Topic Archive — Page 8 of 112

Every market topic nashnova has published, newest first (11145 total).

  1. MOBIC Turns Profitable with 612M Yuan Net Income, Divergence Widens Among China AI Chip Stocks
  2. Waller's Rate Hike Expectations Weigh on Emerging Markets, MSCI EM Index Falls 1.4%
  3. Financial Stability Board Warns: AI Cyber Risks Threaten Global Financial Stability
  4. Kingboard Laminates Raises CCL Prices Again as Fiberglass Cloth and Copper Foil Shortages Intensify
  5. Soitec Secures Multi-Year AI Photonics Wafer Contracts, Raises Photonics SOI Revenue Target to Over $200 Million
  6. Jane Street's AI Bet Backfires, Losing $15 Billion in Trading Revenue in a Single Month
  7. Cronos Halts Blockchain as Lending Platform Tectonic Hit by $75M Price Manipulation Attack
  8. China's Coking Coal Futures Surge ~46% in August, Posting Largest Monthly Gain Since Contract Inception
  9. Iranian Drones Strike UAE Air Base, Asian Refiners Shift to Argentine Crude
  10. Energy Storage Demand Drives Lithium Price Rally, Major Lithium Miners See Profits Surge in H1
  11. Goldman Sachs: Carry Trade Expected to Deliver Best Performance Since 2010 This Year
  12. Broadcom Q3 Earnings Preview: Can Custom AI Chips Support the 84% Revenue Growth Expectation?
  13. Bessent Dismisses Treasury Market Turmoil Narrative, Claims U.S. Treasuries Are World's Best Performers This Year
  14. Middle East Missile Strikes Push Brent Crude Back Above $90
  15. Barclays: Fed Expected to Hike 25bps Each in September and December Following Waller's Hawkish Remarks
  16. OpenAI GPT-6 Internal Demo Leaked Ahead of Thursday Launch
  17. Extreme Heat Devastates Europe: Over 35,000 Excess Deaths, GDP Could Be Dragged Down by 0.2 Percentage Points
  18. Global Natural Gas Asset M&A Rises to Decade High
  19. Crypto Project Token Buybacks Hit Record $640 Million This Year
  20. Swiss Parliament Advances Compromise on UBS Capital Regulation
  21. SoftBank's Data Center Subsidiary Issues $5.5 Billion in Warrants to OpenAI
  22. Goldman Sachs Doubles Diesel Crack Spread Forecast as Wars Disrupt Global Refining Capacity
  23. Shenzhen Longsys Storage Files for Hong Kong IPO, Seeking to Raise Up to Approximately HK$8 Billion
  24. China Legislates Mandatory Security Census of Military Supply Chains, Effective October
  25. First Fully AI-Generated Long-Form Drama Airs on Satellite TV, Mango Excellent Media Hits Daily Limit as Media Sector Rallies
  26. Tariff Refunds Combined with AI Boom Drive U.S. Corporate Profits to Five-Year High
  27. JGB Yields Climb as Calls Grow for GPIF to Boost Japanese Bond Holdings
  28. Warsh's Hawkish Stance Combined with Fiscal Pressures Widens U.S.-China Bond Market Divergence
  29. Musk's SpaceX Builds Own Turbine Blade Factory, Targeting AI Power Bottleneck
  30. Wall Street Momentum Trade Unravels Sharply, Posting Worst Quarterly Underperformance in 25 Years
  31. China's Big Three Airlines Post Combined H1 Loss of ¥8.2 Billion as Fuel Costs Surge 35%-38%
  32. Goldman Sachs Derivatives Desk: Strong Call Option Demand, Recommends Staying Long Gold
  33. Bessent Calls Yen Moves "Orderly"; September BOJ Meeting Becomes the Real Line of Defense for Exchange Rates
  34. China's August Official Manufacturing PMI Rebounds to 49.8, Non-Manufacturing Holds Steady at 49
  35. Goldman Sachs: Tencent's Hunyuan Hy4 Achieves Generational Leap, Maintains Target Price of HK$670
  36. China A-Share Major Indices Open Lower as Real Estate Stocks Hit Limit Up
  37. MSCI Quarterly Rebalance to Test India's New Closing Auction Mechanism
  38. CITIC Securities: Maintains Forecast of No Rate Action in September Despite Warsh's Hawkish Remarks
  39. Multiple Wall Street Firms: Commodities Valuations Relative to U.S. Equities Hit 50-Year Lows
  40. Nikkei 225 Drops 2.2% Led by Chip Stocks
  41. OpenAI Bulk-Purchases Macs for AI Reinforcement Training, Apple Mac Revenue Jumps 29% in Single Quarter
  42. Nvidia Supplier Unimicron Investigated by Taiwan Prosecutors for Allegedly Relabeling China-Made Components as Taiwan-Origin
  43. China Resources Land Posts H1 2026 Net Profit of RMB 9.84 Billion with Contracted Sales of RMB 116.5 Billion Ranking Third in the Industry
  44. Bessent Urges G20 to Reassess Trade Terms with China
  45. Iran Attacks U.S. Troops Stationed in Jordan; Most Missiles Intercepted
  46. U.S. Military Strikes Iran's Larak Island, IRGC Vows Retaliation
  47. Trump Urges Canadian Companies: Move to the U.S. to Avoid Tariffs
  48. Big Tech's AI-Related Paper Gains Exceed $160 Billion, Sparking Earnings Quality Debate
  49. Trump Plans to Replenish U.S. Strategic Petroleum Reserve with Venezuelan Crude; Technical and Funding Hurdles Remain
