Gains 7.5% in July as Forced Selling Pressure Already Exhausted
  34. South Korean Leveraged ETFs Face Mandatory Reduction to 1x Leverage, AUM Already Down 78%
  35. Microsoft's Federal Tax Plunges 82% as Accelerated Depreciation on AI Capital Spending Takes Center Stage
  36. Report: Warsh Considers Reducing Frequency of Fed Policy Meetings
  37. Nasdaq Posts Worst July in 22 Years; Goldman Sachs Reviews ETF Resilience
  38. Market Misreads Warsh as Dovish — His Actual Words Don't Rule Out Rate Hikes
  39. Fed's Alternative Inflation Gauge Falls to Multi-Year Low
  40. Richmond Fed President: Hard to Judge Whether Rates Are Sufficiently Restrictive
  41. Big Four Tech Giants Post Combined $95 Billion Free Cash Flow Loss in Q2
  42. NXP Plans $3.3 Billion Acquisition of Autonomous Driving Camera Chip Maker Ambarella
  43. U.S. Treasury Eyes Entry into Repo Market to Reshape Funding Structure
  44. Cloud Giants Shift Gears on Capex: Revenue Accelerating, Debt Financing Share Rising
  45. Hedging Costs for Deep U.S. Treasury Selloff Rise to Five-Month High
  46. Three Fed Dissenting Officials Speak Out as 30-Year Treasury Yield Hits 19-Year High
  47. Japan Sells U.S. Treasuries to Fund Yen Intervention, 10-Year Yield Hits New 2023 High
  48. Bernstein: Whether Orbital AI Data Centers Can Materialize Is Key to SpaceX Valuation
  49. Oil Prices Return to $80 as Large-Scale U.S. SPR Release Remains Off the Table
  50. EU AI Act Expands Scope of Application
  51. China's 12th National Drug Bulk Procurement Round Successfully Purchases 65 Drugs
  52. KKR's Arctos Plans $250 Million Investment in Insurer Kuvare
  53. Mag 7 Earnings Season Sets Records: Microsoft and Amazon Surge While Apple and Tesla Plunge
  54. Amazon Completes $50 Billion Investment in OpenAI
  55. U.S. July Michigan Consumer Sentiment Rises to 55.2, Hitting Highest Since February
  56. Circle Obtains New York Trust License, Expanding Regulatory Footprint
  57. U.S. Adds 43 Companies to Uyghur Forced Labor Import Ban List
  58. Musk Denies Reports of Tesla Selling China Business
  59. Momentum Stocks Post Strongest Single-Day Gain Since 2000 as Burry Doubles Down on AI Short Bets
  60. Iran Announces Temporary Closure of the Strait of Hormuz
  61. Iranian Drones Strike U.S. Military Base in Kuwait; Two Oil Tankers Hit in Strait of Hormuz
  62. U.S. Q2 Labor Costs Rise 0.9%, Slightly Above Expectations
  63. Wall Street Analyst Ratings Roundup: NVIDIA, Amazon, and Other Key Names
  64. China Approves 8 Nuclear Power Units with Total Investment Exceeding 170 Billion Yuan
  65. Kimi Trained on Alibaba's Cluster of 20,000 Nvidia Chips
  66. Westinghouse Electric Confidentially Files for IPO
  67. Jeff Dean: Inference Hardware Is the Next Critical Bottleneck for AI Adoption
  68. Novo Nordisk's Heart Disease Drug Fails in Clinical Trial, Stock Drops Over 10%
  69. Analyst: Apple Should Seek Intel as Supplementary Chip Supplier
  70. U.S. Equity Funds Post $11.8 Billion Weekly Net Inflow, Reversing Two-Week Outflow Streak
  71. Bitcoin August Put Options Take the Lead as Sentiment Turns Bearish
  72. Cboe Q2 Profit Surges as Options Trading Volume Hits Record
  73. Moderna's Norovirus Vaccine Early Trial Misses Endpoints, Stock Drops Over 7% Premarket
  74. Vanke Completes Board Reshuffle, Xu Enli Appointed as Chairman
  75. AI Data Center Boom Lifts Industrial Stocks Including Coatings and Asphalt Suppliers
  76. MediaTek Approves $5 Billion Financing Budget Betting on AI Data Center Chips
  77. U.S. Stocks Wrap Up July: AI Earnings Boost Sentiment as August's Seasonal Lull Approaches
  78. Saudi PIF's Acquisition of EA Clears EU Foreign Subsidies Review, Closing Set for August 4
  79. ExxonMobil Q2 Profit Hits Four-Year High but Misses Expectations
  80. U.S. Auto Safety Regulator Investigates Suspension Failures in 1.2 Million Tesla Vehicles
  81. Chevron Q2 Net Profit Hits Record High as War Drives Oil Price Surge
  82. Ares Management Raises Record $36 Billion in Q2
  83. AI Infrastructure Narrative Shift: Pricing Power Moves from TSMC to Memory
  84. China's Debt Ratio Declined in Q2, but Private Sector Contraction Raises Concerns
  85. Xiaomi Receives HK$1.716 Billion Net Buying from Southbound Funds
  86. Apple Signals Continued Memory Cost Increases, Micron Stock Surges Over 22% in Two Days
  87. EU Commission Accuses Temu of Obstructing Surprise Inspections
  88. Trading Volume Plunges 75% on First Day of South Korea's New Leveraged Single-Stock ETF Rules
  89. Eurozone July CPI Rises to 2.9%, ECB September Rate Hike Expectations Heat Up
  90. Germany's July Unemployment Nears 3 Million, Unemployment Rate Rises to 6.4%
  91. Hong Kong Q2 GDP Grows 4.3% YoY, Driven by Strong External Trade
  92. Ray Dalio: AI Bubble Has Emerged, 80-Year Grand Cycle Entering Decline Phase
  93. OpenAI Launches DeployCo to Bet Big on Enterprise AI Deployment
  94. Apple Leads Global Phone ASP to Record High as Shipments Drop to 2013 Lows
  95. Taiwan Q2 GDP Surges 12.92%, Powered by AI and U.S. Trade Dual Engines
  96. France July Inflation Jumps to 2.4%, Beating All Expectations
  97. Four Departments Jointly Issue 22 Measures to Strengthen Financial Institution Governance
  98. Murata Manufacturing Raises Full-Year Profit Forecast While Warning of Slowdown in Hyperscale Data Center Spending
  99. Goldman Sachs: Yen Could Fall to 165 per Dollar Within a Year
  100. AI Hedge Fund SALP Blows Up: How 4x Leverage Triggered a Wall Street Liquidation Hunt