Topic Archive — Page 83 of 156

Every market topic nashnova has published, newest first (15544 total).

  1. Chip Packaging Equipment Maker ASMPT: No Bubble in AI Demand, Stock Drops Nearly 10%
  2. Tsingshan Holdings Suspends MHP Export Loading from Indonesia
  3. Beyond the AI Stock Selloff: U.S. Earnings and Market Breadth Both Hit Record Highs
  4. UMC Raises 2026 Capital Expenditure to $2 Billion for Wafer Fab Expansion
  5. Massive Insider Selling by NVIDIA Director and CoreWeave Executives Amid AI Boom
  6. KOSPI Down 40% from Peak: South Korea's Finance Minister Holds Emergency Meeting and Apologizes Over Leveraged ETFs
  7. CCC Bond Spreads Hit 30-Year High Multiple
  8. Glencore's H1 Trading Profit Doubles to $3.3 Billion
  9. U.S. Tariff Convergence Drives Some Businesses Back to China
  10. ECB Tracker: Eurozone Wage Growth to Slow to 2.6% This Year
  11. U.S. FCC Bans Imports of Foreign-Made Humanoid Robots and Power Inverters
  12. Innolight's Hong Kong Grey Market Trading Falls Nearly 2%
  13. E Fund's Zheng Xi to Launch First Offshore Public Fund
  14. AI Crowded Trade Unwind: Funds Rotate from Semiconductors to Value Stocks
  15. NVIDIA Accelerates Chip Design with In-House CPUs, Marking an AI Turning Point for EDA
  16. Advantest Significantly Raises Full-Year Outlook as AI Chip Testing Demand Exceeds Expectations
  17. Ionic Digital Surges 25.8% on Direct Listing Debut, Largest Since 2021
  18. SoftBank Issues ¥90 Billion in Bonds with Highest Coupon Rate This Year
  19. JPMorgan: AI Theme Intact, Market in Early Stages of a "Generational Trade"
  20. Nomura Q1 Net Profit Surges 39% YoY, Equity Trading Beats Expectations
  21. SK Hynix Q2 Profit Surges Sixfold to Record High; Analysts Say It May Have Already Peaked
  22. BofA Downgrades ExxonMobil, Favors Chevron's Restructuring Outlook
  23. Foreign Brand Mobile Phone Shipments in China Surge 66.3% YoY in June
  24. NVIDIA Deploys Massive Cash to Build AI Ecosystem, with Financing Arrangements Offering More Upside Than Risk
  25. Analyst: CXMT Lags Two to Three Generations Behind SK Hynix and Other Big Three
  26. Cambricon Launches Equity Incentive Plan with 3-Year Revenue Target Exceeding 100 Billion Yuan
  27. Goldman Sachs Call: HBM Price Forecast Raised to 2.5x Current Levels
  28. Deutsche Bank Q2 Net Profit Rises 10%, Fixed Income Trading Hits Quarterly Record
  29. AI Spending Pressure Pushes Tech Giants' Default Insurance Costs to Multi-Year Highs
  30. China's Market Regulators to Convene Solar Companies to Address Irrational Competition
  31. SK Hynix 2026 Capex to Hit Record High of KRW 40 Trillion, U.S. and Japan Expansion Timelines Uncertain
  32. UBS Q2 Net Profit Hits $2.8B, Beating Analyst Expectations
  33. Standard Chartered's H1 Pre-Tax Profit Rises 9% to $4.78 Billion
  34. Nuclear Revival Requires $250 Billion Annual Investment; Industry Calls on Banks to Channel Private Capital
  35. Google DeepMind Disbands AlphaFold Team to Pivot Toward Large Models
  36. Hong Kong Stocks Rise 1.37% at Midday, Auto Stocks Lead Gains
  37. Bank of England Reviews Prime Brokers' Concentrated Exposure to Asian AI Stocks
  38. Xiaomi Surges Over 9% in Hong Kong as New Car Launch Event Set for Tomorrow Evening
  39. TD Securities: Fed Standing Pat to Weaken the Dollar in the Short Term
  40. Altman: AGI Is Within Reach, Robotics to Hit Turning Point in Two to Three Years
  41. Warsh Abolishes Forward Guidance; Rate Hikes May Come Sooner Than Markets Expect
  42. HK Financial Stocks Surge 11% in July, Posting Best Monthly Performance in Nearly Two Years
  43. China Accelerates Chip Localization, Cloud AI Faces Greatest Pressure
  44. Xiaomi Extended-Range SUV Supply Chain Revealed: Zejing and Hesai Set to Benefit
  45. Hong Kong Gold Imports Hit 10-Year High, Driven by Clearing System Stockpiling
  46. ChatGPT Weekly Active Users Approach 1 Billion, Seven Months Behind Target
  47. Rio Tinto's H1 Profit Surges 43%, Interim Dividend Hits Four-Year High
  48. Zuckerberg Opposes Banning Chinese AI, Warns of Regulatory Capture Risk
  49. AI Inference Demand Expansion: CPU Server Shipments Expected to Grow 19.2%
  50. Japan's Minimum Wage Set to Rise 4.9%, Supporting BOJ's Rate Hike Path
