Topic Archive — Page 82 of 113

Every market topic nashnova has published, newest first (11246 total).

  1. China's Commercial Space Industry Replicating Solar & Lithium Battery Cost Reduction Curves, Approaching Commercialization Inflection Point
  2. Acer Inventory Hits Record High of NT$80 Billion as Price Hike Momentum Slows
  3. SPCX Options See Record Nearly 1.8 Million Contracts on First Day of Trading as Institutions Lock In Gains at Zero Cost
  4. CR New Energy Prices Shenzhen IPO at 10.11 Yuan, Raising Up to 24.5 Billion Yuan
  5. Hillhouse Seeks $600M Loan to Double Down on DayOne Data Centers
  6. First LNG Tanker Heads Toward Strait of Hormuz After U.S.-Iran Deal Takes Effect
  7. Samsung Advances 1d DRAM Development, Targeting Pilot Production by End of 2027
  8. Robin Zeng Slams Industry Talent Poaching and Tech Theft: Price Wars Rooted in Short-Sightedness
  9. Marvell Confirms Adoption of TSMC 1.4nm Process for AI Data Center Strategy
  10. China's A-Share Three Major Indices Open Lower Collectively, Non-Ferrous Metals Sector Leads Decline
  11. Sanen Group Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
  12. Samsung to Open 2nm MPW Services Next Year, Boosting Korea's Chip Design Ecosystem
  13. CME Group Sues CFTC: Perpetual Futures Should Be Classified as Swaps
  14. TSMC/ASML/Imec Complete 2D Transistor Integration Validation on 300mm Wafers
  15. Long Zhipu, Short MiniMax: Pairs Trading Emerges in Hong Kong AI Stocks
  16. Trump: Incredible That the Fed May Raise Rates This Year, Would Drag Down the Economy
  17. Fed Rate Hike Expectations Heat Up, Asian Currencies Under Broad Pressure
  18. HKEX CEO: SpaceX IPO Has Not Shaken Global Investors' Priority Allocation to China
  19. Pop Mart's China Online Sales Post First Year-on-Year Decline Since 2024 in May
  20. Google's Top AI Researcher Shazeer Joins OpenAI
  21. Microsoft Sells OpenAI Models to ByteDance and Other Chinese Tech Giants via Azure
  22. Cook: Apple Price Hikes 'Inevitable,' Will Tap Cash Reserves to Secure Memory Supply
  23. Global Crude Inventories Running Critically Low — Hormuz Strait Reopening Unlikely to Ease Near-Term Pressure
  24. Brazil's Central Bank Cuts Rates for Third Consecutive Time to 14.25%, but High Inflation and Fiscal Pressures Constrain Further Easing
  25. G7 Rare Earth De-Sinicization Targets Materialize, Rare Earth Stocks Rally Collectively
  26. SK Hynix Sends 12-Layer HBM4E Chip Samples to Key Customers
  27. Trump Says He'd Rather Terminate USMCA but 'Might Also Sign'
  28. SpaceX Appoints Former Sequoia Head Roelof Botha as Independent Director
  29. Marvell Bucks the Trend with 3.9% Gain as AI Orders and Nvidia Synergy Continue
  30. Polymarket Iran Deal Bets Raise Insider Trading Concerns
  31. Nomura: Iran MOU Deal Triggers Fund Rotation, Semiconductors and Energy Become "Source of Funds"
  32. Amazon AI Chief: Nova 2 Aims to Catch Up with OpenAI and Anthropic 'Next Year'
  33. Apple Shifts iPhone Launch Cadence, Second-Gen Air Set for Spring Next Year
  34. Stock Index Futures Rebound After Fed Rate Hike Signal Triggers Sell-Off
  35. Iran Oil Exports Resume: Two Supertankers Carrying 3.8 Million Barrels Break Through Sanctions Blockade
  36. Fed Hawkish Signals Weigh on Yen as Bearish Bets Hit Nine-Year High
  37. AI World Model Startup Odyssey Closes $310 Million Series B Funding
  38. Saudi Aramco Seeks to Sell Over $50 Billion in Infrastructure Assets
  39. Fed Sends Hawkish Signal as Traders Fully Price In Rate Hike Before October
  40. U.S. FERC Plans Guidelines to Accelerate Data Center Grid Interconnection
  41. European BEV Market Share Hits Record 23.6% in May
  42. Amazon AI Executive: Quantum Computing to Achieve Commercialization Within 5 to 7 Years
  43. Billions in Arbitrage Capital Funneled Through ARKK and Other ETFs to Gain Exposure to SpaceX IPO
  44. ASML Warns Musk's Terafab Project May Face Supply Constraints
  45. BYD Datang SUV Priced at 239,900 Yuan, Taking Aim at Huawei's AITO and Li Auto
  46. JPMorgan and Citi Both Raise Global Semiconductor Equipment Forecasts on Same Day: Memory Cost Cycle as Core Driver of Equipment Upcycle
  47. Warsh's Path to Balance Sheet Reform: Bowman and Bessent Are Key
  48. J&J CEO: No Entry into GLP-1 Weight Loss Drugs, Aiming to Be World's #1 in Oncology by 2030
  49. Report: U.S. and Iran Discuss Signing Deal Early, Strait of Hormuz Terms May Take Effect First
  50. ECB President Lagarde: AI Could Trigger a New Financial Crisis
  51. Temasek Unveils AI Investment Plan: Triple in Size to $75 Billion by 2030
  52. Morgan Stanley: China's AI Ecosystem Has the Potential to Create $3-4 Trillion in Incremental Market Cap
