Topic Archive — Page 91 of 156
Every market topic nashnova has published, newest first (15565 total).
- Oracle Faces $7 Billion Collateral Requirement for Wisconsin Data Center
- Dimon: Markets Underestimate Risks; Won't Buy Stocks or Long-Term Treasuries
- Zhipu AI Shares Down 44% Within Seven Days After Placement, Over HK$300 Billion in Market Cap Wiped Out in Two Days
- U.S. Money Market Funds Accelerate Duration Shortening, Floating-Rate Note Holdings Hit Record
- All Three Major U.S. Stock Indexes Close Lower as Bitcoin Breaks Above $65,000
- UBS Trading Desk: Momentum Stock Selloff Nearing End, Recommends Gradual Buying
- Intel Data Center Division Launches New Round of Layoffs
- Trump Signs Order Imposing 50% Tariffs on Select Canadian Goods
- Anthropic's $1.5 Billion Copyright Settlement Receives Final Court Approval
- U.S. Aluminum Tariffs Halved: Companies Building Plants in the U.S. Can Enjoy a Preferential 25% Tax Rate
- Trump Signs Order Requiring Defense Contractors to Map Supply Chains
- Softening Inflation Lowers Rate Hike Expectations, Dollar Weakens on the Week
- U.S. Real Treasury Yields Hit Decade-Plus Highs as Equity Risk Premium Turns Negative
- QQQ Technicals Weaken as Tech Earnings Week Intensifies Pressure
- OpenAI Internally Restricts Model for Bypassing Safety Guardrails
- Five US Tech Giants' Hidden AI Liabilities Reach $1.65 Trillion
- Healy Becomes UK Chancellor, Gilts Under Pressure as Yields Rise to 5.04%
- Paramount's Acquisition of Warner Bros. Hit by Temporary Injunction; Delay May Trigger $650M Quarterly Ticking Fee
- Bitcoin and Gold Both Decline Year-to-Date in Historic First
- Hungary Investigates BYD Investment Deal Over Former Foreign Minister's Conflict of Interest
- Institutions Bet on Reverse Dispersion Strategy as Implied Correlation Hits Historic Lows
- Shipowners Offer Six Months' Extra Pay to Recruit Crews for Hormuz Strait
- Morgan Stanley: Global Macro Cycle Far from Peaking
- Netflix Returns to Bond Market for First Time in Nearly Two Years
- Deutsche Bank Predicts Two Fed Rate Hikes in 2026
- EU Expected to Meet $1.35 Trillion Spending Target with the U.S.
- Dow Leadership Shifts Toward Healthcare and Financial Value Stocks
- Tencent Eyes $1-1.5 Billion Acquisition of Israeli Game Studio SuperPlay
- Z.AI Builds Large-Scale AI Training Data Center Using Entirely Domestic Chips
- CLSA: AI Disruption to SaaS Is Overestimated; Moats Remain Intact
- BlackRock Seeks Over $12 Billion in Debt Financing for Texas AI Data Center
- Chip Lead Times Post Largest Single-Month Increase of the Cycle in June, Average Rises to 19.4 Weeks
- AI Fund Rotation Shifts Toward Chinese Tech Stocks
- U.S. June Leading Index Falls to 99.1 as Weakening Consumption Drags
- HSBC Warns Momentum Trades Face Sharper Reversals
- Ship-to-Ship Oil Transfers in Gulf of Oman Plummet as Daily Hormuz Strait Transit Drops to Just Two Vessels
- Optical Communication Stocks Rally as Lumentum Surges 8% in a Single Day
- Citadel Securities: Retail Investors Begin Unwinding Chip Stock Positions
- Hut 8 Signs $9.8B Lease Deal, Lifting Computing Power Stocks
- Bernstein: AI Cost Concerns Overblown, Maintains Outperform on Tencent
- Goldman Sachs: Hedge Funds Dump U.S. Tech Stocks at Record Pace
- US Stock Short Positions Hit Record Highs as AI Risk Fuels Bearish Sentiment
- AMD Launches Helios Rack-Scale AI System as Microsoft Joins Buyer Lineup
- Google Develops Inference-Specific Chip, Potentially 10x More Efficient Than TPUs
- Houthi Rebels Declare Naval Blockade on Saudi Arabia
- Philadelphia Semiconductor Index Falls Into Bear Market; Goldman Sachs Proposes Three Alternative Themes
- China's June Crude Oil Imports from Gulf States Plunge 76% Year-over-Year
- First Prosecution of Former TSMC Employees for Stealing Chip Secrets
- Bitcoin Implied Volatility Hits Historical Support Zone, Potentially Signaling a New Wave of Turbulence
- Tesla Plans to Ramp Up German Factory Output to 7,500 Vehicles Per Week
- Bristol-Myers Squibb Procures NVIDIA's Latest AI Computing System to Accelerate Drug Development
- Former Regulatory Officials Warn: Fed Independence Protections May Not Last
- Greek Tanker Acheloos Hit by Missile in Strait of Hormuz
- Micron Stock Stabilizes as SK Hynix Warns Memory Prices Are Unsustainable
- U.S. Average Gasoline Price Returns to $4 as Iran Says Mediators Propose De-escalation Plan
- Citi Warns: Nasdaq Just 1% Away from Triggering CTA Selling
- AliExpress Hit with Record €550M Fine Under EU's DSA
- HBM4 Competition Shifts to Thermal Management as Hybrid Bonding Deferred to HBM5
- China's June Youth Unemployment Rate Falls to 12-Month Low
- U.S. Stock Futures Edge Higher as Tech Giants' Earnings Become Key Validation Point for Bulls and Bears
- Citi: The Mag 7 Label Is Dead — AI Winners Need to Be Redefined
- JPMorgan vs. Morgan Stanley Divergence: Is It Time to Buy the Dip After the Chip Stock Bear Market?
