Topic Archive — Page 86 of 113

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

  1. Goldman Sachs: Improved Liquidity Could Drive a Rebound in Private Equity Returns
  2. US-Iran Peace Deal Reached, Strait of Hormuz Reopens, Oil Prices Drop Over 4%
  3. Coinbase Report: ~7 Million Bitcoin at Risk of Quantum Attack Due to Address Reuse
  4. Ant Group Tests Alipay AI Agent Interface, Taking Aim at WeChat
  5. Iranian Sources: U.S. and Iran to Hold Video Conference Hosted by Pakistan and Sign Agreement
  6. JPMorgan: China's AI "Battle of 100 Models" Shifts to Enterprise Value Competition
  7. South Korean Stocks Push for MSCI Developed Market Upgrade: Key Review on June 23
  8. SK Hynix HBM4E Samples Could Ship as Early as June; Samsung Already Ahead
  9. mBridge Digital Currency Platform Nears Commercialization, Halved Fees Challenge Swift
  10. Google DeepMind Releases AGI Roadmap: 100 Million Human-Level AIs Would Constitute "ASI"
  11. UBS: El Niño Officially Declared, 63% Probability of Evolving into an Extreme Event
  12. UK and Japan Sign Over $24 Billion Investment Agreement with Offshore Wind as Core Focus
  13. JPMorgan: Zhipu's Price Hike Succeeds While MiniMax's Price Cut Fails — Pricing Power Determines Valuation Divergence
  14. Goldman's Pasquariello: Surging Leveraged ETF Assets Are Amplifying Intraday Market Volatility
  15. UBS: AI Capital Expenditure Is Reshaping the Logic of the Global Credit Cycle
  16. Trump Says U.S.-Iran Deal to Be Signed Sunday, Strait of Hormuz to Reopen
  17. Deutsche Bank: After Two Weeks of Correction, Crowded Positioning in US Tech Stocks Has Largely Been Unwound
  18. Mainland Buyers' Registered Property Purchases in Hong Kong Surpass HK$20 Billion in May, a First in 25 Months
  19. SpaceX IPO Underwriting Fees Reach $500 Million, with Goldman Sachs and Morgan Stanley Each Receiving About $100 Million
  20. Geely to Shut Down Redundant Business Units, Focusing Resources on Hong Kong-Listed Entity
  21. SpaceX President Hints at 'Merger' with Tesla, Prediction Market Odds Rise to 55%
  22. Anthropic Suspends Customer Access to Fable 5 and Mythos 5 After U.S. Government Order
  23. Samsung to Hold Semi-Annual Strategy Meeting Amid Memory Upcycle and End-Market Cost Pressures
  24. Attorneys General from Multiple U.S. States Launch Joint Investigation into OpenAI
  25. U.S. CFTC Considers Blocking CME's Around-the-Clock Crude Oil Futures Contract Listing
  26. Michael Burry Increases Stakes in Alibaba, Adobe, PayPal, and Veeva
  27. US-Iran Peace Deal Nearing Signing: US Says Probability Rises to 85%, Iran Still Reviewing Final Text
  28. Meta Reportedly Curbs Employee AI Tool Usage as Internal Costs Projected to Reach Billions by 2026
  29. Trump Administration Imposes Export Controls on Anthropic's Most Powerful AI Models
  30. SpaceX Surges 19% on First Day of Trading, Reaching $2.2 Trillion Market Cap; Musk Becomes World's First Trillionaire
