Topic Archive — Page 93 of 113
Every market topic nashnova has published, newest first (11258 total).
- Baidu Plans to Spin Off Kunlun Chip Unit for IPO This Year; Morningstar Estimates Valuation Up to HK$500 Billion
- Super El Niño Approaches: Key Agricultural Commodities Face Up to 100% Price Surge
- Jensen Huang Pitches AI Investments to Billionaire Family Offices, Promising 'Stunning' Returns
- Meta Scales Back Tracking Tool After Employee Pushback, Adds 30-Minute Pause and Exemption Options
- Marvell's Interconnect Business Set to Double the Company in Three Years, With Vertical Scaling Optics and Custom ASICs as the Biggest Growth Drivers
- Kazuo Ueda Signals Continued Rate Hikes as Japan May See Highest Interest Rates Since 1995
- U.S. Plans to Impose 10% or 12.5% Tariffs on 60 Economies Citing Forced Labor Investigations
- U.S. May ADP Report Due Tonight, Market Expects 120K New Jobs
- Eurozone May Composite PMI Falls to 18-Month Low as Inflationary Pressures Intensify
- Hong Kong's HK$4.3 Trillion Exchange Fund Considers Allocating to S&P 500
- Novo Nordisk Launches Wegovy Weight-Loss Pill in UAE, Marking First Market Outside the U.S.
- OECD: Global Growth Could Fall to 1.8% If Middle East Conflict Extends to 2027
- Japan's PM Sanae Takaichi signals readiness to intervene in forex market anytime, USD/JPY drops sharply
- Hong Kong Proposes Amendments to Tax Ordinance, Crypto Asset Reporting Framework to Take Effect from 2027
- Qwen Fully Opens to Third-Party Agents: KFC, Luckin Coffee, Mixue, and China Eastern Airlines Among First to Integrate
- Doubao Lost 6.1 Million MAUs in May as ByteDance's AI Monetization Push Faces Pressure
- Barclays: Humanoid Robot Market to Reach $200 Billion by 2035
- Goldman Sachs Raises Korea Kospi Index Target to 12,000, Implying 36% Upside
- Volcano Engine Raises Full-Year MaaS Revenue Target to 15 Billion Yuan; Seedance 2.0 Monthly Revenue Already Exceeds 1 Billion Yuan
- Report: Paxini, Dexterous-Hand Robot Firm Backed by BYD and JD.com, Plans Hong Kong IPO
- Iran War Sparks Inflation, Emerging Market Central Banks Launch Wave of Rate Hikes
- SK Group in Talks with Foxconn on AI Supply Chain Collaboration: Taiwan-Korea Tech Giants May Deepen Strategic Synergy
- Citi Raises Price Targets for Ganfeng Lithium and Tianqi Lithium, Reiterates "Buy"
- DeepSeek Raises ~50 Billion Yuan in First Funding Round; Tencent and CATL Set to Be Largest External Investors
- Mainland Investors Withdraw Record Amount from Hong Kong ETFs in Single Week, Redirecting Funds to A-Share AI Sector
- Surging Chinese AI Chip Demand Reverses South Korea's Trade Balance to Surplus
- ChiNext Index Surges Past 4,200 to Hit All-Time High as AI Computing Hardware Stocks Soar
- Nikkei 225 Breaks Above 68,000 for the First Time, Led by Tech Stocks
- Indonesia's Sovereign Fund Danantara Plans Global USD Bond Issuance
- Ciena Earnings Preview: Growth Is Not in Question — The Real Suspense Lies in Cloud Customer Mix and Margins
- Goldman Sachs Downgrades H-Shares, Shifts Overweight to A-Shares with Bet on Mainland AI Hardware Sector
- China's May Services PMI Rises to 54.4, Expanding Notably from Previous Reading
- U.S. Data Center Construction Severely Behind Schedule as Alphabet Announces $80 Billion Equity Financing
- Morgan Stanley: AI-Driven "Chip Inflation" Concentrates Memory Supply Among Privileged Buyers
- Hong Kong Stocks Open Lower, Hang Seng Index Down 0.33%; Optical Communication Sector Strengthens
- HPE Earnings Massively Beat Expectations as AI Server Orders Double, Driving Stock Up 19%
- CITIC Securities: Copper Prices Expected to Challenge $15,000 Within the Year
- Japan's Cabinet Approves ¥3.1 Trillion Supplementary Budget to Address Middle East Inflation Shock
- Yen Hits 160 Level as Finance Minister Reiterates Readiness to Intervene in FX Market
- RTX Awarded $515.8M Contract to Advance SPY-6 Shipboard Radar Integration and Production
- Shopify Adds $3 Billion Stock Buyback Plan
- SK Hynix Rises to No.1 in Global Memory Market with HBM
- Bain Report: Enterprise AI Cost Savings Fall Significantly Short of Expectations
- AI Demand Drives Guidance Raise, Penguin Solutions Stock Surges 18.8%
- UK Parliamentary Committee Demands Termination of Palantir's $445M NHS Contract
- U.S. Strikes Iran's Qeshm Island, Iran Retaliates Against U.S. Fifth Fleet Headquarters
- Norway's $2.3 Trillion Sovereign Fund: Must Hold Big Tech Stocks
- Middle East War Pushes LME Aluminum Prices to Four-Year High, Squeezing Chip Equipment Profit Margins
- Unitree Robotics Partners with NVIDIA to Launch H2 Plus Humanoid Robot, Set for Release in H2 2025