- U.S. Treasury Yields Edge Higher as Middle East Tensions Persist
- AI Chip Prices Surge 370%: "Chip Inflation" Tests the Resilience of the AI Trade
- China's AI Phone Race Splits Three Ways: ZTE, StepFun, and Honor Diverge in Strategy
- China Passenger Car Sales Drop 20% in H1, Full Year May Be Worst Since 2021
- Samsung, SK Hynix, and Micron All Abandon In-House CXL Controller Development
- U.S. Military Strikes Iran for Nine Consecutive Days as Hormuz Standoff Continues
- AI Trade Under Pressure on Both Ends as Wall Street Bets on High Summer Volatility
- Memory Chips Elevated to National Security Issue as Apple Tests CXMT DRAM
- ECB Survey: Wage and Selling Price Growth Both Slow
- KOSPI Plunges 4.46%, 6500-Point Support Under Threat
- China Pacific Insurance Increases Holdings in Tech, Consumer, and New Energy; Prepares 2026 Interim Dividend
- U.S. Leveraged Semiconductor ETFs Shrink by $63 Billion from Peak
- JPMorgan Warns Climate Tipping Points Will Hit Bond Markets
- Meritz Securities: Middle East Sovereign AI Capital Inflows Drive Up Memory Prices; Kimi K3 Is a Hardware Tailwind
- YMTC Completes First Phase of IPO Coaching, Could File STAR Market Application as Early as August
- HKEX Proposes to Abolish Lunch Break and Extend Trading Hours
- NVIDIA 10-Q: $13.4B Unrealized Gains Inflate Profits, True P/E May Reach 60x
- US and Chinese AI Labs Distill from Each Other, Double Standards Controversy Emerges
- AI Stock Selloff Drags Down Chinese Quant Funds, High-Flyer's Product Drops 15.7% in a Single Week
- Intel Q2 Earnings: CPU Demand and Foundry Execution Await Validation
- European Diesel Crack Spreads Hit Record Highs as Morgan Stanley Warns Inventories Could Fall to Decade Lows
- NIM Compression Drags on Earnings as India's Two Largest Private Banks Drop Nearly 5% in a Single Day
- Samsung Lays Off Over 800 U.S. Consumer Electronics Employees as Mobile Division Posts First Loss
- Bitcoin ETFs See Two Consecutive Weeks of Net Inflows; Institutional Return Signal Awaits Confirmation
- Foxconn Wins First SpaceX AI Server Order Worth $52 Billion
- China's Rare Earth Magnet Exports to the U.S. Remain 20% Below Pre-Trade War Levels
- Germany June PPI Rises 1.8% YoY, Below Expectations
- Lockheed Martin Launches Budget Version of Patriot Missile at Less Than Half the Current Price
- VSMC Singapore Fab Reaches 55K Wafers/Month Capacity; Silicon Interposer Capacity Fully Booked
- OpenAI Secondary Market Demand Rebounds, Valuation Rises to $933 Billion
- Kimi API Price Hike 3x: AI Moats Shift Toward Product and Orchestration
- Samsung P5 Fab Equipment Procurement Exceeds 70 Billion Yuan, AI Memory Expansion Accelerates
- Consumption Tax Implemented, PV Cell Stocks Rally Collectively
- AI Chip Demand Pushes ASML Market Cap Near $700 Billion, Sparking Debate Over Trillion-Dollar Target
- Trip.com Antitrust Probe May Conclude This Week, Fine Could Reach 6 Billion Yuan
- Kimi K3 Ignites Silicon Valley Debate Over Open-Source AI
- Korean Retail Investors Hit by Leveraged Semiconductor ETF Margin Calls as Regulators Raise Entry Barriers
- Morgan Stanley Rises to Top of Wall Street's AI Debt Deals