Topic Archive — Page 81 of 113

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

  1. Goldman Sachs Raises Tesla Q2 Delivery Forecast to 420K Units, European Market Performance Stands Out
  2. Trump's Copper Tariff Decision Hangs in the Balance: Three Scenarios to Shape the Global Copper Market
  3. MSCI Identifies Key Obstacles Remaining for South Korean Market
  4. Japan's Finance Minister Warns of "Bold Action" Against Yen Speculation
  5. Fed's Hawkish Stance Weighs on Gold as Prices Post Third Consecutive Weekly Loss
  6. ASML Denies EUV Lithography Machines Reached China; U.S. Officials Claim Evidence but Refuse to Disclose
  7. JPMorgan: Chip Replacement Cycle to Sustain NVIDIA Demand Through 2030
  8. Intel Surges 11% on Apple Partnership News
  9. ExxonMobil and Chevron Warn: Inventory Rebuilding Will Extend Energy Market Recovery Cycle
  10. Amazon in Talks to Sell Custom Chips to Third-Party Data Centers
  11. US-Iran Deal Removes Hormuz Risk Premium: Valaris Down 6.4%, Seadrill Down 4.2%
  12. Meta Signs ~1.6GW Compute Deal with Crusoe, Planning Two Data Centers
  13. Datadog Q1 Revenue Up 32% YoY, Guidance Raised Above Expectations
  14. Analysts Predict New Oil Price Floor Above $80
  15. Centrus Energy Signs LOI with Oklo, Stock Surges Over 12% in a Single Day
  16. SpaceX Paper Gains Wiped Out: Can Fundamentals Provide Support Before Lock-Up Expiry?
  17. Accenture Cuts Full-Year Guidance After Q3 Earnings, Stock Plunges 18% in Single Day to Near-Decade Low
  18. US-Iran Deal Unshackles Iranian Oil, Annual Revenue Poised to Exceed $60 Billion
  19. Asian Buyers Steadily Accumulate Gold Positions as Western ETFs See Continued Outflows
  20. US-Iran Deal Leaves Door Open for Tolls: Shipping Industry Wary of Hormuz Strait Changes After 60 Days
  21. China AI: Good Enough to Win? Scale and Cost Advantages Reshape the Competitive Landscape
  22. Amazon in Talks to Sell Custom AI Chips to Third Parties in Bid to Undermine Nvidia's Dominance
  23. Wells Fargo Upgrades Materials Sector, Bullish on Dual Drivers of Inflation and Geopolitical Restructuring
  24. AI Budgets Squeeze Traditional IT Services Spending, Accenture Plunges 16% at Open
  25. The AI Arms Race Is Devouring Big Tech's Buyback Logic
  26. Kalshi Partners with Wealthsimple to Bring Prediction Markets to Canada
  27. AAII Survey: Only 7.8% of Investors Believe AI Stocks Are Not in a Bubble
  28. Report: Apple and Intel Chip Manufacturing Talks Have Been Ongoing for Months; Executives Were Surprised by Trump's Post
  29. Kuwait Plans to Produce Over 2 Million Barrels/Day Within a Week; Saudi Oil Tankers Resume Strait of Hormuz Routes
  30. U.S. stock indexes open higher, chip and memory stocks lead gains, SanDisk and Western Digital surge nearly 10%
  31. UBS: AI Tech Stock Concentration Too High, Recommends Significantly Reducing Risk Exposure
  32. "AI Godfather" Yann LeCun: Musk's xAI "Has Already Failed," AI Labs Face Bubble Burst Risk
  33. Deutsche Bank: AI Premium Pricing Faces Disruption from Open-Source Models
  34. Microsoft Azure and AWS May Be Brought Under EU Digital Markets Act Regulation
  35. Anthropic International Business Lead: Mythos and Fable 5 Access Could Be Restored Within Days
  36. U.S. Initial Jobless Claims Fall to 226K, Labor Market Returns to 'Low Layoff' Mode
  37. Report: Manus Annualized Revenue Rises to $500M; Chinese Shareholders Plan to Buy Back Stake from Meta at Original $2B Valuation
  38. Wall Street Warning: Massive Depreciation Costs from AI Investments Could Hit U.S. Stock Earnings
  39. DXY Key Resistance at 100.5: A Breakout Could Trigger a Larger Dollar Short Squeeze
  40. OPEC Maintains Strong Demand Growth Forecast, Sees No Peak Before 2050
  41. TS Lombard Warns: Fed Could Become World's Most Hawkish Central Bank by 2027
  42. Global Risk Sentiment Rebounds: Intel Surges Nearly 9%, Gold Hits $4,300
  43. Société Générale Unveils Seven Key Market Strategies for Mid-2026
  44. US Dollar Index Hits Highest Since May 2025, SocGen Bullish on Further Dollar Upside
  45. DOJ Investigates JPMorgan, Citi Over Transactions Linked to Iran's Supreme Leader's Assets
  46. Jefferies Initiates Coverage on IREN with Buy Rating and $79 Price Target
  47. JPMorgan Warns: Chip Stock Valuations and Positioning Both Peaking, Rising VaR Shock Risk
  48. Liblib's Parent Company Completes Nearly $300M Series B+ Round at Over $2B Valuation
  49. Bank of England Holds Interest Rate Steady at 3.75% for Fourth Consecutive Meeting
  50. Bitcoin Stabilizes at $64K as Fed's Hawkish Signals Cap Rebound Potential
  51. Baseten Seeks $1.5B Raise at Up to $13B Valuation, Betting on Open-Source Model Inference Infrastructure
  52. Trump Administration Shapes 'Shadow AI Policy' Through Executive Actions, Tech Companies Face Regulatory Uncertainty
