Topic Archive — Page 79 of 113

Every market topic nashnova has published, newest first (11242 total).

  1. Starmer Announces Resignation as Burnham Emerges as Frontrunner for UK Prime Minister
  2. EU Plans to Tighten Cobalt Dust Exposure Limits; Industry Warns of Self-Inflicted Supply Chain Damage
  3. Groq Completes $650 Million Funding Round, Pivots to AI Inference Data Center Operator
  4. Interactive Brokers Integrates ChatGPT and Grok, Expanding AI Agent Trading Capabilities
  5. US Stocks at Open: Memory and Chip Stocks Lead Gains, SpaceX Extends Decline to 10%, Google Falls 5%
  6. Japan's Sakana AI Releases Fugu System, Claims Performance Surpasses GPT-5.5, Gemini, and Opus
  7. Google Invests Approximately $75 Million for Stake in A24 as DeepMind Explores AI Filmmaking Tools
  8. Salesforce Stock Hits Record 14-Day Losing Streak, Down 43% Year-to-Date
  9. Limited Market Rally After US-Iran Interim Deal: Deutsche Bank Cites Four Factors Constraining Risk Assets
  10. Bernstein: Tokenized RWA Market Cap Surges 40% Past $51B, Competition in Equity Tokenization Accelerates
  11. U.S. Treasury Issues Iran-Related General License, Permitting Oil Sales Through August 21
  12. Lagarde: Inflation Expectations Remain Anchored, ECB Sees No Need for Stronger Policy Response
  13. Dell and Super Micro Launch Next-Gen AI Servers Powered by Nvidia Vera Rubin
  14. ICE and OKX Joint Venture Launches, Former New York Governor Cuomo Named Co-Chairman
  15. Meta Invests $900 Million in India's Cred, Founder Tapped to Lead WhatsApp
  16. NVIDIA Launches Halos Software to Enable Safe Human-Robot Collaboration for Humanoid Robots
  17. Agitek Micro's Margin Subscription Oversubscribed 194 Times with Entry Cost of HK$12,763 per Lot
  18. Micron Reaches Strategic Agreement with Anthropic to Collaborate on Expanding Next-Generation AI Infrastructure
  19. Retail Surge Drives Momentum Stocks to Record Quarterly Extremes
  20. SpaceX Launches Marketing for First Investment-Grade Bond Offering, Targeting at Least $20 Billion in Financing
  21. Goldman Sachs: Accelerating EV Adoption Could Cut Global Oil Demand by Over 300K Barrels/Day by End of 2027
  22. Bernstein: Cloud Giants' AI Capex Approaching Cash Flow Ceiling, Financing Pressure Has Arrived
  23. BTIG Warns: Semiconductor Relative Strength Hits Extreme Levels, Historically Seen Only at Major Market Tops
  24. Strategy Purchased Another 520 BTC Last Week for Approximately $34.9 Million
  25. China's 618 Shopping Festival GMV Nearly Flat Year-over-Year
  26. Survey: China's Biotech Closing In on the U.S., Already Leading in Clinical Development and Supply Chain
  27. Amazon Prime Day Becomes Consumer Sentiment Barometer as Analysts Forecast $21.6 Billion in Sales
  28. Monday Wall Street Ratings Roundup: Micron Price Target Raised to $1,300, Apple Siri Gets Reassessed
  29. Bucking the Trend: Citi's Three Reasons for Sticking with an October Rate Cut
  30. Hong Kong Q1 2026 GDP Grows 5.9% YoY
  31. Zhipu AI Founder: China Will Match Anthropic's Top Models by 2026
  32. Goldman Sachs Cuts 2026 Global Smartphone Shipments to 1.14 Billion Units as Memory Price Hikes Weigh on Demand
  33. China's Gold Imports Hit 163 Tonnes in May, Highest in Over Two Years