  53. Trump Says US-India Trade Deal "Very Close," Praises Modi as Toughest Negotiator
  54. U.S. SEC Proposes to Abolish Trade-Through Rule, Tokenized Stock Platforms Could Be Major Beneficiaries
  55. U.S. Pending Home Sales Rise 3.8% MoM in May, Marking Largest Monthly Gain in Nearly Two Years
  56. U.S. Crude Inventories Fell by 8.263 Million Barrels Last Week, Approaching Minimum Operational Safety Threshold
  57. Retail Investors Pile In: U.S. Equity ETFs See Over $150 Billion in Monthly Inflows, Approaching Historic Record
  58. Deutsche Bank and TD Cowen Both Raise Micron Price Target to $150
  59. G7 Leaders' Summit Statement Reaffirms Exchange Rate Commitments, Calls for Establishing Oil Reserve Mechanism
  60. SpaceX Options See Nearly 1 Million Contracts Traded on First Day as Valuation and AI Hype Spark Market Debate
  61. Citi Raises DataDog Price Target to $270, Citing Sustained AI Monitoring Demand
  62. Renaissance Macro Analyst Warns: Sell Microsoft on Rallies
  63. Amazon's Low-Cost AI Chips Attract Enterprise Clients, Priced ~80% Below NVIDIA H100
  64. US Stock Market Opening: Three Major Indexes Edge Higher, Philadelphia Semiconductor Index Up 2%, SpaceX Turns Negative
  65. Morgan Stanley: MLCC Market Enters Structural Divergence — Murata Upgraded to Top Pick, TDK Taiyo Yuden Downgraded
  66. Nichicon Raises Aluminum Electrolytic Capacitor Prices Across the Board, Hikes Expand to 10%-15%
  67. Two AI Giants Poach Over 85 Salesforce Employees This Year
  68. Europe Seeks to Bypass U.S. Frontier AI Model Restrictions
  69. Bernstein Raises 2030 Server CPU Market Forecast to $223 Billion
  70. Microsoft Turns to AWS to Lease Capacity; Bernstein Says Demand Growth May Be Stronger Than Expected
  71. U.S. May Retail Sales Rise 0.9% MoM, Fastest YoY Growth Since 2023
  72. Citi Bullish on Semiconductor Equipment Cycle Extending Through 2028, Raises Price Targets on All Three Equipment Giants
  73. SpaceX Set to Join Index — Passive Fund Investors Face Nearly 120% Implied Volatility
  74. Alibaba Launches HappyOyster 1.0: Generating Real-Time Interactive Open Worlds from a Single Prompt
  75. AI Chip Stocks Rebound Collectively: AMD Up 2.7%, Intel Up 3.5%
  76. Apple's AI Progress Lags Behind, Investor Patience Wearing Thin
  77. US SEC Proposes "Innovation Exemption" to Allow Crypto Firms to Trade Tokenized Stocks
  78. Trump Administration Explored Taking Stakes in AI Giants; Export Controls on Anthropic Could Add Uncertainty
  79. Nvidia-Backed SandboxAQ Wins $500 Million Chip Materials Contract from U.S. Commerce Department
  80. Oil Price Shock Fades as JPMorgan, Barclays, and Deutsche Bank Turn Bullish on European Equities
  81. Intel Launches 18A-P 'Risk Production': Securing Major Foundry Clients Is the Key
  82. SpaceX Successfully Deploys Three AST SpaceMobile Satellites, Both Stocks Rise in Premarket Trading
  83. BofA Raises China AI Data Center Capex Forecast to $327 Billion by 2030
  84. US Semiconductor Stocks Plunge 6% in a Single Day as Debate Over Momentum Trade Inflection Point Intensifies
  85. China's SAMR Drafts New Rules on Food Delivery Platform Subsidies, Seeking Public Comments Starting June 17
  86. Active ETFs Officially Launch! Shanghai and Shenzhen Exchanges Release Business Guidelines
  87. EU MiCA Era Begins: USDT Delisted from Licensed Exchanges, Circle's Compliant Stablecoins Emerge as Biggest Beneficiary
  88. Tencent WorkBuddy API Calls Surge 10x in Three Months
  89. Deep Dive: China's Cost Advantage in Humanoid Robots
  90. Rolls-Royce SMR Secures Third European Order While Advancing Gas-Cooled Reactor Technology
  91. IEA Warns: Oil Could Face Severe Oversupply by 2027 If Middle East Peace Deals Hold
  92. UBS: U.S. Stock-Bond Correlation Drops to 30-Year Low; Next Shock May Come from the Rates Market
  93. Bernstein Raises Hygon Information Target Price to 450 Yuan
  94. JPMorgan: Google TPU v9 Not Delayed, Broadcom AI Revenue Visibility Extended to 2031
  95. Japan Plans First-Ever Consumption Tax Cut, Food Tax Rate May Be Temporarily Reduced to 1%
  96. Warsh's Fed Debut Tonight: Press Conference in the Spotlight
  97. PBOC: Closely Monitoring the Impact of Stablecoins on the International Monetary System and Cross-Border Payments
  98. General Atlantic in Talks to Lead $2 Billion Funding Round for Kling AI
  99. Hong Kong SFC Advances HK$1 Billion Investor Compensation for Evergrande as Liquidators Seek Judicial Review
  100. Wall Street Bull-Bear Divide Deepens: Optimists Eye S&P 500 at 9,000 While Bears Warn of Triple Headwinds
Topic Archive — Page 82 · nashnova