Topic Archive — Page 87 of 113
Every market topic nashnova has published, newest first (11248 total).
- Bank of America Raises AMD Price Target to $560, Stock Surges 8% in Single Day
- SpaceX IPO Delivers Largest Single-Deal Return in Venture Capital History
- Trump Signals U.S.-Iran Peace Talks, Gold Holds Above $4,200
- Samsung Electronics Surges 11.54%, KOSPI Reclaims 8,300 Points
- Sierra Space and Axiom Space Prepare for IPOs as SpaceX Listing Ignites Space Economy Boom
- CME Plans to Launch 24/7 Futures Contracts for WTI Crude Oil and Gold
- Fed Maintains $100 Billion Treasury Bill Purchase Pace, Preemptively Hedging Against Treasury Debt Expansion Pressure
- Higuang Xin Approaching HKEx Listing Hearing with 0.8% Global Optical Module Market Share
- Pimco: Warsh May Change Fed Communication Style but Won't Silence Markets
- Marvell Technology Stock Rises Another 3.5% as S&P 500 Inclusion and AI Demand Converge
- JPMorgan: Bitcoin Debasement Trade Unwind Has Accelerated
- SpaceX and OpenAI IPOs Reject Chinese and Hong Kong Investors
- Goldman Sachs Chief U.S. Equity Strategist: Volatility Will Persist, Year-End Target at 8,000
- SpaceX Supply Chain Deeply Dependent on China, IPO Valuation Faces Geopolitical Fractures
- IMF: ECB Still Needs to Continue Tightening After Thursday's Rate Hike, With Cumulative 50bps Increase This Year
- U.S. and China Race to Develop AI "Recursive Self-Improvement" Technology
- Report: SpaceX IPO Receives at Least $5 Billion Order From BlackRock, Retail Subscriptions Exceed $70 Billion
- Analysis: Tech Stocks Could Face Significant Risk If OpenAI and Anthropic Launch a Price War
- a16z Leads Digital Asset's $355M Funding Round as Wall Street Accelerates Blockchain Settlement Adoption
- Crypto Perpetual Contracts Bet on SpaceX Valuation Reaching $2.2 Trillion
- UK Approves Novo Nordisk's Oral Wegovy Weight-Loss Pill, Private Prescriptions Expected Within Weeks
- US SEC Unanimously Approves Proposal to Repeal Stock Market Order Protection Rule
- Citadel Securities: Equal-Weight S&P Outperforms Cap-Weighted, Rotation Still in Early Stages
- Goldman Sachs: AI Capex Could Reach $1.4 Trillion by 2027, Far Exceeding Wall Street Consensus
- Jeff Bezos-Backed AI Startup Prometheus Valued at $41 Billion
- World Bank Cuts 2026 Global Growth Forecast to 2.5%, Extreme Scenario Could See Drop to 1.3%
- Bitcoin ETFs Saw $2.1B Net Outflows in June, Arbitrage Unwinding Likely the Main Driver
- Barclays Raises Price Targets for Applied Materials and KLA as AI Capex Drives Equipment Market Expansion
- U.S. Three Major Indexes Open Higher; Memory Chip and Optical Communication Sectors Strengthen; Intel Rises Nearly 9%
- Wall Street Unleashes Flurry of Ratings: Intel Gets Rare Double Upgrade, Micron Target Price Doubled
- JPMorgan Maintains Overweight Ratings on Coherent and Lumentum, Citing Pullback as Buying Opportunity
- Report: Google in Talks with Samsung to Fabricate Next-Gen TPU Chip Components, Mass Production as Early as 2028
- SK Hynix Chairman: Wafer Capacity to Triple by 2034, Memory Shortage May Persist Until 2030
- Korea Exchange CEO: Foreign Selling Is Rebalancing, Not Loss of Confidence
- OPEC Monthly Report: Iran's Oil Output Plunged 19% Last Month, 2025 Oil Demand Forecast Cut
- Citadel Warns of AI Spending Cooldown; SpaceX IPO Becomes Sentiment Litmus Test
- Trump Threatens to Seize Kharg Island, Aiming for Full Control Over Iran's Oil and Gas Market
- U.S. May PPI Rises to 6.5% YoY, Core Inflation Below Expectations
- Citi Launches Tokenization Service for Private Company Equity
- ECB Raises Rates for First Time in Nearly Three Years, Highlighting Stagflation Dilemma with Higher Inflation Forecasts and Lower Growth Projections
- Software Stocks Drop for Seven Straight Sessions, Erasing All Gains as AI Disruption Threats Weigh on Valuation Recovery
- BofA Double-Upgrades Intel to Buy with $135 Target; Shares Rise ~6% Premarket
- World Cup Kickoff Ignites Prediction Markets; Bernstein Forecasts Over $3 Billion in New Trading Volume
- On-Chain Markets Value SpaceX IPO at Over $2 Trillion, Leveraged ETF Frenzy Surges in Tandem
- Memory Chip Prices Surge 200% in Six Months, Becoming a Key Driver of U.S. Inflation
- Ahead of SpaceX IPO, Family Offices Are Betting Space Investments on Infrastructure and Defense
- Visa: Stablecoins Are Reshaping the Commercial Backend, Expanding AI and Tokenization Initiatives
- Strategy CEO: Selling 32 Bitcoin Was a "Market Immunity" Test, Not a Strategic Retreat
- Morgan Stanley Initiates Nebius at "Equal-Weight" with $144 Price Target
