Topic Archive — Page 85 of 113

Every market topic nashnova has published, newest first (11248 total).

  1. Citi Cuts Brent Crude Forecast as US-Iran MOU Points to Hormuz Supply Normalization
  2. Trump's Critical Minerals Pricing Plan Faces G7 Skepticism as Industry Opinion Splits
  3. Fitch: Oil Market Could Shift to Oversupply Within a Month If U.S.-Iran Deal Materializes
  4. India's May Silver Imports Plunge 87% to Over Three-Year Low
  5. US-Iran War Drives Oil Prices Higher as Chinese EV Makers Sweep European and Australian Markets
  6. JPMorgan Traders Turn Tactically Bullish on U.S. Stocks, Betting U.S.-Iran Deal to Catalyze Risk Appetite
  7. Ackman Discloses Four New Investments, PSUS Capital Deployment Rate Rises to 85%
  8. SpaceX Options Launch Coincides with Triple Expiration Day, U.S. Derivatives Market Faces Multiple Pressures This Week
  9. U.S. Power Transformer Lead Times Rise to 128 Weeks as Equipment Shortages Become Bottleneck for Industrial Expansion
  10. SK Hynix Accelerates HBM4E Sample Production with NVIDIA as First Customer
  11. SocGen: Stock Market Has Not Yet Shown Classic Bubble Top Signals
  12. HYPE Spot ETF Accumulates Nearly $900M in Trading Volume and $153M in Net Inflows One Month After Listing
  13. Microsoft Hit with Shareholder Class Action Lawsuit Alleging Concealment of Azure Slowdown and AI Spending
  14. Estimates Show Nvidia's Inference Chip Share Rises to 74%; Custom Chips Have Yet to Erode Its Dominance
  15. Crypto-Related Stocks Rally Broadly, Circle Surges Over 11%
  16. U.S. Stocks Midday: Cloud Computing and Semiconductors Lead Gains as Mag 7 Momentum Returns
  17. IMF: No Global Recession Signals Yet, but Remains on High Alert
  18. GLJ Research: 2026 IPO Wave to Surpass Dot-Com Bubble Peak, Supply-Demand Gap May Drain Market Liquidity
  19. Anthropic to Meet with U.S. Government Officials Today to Negotiate Model Export Control Dispute
  20. U.S. Military Blockade on Iranian Ports Still in Effect, Energy Stocks Drop Over 5%
  21. Citi Upgrades Paychex to Buy with $140 Target Implying 39% Upside
  22. Goldman Sachs: Surging AI Capex to Weigh on 'Magnificent 7' Return on Equity
  23. AI Chip Startup Tensordyne Eyes Over $200M in Orders, Challenging Nvidia's Inference Market
  24. SpaceX: IPO Raises Approximately $85.7 Billion as Underwriters Fully Exercise Overallotment Option
  25. AI Cost Pressures Erupt Early in Asian Markets, ROI Becomes Core Issue
  26. Morgan Stanley: Memory Super Cycle Not Over, Pullbacks Are Buying Opportunities
  27. Bitmine Adds Another 76,881 ETH as Tom Lee Declares "Crypto Spring" Has Arrived
  28. Salesforce Acquires AI Customer Service Platform Fin for $3.6 Billion
  29. Bernstein: Japanese Semiconductor Equipment Entering a Systematic Price Hike Cycle
  30. Anthropic Hit with Another Federal Lawsuit, Accused of Delivering Far Less Usage Than Advertised in $200 Plan
  31. The Next Key Variable for Oil Prices: When Will China Resume Large-Scale Restocking?
  32. Wall Street Ratings Roundup Monday: Nvidia, Micron, Ferrari and More in Focus
  33. Billionaire Ron Baron Invests $1 Billion More in SpaceX, Bringing Total Holdings to $25 Billion
  34. Hikvision and Bright Micro Issue Price Hike Notices on Same Day, Raising HDD and MCU Prices
  35. Kalshi Builds AI Agent to Audit Contract Rules, Pushing Prediction Market Risk Control Toward Automation
  36. Nvidia Returns to Bond Market After Five Years, Plans to Raise at Least $20 Billion
  37. JPMorgan: Oil Prices Could Drop to $70, Creating a Major Tailwind for Stocks
  38. Strategy Spends Another $100 Million to Acquire 1,587 Bitcoin
  39. TSMC CoWoS Supply-Demand Gap Expected to Narrow from 20% to 10%
  40. Fox's $22 Billion Acquisition of Roku: Combined Entity to Become Third-Largest U.S. TV Company
  41. SpaceX Up 5% in Pre-Market on Second Trading Day as Historical Pullback Patterns of Major IPOs Draw Attention
  42. Xiaohongshu Plans to Confidentially File Hong Kong IPO Application by End of Month
  43. Morgan Stanley's Wilson: U.S. Stock Rally May Broaden From Tech to Cyclicals
  44. Key Calendar After SpaceX IPO: Options, Lock-Up Expiry & Index Inclusion to Drive Continued Volatility
  45. Bernstein Bullish on Robinhood: World Cup Boosts Prediction Market Volume, Related Revenue Could Surge 286%
  46. Report: Tencent Invests in New AI Lab Founded by Former Alibaba Qwen Researcher Lin Junyang
  47. Futu's moomoo Integrates Hyperliquid On-Chain Perpetual Contract Data
  48. Alipay Launches Biggest Redesign in Nearly Two Decades, Pivoting to Conversation-Driven Agent Super Entry Point
  49. UK Plans to Ban Social Media for Children Under 16
  50. Hedge Funds Revive Pre-War Trading Strategies Ahead of US-Iran Deal
