Topic Archive — Page 80 of 113

Every market topic nashnova has published, newest first (11244 total).

  1. Nobel Laureate John Jumper Leaves DeepMind to Join Anthropic
  2. UK PM Starmer Expected to Announce Resignation Timeline
  3. Samsung Electronics Plans to Revamp Performance Bonus Rules, OPI Linked to Profits Triggers Company-Wide Vote
  4. China's Rare Earth Export Controls Continue to Tighten, Japan's Supply Chain Pressure Extends into May
  5. Emerging Market Corporate Earnings Beat Expectations for First Time in Four Years, Tech Stocks Lead but Structural Divergence Persists
  6. Crude Oil Short Positions Hit All-Time Highs: Short Squeeze Risks Coexist with CTA Selling Pressure
  7. Iran Rejects Further U.S.-Iran Talks, Sanctions Negotiations Stall Again
  8. US-Iran Deal Opens Window for Iranian Oil Exports, but Full Production Recovery May Extend to Late 2026
  9. JPMorgan CEO Dimon Warns Bull Market Is Like a "Small Tsunami," Expressing Concern Over Accumulating Global Risks
  10. New Robotaxi Scorecard: Baidu Apollo Go Ranks First, Waymo Comes Second
  11. Morgan Stanley Pitches Leveraged Loan Market to Data Center Clients; CoreWeave's Debut Deal Attracts $19 Billion in Orders
  12. Waller's Hawkish Debut Pressures Asian Currencies as Yen Hovers Near 1986 Lows
  13. Goldman Sachs Warns: Global Hedge Fund Leverage Hits Four-Year High, Heightening Market Volatility Risks
  14. U.S. Data Center Power Demand May Double by 2030, Energy Storage Emerges as New Variable in AI Infrastructure
  15. CR New Energy's RMB 24.5 Billion IPO Sets New Fundraising Record on Shenzhen Stock Exchange
  16. Iran: Strait of Hormuz Won't Reopen Until Lebanon Ceasefire Is Implemented and Oil Waivers Are Granted
  17. Xingzheng Strategy: A-Share K-Shaped Divergence Hits Extreme Not Seen Since 2009; Earnings Momentum Remains the Core Pricing Driver
  18. Bernstein Analyst: The Chip Super Cycle Is Real — Bottleneck Players Are the Core Investment Opportunity
  19. BofA: AI Capex Raised to $1.7 Trillion — Copper Foil, Fiberglass, Optical Fiber, Magnetic Materials, and Tungsten to Benefit
  20. Fujikura Raises Full-Year Operating Profit Target by 47%, Driven by Better-Than-Expected Fiber Optic Orders
  21. Legendary Short Seller Chanos: AI Cloud Service Providers Are Leasing Middlemen, with Compute ROIC in Single Digits
  22. UK PM Starmer May Announce Departure on Monday; Gilts Already Pricing in Regime Change Risk
  23. Energy Security Concerns Drive Global Energy Storage Orders Toward Chinese Companies
  24. Super Micro Surges Over 10% in a Single Day as Gross Margin Recovery and Order Surge Become Key Highlights
  25. Google Cloud Q1 Revenue Surges 63% YoY as Alphabet Raises Capital Expenditure to Up to $190 Billion
  26. FERC Orders Six Major Grid Operators to Reform Data Center Interconnection Rules Within 90 Days
  27. Iraq Orders Five Major Oilfields to Restore Pre-War Output, Targeting Over 3 Million Barrels Per Day
