Topic Archive — Page 8 of 154

Every market topic nashnova has published, newest first (15342 total).

  1. DOJ-Apple Antitrust Settlement Talks Raise Developer Concerns Over Insufficient Scope
  2. iPhone Duo Sells Out Instantly in China Pre-Sale, Secondhand Prices Surge Over 40% Above Retail
  3. Deutsche Bank: AI Will Split Every Industry Into Adopters and the Displaced
  4. Kazuo Ueda: No Tolerance for Core Inflation Further Exceeding 2%
  5. U.S. September Import and Export Prices Both Beat Expectations
  6. Nasdaq 100-Day Moving Average Under Threat as Bulls and Bears Enter a Critical Window
  7. Wall Street's Major Friday Ratings: NVIDIA, Tesla, Apple and More Receive Reviews from Multiple Firms
  8. ExxonMobil Warns: Falling Oil Prices to Cut Q3 Upstream Earnings by $1.3 Billion
  9. AI Stock Selloff Hits the Dollar as Swiss Franc Emerges as Top Safe-Haven Beneficiary
  10. Tariff Pressure Eases as Chinese Exporters Expect Double-Digit Growth in U.S. Orders
  11. Deutsche Bank: Gold Algo Selling Nearly Exhausted, CTA Short Covering May Trigger Q4 Rebound
  12. Morgan Stanley: AI Capex Rises to $1.58 Trillion by 2027 After Including Leases
  13. Multiple Central Banks Push Back Against Market Rate Hike Expectations at Bangkok Summit
  14. ASML Reportedly Developing Hybrid Bonding Equipment, Besi Stock Drops 3%
  15. Deutsche Bank to Launch Crypto Custody Services Within Weeks, Expanding to Asia Next Year
  16. Energy Shock Transmits Through the U.S. Economy, Complicating Fed Decision-Making
  17. UK Plans to Raise Bank Tax Amid Disagreements Between Treasury and Bank of England
  18. AI Sector Selloff Triggers Safe-Haven Buying, U.S. Treasuries Post Best Weekly Performance Since February
  19. STOXX Europe 600 Q3 Earnings Expected to Grow 20.7%; Consumer Cyclicals Face Sharp Downgrades
  20. Eli Lilly's Weight-Loss Drug Foundayo Receives Positive CHMP Opinion in Europe
  21. IMF Warns Europe: Boost Growth or Cut Borrowing, or Debt Becomes Unsustainable
  22. Foreign Investors Pull $8.2 Billion From Asian Bonds in September, Largest Monthly Outflow in Over Six Years
  23. Nvidia Bucks the Trend with Gains as Chip Sector Extends Losing Streak to Nine Days
  24. Morgan Stanley Maintains Neutral Rating on Tesla with $400 Price Target
  25. Chinese State-Owned Enterprises Accelerate U.S. Soybean Purchases, Exceeding 1.3 Million Tons This Week
  26. Sohn Tokyo Conference: Hedge Funds Recommend Japanese Machinery and Software Stocks
  27. BofA: Investors Added to Stocks and Bonds Last Week as $53.1 Billion Flowed Out of Money Market Funds
  28. UK Competition Regulator Plans to Grant Strategic Market Status to Microsoft's Business Software
  29. Eurozone Posts €16.1 Billion Trade Deficit in August
  30. South Korea's September ICT Exports Surge 196% YoY, Surpassing $75 Billion for the First Time
  31. Moderna Surges Over 650% YTD to Record High as Cancer Vaccine Data Window Approaches
  32. New World Development in Talks to Extend HK$88 Billion Loan by Two Years
  33. Li Auto's Chip Subsidiary Mahexin Technology Completes 1.625 Billion Yuan External Equity Financing
  34. Hong Kong Stock Market Close: Hang Seng Index Up 0.52%, Lenovo Leads Blue Chips, Property and Gold Stocks Shine
  35. Reliance Advances Salaries to Mobilize 420,000 Employees to Subscribe Ahead of Jio IPO
  36. NVIDIA and Mercedes-Benz Extend Strategic Partnership on Autonomous Driving
  37. IMF Chief: AI Risks May Outweigh Opportunities Without Regulatory Framework
  38. KeyBanc: HBM Prices May Rise 80%-100% in Q1 2027, Long-Term Agreements Extended to 2035
  39. China's Commerce and Science Ministries Propose Revised Export Technology Catalog Covering AI and 40 Other Technologies
  40. G7 Plans to Simulate AI Cyberattacks on Banks with 2026 Drill to Address Systemic Risks
  41. European Stocks Outperform S&P 500 on Weekly Basis as Defensive Rotation and Earnings Beats Provide Boost
  42. PetroChina International's Trading Profit Expected to Hit Record High, Exceeding 20 Billion Yuan for the Full Year
  43. Multiple Brokerages Expect BOJ Rate Hike in December, Tightening to Continue Through 2027
  44. Foreign Institutions: Crude Oil Tops Commodities in Downside Risk
  45. JPMorgan: ABF Substrate Utilization to Exceed 100% by 2027, Four AI Supply Chains Under Simultaneous Strain
  46. Bailey: Evidence of Second-Round Inflation Is Modest, Bank of England Has Effectively Tightened Policy
  47. Taiwan Plans to Criminalize AI Chip Exports to China
  48. Metal Prices Rebound as Cooling Fed Rate Hike Expectations Boost Sentiment
  49. Schneider Electric Raises 2026 Targets for Second Time This Year as Q3 Revenue Hits Record
