Topic Archive — Page 9 of 154

Every market topic nashnova has published, newest first (15342 total).

  1. Zijin Mining's Eritrea Copper-Zinc Mine Suspends Ore Processing Due to Fuel Shortage
  2. Kioxia's Market Cap Shrinks by Two-Thirds from Peak as Chinese Chip Competition Weighs
  3. U.S. EIA: Weekly Crude Oil Inventories Plunge by 8.6 Million Barrels
  4. Jensen Huang: CoreWeave Is Improving Every Day, NVIDIA Doesn't Need to Provide a Backstop
  5. Chip Stocks Post Record 8-Day Losing Streak Not Seen in a Decade as Bond Safe-Haven Buying Overshadows Inflation Signals
  6. Multiple Wall Street Firms Raise Microsoft Price Targets Amid AI Trade Pressure
  7. Multiple Institutions Predict One More Fed Rate Hike This Year
  8. Wall Street Wary of Bessent's Potential Intervention in Treasury Yields
  9. JPMorgan Raises Alphabet Price Target to $425, Implying 24% Upside
  10. BNY Mellon Q3 Net Income Up 20%; CEO Warns of Structural Risks in AI Sector
  11. NVIDIA and German Government Plan Collaboration to Advance Automation and Robotics
  12. Anglo American CEO: Tech Giants in Talks to Take Stakes to Secure Metal Supply
  13. Han's CNC Reports 214% Surge in Net Profit for First Three Quarters as AI PCB Demand Drives Revenue Doubling
  14. Dow Up ~0.5%, "Quality Factor" Strategy Surges 55% YTD
  15. HSBC: Global Equities Show Resilience, Advises Investors to Ride the AI Trade
  16. Smoore International Q3 Profit Up 18% QoQ, but Export Tax Rebate Cancellation Weighs on Valuation
  17. U.S. Proposes Europe Unfreeze Russian Assets to Advance Ukraine Peace Talks
  18. RBI Clarifies Scope of FX Derivatives Regulations, Exempting Banks' Market-Making Activities
  19. 100GWh-Scale Energy Storage Manufacturers Pivot to Long-Duration Market as Scale-Driven Cost Reduction Dividends Narrow
  20. Chip Stocks Lose $1 Trillion in Value as Leveraged ETFs See Record Weekly Inflows
  21. U.S. Pressures IEA Members to Release Over 100 Million Additional Barrels of Oil Reserves
  22. Philadelphia Fed October Manufacturing Index Falls to 20.9, Below Expectations but Still in Expansion
  23. Yardeni Cuts S&P 500 Year-End Target to 7,900, Citing Valuation Rather Than Earnings Pressure
  24. U.S. Mineral Stockpile Plan to Issue Loans of Up to $1 Billion
  25. Brin Says Google's AI Models Have Entered Recursive Self-Improvement Phase
  26. U.S. October Empire State Manufacturing Index Surges to 25.5, Far Exceeding Expectations
  27. U.S. September PPI Rises 6.3% YoY, Exceeding Expectations with Largest Increase Since 2022
  28. U.S. September Retail Sales Rise 0.8% MoM, Significantly Beating Expectations
  29. Longsys Q3 Net Profit Expected to Surge Over 740%, but Company Warns Memory Price Rally Momentum Is Fading
  30. Citi: Global Equities Face Dual Risks of Earnings Deceleration and Concentration by 2027
  31. Citi: U.S. Major Banks' Q3 Fundamentals Show Resilience Amid Lingering Risks
  32. Citi Raises Price Targets on PANW and Three Other Cybersecurity Stocks
  33. Charles Schwab Q3 Net Revenue Hits Record High, Client Net New Assets Up 38% YoY
  34. Ganfeng Lithium Reports 9M Net Profit of 5 Billion Yuan, Surging Over 195x Year-on-Year
  35. Oil Shipping Costs Surge to 40% of Crude Value, Adding Over 80 Cents Per Gallon to Gasoline Prices
  36. Jensen Huang: Compute Restrictions Force Efficient Architectures, Chinese AI Companies Continue Raising Funds
  37. AstraZeneca Signs Up to $1.86 Billion AI Drug Discovery Deal with Insitro
  38. TSMC Investor Conference: 2026 Revenue Growth Raised to 44%, 2nm Capacity to Double by 2027
  39. Warsh's Push for a "Quiet Fed" Faces Internal Pushback as Officials Speak Out Over 40 Times
  40. Reuters Survey: Iran Precision Strikes Hit 135 Gulf Infrastructure Sites, Delaying U.S. Military War Deployment
  41. Tesla's Next-Gen Roadster to Debut This Thursday, Finally Unveiled After Nearly Nine Years of Delays
  42. TSMC Bans Clients from Reselling Wafer Capacity; AI Demand Still Far Exceeds Supply
  43. French Bond Selloff Has Not Spread to Repo Market; Full-Blown Credit Crisis Not Yet Here
  44. Crypto Market Q3 Hacker Losses Reach $1.18 Billion, 30% Recovered
  45. U.S. CEO Confidence Index Falls to 46, Hitting a Recent Low in Negative Territory
  46. Reuters Poll: China's Q3 GDP Growth Expected to Rise to 4.4%, Pressure Mounts on Lower Bound of Full-Year Target
  47. U.S. $2 Trillion Fiscal Deficit Meets 5% Treasury Yields, Intensifying Debt Pressure
  48. UBS Raises Fed Rate Hike Forecast: Another Hike by March 2027
  49. Eurozone August Industrial Output Declines for Third Consecutive Month
  50. U.S. Federal Trade Commission Issues Subpoenas to OpenAI and Anthropic
