Topic Archive — Page 84 of 156

Every market topic nashnova has published, newest first (15549 total).

  1. Jensen Huang Visits Washington to Meet Lutnick as Nvidia Chip Exports Face Scrutiny
  2. Driven by AI Orders, ASM International Raises 2027 Revenue Outlook
  3. Fubon: Rubin Delay Doesn't Alter AI Demand — CoWoS/HBM/TPU on Three Fronts Reshaping the Semiconductor Landscape
  4. Goldman Sachs: CTAs to Net Sell Across the Board Next Week, Downside Could Trigger $185B in Selling Pressure
  5. Morgan Stanley: Current Conditions Have Not Yet Reached a 9/24-Style Policy Inflection Point
  6. Bitcoin Bottom Signals Emerge as Analysts Remain Divided
  7. Citi Maintains Copper Price Targets: $14,500 by September, $15,000 by Year-End
  8. Nvidia Invests $1 Billion in Naver to Co-Build Asia-Pacific AI Infrastructure
  9. Shein's Hong Kong IPO Filing Reveals U.S. Federal Trade Commission Investigation
  10. Mediator Says U.S.-Iran Nearing Breakthrough, Oil Prices Drop Over 4%
  11. Largest U.S. Power Grid Operator Plans Temporary Blackouts for Large Data Centers
  12. Claude Code Enterprise Usage Continues to Surge as Competitors Accelerate Catch-Up Efforts
  13. Qualcomm Q2 Earnings Due After Market Close Today: AI Transformation and Smartphone Demand in Focus
  14. WTO Rules Turkey's Restrictions on Chinese EVs Violate Trade Rules
  15. Morgan Stanley Launches Ethereum and Solana ETF Products
  16. Meta Q2 Earnings Due After Market Close Today; AI Monetization in Focus
  17. U.S. July Consumer Confidence Index Falls to 90.8, Present Situation Index Hits Lowest in Over Four Years
  18. AI Boom Drives Hedge Fund First-Half Returns to Multi-Year Highs
  19. TSMC Q2 Revenue Up 33.7%, Full-Year Capex Raised to $64 Billion
  20. Microsoft Q4 Earnings Ahead: Market Focuses on Azure Growth and Capital Expenditure
  21. Nasdaq 100 Index Approaches Technical Correction Territory
  22. Multiple US Stock Warning Indicators Approaching Crisis Levels
  23. Tesla Signs Deal to Purchase 90% of Power from Arizona Solar-Plus-Storage Project
  24. EU Plans to Sanction Over 1,600 Russia-Linked Entities, Setting Single-Batch Record
  25. Apple Accelerates Smart Home Push with Three New Products Centered on Siri AI
  26. Moonshot AI Seeks to Purchase More Nvidia Blackwell Chips to Train Next-Gen Models
  27. U.S. May Home Price Indices Both Beat Expectations
  28. Visa Cuts 7% of Workforce, Eliminating About 2,600 Jobs
  29. Wall Street Ratings Roundup Tuesday: Tesla Target Price Cut, Apple Maintained at Underweight
  30. Reuters Poll: Global Inflation Expectations Revised Up, Growth Forecasts Cut
  31. U.S. June Goods Trade Deficit at $101.5 Billion, Narrowing Less Than Expected
  32. Wall Street Giants Seen as Hidden Beneficiaries of AI Boom
  33. Apple Partners with Klarna to Launch iPhone Monthly Rental Plan Starting at $17.99
  34. Morgan Stanley: Generative AI Inference-Stage ROIC Could Reach 25%-50%
  35. OPEC+ Plans to Pause Output Increases After September; Impact of Iran War Yet to Be Assessed
  36. Boeing Posts Q2 Net Loss of $428M, Revenue of $24.4B Beats Expectations
  37. AMD Secures Over 500MW of Computing Capacity with Core Scientific, Agreement Could Reach Up to 2.5GW
  38. Corning Q2 Earnings Beat Expectations, but In-Line Guidance Triggers 10%+ Stock Drop
  39. China Dominates Electrification Metals; Supply Shocks Could Drive Global Inflation Higher
  40. Record Number of Leveraged ETF Closures: 73 Already Shut Down in 2026
  41. PayPal Q2 Results Beat Expectations, Raises Full-Year Earnings Guidance
  42. Warsh's Press Conference May Be More Noteworthy Than the Rate Decision Itself
  43. BIS: AI Boom Blurs Economic Signals, Rising Risk of Monetary Policy Misjudgment
  44. Nvidia's Forward P/E Drops to 11-Year Low
  45. HSBC Strategists: Earnings and Valuations Underpin Risk Asset Resilience
  46. Fundstrat: Semiconductor Sell-Off Has Precedent, Recommends Holding Through the Dip
  47. Gulf States Back Oman's Proposal: Iran Could Collect Voluntary Transit Fees
  48. Stock Connect (Southbound) Averaged HK$123.1 Billion in Daily Turnover in H1, Up 11% YoY
  49. Amazon Shuts Down Most Nova Flagship Models, Bets on New Frontier Models