  50. Australian Data Center IPOs Collapse Back-to-Back as AI Valuation Bubble Sparks Global Market Turmoil
  51. China's Ultra-High-Net-Worth Individuals Rush to Unwind Offshore Trusts Amid Tax Crackdown
  52. Bitcoin Rebounds After Briefly Dipping Below $80,000 as Asian Stocks Rally in Tandem
  53. Yuan Strengthens for Third Consecutive Week, Supported by Export Resilience
  54. BYD Shifts to Local Assembly in Malaysia to Bypass New Import Regulations
  55. China's National Team Enters A-Shares: E Fund CSI 300 ETF Records Historic Single-Day Inflow of 18.8 Billion Yuan
  56. Warsh: Will Make Policy Judgments at October and December FOMC Meetings
  57. Korea AI Capital Rotation: MLCCs and Packaging Substrates May Become the Next Key Theme
  58. China's AI Chip Shortage Widens, Demand Expected to Exceed 5 Million Units This Year
  59. Japan's September Core CPI Expected to Rise 2.1%, Surpassing BOJ Target for the First Time
  60. Asian Markets Rally Broadly as Indonesian Stocks Plunge 11% on MSCI Downgrade
  61. Goldman Sachs Maintains KOSPI 12,000 Target, Citing Valuations at Historically Extreme Low Percentiles
  62. Bridgewater: Rising Rates Driven by Supply, Risk Premiums Remain at Historic Lows
  63. Oil Prices Dip Slightly as Shadow Fleet Sanctions Relief Expectations and Middle East Conflicts Create Mixed Signals
  64. U.S.-Mexico Tariff Negotiations Stall as Lutnick Opposes Major Tax Cuts
  65. Taiwan Plans $4 Billion AI Supply Chain Park in Texas
  66. Hong Kong Stocks Open 1.08% Higher, Pharma Stocks Lead Gains, BeiGene Surges Over 4%
  67. Tesla Roadster Unveiled: Flight Achieved, Mass Production Set for 2028
  68. JPMorgan CEO Dimon: Global Risks Now at Highest Level Since Pre-WWII Era
  69. Jensen Huang: NVIDIA's Customers Go Beyond Two AI Giants, Traditional Business Growing 30%–40% Annually
  70. Rise of Chinese AI Models Triggers Reassessment of Global AI Investment Risks
  71. AI Agent Attacks Alibaba's Amap, "Rogue" Incident Emerges on Tencent Cloud Platform
  72. Jensen Huang: NVIDIA Chips in Short Supply, Allocation Far Below Customer Demand
  73. Philadelphia Semiconductor Index Falls for Seven Straight Sessions — Can Meta's Open-Weight Models Spark an AI Compute Demand Rebound?
  74. YMTC Enters 4F² DRAM Race, Targeting 9600 MT/s Speed
  75. Taiwan Optical Communication Suppliers Post 90% YoY Revenue Surge in September, with Three Companies Contributing Over 90% of the Incremental Growth
  76. Cloud AI Absorbs Resources, Non-AI Semiconductor Recovery May Lag Expectations
  77. Qualcomm Advances Full AI Infrastructure Platform, Targeting Data Center Custom Chip Market
  78. Microsoft's In-House AI Model Outperforms OpenAI Using Only a Quarter of the Computing Power
  79. RMB Internationalization Enters Acceleration Phase as Beijing Advances Four Key Infrastructure Pillars
  80. China's MIIT Releases Industrial AI Navigation Map Covering 20 Subsectors and Over 1,000 Scenarios
  81. Netflix Content Chief Bajaria Departs, Former Fox Executive Laz Replaces Her
  82. MSCI Rule Change May Exclude Strategy from Global Equity Indexes
  83. MSCI Launches Consultation: Indonesian Equity Index May Be Downgraded to Standalone Market
  84. AI Risk Sentiment Drives U.S. Dollar to Largest Single-Day Drop in Over a Month
  85. U.S. Stocks Close on Oct. 15: Dow Jumps Over 1%, Tech Stocks Lag, Bond Yields Decline
  86. Tech Giants Proactively Disclose Data Center Plans, but Community Opposition Continues to Escalate
  87. Humanoid Robot Wave Could Drive 20x DRAM Demand Growth by 2030
  88. OpenAI Accelerates Ad Business: Poaching Meta Talent, Cutting Prices to Win Clients, Advertisers Surge to 60,000
  89. Large-Cap Pharma Stocks Approach Record Highs Amid Tech Selloff
  90. Anthropic Brings in External Safety Oversight Team, Becoming First Frontier AI Company to Deliver on Promise
  91. EU Plans Trade Deterrence Tool That Could Block Adversaries' Access to Single Market
  92. Google Quantum AI Team Unveils Breakthrough Willow Chip
  93. ECB Approves UniCredit's Takeover Bid for Commerzbank
  94. Hedge Funds Liquidate AI Positions in Five Days, Second-Largest Net Selling in Nearly a Year
  95. U.S. University Endowments Post Strongest Returns in Five Years, Driven by SpaceX and AI Investments
  96. Meta and Apple Join Forces to Bring Open-Weight AI Models to Mac for Local Execution
  97. Global Smartphone Shipments Plunge 22% YoY in Q3 as IDC Warns the Worst Is Yet to Come
  98. U.S.-Iran Tensions Disrupt Shipping Routes, Secondhand Tanker Prices Surge 20% Above Newbuilds
  99. Citadel Securities Strategist: Q3 Earnings Season Will Pose a Tougher Test for Fundamentals
  100. Deutsche Bank: CoreWeave Selloff Is a Buying Opportunity as Nvidia CEO Backs the Company