  28. MSCI Assigns SpaceX Its Lowest ESG Rating, Governance Issues Emerge as Core Risk
  29. GPT-5.6 May Launch Next Week: Upgraded Agent Capabilities, Priced at Roughly One-Third of Claude
  30. US and Iran Negotiators Have Both Arrived in Switzerland
  31. Citi Raises Kingboard Laminates Target Price to HK$120, Bullish on CCL Price Upcycle
  32. CITIC Securities: Domestic Large Models Enter Top Tier Across the Board; Focus on Computing Power and Cloud Industry in H2
  33. Goldman Sachs Warns: $5.3 Trillion AI Capex Pushing Credit Markets Toward Saturation
  34. SpaceX Market Cap Briefly Surpasses Amazon, Valued at 125x Revenue
  35. G7 Summit Issues Statement, Joining Forces to Address Risks of Highly Concentrated Critical Mineral Supply Chains
  36. CME Sues CFTC: Fighting Over Regulatory Labels, Protecting Roll-Over Fee Revenue
  37. Nomura Warns: Preemptive Rate Hike Could Evolve into a Full-Blown Tightening Cycle
  38. Figure Robots Outnumber Human Workers for the First Time
  39. Zelensky Confirms Drone Strike on Russian Tyumen Refinery Facility Over 2,000 km from Ukrainian Border
  40. Goldman Sachs Cuts Gold Target Price by $500 as Fading Rate Cut Expectations Trigger Tactical Shift
  41. Taiwan Memory IC Designers' Q2 Revenue Expected to Surge 245% YoY, Phison Hits Single-Month Record
  42. Citadel Securities: A More Aggressive Fed Actually Reduces Market Tail Risk
  43. Citi Research: AI Material Bottlenecks Spreading Upstream, Conservative Pricing by Japanese Firms Emerges as Core Tension
  44. Goldman Sachs Upgrades Allegiant Travel to Buy with $125 Target After Sun Country Acquisition
  45. Bank of America Recommends Five Tech Stocks: Nvidia, Meta, Snowflake and Others All Rated Buy
  46. Goldman Sachs Warns: CTA Downside Asymmetry Has Formed, U.S. Stock Technicals Approaching a Climax
  47. Meta CTO Admits AI Restructuring Was 'Terrible,' Employee Morale Hits 20-Year Low
  48. Eli Lilly Spends Billions on Acquisitions to Build Non-Opioid Pain Relief Portfolio, Directly Challenging Vertex's First-Mover Advantage
  49. China's Tungsten Exports to Japan and South Korea Drop to Zero as Supply Chain Controls on Tungsten Hexafluoride Take Effect
  50. BYD Denies Violating Hungarian Environmental Regulations, Site Selection for Second European Factory Still Underway
  51. European Stocks Lead Global Markets This Month as Stagflation Risks Fade and Capital Rotates
  52. Deutsche Bank Raises 2026 Fed Rate Hike Forecast to 50bps, Does Not Rule Out Early Action in July
  53. Deutsche Bank: Frontier AI Model Premiums Resemble Luxury Goods Pricing, Potentially Triggering a Second Revaluation of AI Stocks
  54. Tanker Traffic Through Strait of Hormuz Rebounds After US-Iran Ceasefire as Gulf Oil States Resume Tenders
  55. Second-Generation Mainstream Energy Storage Cells Remain in Tight Supply as Third-Generation Multi-Spec Battle Intensifies
  56. JPMorgan Raises Kioxia Target Price to ¥155,000, Shifting Valuation Logic from Cyclical Discount to Cash Flow Capitalization