  50. Fitch Warns: AI Market Correction Now a Major Global Credit Risk
  51. All SOX Index Components Fall Below 50-Day Moving Average
  52. Houthi Red Sea Blockade Accelerates Saudi Oil Rerouting via Egypt
  53. Bundesbank: Q2 Economy Posts Modest Growth, War-Related Drag Partially Offset
  54. Southbound Net Sold HK$2.495B, Dumping Chip Stocks While Adding Xiaomi and Zhipu
  55. China Merchants Bank's New President Wang Xiaoqing Receives Regulatory Approval
  56. Satellite Imagery Confirms Iranian Missiles Hit Amazon's Bahrain Data Center
  57. MAS Warns AI Investment Pullback Could Severely Hit Global Growth
  58. China's Commerce Ministry Issues Lengthy Rebuttal Against Overcapacity Allegations
  59. China Mass-Produces DUV Lithography Machines; Analysts Say ASML's Position Hard to Shake in Short Term
  60. Meta Partners with BlackRock to Develop $14 Billion Data Center in Texas
  61. GAM: Semiconductor Selloff Not Yet a Buying Opportunity
  62. Trump Plans Tariffs on Generic Drugs, Creating Dilemma for Price-Cut Promises
  63. Morgan Stanley: Next Phase of Stock Rotation — AI Adopters to Take the Lead
  64. Economists: U.S. Fiscal Spiral Will Ultimately Trigger Major Inflation
  65. Middle East Tensions Flatten European Rate Curve as Traders Bet on Ceasefire as Inflection Point
  66. HKMA: Exchange Fund Records HK$134.7 Billion Investment Income in H1
  67. Intel EMIB-T vs. TSMC CoPoS: Yield Is the Real Threshold for Cost Advantage
  68. Xiaohongshu Hong Kong IPO Hit by Former Employee Complaints as VIE Structure Ambiguity Faces Scrutiny
  69. Goldman Sachs: AI Risks Fall into Two Categories — Only Aggregate Shocks Hurt the Broad Market
  70. Nvidia Bets ~$5 Billion on SSI, Computing Power to Scale 10x in One Year
  71. High-Tech Manufacturing Provinces Take the Lead as China's Regional Growth Divergence Accelerates
  72. Triple Pressure Looms: Earnings, Inflation, and the Fed Decision
  73. 7.1-Magnitude Earthquake in Kyushu, Japan Triggers Tsunami Warning
  74. BYD to Unveil in August, XPeng IRON Enters Trial Production — Automakers Accelerate Humanoid Robot Push
  75. AI Chip Trade Unwinds as India IT Sector Posts Record Monthly Outperformance
  76. Germany Secretly Maps China's Supply Chain Vulnerabilities
  77. AI Spending Surges as Big Tech CDS Spreads Hit Record Highs
  78. China's Bank Deposits Hit Record Highs as Credit Growth Slows
  79. Nvidia Confirms Lease of 1GW Texas Data Center, 30-Year Deal Valued at $50 Billion
  80. BOJ July Meeting Expected to Hold Rates Steady at 1%
  81. Barclays Q2 Profit Rises 31%, Announces Interim Dividend and £1 Billion Buyback
  82. Barclays H1 Pre-Tax Profit Rises 17%, Driven by Equity Trading That Beats Expectations
  83. Qualcomm Chip Price Hikes Put Cost Pressure on Chinese Android Makers
  84. Taiwan 5-Year Government Bond Yield Rises to Highest Since 2008
  85. Mercedes-Benz Cuts Full-Year Revenue Guidance as China Sales Plunge 30% in Q2
  86. After Google's $1 Billion Fine, Wave of Claims from European Competitors Emerges
  87. Auto Chip Demand Beats Expectations in 2Q26, Clear EV Architecture Drives Restocking
  88. SK Hynix to Mass-Produce LPDDR6 in H2, Xiaomi to Be First Adopter
  89. Nvidia Taipei Employee Arrested Over Chip Smuggling
  90. AI Demand Drives Hong Kong Exports to Strongest Growth in 42 Years
  91. Bank of England May Raise Interest Rates This Year If Energy Prices Remain Elevated
  92. HK Stocks Midday: PCB Stocks Plunge Across the Board, GigaDevice Drops Over 15%
  93. DDR5 Price Surge Bolsters HBM4 Price Hike Case as SK Hynix Q2 Earnings Approach
  94. Samsung Plans to Source Chinese DRAM to Lower Smartphone Costs
  95. Asia-Pacific Stock Indices Fall Into Technical Correction, Chip Stocks Lead Decline
  96. Visa and Mastercard Report Earnings This Week: Slowing Cross-Border Transactions Take Center Stage
  97. U.S.-Iran Ceasefire Holds, Oil Prices Drop Over 2%
  98. Indonesia's Central Bank Governor Abruptly Resigns, Monetary Policy Independence in Question
  99. Economist: Does SK Hynix ADR Premium Signal a Bubble?
  100. KOSPI Becomes a Semiconductor Proxy: Diversification Benefits Between U.S. and Korean Tech Stocks Vanish