Topic Archive — Page 8 of 54

Every market topic NashNova has published, newest first (5335 total).

  1. NVIDIA GB300 Leads H200 by 20x in Concurrent Agents per Megawatt
  2. Goldman Sachs: AI Trade Crowding Peaks, H2 Rotation Toward Healthcare and European Defense
  3. U.S. Clean Energy Prices Could More Than Double as AI Demand and Subsidy Cuts Deliver a One-Two Punch
  4. Goldman Sachs Reverses 'Lost Decade' Call on U.S. Stocks, Raises 10-Year Return Forecast to 7%
  5. German Cabinet Approves 2027 Draft Budget with Over €203.6 Billion in Borrowing
  6. U.S. June Job Growth Cools, Eurozone CPI Falls Back to 2.8%
  7. MiniMax Goldman Sachs Call: $1 Billion ARR Target by End of 2026
  8. TrendForce: Conventional DRAM Contract Prices Expected to Rise 13%-18% QoQ in Q3
  9. Doubao and Qwen to Discontinue AI Agent Features
  10. Samsung Foundry Order Backlog Nears 50 Trillion Won as Meta and Anthropic Bet on 2nm
  11. Micron Breaks Ground on $9.3 Billion Hiroshima Fab Expansion
  12. SK Hynix U.S. Stock Listing May Pay Underwriters a 0.5% Fee
  13. Northern Virginia Electricity Prices Surge to $2,500/MWh, 62 Times Normal Levels
  14. ByteDance Discovers New Scaling Law for AI Agents
  15. TSMC's First-Gen CoPoS May Not Use Glass Substrates, Significant Market Misinterpretation Identified
  16. Japan's Fiscal Expansion Puts the BOJ in a Dilemma
  17. JPMorgan: Early Fed Rate Hike Could Push Gold to Test $3,500
  18. JPMorgan Raises Nanya Technology Price Target to NT$710
  19. Goldman Sachs: DeepSeek's Peak-Hour Price Hike Signals a Return to Rationality in LLM Competition
  20. U.S. Stock Futures Rebound, Gold Rises to Nearly Two-Week High, Bitcoin Reclaims $62,000
  21. Morgan Stanley Maintains Overweight on Sony, Betting on PS6 Disc-Free Shift to Digital Platform
  22. Fed July Minutes Due This Week as Markets Seek Signals on Rate Hike Path
  23. European Bankers and Regulators Warn of AI Regulatory Lag
  24. CSRC Plans to Revise Refinancing Rules, Shelf Registration System for Private Placements to Be Established
  25. FAO Global Food Price Index Edges Down 0.3% in June
  26. Guotai Haitong's H1 Non-Recurring Adjusted Net Profit Surges Over 164% to Record High
  27. ECB Officials: In a Favorable Position After June Rate Hike
  28. Southbound Net Buying Reaches HK$4.5B: PCB Stocks Accumulated While Chip Stocks Sold Off
  29. CMB Macro: June NFP Weakness Hits the Sweet Spot, Market Still Pricing in One Rate Hike This Year
  30. U.S. Stocks See $17.2B Weekly Net Outflow, Largest in Over Three Months
  31. China Adjusts NEV Vehicle and Vessel Tax Exemptions: Four Vehicle Categories Must Pay Tax Starting 2027
  32. HKEX Five-Year China Government Bond Futures Set to Launch in August 2026
  33. Zheshang Securities: AI Downstream Commercialization Takes Priority Over Capex
  34. Meta Reportedly Plans $6.5B AI Chip Order from Samsung
  35. Tesla Executive Teases Manufacturing Update Coming July 7
  36. AI Token Spending Index Drops Nearly 20%, Putting Pressure on Big Tech's Capex ROI
  37. AI Rack Power Heading Toward Megawatt Scale: Wide-Bandgap Semiconductors See Supply Chain Opportunities
  38. Germany's June Services PMI Rises to 48.6: Contraction Slows but Demand Continues to Weaken
  39. BofA: Top 10 Material Bottlenecks in AI Supply Chain as Narrative Shifts to Raw Materials
  40. Japan's Shunto Wage Hike Reaches 5.01%, Exceeding 5% for Three Consecutive Years
  41. Tesla: Humanoid Robots First, Non-Humanoid Forms to Follow
  42. Euro STOXX 600 Hits Record High with Best Weekly Gain in Over a Month
  43. Lagarde: Does Not Rule Out Early Departure from ECB
  44. Alibaba to Ban Claude Code, Citing Backdoor Security Risks
  45. Nadella: AI Moat Lies in Enterprise-Specific Learning Loops
  46. EU-US Goods Trade Hits Record as Auto Exports Plunge Over 20%
  47. SK Hynix's $29B ADR Listing Prompts South Korea to Brace for Cross-Border Capital Repatriation
  48. Autonomous Driving Company MOMENTA IPO Margin Subscription Oversubscribed by 23.7 Times
  49. Bitcoin ETFs End 10-Day Net Outflow Streak, Recording $222 Million in Single-Day Net Inflows
  50. Citi: Hormuz Risk Premium Fading, Oil Prices Could Drop to $60