  57. Foxconn's Liu Young-way: 1GW Vera Rubin Data Center Capex Reaches $47 Billion
  58. Warsh's First Test: Is the AI Boom 1996 or 1999?
  59. U.S. Stocks Attract Record $119.2B Weekly Inflows; Tech Stocks Draw $19.2B
  60. AI Demand Drives MLCC Prices to Double, Shenzhen Spot Market Sees Mixed Trading Activity
  61. Deutsche Bank: AI Memory Crisis Has Spread to the Macro Economy, Intensifying Global Inflation
  62. Morgan Stanley's Seven-Factor Framework: Where Are the Structural Opportunities in Chinese Equities?
  63. Trump: Anthropic No Longer a Safety Threat, but Intervention Options Remain on the Table
  64. EU Plans Legislation to Mandate Supply Chain Diversification, Advancing De-Risking from China
  65. Micron Q3 Earnings Preview (June 24): Revenue on Track for Another $10 Billion Sequential Increase
  66. Nobel Laureate Jumper Leaves DeepMind for Anthropic, Google Loses Another Key Figure in AI Coding Race
  67. Merz Calls for International Exchange Rate Negotiations, Says Yuan Undervalued by 30%
  68. Memory Shortage Spreads to Apple as Cook Says Price Hikes Are 'Inevitable'
  69. Zimbabwean Lithium Firms Seek Delay on Concentrate Export Ban; Huayou Cobalt Already Leads with Local Lithium Sulfate Production Line
  70. Alibaba's Joe Tsai: AI Market Worth $50 Trillion, Going All-In on Full-Stack Strategy
  71. Fed's Hawkish Pivot Ends Emerging Market Currency Bull Run
  72. Intel CEO Lip-Bu Tan: Inference AI Shifts CPU/GPU Ratio Toward 1:2
  73. Iran Asserts Control Over Strait of Hormuz, Plans to Impose Transit Fees on Passing Vessels
  74. Google and Microsoft Jointly Launch ARD Protocol; Anthropic and OpenAI Absent
  75. Morgan Stanley: K-Shaped Recovery and AI 2.0 Form the Main Themes for China's Economy Over the Next Five Years
  76. South Korea's May PPI Rises 8.5% YoY, Hitting Nearly Four-Year High
  77. Ethereum Core Development May Face Funding Crisis Within 9 Months
  78. Asian Oil Supply Recovery May Take Months After U.S.-Iran Deal Signing
  79. ECB Chief Economist: This Rate Hike Decision Is Well-Justified
  80. Strait of Hormuz Shipping Contracts Sharply on Friday as Negotiation Breakdown Heightens Security Concerns
  81. China Tobacco International Warns H1 Revenue to Drop Over 25%
  82. Weekly Net Inflows into Global Equity Funds Hit 19-Month High
  83. Google Follows Nvidia's Playbook to Expand TPU Chip Business Externally
  84. ARK Invest Buys TSLA and SNOW, Fully Exits Roku Position Worth Over $77 Million
  85. AI Agent Web Requests Reach 57.5%, Surpassing Human Traffic for the First Time
  86. Robinhood Stock Surges 42% Since AI Trading Launch
  87. BofA Warns AI Bubble Nearing Peak: Bull Market Hinges on Elections and Bond Selloff
  88. US-Iran Follow-Up Talks via Switzerland Canceled, Interim Deal Faces Resistance
  89. Innolight Invests $700 Million to Build Factory in Vietnam
  90. MSCI Emerging Markets Index Rises 0.8% to Hit All-Time High
  91. Novo Nordisk Plans $69M Investment Over 6 Years to Build Obesity Drug Incubator in Europe
  92. ADNOC Requires Buyers to Load Crude Oil Inside the Strait of Hormuz
  93. Micron Earnings Preview: HBM Supply-Demand Dynamics to Determine Future Trajectory
  94. Trump Imposes Export Controls on Anthropic, Triggered by a Call from Amazon's CEO
  95. SpaceX Debt Financing Roadmap Emerges: Net Debt Could Exceed $400 Billion by 2031
  96. Wells Fargo Raises S&P 500 Target to 7,950, Sees AI Bull Market Continuing
  97. Excess Liquidity Turns Negative: U.S. Stocks May Face Strongest Headwind Since 2021
  98. Warsh's Hawkish Debut Shakes Rate Expectations as Market Prices in Nearly 50% Probability of July Hike
  99. Five Agencies Jointly Propose: Stablecoin Issuers Must Comply with Bank-Level KYC Obligations
  100. Morgan Stanley Files Amended ETH/SOL ETF Proposals with Market-Lowest Fee Rates
Topic Archive — Page 80 · nashnova