  51. Optical Interconnect Advances on Multiple Fronts as Korean Equipment Makers Capture HBM4 Dividends
  52. Report: Samsung Developing 4nm Chip for Brain-Computer Interface Company Neuralink
  53. China's May Retail Sales Expected to Post First YoY Decline Since Post-COVID Recovery
  54. Citi Upgrades AMD to Buy, Raises Price Target to $575
  55. US-Iran Deal Lifts Asia-Pacific Stocks; Strategists Warn Inflation Constraints May Limit Rally Sustainability
  56. Tesla Submits Misleading FSD Safety Data to European Regulators
  57. Morgan Stanley: Iran Deal Could Lead Bond Market to Unwind Fed Rate Hike Bets
  58. HKEX CEO Bonnie Chan: Expanding Bonds and Commodities to Build a Multi-Asset Ecosystem
  59. Euro STOXX 600 Index Hits All-Time High
  60. First LNG Tanker Transits Hormuz After US-Iran Deal; Shipping Industry Remains Cautious
  61. Satellite Spectrum Land Grab: Legacy Satellite Stocks Surge as Selling Window Narrows
  62. Morgan Stanley Closed-Door Meeting: China Tightens Outbound Investment While Domestic Capital Concentrates on Computing Power and Electricity
  63. U.S.-Iran Peace Deal Eases Geopolitical Concerns, Bitcoin Rebounds Above $65,000
  64. Goldman Sachs: Favor Large-Cap, Sole-Listed IPOs in Hong Kong
  65. Chinese Government Bonds Emerge as Surprise Safe-Haven Asset Amid Iran-US War
  66. TSMC's PLP Packaging Could Enter Mass Production as Early as Next Year, Closing in on Samsung's Lead in AI Chip Packaging
  67. Zhipu AI Open-Sources GLM-5.2, Hong Kong Stock Surges Up to 48% in a Single Day
  68. Microsoft CEO Nadella Warns: AI's Few Winners Could Destroy Entire Industries
  69. South Korea Commits 500 Billion Won to Next-Generation Power Semiconductors
  70. Yen Short Positions Rise to Nine-Year High as Carry Trade Revives Despite Intervention Risks
  71. Chinese AI Stocks Valued Significantly Below U.S. Peers as Global Fund Allocation Remains Severely Underweight
  72. LG Energy Solution and Sunwoda Reach Patent Licensing Agreement, Ending Two-Year Cross-Border Litigation
  73. Samsung Foundry May Turn Profitable as Early as 3Q26; Nvidia RTX Spark Bets on AI PC
  74. China Eases Export Controls on InP Substrates, Benefiting Taiwan Compound Semiconductor Suppliers in H2
  75. Asian Hedge Fund's AI-Focused Strategy Delivers Over 100% Returns Year-to-Date
  76. ChiNext Index Surges 3.66% in Morning Session as AI Hardware and Shipping Sectors Rally
  77. Barclays: Orbital Data Center Costs Are 3x Ground-Based
  78. ByteDance in Talks to Buy at Least 50,000 AI Chips from Enflame
  79. Alibaba Plans $1.5B+ Acquisition of Pupu to Expand Instant Retail and Challenge Meituan
  80. Economists: US-Iran Peace Deal Won't Alter BOJ's Path of Two Rate Hikes This Year
  81. China Warns Indonesia's New Nickel Mining Rules Threaten $50 Billion Investment
  82. CICC: High Crowding Meets Liquidity Headwinds, AI Trade Approaching Critical Validation Point
  83. Morgan Stanley: Power Supply Bottleneck Has Become the Biggest Constraint on AI Infrastructure Expansion
  84. India Advances Rare Earth Supply Chain Localization as Reliance, Vedanta, Adani and Other Giants Express Investment Interest
  85. Liumei (06658) Surges 117.99% to HK$95 on Hong Kong IPO Debut
  86. Four Major MLCC Leaders Confirm: AI-Driven Shortage Wave Set to Surpass the 2018 Super Cycle
  87. Singapore Establishes OTC Gold Clearing System, Central Bank Gold Custody Service to Launch in October
  88. Hang Seng Index Opens 1.15% Higher, Zhipu and Lenovo Lead Tech Sector Gains
  89. US-Iran Ceasefire Deal Drives Asian Stocks Sharply Higher, Oil Prices Drop Over 4%
  90. Goldman Sachs: Short Covering 4.7x Larger Than Long Buying, Summer Liquidity Warning
  91. SemiAnalysis: SMIC 7nm and CXMT Memory Found in Huawei Kirin 9030
  92. Morgan Stanley: AI Could Require Up to 70 Optical Engines per GPU, Optical Content Becomes a Core Variable
  93. CATL Maps Out Three-Phase Battery Roadmap to Counter U.S. Sanctions Pressure
  94. Global Funds Flee Japan's Ultra-Long Bonds as BOJ Policy Pace Faces Scrutiny
  95. Warsh to Chair First FOMC Meeting, Forward Guidance Reform Tops the Agenda
  96. Foreign Investors Dump Asian Stocks at Record Pace as Local Funds Step In to Sustain Rally
  97. UBS Channel Survey: McDonald's and Wingstop Franchisees Report Continued Consumer Spending Pressure
  98. Howard Marks: If No One Loses Money in the AI Boom, It Would Be a First in Tech History
  99. Goldman Sachs: Hyperscaler Capex Could Reach $1.1 Trillion by 2027, AI Volatility Risks Rising
  100. BofA's Hartnett: Recommends Continued Position Reduction as Bearish Signal Triggers for Fourth Consecutive Week
Topic Archive — Page 85 · nashnova