- Morgan Stanley: Memory Pullback Is a Healthy Reset, AI Will Push Cycle Peak Out by at Least Several Quarters
- Price per Million Tokens Drops to Just a Few Yuan: The Rise of the "Computing Power Supermarket" Model
- Wall Street's First Institutional Coverage on SpaceX, Price Target Up to $190
- Leveraged ETF Trading Accounts for 60%-70% of SK Hynix Volume, Amplifying Stock Price Volatility
- Bitcoin Holds 200-Week Moving Average While Major Altcoins Remain Under Pressure
- OpenAI CEO Altman to Visit South Korea Next Week to Discuss AI Partnerships with Samsung and Kakao
- SpaceX IPO Pricing Confirmed Thursday, Nasdaq Opening Cross Set for Friday
- Gold Drops Over 20% from March High, Officially Entering Bear Market as Rates and Liquidity Drive Pricing
- Japan Meteorological Agency Declares El Niño Onset, Intensifying Food Inflation Pressures
- Middle East Crude "Shadow Fleet" Breaking Through Hormuz as Depleting Inventories Amplify Oil Price Rebound Risk
- Meta's Subscription Strategy Fails to Mask AI Competitive Weakness as Non-Ad Revenue Transition Faces Long Road Ahead
- Micron Stock Rebounds 3% Premarket as SK Hynix Expansion Plan Shrugged Off by Market
- Bernstein: Surging Memory Prices May Strengthen Nvidia's Pricing Power
- Driven by Growing TSMC Orders, Amkor Plans to Invest Over KRW 1 Trillion to Expand Packaging Plant in South Korea
- US-Iran Negotiations Near Interim Deal as Iran Seeks to Unfreeze $6-12 Billion
- Ming-Chi Kuo: TSMC's CoPoS Expected to Enter Mass Production in H2 2028
- After April's Surge, Can Tonight's U.S. May PPI Cool Down?
- Asian Central Banks Extend Currency Defense to Offshore Markets
- Meta and Manus Complete Operational Separation, Cease Mutual Data Sharing
- Musk to Attend ASML Event Ahead of SpaceX IPO, Discussing Terafab Chip Factory Plans
- SK Hynix Rarely Raises Equipment Procurement Prices, Supplier Price Hikes of 3%-4%
- BNP Paribas: AI Liquid Cooling Demand Continues to Expand, Vertiv and Eaton Best Positioned
- Japan Plans to Bring Crypto Assets Under Stock Regulatory Framework, Bill Expected to Take Effect Next Year
- Morgan Stanley: China's AI Differentiates Through Cost-Efficiency and Multimodal Capabilities
- Workers' Daily Calls for Building "Levees" Around AI Employment, Urging Improved Labor Standards and Algorithm Oversight
- Iron Ore Prices Hold Steady, but China's May Import Data Reveals 8 Million Ton Shortfall
- BlackRock Files Fourth Amendment for Bitcoin Income ETF; Bloomberg Analyst Says Launch May Be Imminent
- India's Largest IT Services Firm Allies with Anthropic, Equipping 50,000 Employees with Claude
- Goldman Sachs: Hyperscaler Capex Could Reach $1.1 Trillion by 2027
- Regulators summon e-commerce platforms over false 618 promotion claims; Alibaba and JD.com drop nearly 6% in Hong Kong
- China Abruptly Cancels Two High-Level Meetings with the EU
- KKR Launches $10 Billion Data Center Platform Led by Former AWS Chief to Build Out AI Infrastructure
- Iran War Compounded by Structural Shortages: Copper and Aluminum Markets Face a "Super Squeeze"
- Citi: AI PCB Bottleneck Shifting Upstream, E-Glass Fabric Has Strongest Pricing Leverage
- U.S.-Iran Conflict Escalation Fuels Inflation Expectations as Copper Prices Drop to Three-Week Low
- Adobe Earnings Preview: The Valuation Deadlock Under the Shadow of AI Self-Cannibalization
- Mitsubishi Heavy Industries' Order Backlog Hits $82 Billion — Can Capacity Expansion Keep Up?
- JPMorgan and Axon Discuss U.S. Data Center Drone Defense Strategy
- NVIDIA 800V Data Center Architecture Timeline in Question as Suppliers Say They Have Not Received Official Specs
- Bitmine Purchases Another 25,000 ETH, Accumulating $205M in Buys Over Three Days
- HKEX: 10 Companies Listed via Chapter 18C in First Five Months of This Year, Raising Over HK$25 Billion
- SK Hynix to Mass-Produce 375-Layer NAND by Year-End, Introducing Molybdenum Material for the First Time
- High-End MLCC Supply Tightens as Taiwanese Firms Turn to Chinese Alternative Sources
- OpenAI Considers Significant Token Price Cuts to Preempt Anthropic Price War
- A-Share Market Opens with ChiNext Leading Gains as Semiconductor Sector Surges
- Anthropic's New Model Fable Faces Strong User Backlash Over Safety Restrictions
- U.S. Dollar Index Falls Below the 100 Level
- South Korea's Exports Hit Record $28.6 Billion in First 10 Days of June, Semiconductors Account for Nearly 40%
- Nike Stock Down 45% in CEO's First 20 Months
- NVIDIA Rubin Ramping Up: Cloud Giants Lock In All Memory Supply Through 2027 via Long-Term Agreements
- Goldman Sachs: Asian Equity Crowding and Leverage Rising, Warning of Increased Pullback Risk