  51. Anthropic Denies Discussing Government Stake
  52. Samsung Electronics Plans to Raise Q3 DRAM Prices by Up to 20%
  53. KOSPI Surges 5.5% in a Single Day, Samsung and SK Hynix Both Jump Over 9%
  54. Hong Kong SFC Targets IPO Book-Building Practices, Demands Remediation Plans from Involved Banks
  55. India Allows Four Chinese-Linked Power Equipment Firms to Participate in Government Tenders
  56. Hormuz Transit Volume Quadruples, Oil Tanker Freight Rates Decline
  57. HK Stocks Midday: Hang Seng Index Up 1.57%, Copper and Robotics Stocks Lead Gains
  58. Wall Street Earnings Forecasts Surge Sharply, "Earnings Bubble" Concerns Intensify
  59. Anthropic Blocks Chinese Users from Circumventing Access Restrictions to Claude
  60. Chinese State Media Labels Oversized EV Batteries as a Policy Issue
  61. South Korea Leveraged ETF Assets Surge 431% in One Year as Parliament Launches Regulatory Review
  62. Morgan Stanley/Bernstein Initiate Coverage on Hygon Information with Target Prices of ¥480/¥450
  63. Nvidia Officially Launches AI Computing Partnership Program, Expanding Revenue-Sharing to Overseas Cloud Providers
  64. Rate Hike Expectations Fade as Copper Leads Industrial Metals Higher
  65. Infineon's Dresden Smart Power Chip Fab Opens Ahead of Schedule
  66. PBOC June Government Bond Purchases Drop to Nine-Month Low
  67. Citi: Case for Rate Hikes Fading, Fed Expected to Cut in October
  68. Hong Kong Gold Clearing and Settlement System to Launch Next Week
  69. Innoscience vs. Infineon GaN Patent Dispute Spills onto Trade Show Floor
  70. Hormuz Strait Disruption Pushes Up LNG Prices, Japan Shifts to More Coal-Fired Power
  71. China's June Services PMI Came in at 54.1, Slightly Down from Previous Reading
  72. Gold Posts First Weekly Gain in Five Weeks
  73. CICC: USD May Return to Weak Range After Rate Hike Expectations Peak
  74. Volkswagen Hands Over China JV Export Rights as BYD Acquisition Rumors Draw European Attention
  75. TSMC's $20 Billion U.S. Expansion Approved by Taiwan Authorities
  76. Chip Industry Association Lobbies U.S. Against Intervening in Memory Market Pricing
  77. Kling AI Closes Nearly $3 Billion Funding Round, Setting a Record for Video AI Models
  78. Huawei Ascend AI Chips Set to Enter South Korean Market in Q4
  79. Hong Kong Handles Over Half of China's Chip Imports as AI Trade Hits Record High
  80. Mandatory National Energy Efficiency Standards Implemented Across Entire PV Industry Chain, Accelerating Phase-Out of Low-Efficiency Capacity
  81. Japan's Convertible Bond Issuance Hits 20-Year High
  82. China's Quant Fund AUM Doubles as AI Strategies Attract Over 2.6 Trillion Yuan
  83. Trump: AI Needs Regulation but "the Less the Better"
  84. Trump: Blocking Hormuz Is Denuclearization, Not War
  85. Kioxia Begins Mass Production of 10th-Gen Flash Memory as AI Inference Demand Drives NAND Recovery
  86. Trump Responds to Warsh Rate Cut: It's His Own Decision
  87. 'Big Short' Michael Burry Shorts Micron Technology with Entry Price of $1,051.87
  88. Dow Surges 594 Points to Record High as Chip ETF Plunges Over 5% in Single Day
  89. Berkshire Up Nearly 8% in Recent Months as Defensive Appeal Attracts Rotation Flows
  90. Hassett Criticizes Powell's Decision to Stay, Saying It Blocks New Fed Nominees
  91. Tesla Lists Three-Row Model YL in the U.S., Including Puerto Rico
  92. Treasury Yields Rise Broadly During Holiday-Shortened Week
  93. SAP Freezes Travel and Hiring, Goes All-In on AI Transformation
  94. Meta Says AI Agent Development Has Fallen Short of Expectations After Four Months
  95. Morgan Stanley: Memory Cycle Not Over, DRAM Preferred Over NAND, OEMs Over Module Makers
  96. Trump Bought Apple, Nvidia and Other Tech Stocks One Day Before Tariff Reversal
  97. Global M&A Volume Hits Record $2.6 Trillion in First Half
  98. Blackstone's QTS Withdraws from 2,100-Acre Data Center Project in Virginia
  99. Hormuz Disruption Lingers as U.S. Refining Margins Surge to Nearly Four-Year Highs
  100. ECTC 2026: AI Packaging Hits Quadruple Bottleneck — Power Delivery, HBM4E Routing, Thermal Management & Optical Interconnects