- Traders' Bullish Sentiment on Yuan Hits 15-Year High
- Hitachi, Ricoh and Seven Other Firms to Co-Build Modular EV Battery Factories, Cutting Costs by Up to 70%
- Over 1,000 SpaceX Employees Band Together to Negotiate Lower Fees, Seeking Discount Wealth Management Services Ahead of IPO
- Urenco USA's Nearly 50% Capacity Expansion Boosts Nuclear Sector, Multiple Uranium Stocks Surge
- Seven Major Announcements from Microsoft Build 2026: Quantum Chip, In-House AI Models, and Scout Assistant
- Apple WWDC 2026 Set for June 8, Revamped Siri Emerges as Biggest Highlight
- U.S. Stocks Post Longest Winning Streak in Nearly a Year as AI Sector Continues to Lead
- SpaceX IPO May Force Index Funds to Build Large Positions Rapidly
- Goldman Sachs Trading Desk: Clear Signs of Retail Overheating, Holding Gamma Remains the Optimal Strategy
- OpenAI Launches AI Tools for Finance and Legal Sectors, Competing with Anthropic for Enterprise Clients
- India Tightens Silver Import Rules, Requiring Prior Approval for Granule and Powder Forms
- Paramount Officially Files with EU for Approval of $110 Billion Warner Bros. Acquisition
- Hyperliquid Token's Daily Trading Activity Surpasses Ethereum on Some Days
- SpaceX IPO Expectations Drive Sharp Volatility in Space Stocks
- Trump Signs AI Executive Order Requiring Classified Benchmark Testing Program for Frontier Models Within 60 Days
- Micron Unveils AI Memory Roadmap: HBM4 Boosts Inference Throughput by 2.6x
- Anthropic Initiates IPO Process: Four Key Risks to Watch
- ADNOC Trading Chief: August Could Be a Key Turning Point for Oil Prices
- JPMorgan Updates June Top Picks, Adding Satellite Communications Company Viasat
- Barclays: U.S. Convertible Bond Issuance on Track to Hit Record High
- Dell Stock Surges 98% Over 8 Days, Approaching Longest Winning Streak Since 2018
- "Big Short" Citron Research Founder Andrew Left Found Guilty of Securities Fraud
- South Korea Cuts EUV Equipment Approval Time to Help Samsung and SK Hynix Accelerate Capacity Expansion
- Goldman Sachs: UK Assets Are Undervalued, Recommends Buying
- BNP Paribas Initiates Coverage on CoreWeave with $192 Price Target
- Standard Chartered: Strategy's Bitcoin Sale Could Mark a Turning Point for ETH Outperforming BTC
- Musk-Linked Companies Purchase Over 6,000 Acres in Texas, Suspected Site for $55 Billion Chip Factory
- U.S. Job Openings Rise to 7.62 Million in April, Hitting Nearly Two-Year High as Hiring Rate Declines
- UBS: Fundamentals Support Oil, Gold, Copper, and Aluminum — Remains Bullish on Commodities Into 2026
- Intel 18A Laptop Chips Reportedly Face Supply Constraints, Raising Client Concerns Over Future Availability
- Gold's Share Rises to 27%, Historically Surpassing U.S. Treasuries as the World's Largest Reserve Asset
- U.S. Major Indexes Open Lower; Marvell Surges 15%; Software Stocks Weaken in Early Trading
- Deutsche Bank: Cracks of a 1987-Style Crash Emerge in Market Melt-Up
- Morningstar Values SpaceX at Only $780 Billion — Less Than Half Its IPO Target Price
- Beijing Resale Home Signings Hit 16,000 Units in May, Reaching Five-Year High for the Period
- Goldman Sachs Downgrades Intuit to "Sell," Stock Falls Over 6% in Pre-Market Trading
- SpaceX IPO Underwriting Fee Below 0.75%, Yet Wall Street Still Expected to Earn ~$500 Million
- Cleveland Fed President Hammack: If Inflation Trends Persist, the Fed May Need to Act Soon
- OpenAI Plans to Launch GPT-5.6 and Major Codex Updates as Microsoft Build Conference Kicks Off
- Wedbush Raises IBM Price Target to $350, Bullish on AI as Positive Catalyst
- After Nine Consecutive Weeks of Gains, Wall Street Analysts Collectively Turn Cautious
- TSMC CoWoS Capacity Remains Tight as Intel EMIB-T Enters Google TPU Packaging Evaluation
- Tiger Brokers to Suspend New Position Opening and Adding for Existing Accounts in Mainland China Starting June 12
- NVIDIA Spectrum-X Ethernet Silicon Photonics Technology Enters Full Mass Production Based on CPO
- U.S. Software ETF Turns Positive for the Year for the First Time, Less Than 9% From All-Time High
- Tesla's European Market Rebounds: France Sales Surge 700% YoY in May
- ByteDance Seed Division Restructuring: Multimodal Head Takes Over Embodied AI Business, Consolidating Robotics R&D Resources
- Didi's Q1 Net Loss Widens to 1.2 Billion Yuan as Aggressive Global Investments Weigh on Profits
- Citi Strongly Bullish on Lithium Carbonate, Target Price 250,000 Yuan/Ton
- A Wave of U.S. Employment Data Coming: May Nonfarm Payrolls Expected at 85K
- Intel's Lip-Bu Tan: Agentic AI Drives CPU Renaissance, Targeting Full-Stack AI Computing Platform