  51. China Says Rare Earth Exports to EU Unaffected by Expiration of US Trade Deal
  52. UN: Hormuz Disruption Already Hitting Agricultural Harvests, Food Prices Up 13% in Q3
  53. Japan's Economy Minister: Japan Has Exited Deflation, Calls on Investors to Reassess
  54. Kazaks: Upside Inflation Risks Remain Significant, No Need to Rush Rate Hikes
  55. Taiwan ODM/EMS Firms See 56% YoY Surge in September AI Server Revenue, First Nine Months Already Surpass Full-Year 2023
  56. Nasdaq Futures Drop Over 1% as AI Sector Selloff Compounds Debt Concerns
  57. TSMC: In Talks with Terafab, but Insists on Retaining Factory Operational Control
  58. JPMorgan: Korean Memory Stocks Enter Expectation Reset Season, Pullback Creates Mid-Term Buying Opportunity
  59. US Ambassador to India: Key Issues in India-US Trade Deal Largely Settled
  60. Citi: AI Capital Race Pushes Sovereign Funds Toward Non-USD Bonds
  61. Amid AI Selloff, Stack Seeks $6 Billion Loan to Finance Melbourne Data Center
  62. U.S. Military's New Iran Plan Exposed: "Mother of All Bombs" Eyed to Strike Energy and Nuclear Facilities
  63. TotalEnergies Warns Q3 Refining Margins Nearly Quadrupled
  64. South Korea's Financial Services Commission Holds Emergency Meeting on Stock Market
  65. Zelensky Announces Resumption of Strikes on Russian Refineries; Iran War Pushes Oil Prices Higher Through 2028
  66. Jio Platforms IPO Pricing Finalized, Reliance Industries Up 2.8%
  67. IMF Warning: Prolonged Middle East War and Supply Disruptions Are the Greatest Risks
  68. TSMC Q3 Net Profit Reaches NT$763.1B, Beating Market Estimates by Over 3%
  69. GlobalFoundries Enters TSMC's CoWoS Ecosystem with $2B Deal, Building First U.S.-Based Silicon Interposer Capacity
  70. Micron Opens Second Advanced Packaging Facility in Taichung; HBM Supply Expected to Remain Tight Through 2028
  71. Bessent Calls for World Bank Reform, Urging Lift on Oil & Gas Financing Restrictions
  72. High Interest Rates May Curb AI Expansion: SK Hynix Drops Over 10%, Samsung Falls 7%
  73. Rupee's 23% Depreciation Erodes Investment Returns for Meta and Other Giants in Jio
  74. London Vault Gold Stocks Near 10,000 Tonnes as Trump Uncertainty Drives Gold Repatriation
  75. Explosion at Intel's Israel Fab Kills 1 and Critically Injures 2; Stock Falls 4.56%
  76. IDC: 2029 OCP Infrastructure Spending Forecast Raised to $800 Billion, Nearly Tripling Last Year's Estimate
  77. Gartner Predicts 80% of New Cloud Providers Will Fail; CoreWeave Default Probability Rises to 63%
  78. Iran War Creates $32 Billion Cash Dilemma as Oil Majors Prioritize Debt Repayment Over Expansion
  79. Central Bank Gold Purchases Hit Near Two-Year High as Investors Expect Gold to Set New Records Within Two Years
  80. Oil Prices Turn Lower: Hormuz Tensions Escalate as IEA Warns of Supply Pressure
  81. Hong Kong Stocks Drop 1.47% at Midday as AI Hardware Leads Decline by Over 10%
  82. Morgan Stanley: China's Policy Fine-Tuning Struggles to Break the Deleveraging Deadlock, Pressure May Reignite by 2027
  83. Iron Ore Falls Below $90/Ton, Hitting a Two-Year Low
  84. Fed's Bowman: SVB Review Reveals Need to Modernize Bank Supervision
  85. Musk's Terafab Procures ASML EUV Equipment, 2029 Mass Production Target Emerges
  86. U.S. CHIPS Act Pivot: From Subsidizing Fab Construction to Securing Chip Orders
  87. After Singapore's Big Three Banks Lose $22 Billion in Market Cap, Multiple Institutions Call for Buying the Dip
  88. Intensifying Rumors of Overseas Restrictions on Optical Modules and PCBs; Institutions See Limited Short-Term Impact
  89. Global Smartphone Q3 Shipments Hit 14-Year Low for the Period; Samsung and Apple Buck the Trend to Expand Market Share
  90. Lithium Prices Plunge 37% in Seven Weeks as Bearish Demand Consensus Accelerates
  91. U.S. Bank Earnings Season Day Two: Multiple Stocks Tumble as Market Sentiment Remains Bearish
  92. ByteDance in Talks to Buy Custom AI Chips from MediaTek for Data Centers
  93. UBS: A-Share Tech Sector Crowding Has Significantly Eased, Downside Risk Is Limited
  94. IMF: Asia to Grow 4.8% in 2026, Uneven AI Dividend Distribution Heightens Downside Risks
  95. IMF: China's Stimulus Falls Short, Yuan Undervalued by 21.3%
  96. BTIG: Treasury Yields Becoming Desensitized to Inflation Beats; "Rates and Nasdaq Falling Together" Could Be the Most Painful Trade
  97. Asian Coal Prices Hit Two-Year High as Supply Tightens Ahead of Winter
  98. SK Hynix Leverages U.S. Factory Plans to Push for Eased China Chip Equipment Export Restrictions
  99. SIA Warns: Every 1% Tariff Increase Could Raise U.S. Wafer Fab Costs by $3.5 Billion
  100. BOJ Board Member Takata: Should Not Be Overly Cautious on Rate Hikes