Topic Archive — Page 90 of 156

Every market topic nashnova has published, newest first (15562 total).

  1. OpenAI Agent Users Reach 10 Million, Nearly Doubling Recently
  2. Chinese AI Companies Race to Raise Capital, Scrambling to Close Gap with the U.S.
  3. Micron and Nvidia Mask S&P 500 Earnings Growth Slowdown
  4. Biotech IPOs Deliver 55% Weighted Average Return This Year, Outperforming AI Sector
  5. Ultra-Low Stock Correlations Mask AI Leverage Risk, VIX Potentially Undervalued
  6. Microsoft Bets Billions on Mistral European Data Centers
  7. U.S. Treasury Secretary: Will Review IP Issues of Chinese AI Models
  8. U.S. June ADP Private Payrolls Rise 98K, Below Expectations
  9. Wall Street Ratings Roundup: NVIDIA, Oracle Among Stocks Getting Bullish Calls
  10. Reuters Poll: Fed to Hold Steady This Year as Rate Hike Probability Reverses to "High"
  11. Global Carry Trade Returns Hit Multi-Decade Highs
  12. S&P 500: Better-Than-Expected Economic Data Becomes a Headwind for Stocks
  13. Schwab Q2 Revenue Beats Expectations as Daily Average Trades Hit Record High
  14. Alphabet Q2 Earnings Preview: Can $100B+ AI Investment Deliver Returns?
  15. Jefferies: Meta Smart Glasses Hardware Opportunity Worth Tens of Billions of Dollars
  16. Novo Nordisk Sues Eli Lilly Over Misleading GLP-1 Advertising
  17. Gold Technical Wedge Narrowing as Short Squeeze Conditions Gradually Take Shape
  18. Japan's Bond Market Said to Face Its Own "Liz Truss Moment"
  19. Musk Warns Short Sellers as SpaceX Stock Rebounds
  20. Morgan Stanley Downgrades Salesforce, Stock Drops 3.6%
  21. Oil Tanker Attacked, Kazakhstan Suspends Black Sea Pipeline Exports
  22. Tether's Three-Way Crypto Merger Collapses as Mallers Steps Down as Twenty One Capital CEO
  23. BloombergNEF: U.S. Data Centers to Account for 20% of National Power Consumption by 2035
  24. Ahead of Big Tech Earnings, Micron and SK Hynix Both Surge Over 6% Premarket
  25. U.S. Auto Industry Accelerates Removal of Chinese Connected Hardware
  26. Clarity Act Ethics Clause Achieves Breakthrough, Crypto Market Rallies Across the Board
  27. Morgan Stanley Downgrades Adobe to Underweight, Slashes Target Price to $240
  28. China's Youth Unemployment Rate Expected to Approach 20% Within Two Months
  29. U.S. Halves Aluminum Import Tariffs to 25% for Companies Building Factories Domestically
  30. U.S. and Mexico Restart USMCA Negotiations as Trump Simultaneously Imposes New Tariffs on Canada
  31. U.S. 10% Global Tariff Set to Expire as Trump Plans New Round of Tariffs
  32. Northbound Net Inflow Reaches HK$7.167B; Zhipu Attracts HK$1.141B Single-Day Buying
  33. Tesla AI Spending Surges, Quarterly Cash Burn Seen for First Time in Over Two Years
  34. U.S. and China Plan Dedicated AI Talks in September
  35. Ceasefire Hopes Boost U.S. Stock Futures, Nasdaq Futures Up 1.4%
  36. BlackRock-MGX Consortium Completes $40 Billion Data Center Acquisition, Commits Additional $5 Billion for Expansion
  37. Germany's July ZEW Index Rises to Five-Month High
  38. Deutsche Bank: Google Cloud Revenue Significantly Underestimated, Earnings Focus on Cloud Demand
  39. Kirin 9030 Teardown: SMIC 7nm Leads in Density but Shows Significant Efficiency Gap
  40. Hong Kong Market Close: Zhipu Surges Nearly 37%, Semiconductor Sector Stages Strong Rebound
  41. HSBC Strategist: U.S. Stocks Could See 5%-10% Pullback Before Midterm Elections
  42. China Quant Funds Plunge Over 14% in a Single Week, Sparking Panic Among Wealthy Investors
  43. TSMC to Raise Foundry Prices by Up to 10% for 2027
  44. PDD Revenue Surpasses $60 Billion While Valuation Sits at Just 3x Free Cash Flow
  45. Morgan Stanley: ETF Inflows Are Key to Gold and Silver Reversal, Fed Policy Is the Core Driver
  46. NVIDIA CMX to Drive Over 100 Million TB of NAND Demand Next Year, Samsung Locks In Supply
  47. JPMorgan and Other U.S. Banks Plan to Help Finance Japan's $550 Billion Investment in the U.S.
  48. Korea Exchange Launches High-Frequency Trading Study, Eyes Tighter Regulation
  49. Japan Eases Bank M&A Lending Caps to Drive ¥370 Trillion in Private Investment
  50. Indonesia Debuts Panda Bonds, Targeting 7 Billion Yuan