  50. Morgan Stanley: After Waller's Jackson Hole Speech, Balance Sheet Runoff May Become the Fed's Second Policy Tool
  51. Gold Bulls Shift to Exotic Options and Spread Strategies to Bet on Rally
  52. U.S. and Venezuela Sign 25-Year Oil Agreement Targeting 1.5 Million Barrels Per Day With Over $100 Billion in Investment
  53. China Eastern Airlines Reports H1 Loss of 2.179 Billion Yuan, Widening 52.3% Year-over-Year
  54. ECB Fears Political Interference with Dollar Swap Lines, Rifts Emerge at Jackson Hole
  55. TSMC Rumored to Raise Prices 10–15% Across All Process Nodes; Wall Street Sharply Raises Price Targets
  56. PetroChina Reports H1 Net Profit of 103.9 Billion Yuan, Up 22% YoY
  57. AI Data Centers Face Community Pushback, Investors Confront "Permitting Bottleneck" Risk
  58. OpenAI Reportedly Completes Pre-Training of 10-Trillion-Parameter Model 'Bel'
  59. LONGi Green Energy's H1 Net Loss Widens to 3.68 Billion Yuan as Industry Winter Drags On for Over Two Years
  60. G7 Bond Yields Rise, Additional Debt Costs Across Nations Already Reach $16 Billion
  61. Key Events Next Week: China PMI, U.S. Nonfarm Payrolls, Waller Speech, Tesla Cybercab Launch
  62. Global Humanoid Robot Shipments to Exceed 22,000 Units in H1 2026
  63. Bessent: Disorderly Yen Moves Could Roil Global Markets
  64. Sony and Warner Sue Anthropic for Copyright Infringement, Seeking Hundreds of Millions in Damages
  65. Nvidia Bets on Robotics Physical AI, China Emerges as Key Customer
  66. JPMorgan: AI Supply Chain Boom Spreading to Packaging, PCB, and MLCC — Bottlenecks Continue to Migrate
  67. Intel 14A Process Defect Reduction Rate Hits Best Since 22nm
  68. Barclays: Cloud Providers Take $35-41 for Every $100 of AI Model Company Revenue
  69. Fitch Maintains France's A+ Rating, Warns Widening Deficit Could Still Trigger Downgrade
  70. Baidu Intelligent Cloud Splits Platform Product Division, Agent Business Becomes Independent Unit
  71. Apple's Power Transition: Cook Shifts to Diplomacy as Turnus Takes Control of Product Roadmap
  72. Everbright Bank H1 Net Profit Drops 24%, Write-Off Volume Approaches Full-Year 2024 Level
  73. CXMT Achieves World's First Mass Production of LPDDR6, Debuting in Xiaomi 18 Fold
  74. OpenAI Terminates Cursor Partnership Citing Musk's Breach of Contract History
  75. Rogoff: U.S. Debt Trapped in a Vicious Cycle — Only a Crisis Can Force Reform
  76. U.S. Imposes First Secondary Sanctions on Iran, Cutting Off Dollar Access for Egyptian Bank's UAE Branch
  77. CXMT Sues U.S. Department of Defense Over Military-Affiliated Entity List Dispute
  78. Trump Announces Deal with Venezuela, Securing Over 65 Billion Barrels of Oil Reserves
  79. JinkoSolar, JA Solar, and Tongwei See Deepening Losses in H1 as China's Solar Overcapacity Pressure Persists
  80. Microsoft Stock Posts Longest Six-Day Win Streak of the Year as AI Software Valuation Recovery Thesis Strengthens
  81. Goldman Sachs: U.S. Stock Returns Hit Historical Extremes, but Market Breadth Continues to Narrow
  82. Trade War and Military Conflicts Fail to Halt U.S. Stock Rally
  83. Honda and Nissan Set to Reach Joint Vehicle Software Development Agreement
  84. JPMorgan: Dell and HPE Expected to Raise Full-Year Guidance in Earnings Reports
  85. BIS Chief: Stablecoins Lack Credibility for Large-Scale Payments
  86. Blue Owl Leads $2.4 Billion Debt Financing to Help Iren Purchase Nvidia Blackwell Ultra Chips
  87. Apple Raises Apple TV+ and Apple One Subscription Prices; Services Quarterly Revenue Up 12% but Gross Margin Narrows
  88. COSCO SHIPPING Holdings H1 Net Profit at 13.393B Yuan, Down 23.59% YoY
  89. COSCO Shipping Holdings Orders 18 Container Ships for Over HK$23 Billion
  90. Citi: Aggressive Suppression of Long-End Treasury Yields May Weigh on the Dollar
  91. BoE Governor Bailey: Second-Round Inflation Effects Remain Moderate for Now
  92. China Seeks Competitive Edge from U.S. AI Safety Incidents
  93. High Silver Prices Force PV Industry to Cut Silver Usage, Solar Demand Declines for Second Consecutive Year
  94. Microsoft Internal Memo Reassures Employees: Data Centers Have Positive Impact on Society
  95. ECB's Schnabel: Central Banks Should Embrace Blockchain to Defend Monetary Sovereignty
  96. SoftBank's $33 Billion Plan for Largest U.S. Natural Gas Power Plant Faces Community Pushback
  97. GF Securities H1 Net Profit Attributable to Parent Reaches 11.652 Billion Yuan, Up 80.1% YoY
  98. China Southern Airlines H1 Net Loss Reaches 3.699 Billion Yuan, Widening 141% YoY
  99. Global Volatility Collapses Across the Board as Fear Sentiment Nearly Vanishes
  100. CALB Reports H1 Profit of 1.523 Billion Yuan, Up 102.2% YoY
Topic Archive — Page 8 · nashnova