  34. Bernstein: HBM Prices to Rise 2 to 2.5x Next Year, Cloud Providers' AI Capex May Increase 30%
  35. SpaceX Stock Potentially Heading for Third Consecutive Day of Decline as Analyst Says Growth Expectations Already Priced In
  36. First Round of U.S.-Iran Nuclear Talks Concludes; Iran Agrees to Accept IAEA Inspections
  37. Banxia Investment: AI Bubble Trigger Conditions Have Emerged, Stay with Undervalued Domestic Demand Assets
  38. IPO Expectations for OpenAI and Anthropic Heat Up This Year as Three ETFs Offer Early Exposure
  39. Guinea Announces Ban on Raw Gold Ore Exports, Requiring Domestic Refining Before Circulation
  40. BofA Raises ASML Price Target to $2,345, Implying 22% Upside
  41. ARK Invest Made Major Buys in Block and Snowflake Last Week, Fully Exited Roku and Strata
  42. Microsoft Signs 20-Year Deal with Chevron to Power Texas Data Centers
  43. Micron Earnings May Reignite AI Enthusiasm, but Memory Price Hikes Are Already Hitting Consumers
  44. JPMorgan: Falling Oil Prices Weaken European Stock Earnings Momentum, May Underperform U.S. and Emerging Markets in H2
  45. Bitcoin Spot ETFs See Six Consecutive Weeks of Net Outflows, Totaling $5.94 Billion
  46. Standard Chartered Upgrades Asia ex-Japan Equities to Overweight, Favoring Taiwan and Mainland China Markets
  47. CATL Partners with Octopus Energy to Enter European Electric Truck Battery Swap Market
  48. Rumored Restart of CATL Mine Sends Lithium Prices Down Over 9% in Two Days
  49. China Issues Mandatory Clean Energy Consumption Targets, Effective from August
  50. Former SK Hynix CEO Lee Suk-hee Returns to Intel to Lead Advanced Packaging Business
  51. SK Hynix Briefly Surpasses Samsung to Become South Korea's Most Valuable Company
  52. Goldman Sachs Initiates Coverage on Luckin Coffee with Buy Rating and $49 Price Target
  53. Nikkei 225 Closes at All-Time High as AI Demand Spillover Drives Metals and Robotics Sectors Higher
  54. Chaozhou Three-Circle and Jiangsu Boqian New Materials File for Hong Kong IPOs in Succession
  55. UK Prime Minister Starmer Announces Resignation, Britain May See Sixth PM in Seven Years
  56. Rising Rate Hike Expectations Drive Dollar Higher, Oil Price Decline Fails to Offset
  57. ECB Research: AI's Overall Impact on U.S. Employment and Wages Has Been Limited So Far
  58. "China's SpaceX" GeeSpace Launches New Funding Round
  59. Bank of England Releases Final Stablecoin Regulatory Framework, Easing Holding Cap Requirements
  60. Iran Says Overnight Talks with U.S. Yield 'Significant Progress,' Both Sides Establish High-Level Committee to Advance Peace Deal
  61. China's AI Data Centers Face Hurdles in Green Power Adoption, 80% Target by 2030 Challenged by Load Issues
  62. SanDisk Patent Revealed: Processor, Flash Memory, and HBM Integrated into a Single Chip
  63. Morgan Stanley Closed-Door Meeting: A-Shares Preferred Over HK Stocks in Near Term, K-Shaped Divergence Deepens
  64. Liontrust Tech Fund Doubles China Allocation to 11%, Adding to Alibaba and Tencent Positions Against the Trend
  65. Citi Raises Micron Price Target to $1,200, Q3 EPS Expected to Surge 1,092% YoY
  66. Goldman Sachs: Global Hedge Fund Net Leverage Hits Four-Year High, Three Structural Risks Emerge for June Markets
  67. Iran War Triggers Global Rush to Build Strategic Oil Reserves, with Potential Demand Reaching 500 Million Barrels