  51. China's Magnet Exports Hit Record High While U.S. Supply Remains Restricted
  52. Wall Street's AI Bull-Bear Debate: Bubble or New Cycle?
  53. KeyBanc Preview: Intel and AMD Server CPU Shipments Expected to Grow Significantly
  54. U.S. AI Standards Institute Director Resigns Within Three Months
  55. Novartis Q2 Sales of $14.4B Beat Expectations as Innovative Drugs Offset Patent Cliff Impact
  56. Japan Revises Corporate Governance Code, Emphasizing Capital Efficiency and Disclosure
  57. Xiaomi Raises 2026 Smartphone Shipment Target by 16% to 110 Million Units
  58. Nvidia Invests Billions in Dark Fiber Network Buildout
  59. European Bank Q2 Earnings Season Arrives: Goldman Sachs Forecasts 11% Pre-Tax Profit Growth
  60. Innolight's Hong Kong IPO Seeks to Raise $8 Billion, the Largest in Nearly Seven Years
  61. Rise of Southeast Asian AI Chip Middlemen Exposes Gray Areas in Nvidia's Export Controls
  62. SpaceX Decline Fails to Ripple Through HK Tech Stocks as Analysts Point to Fundamental Business Model Differences
  63. ZEISS: EUV Gap Constrains China's Chip Catch-Up
  64. DDR5 Spot Prices Hit All-Time Highs as Chinese-Made Chips Narrow Price Gap
  65. Record Biotech M&A as Patent Cliffs Drive Big Pharma Buying Spree
  66. Gold Rises 0.9% Back to $4,042 as U.S.-Iran Diplomatic Expectations Weigh on Oil Prices
  67. China Plans to Tighten Export Controls on AI Models and Chips
  68. EU Digital Chief: AI Has Become a Geopolitical Weapon
  69. GM Q2 Earnings Preview: Wall Street Expects EPS Growth of Over 26%
  70. WAIC 2026: China's AI Competition Pivots Toward Low-Cost Token Production
  71. Private Fund AUM Rises for 9 Consecutive Months to RMB 23.66 Trillion
  72. Goldman Sachs: Brent Could Break $120 If Hormuz Strait Disruption Persists
  73. Samsung Officially Establishes RX Robotics Division, Led by Former Boston Dynamics Strategy Executive
  74. China's Solar Industry Posts Three Consecutive Years of Losses, Sounding Alarm for Energy Storage and EV Sectors
  75. China's AI Supernode Race Shifts Toward System Integration and Optical Interconnects
  76. Gelsinger: Intel Missed the GPU Wave, a Taiwan Blockade Would Devastate the Global Economy
  77. U.S. Military Strikes Iran for 10 Consecutive Nights; Hormuz Transit Volume Plunges 66%
  78. Chip Stock Rebound Drives Asia-Pacific Markets Up Over 2%
  79. China's A-Share Three Major Indices All Drop Over 1%, STAR 50 Plunges Over 3%
  80. HKEX Plans Confidential Filing and Lower Market Cap Threshold for Startups
  81. National Team Sets Record Buying STAR 50 ETF to Stabilize Tech Stocks
  82. China's State Council Pledges to Meet Annual Growth Target, Accelerates Fiscal Spending
  83. Howell: Global Liquidity Momentum Has Peaked, Best Window for Stocks Has Passed
  84. Samsung Slows High-NA EUV Rollout, Prioritizing Profitability Over Capacity Expansion
  85. Wall Street: Kimi K3 Reinforces Rather Than Reduces Compute Demand
  86. CSC: US Tech Bull Market May End by the 2028 Election
  87. Goldman Sachs: Warsh's Five Working Groups Unlikely to Push Aggressive Rate Cuts
  88. NVIDIA Takes Stake in Nebius Amid Major Deals, AI Cloud Stocks Surge
  89. South Korea Q2 GDP Growth Expected to Slow to 0.4% as Weak Domestic Demand Weighs
  90. London Stock Exchange Plans to Launch Overnight Trading in H1 2027
  91. CICC: Tech Rally Enters Mid-Stage, Second Half Expected to Broaden After Q3 Correction
  92. South Korea's Early July Exports Hit Record High for the Period, Chip Exports Surge Over 180%
  93. LG Energy Solution Accelerates Sodium-Ion Push as CATL Secures European Order First
  94. DDR5 Profit Margins Approaching HBM Levels as Samsung and SK Hynix Shift Production Capacity
  95. Rising AI Demand Shifts Plans for SK Siltron Sale
  96. Taiwan's Two CCL Giants See Q2 Revenue Double as AI Server Supply Chain Expected to Remain Tight
  97. UBS Predicts Samsung Will Overtake SK Hynix in HBM Market Share by 2027
  98. Oracle Faces $7 Billion Collateral Requirement for Wisconsin Data Center
  99. Dimon: Markets Underestimate Risks; Won't Buy Stocks or Long-Term Treasuries
  100. Zhipu AI Shares Down 44% Within Seven Days After Placement, Over HK$300 Billion in Market Cap Wiped Out in Two Days