  53. OpenAI Expands ChatGPT Advertising Services to Japanese Users
  54. Saudi Aramco Considers Expanding Global Oil Storage Capacity After Hormuz Supply Disruption
  55. BHP's Jansen Phase 2 Potash Project Faces $2 Billion Cost Overrun, Triggering ~$2.3 Billion Impairment Charge
  56. IMF Chief: Oil Prices to Decline Moderately, Not Crash, After US-Iran Deal
  57. ByteDance Turns to Domestic Chips as Second-Tier Makers Compete for AI Cloud Infrastructure Orders
  58. China's Ministry of Commerce: Smooth China-EU Economic Communication, 'Export to China' Event to Be Held in UK in July
  59. U.S.-Iran Ceasefire Deal Reached, Average U.S. Gasoline Price Falls Below $4 for First Time in Months
  60. MSCI China Index Approaches Bear Market Territory
  61. JPMorgan: Falling Oil Prices Set to Unlock Upside for European Equities
  62. Yen Nears 40-Year Low Against Dollar as Traders Bet 161.95 Will Be Japan's Intervention Threshold
  63. Following Goldman Sachs, JPMorgan Blocks Hong Kong Staff from Accessing Anthropic Models
  64. China-Africa Trade Surges After Full Tariff Exemption as RMB Settlement Accelerates Across Africa
  65. Anthropic Ban Triggers AI Political Risk Reassessment; Goldman Sachs: Frontier AI Becomes National Strategic Infrastructure Under Regulatory Control
  66. Citi Withdraws India Rate Hike Forecast as Iran Deal Reduces Oil Price Risk
  67. Institutions Cut Germany's Growth Forecast as Iran War Energy Shock Takes Center Stage
  68. White House Demands Anthropic Fix Jailbreak Vulnerabilities Before Fable 5 Re-release; Experts Say It's Nearly Impossible
  69. Gulf Oil Producers Accelerate Alternative Routes Bypassing Hormuz as Germany Deploys Minesweeping Vessels
  70. Broadcom Guarantees Anthropic's $35 Billion Chip Order, Pioneering a New AI Financing Model
  71. Samsung, SK Hynix Both Hit Record Closing Highs as Japanese and Korean Markets Reach New Milestones
  72. BE Semiconductor Raises Long-Term Revenue Target to €1.7-2.2 Billion, Driven by AI Demand
  73. NASA Selects Eric Schmidt-Backed Relativity for Mars Mission, Racing Against SpaceX
  74. Musk Says Chinese AI Could Reach Fable-Level as Early as Q1 Next Year
  75. AI Demand Tightens Probe Card Supply; MPI Considers Prepayment Mechanism to Lock In Capacity
  76. JPMorgan Raises 2026-27 Semiconductor Equipment Market Forecasts
  77. CICC: Tencent Valuation Near 5-Year Low, Accelerating AI Initiatives May Trigger Revaluation
  78. Taiyo Yuden Plans to Raise MLCC Annual Capacity Growth to 15%, Refuses to Hike Prices Amid Supply Tightness
  79. Goldman Sachs: Post-Conflict Oil Flows Through Hormuz May Only Recover to 70% of Pre-War Levels
  80. JPMorgan: China's Crude Oil Imports to Rebound from August, Top Pick Is PetroChina
  81. Broadcom Increases Cash Tender Offer Size to $3 Billion
  82. Trump Announces Apple Will Partner with Intel to Design and Manufacture Chips in the U.S.
  83. Morgan Stanley's Caron: Markets Must Adapt to a New Direction Under Fed Chair Warsh
  84. Report: Thailand Revives $30 Billion Land Bridge Corridor Plan to Bypass Strait of Malacca
  85. Wall Street Banks and Sovereign Borrowers Flock to China's Panda Bond Market
  86. Meta Brings in Goldman Sachs Veteran McCormick to Lead AI Financing Strategy
  87. Ark Invest Buys $18.4M in Coinbase While Trimming $29M in Robinhood
  88. Citi Analyst: Indonesia's Fiscal and Exchange Rate Risks Have Largely Subsided
  89. China's NDRC: To Promote Direct Interconnection and Capacity Expansion of National Computing Hubs During the 15th Five-Year Plan, Reducing Transmission Latency
  90. LME to Launch Hot-Rolled Coil Futures Linked to Shanghai Futures Exchange USD Prices
  91. MSCI May Downgrade Indonesia's Emerging Market Status, Potentially Triggering $13 Billion in Passive Fund Outflows
  92. Kioxia Tops Japan's Market Cap Rankings, Yet Keeps Capital Spending in Check Amid NAND Super Cycle
  93. South Korea's Financial Supervisory Service Warns of Sharp Short-Term Price Volatility Risks in Single-Stock Leveraged Products
  94. Goldman's Kaplan: If Inflation Persists, Fed Could Hike in Fall and May Act Consecutively
  95. Kirin 9030 Teardown: SMIC N+3 Metal Pitch Beats Intel 18A, but Transistor Density Still Lags by 38%
  96. Bank of England Expected to Hold Rates Steady at 3.75% as Falling Energy Prices Reduce Urgency for Hikes
  97. China's Commercial Space Industry Replicating Solar & Lithium Battery Cost Reduction Curves, Approaching Commercialization Inflection Point
  98. Acer Inventory Hits Record High of NT$80 Billion as Price Hike Momentum Slows
  99. SPCX Options See Record Nearly 1.8 Million Contracts on First Day of Trading as Institutions Lock In Gains at Zero Cost
  100. CR New Energy Prices Shenzhen IPO at 10.11 Yuan, Raising Up to 24.5 Billion Yuan
Topic Archive — Page 81 · nashnova