  68. Liu Qiangdong: Robots Will Eventually Replace Delivery Workers; JD.com Plans to Retrain 700,000 Blue-Collar Workers for Maintenance Roles
  69. South Korean Financial Regulators Consider Restricting Leveraged ETFs on Samsung, SK Hynix
  70. Paul Chan: Hong Kong Studying Lowering Cross-Border Wealth Connect Threshold, Exploring Opening Mainland Retail Access to HK IPOs
  71. Samsung Electronics Opens ChatGPT Enterprise and Codex to All Employees in South Korea
  72. Report: ByteDance Puts IPO on Hold as Grey Market Valuation Exceeds $600 Billion
  73. Samsung Electro-Mechanics Begins Mass Production of Qualcomm AI200 Substrates, Partnership Extends to Data Center AI Chips
  74. HK Stock Midday Review: Hang Seng Index Falls 0.98%, Zhipu AI's Market Cap Surpasses HK$1 Trillion
  75. Asian Crude Oil Imports Rebound but Refined Product Supply Remains Tight, Keeping Fuel Prices Elevated
  76. Ming-Chi Kuo: MediaTek Exclusively Wins Google TPU v9 Upgrade Chip Order
  77. Japanese Corporate Pension Fund Plans to Allocate 1% of Assets to Crypto in FY2026
  78. STAR Market's Fifth Listing Criteria Expanded to Large Model Companies, Opening IPO Path for DeepSeek and Others
  79. War-Driven Defense Tech VC Investment Reaches $12.3 Billion This Year
  80. PLDT's Data Center Subsidiary VITRO REIT Plans $397 Million IPO in the Philippines
  81. Tencent Pilots AI Assistant "Xiaowei" Within WeChat, Integrating In-House WeLM and DeepSeek
  82. BofA: AI Capex Raised to $1.7 Trillion, Five Opportunities Emerge in Power Supply Systems
  83. UBS: China's AI Model API Prices Average Less Than 20% of U.S. Counterparts, With Comparable Gross Margins
  84. Citi Raises Kingboard Holdings Target Price to HK$202, Reassessing AI CCL Material Platform Value
  85. Qatar Recalls Empty LNG Carriers to Prepare for Re-Export, One-Fifth of Global Supply May Resume
  86. Takaichi Sanae Accepts BOJ Rate Hikes as Deputy Governor Warns of Risks from Delayed Tightening
  87. UK Commits Additional £50 Million to Boost Domestic Critical Minerals Production Capacity
  88. Nadella Calls for AI Development Beyond the Frontier Model Race as Microsoft Pivots to an Open Ecosystem
  89. ChiNext Rises 1% to Hit Record High; Zhipu Surges 30% in Hong Kong with Market Cap Exceeding HK$1 Trillion
  90. BYD Enters Humanoid Robotics, Intensifying Competition Between Automakers and Startups
  91. SocGen Raises Allocation to Equities and Commodities While Cutting Bonds and Cash
  92. Korean Retail Investors Bet on AI Chips via Hong Kong Leveraged ETFs
  93. China's June LPR Held Steady for the 13th Consecutive Month
  94. AI Semiconductor Weekly: SOX Up Over 100% YoY, Micron Earnings and Open-Source Models Drive Pricing Narrative
  95. Korea's HBM Exports Surge Another 51% MoM as AI Memory Boom Accelerates
  96. SoftBank-Backed Robotics Firm Coowa Prepares Hong Kong IPO with Valuation Exceeding $3 Billion
  97. Waller Calls for Cutting Forward Guidance, Wall Street Warns of Rising Bond Market Volatility Premium
  98. BYD and XPeng Rush to Launch Premium SUVs, Sparking Overcapacity and Price War Concerns
  99. Nobel Laureate John Jumper Leaves DeepMind to Join Anthropic
  100. UK PM Starmer Expected to Announce Resignation Timeline
Topic Archive — Page 79 · nashnova