  31. All Three Major U.S. Stock Indexes Post Weekly Gains, Led by Chip and Memory Stocks
  32. Moore Threads Plans Hong Kong IPO as Stock Surges 564% Since A-Share Listing
  33. SpaceX Debuts on Nasdaq with Opening Price of $165 Per Share
  34. Uber Considers Divesting Overlapping Assets of Delivery Hero to Secure Regulatory Approval for Full Acquisition
  35. Morgan Stanley Tech Private Meeting: AI Hardware Chain Expanding from GPUs to Memory, MLCCs and Tantalum Capacitors
  36. BofA: Consumer Stocks, REITs, Bitcoin and Other Assets Set to Benefit If Iran Peace Deal Is Reached
  37. Mistral AI in Funding Talks at ~€20 Billion Valuation, Seeking to Raise €3 Billion
  38. BofA Warning: 1994 Market Analogy May Signal Rising Inflation and Volatility
  39. Bernstein: Chinese LLMs to Capture 35%-40% of Global Market on Cost Advantage
  40. Iranian Media Says Review and Decision-Making Not Yet Complete, Denies Signing MOU on Sunday
  41. Vanguard Surpasses BlackRock to Become the Largest ETF Issuer in the U.S.
  42. U.S. Net Equity Supply Turns Positive for First Time Since Pandemic — Historical Patterns Signal Market Pressure
  43. Iran-US Deal Expectations Heat Up as Dubai Index Surges 3.8% in Single Day to Two-Month High
  44. Latest Wall Street Ratings: Citi Upgrades AMD to Buy, Stifel Downgrades Adobe to Hold
  45. Space-related stocks rally in tandem on SpaceX IPO debut as options trading volume surges
  46. JPMorgan Upgrades Kratos to Overweight with $82 Price Target
  47. Bloomberg Survey: Economists Push Back Fed Rate Cut Expectations to 2027
  48. Volkswagen, Stellantis, and Renault Join Forces to Push EU 'Made in Europe' Auto Rules
  49. Hedge Funds Trim Tech Holdings Ahead of SpaceX IPO as Hong Kong Stocks Face Liquidity Pressure
  50. Goldman Sachs Raises Micron Price Target to $900 but Maintains Neutral Rating
  51. Plastic Resin Costs Surge, Setting the Stage for U.S. Consumer Goods Price Hikes
  52. Global Equity Funds See Net Inflows for Third Consecutive Week as Investors Buy the Dip in Tech Stocks
  53. Warsh Chairs His First Fed Meeting: Markets Await Policy Signals Amid Volatility
  54. Bitwise: Bitcoin's Maximum Downside Risk to $48,000
  55. JPMorgan's Conversation with Ciena Management: AI Inference Driving Optical Network Upgrades, Order Visibility Extending to 2027
  56. Hong Kong Stocks Closing on June 12: HSI Up 1.93%, Non-Ferrous Metals & Airlines Lead Gains, Chow Tai Fook Surges 15% After Earnings
  57. US SEC Requires Leveraged SpaceX ETFs to Delay Listing Until Day After IPO
  58. China's May M2-M1 Scissors Gap Narrows as Social Financing Continues to Be Driven by Government Bonds
  59. Hang Seng Hong Kong & US Tech Index to Include SpaceX, Effective June 29
  60. Draft US-Iran MOU Drives European Luxury Stock Rebound, LVMH Up Nearly 5%
  61. Two Major Japanese Suppliers to Halt Production in July, Tungsten Hexafluoride Prices Surge Over 200% in a Single Month
  62. Executives from Anthropic, OpenAI, and Google Plan to Attend G7 Summit
  63. Chow Tai Fook Shares Surge 15% in a Single Day as Gold Prices Drive Annual Shareholder Profit Up Over 50%
  64. Nasdaq-100 Quarterly Rebalancing Announced: Rocket Lab and 4 Other Companies to Be Added
  65. Huawei Launches HarmonyOS 7, Pivoting Fully to Agent Architecture
  66. SpaceX Shadow Trading Price Over 35% Above IPO, Pre-Market Valuation Points to $2.4 Trillion
  67. Parabilis Surges 58% on IPO Debut, Sets Record for Biotech IPO Fundraising
  68. SpaceX IPO Raises Record $2.2 Billion in Japan Tranche
  69. Kioxia Surpasses Toyota as Japan's Most Valuable Company
  70. ChatGPT Monthly Active Users Surpass 1 Billion, Becoming the Fastest App Ever to Reach the Milestone
  71. Reuters: Nvidia Pitches Vera CPU to Chinese Customers, Shipments Could Begin as Early as August
  72. Macquarie: AI Theme Shifting from Chips to Robotics and Biotech
  73. ProShares Launches 2x Leveraged Long ETF on Innolight, Expected to List on U.S. Markets in Two Months
  74. Citi, Morgan Stanley, Goldman Sachs and Other Major Banks Tighten Swap Leverage on SK Hynix and Samsung, Financing Rates Surge to Nearly 15%
  75. BlackRock Income-Generating Bitcoin ETF Expected to Launch Next Week
  76. TSMC CEO: Talent Shortage Is the Biggest Constraint, Water Resource Issues Need Government Solutions
  77. PBOC Window Guidance Directs Major Banks to Cut Back Interbank Lending; Overnight Repo Rate Rebounds to 1.4%
  78. Jefferies: CPO-OIO Commercialization May Be Delayed Beyond 2030
  79. China Slashes Iranian Crude Imports, May Daily Flows Plunge to 160,000 Barrels
  80. Dreame Technology Plans Hong Kong IPO, Eyeing Hundreds of Millions of Dollars as Early as Next Year
  81. SK Hynix to Mass-Produce 375-Layer NAND by Year-End, U.S. Stock Listing Could Land as Early as August
  82. Bernstein: Humanoid Robot Integrators Are a Better Bet Than Pure Component Suppliers
  83. India Restricts Diesel Sales for 90 Days as Middle East War Tightens Crude Supply
  84. SK Hynix Cheongju Plant Catches Fire Twice in 11 Days, 3,600 Evacuated
  85. Report: Zhongqing Robot Secretly Files for Hong Kong IPO
  86. South Korea Concrete Supply Halt Disrupts Samsung and SK Hynix Chip Plant Construction
  87. UBS Releases 13 TMT "Highest Conviction" Stock Picks
  88. U.S. Crude Oil Exports Hit 10.5 Million Barrels/Day in May, Leading the World for Three Consecutive Months
  89. Tesla's U.S. LFP Supply Chain Scale Still Dwarfed by Chinese Giants
  90. AI Chip Demand Drives New Growth Cycle for Taiwan's OSAT Companies
  91. Non-Iranian Crude Daily Shipments via Strait of Hormuz Surge 50% to 1.8 Million Barrels
  92. Goldman Sachs Cuts 2027 Average Brent Crude Price Forecast to $80
  93. Salesforce AI Business ARR Surges 205%, Yet Stock Falls to 52-Week Low
  94. CXMT and YMTC Push Forward IPOs, Targeting AI Memory Market
  95. Google TPU Orders Diversified: Marvell, Broadcom, and MediaTek Compete for Share
  96. BofA Raises Innolight Target Price to RMB 1,650, Maintains Buy Rating
  97. A-Share Shanghai Composite Reclaims 4,000 Points as STAR 50 Surges Over 3% Led by Semiconductors
  98. Hong Kong Stocks Open Higher with Hang Seng Index Up 1.04%; Semiconductor Sector Leads as Montage Technology Surges Over 6%
  99. AI Price War Heats Up as OpenAI and Anthropic Face Mounting Profitability Pressure
  100. Nvidia Upstream PCB Supply Gap Widens as Copper Foil Becomes Key Bottleneck
Topic Archive — Page 86 · nashnova