Topic Archive — Page 88 of 113
Every market topic nashnova has published, newest first (11252 total).
- 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
- China Restricts Indium Phosphide Exports, 6-Inch Wafer Prices Surge 250%
- JPMorgan: AI Capex Spiraling Out of Control — META and Microsoft Could Emerge as Winners
- Xiaomi Unveils 1-Trillion-Parameter Large Model with Inference Speed Exceeding 1,000 Tokens/s
- OpenAI CEO to Visit Samsung, Driving Internal AI Transformation
- Meituan's GN06 Team Launches AI Browser Tabbit 1.0
- OpenAI Launches Product Ads in ChatGPT
- BofA: Record Net Selling of U.S. Stocks Last Week; Tech Outflows Highest Since 2008
- Oracle Earnings Call: $70B CapEx for FY2027, $40B in Financing to Fuel AI Expansion
- Iran Announces Closure of Strait of Hormuz, Threatens to Sink Transiting Vessels
- Goldman Sachs Warns of Tightening Texas Grid as Data Center Demand May Cause Supply-Demand Imbalance
- Aura Laser Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
- Traders Aggressively Short Crude Oil, Betting Hormuz Crisis Is Nearing Resolution
- First Wall Street Analyst Initiates Coverage on SpaceX with $165 Price Target, Implying $2.3 Trillion Valuation
- Anthropic Proposes AI Regulatory Framework: Government Should Have Authority to Block High-Risk Models
- U.S. Plans to Loan Up to 40 Million Barrels of Crude from Strategic Petroleum Reserve
- U.S. Military Strikes Iran for Second Consecutive Day, WTI Surges to $92 as Ceasefire Agreement on Verge of Collapse
- Vanda: AI Trading Positions Hit by Largest Unwind in 15 Years
- U.S. May CPI Surges to 4.2%, a Three-Year High; Dow Drops 953 Points and Gold Falls Below $4,100
- Volkswagen Plans to Introduce Samsung SDI's European-Made Prismatic Batteries, Building a Three-Way Supply System
- Oracle Q4 Earnings Mixed; Announces $40B FY27 Financing to Expand AI Data Centers
- Warsh Favors "Trimmed Mean" Inflation Gauge, Bond Market Signals Risk
- ECB May Raise Rates Today for the First Time in Nearly Three Years, Lagarde's Stance in Focus
- De-Dollarization Accelerates: Can the Renminbi Surpass the Euro as the World's Second-Largest Currency?
- China's Embodied AI Funding Surge: Humanoid Robot Commercialization Faces Three Critical Tests
- U.S.-Iran Exchange Fire, Trump Threatens "Fierce" Strikes: Oil Prices Surge, U.S. Stocks Fall Across the Board
- Report: OpenAI Expected to Go Public "Within the Next Year," GPT-5.6 to Be Released This Month
- SpaceX May Be Fast-Tracked into Dow Jones Index, but S&P 500 Threshold Remains a Hurdle
- Super Micro Plunges 18%: Why Did a $7 Billion Offering Trigger a Selloff?
- All Three Major U.S. Stock Indexes Extend Losses in Midday Trading; Philadelphia Semiconductor Index Falls 2.76%
- Foreign Investors Pulled Nearly $27 Billion From Emerging Markets in May, With South Korean Stocks as the Biggest Outflow Point
- Morgan Stanley: Recent Pullback Is a Normal Correction, Maintains Bullish Year-End Target for S&P 500
- Hedge Funds' SOFR Futures Short Positions Hit All-Time Record, Betting on Fed Maintaining Higher Rates for Longer
- Polymarket International Platform's May Trading Volume Drops to $7.1 Billion, Declining for Second Consecutive Month
- Anthropic's Claude Fable 5 Introduces Anti-Distillation Mechanism to Raise Training Barriers for Competitors
- SpaceX Frenzy Triggers Retail Fund Rotation Out of Chip Stocks
- Middle Eastern Sovereign Funds Reportedly Submit Multi-Billion Dollar Orders for SpaceX IPO
- Citadel Securities: AI Theme Faces Rising Political Pressure, Inflation Risks May Force the Fed to Hike Rates
- Goldman Sachs Partner: Market Has Razor-Thin Margin for Error as Crowded Positioning and Leverage Risks Compound
- U.S. May CPI Rises to 4.2% YoY, Cooling Core CPI MoM Becomes the Biggest Highlight
- China's Bond Yields Fall Below Japan's Across All Maturities
- Two Bullish Signals Emerge in Options Market After Tuesday's Wild Swings in U.S. Stocks
- Morgan Stanley Responds to SemiAnalysis Report: Agrees on CPO Delays, Disagrees on 800V Roadmap Disruption
- Middle East Risks Combined with Tech Sell-Off: Foreign Investors Pull Over $27 Billion from Asian Equities in June
- U.S. CFTC Proposes New Prediction Market Rules: Most Sports Betting Contracts to Remain Permitted, War-Related Contracts May Be Banned
- HK Market Close: Hang Seng Falls for Sixth Straight Day as Optical Communication and Gold Stocks Tumble