  51. Can SK Hynix ADR Premium Sustain? Conversion Mechanism Is Key
  52. Optical Communications CEO: Indium Phosphide Shortage Will Surpass Memory
  53. UBS: Precious Metals Market Approaching a Critical Turning Point
  54. Huawei Moves into Glass Substrate AI Chips, Targeting Mass Production by 2027
  55. Innolight Clarifies 1.6T Price Cut Rumors, Orders Through 2027 Already Secured
  56. Samsung and SK Hynix Delay 3D IC Commercialization; CXMT and Winbond May Enter the Market First
  57. China's Commerce Ministry Refutes U.S. Allegations of AI Model Theft
  58. Iran Strikes U.S. Forces, Oil Prices Surge Over 3%
  59. CITIC Securities: Foreign Capital Flows Can Track Sector Allocation Turning Points in Hong Kong Stocks
  60. SK Hynix: No Signs of Slowdown in AI Infrastructure Investment
  61. CITIC Securities: Korean Stocks Hit Circuit Breaker, Hong Kong Stocks Poised to Absorb Asia-Pacific Rotation Funds
  62. Magnitude 7.1 Earthquake Hits Kumamoto, Multiple Semiconductor Fabs Halt for Inspection
  63. South Korea's KOSPI Index Extends Gains to 3%
  64. Hong Kong Stocks Face Dual Test: Fed Decision and Largest IPO in Seven Years on the Same Day
  65. Gold Falls to $4,018 as Fed Rate Hike Probability Reaches Around 30%
  66. AI Stock Selloff Triggers Margin Calls as Goldman Sachs and JPMorgan Demand Collateral from Hedge Funds
  67. Bank Data Center Loans Hit Exposure Limits, Agricultural Credit Resells HKD Loans
  68. Musk's X Platform Launches Financial Products, Attracting Users with 6% Yield
  69. Trump Says He Doesn't Care About USMCA as U.S.-Canada Trade Talks Set to Begin This Week
  70. U.S. Military Intercepts Iranian Ballistic Missile "Strike" as Military Confrontation Between the Two Nations Resumes
  71. SK Hynix Q2 Revenue Falls Short of Expectations
  72. API: U.S. Crude Inventories Post Surprise Build of 3.3 Million Barrels
  73. SK Hynix Leveraged ETF Plunges Over 18% in a Single Day as Semiconductor Sector Remains Under Pressure
  74. AI Demand Revives Kioxia as Capital Expenditure Race Heats Up
  75. Bloom Energy Posts Record Q2 as AI Power Demand Drives Guidance to Double
  76. Teradyne Q2 Revenue Hits $1.33B, Significantly Beating Expectations
  77. IonQ's Acquisition of SkyWater Receives Final Regulatory Approval, Deal Valued at Approximately $1.8 Billion
  78. Seagate Q4 Revenue of $3.63B Beats Expectations, AI Demand Drives Profit Doubling
  79. KLA Corporation Q4 Revenue of $3.66B Beats Expectations, Up 15% YoY
  80. NXP Q2 Revenue of $3.5B Beats Expectations; Q3 Guidance Midpoint In Line
  81. Short Interest in Microsoft Hits Decade High Ahead of Earnings
  82. Wall Street Rate Hike Bets Heat Up as Hedging Demand Hits Record
  83. Saudi Arabia Intercepts Drone Launched from Iraq Targeting Oil Facilities in Eastern Province
  84. Warsh: Inflation Is a Choice
  85. OpenAI and Anthropic Employees Co-Sign Letter Urging U.S. to Regulate AI Development Pace
  86. Musk's Portfolio Loses $1.5 Trillion in Market Cap as SpaceX Lock-Up Expiration Looms
  87. U.S. Plans to Ban Imports of Chinese Robots and Inverters
  88. Novo Nordisk Faces Shareholder Fraud Lawsuit Over CagriSema Trial
  89. Koch Industries Explores Sale of Data Center Firm Edged at ~$15 Billion Valuation
  90. OpenAI Model's Unexpected Breach of Hugging Face Sounds AI Cybersecurity Alarm
  91. BTIG: Adding to Semiconductor Shorts Carries Elevated Risk at This Point
  92. Saudi Prince Alwaleed Invests $130 Million in Lucid Motors
  93. Berkshire Rises Over 2% as Apple and Coca-Cola Hit Record Highs, Boosting Portfolio Value
  94. Codelco Rules Out Reaching 2026 Production Target
  95. Anthropic AI Model Cracks Weakened AES Encryption Algorithm
  96. Jensen Huang Visits Washington to Meet Lutnick as Nvidia Chip Exports Face Scrutiny
  97. Driven by AI Orders, ASM International Raises 2027 Revenue Outlook
  98. Fubon: Rubin Delay Doesn't Alter AI Demand — CoWoS/HBM/TPU on Three Fronts Reshaping the Semiconductor Landscape
  99. Goldman Sachs: CTAs to Net Sell Across the Board Next Week, Downside Could Trigger $185B in Selling Pressure
  100. Morgan Stanley: Current Conditions Have Not Yet Reached a 9/24-Style Policy Inflection Point