- SpaceX Mega IPO Triggers Currency Conversion Wave, Dollar Gains Capital Inflow Support
- Ant International Plans $1 Billion Fundraising to Pave Way for Hong Kong IPO, Valuation May Exceed $10 Billion
- Hong Kong SFC: Licensed Firms May Continue Serving Existing Mainland Clients but Must Not Provide Services Within the Mainland
- Two Key Milestones for SpaceX Post-IPO: Nasdaq 100 Inclusion and Lock-Up Expiry
- China A-Share Market Close: All Three Major Indices End Lower as Industrial Gases Surge
- U.S. Stock Futures Fall as Gold Drops Below $4,200
- Korea Market Close: Full Reversal Ahead of CPI — KOSPI Tumbles 4.5%
- SK Hynix Reportedly Plans U.S. Listing as Early as August; SEC Review Expected to Conclude Week of June 22
- CAAM: China's Domestic Auto Sales Fell 20.4% YoY in May, Full-Year Outlook Under Pressure
- SpaceX Pre-IPO Contracts Drop 27% in Three Weeks, First-Day Premium Falls from ~60% to 16%
- Paramount's Acquisition of Warner Bros. Faces EU Scrutiny Over Middle Eastern Funding Sources
- Liumei HK IPO Margin Subscriptions Reach HK$215.4 Billion, Oversubscribed 4,310 Times
- Foxconn Partners with Brookfield to Invest in 1GW Solar and Wind Power in Vietnam
- Lenovo to Raise Prices Across All Product Lines Starting July; Dealers Already Advised to Stock Up
- BYD Plans to Invest Nearly €2 Billion to Build 5-Minute Ultra-Fast Charging Network in Europe
- Baltic Dry Index Falls for Eight Consecutive Days as Capesize Vessel Demand Cools
- Put Options Surge on Korean Stocks as Put-Call Ratio Nears Historic Warning Levels
- U.S. May CPI Incoming: Headline Inflation Expected to Break Below 4% for First Time in Three Years, but the Real Suspense Lies in Core CPI
- Total Bitcoin Spot ETF AUM Falls Back to Post-Trump Election Levels
- TSMC May 2026 Revenue Surges 30.1% Year-over-Year
- XPEV CEO He Xiaopeng Personally Takes Charge of Robotics Division, IRON Mass Production Set to Begin by Year-End
- El Niño Returns to the Pacific, Raising Risks of Agricultural Supply Disruptions and Extreme Heat
- U.S. Solar Power Surpasses Coal in Monthly Generation Share for the First Time
- Apple OLED MacBook Advances as BOE and Samsung Display Compete for Gen 8.6 Capacity
- Tencent Issues ~$4.6 Billion Dual-Currency Bonds, Dim Sum Bond Sets Record as Largest by a Chinese Company
- HKD Carry Trade Appeal Fades as Hibor Rises to Highest Since January
- Morgan Stanley: Tech Giants' AI Capital Intensity Surpasses Dot-Com Bubble Peak, $520B Depreciation Pressure Looming
- China Tightens Drone Regulations, Secondhand Market Prices Drop 30%
- Pressure Mounts on Airlines to Cut Winter Capacity as IATA Warns of Full-Year Profit Halving
- Chinese Companies Dismantling Red-Chip Structures En Masse, Pivoting to A-Share and Hong Kong Listings
- Korea Market Midday Review: Retail Investors' Solo Bottom-Fishing Fails to Reverse the Sell-Off
- China Market Midday Review: Defensive Rotation Amid Geopolitical Shocks, Divergence Within AI Theme
- Wang Chuanfu: BYD Aims to Become the World's Largest Automaker Within 5 Years
- Robinhood Approved for IPO Underwriting License
- Asian Currencies Under Broad Pressure Ahead of U.S. CPI Data Release
- Aluminum prices fall to one-month low as industrial metals face short-term pressure
- China's Glass Substrate Forces Rise: Price and Capacity Advantages Directly Challenge South Korea
- Goldman Sachs: Earnings Growth Outpaces Stock Price Gains, U.S. Stock Rally Backed by Fundamentals
- Japan's Three Mega Banks to Jointly Issue Stablecoin, Launch Expected by March 2027
- Nvidia Directly Engages Co-Tech to Secure Long-Term HVLP4 Copper Foil Capacity
- Japan 10-Year Government Bond Yield Rises to 2.695%
- Jefferies: Multinational Pharma Companies Can Hardly Give Up China's Cost Efficiency
- UBS: Memory Chip Capacity Expansion Drives WFE Industry Into Super Cycle
- CITIC Securities: Three Key Themes for Hong Kong Stocks During the Earnings Vacuum Period
- OpenAI in Talks to Lease 10GW Data Center with Nvidia Providing Financial Backing
- Japan's May PPI Rises 6.3% YoY, Beating Expectations and Accelerating
- SoftBank's $6 Billion OpenAI Margin Loan Negotiations Stall
- Industrial Inflation Accelerates: China's May PPI Rises 3.9% YoY, CPI Up 1.2%
- REalloys Secures Appalachian Rare Earth Resources
- Lackluster New Titles Send Nintendo Stock Down Over 8% in a Single Day
- Tesla China May Retail Sales Up 22.5% YoY, Down 8% YTD