Topic Archive — Page 93 of 158

Every market topic nashnova has published, newest first (15701 total).

  1. China's AI Phone Race Splits Three Ways: ZTE, StepFun, and Honor Diverge in Strategy
  2. China Passenger Car Sales Drop 20% in H1, Full Year May Be Worst Since 2021
  3. Samsung, SK Hynix, and Micron All Abandon In-House CXL Controller Development
  4. U.S. Military Strikes Iran for Nine Consecutive Days as Hormuz Standoff Continues
  5. AI Trade Under Pressure on Both Ends as Wall Street Bets on High Summer Volatility
  6. Memory Chips Elevated to National Security Issue as Apple Tests CXMT DRAM
  7. ECB Survey: Wage and Selling Price Growth Both Slow
  8. KOSPI Plunges 4.46%, 6500-Point Support Under Threat
  9. China Pacific Insurance Increases Holdings in Tech, Consumer, and New Energy; Prepares 2026 Interim Dividend
  10. U.S. Leveraged Semiconductor ETFs Shrink by $63 Billion from Peak
  11. JPMorgan Warns Climate Tipping Points Will Hit Bond Markets
  12. Meritz Securities: Middle East Sovereign AI Capital Inflows Drive Up Memory Prices; Kimi K3 Is a Hardware Tailwind
  13. YMTC Completes First Phase of IPO Coaching, Could File STAR Market Application as Early as August
  14. HKEX Proposes to Abolish Lunch Break and Extend Trading Hours
  15. NVIDIA 10-Q: $13.4B Unrealized Gains Inflate Profits, True P/E May Reach 60x
  16. US and Chinese AI Labs Distill from Each Other, Double Standards Controversy Emerges
  17. AI Stock Selloff Drags Down Chinese Quant Funds, High-Flyer's Product Drops 15.7% in a Single Week
  18. Intel Q2 Earnings: CPU Demand and Foundry Execution Await Validation
  19. European Diesel Crack Spreads Hit Record Highs as Morgan Stanley Warns Inventories Could Fall to Decade Lows
  20. NIM Compression Drags on Earnings as India's Two Largest Private Banks Drop Nearly 5% in a Single Day
  21. Samsung Lays Off Over 800 U.S. Consumer Electronics Employees as Mobile Division Posts First Loss
  22. Bitcoin ETFs See Two Consecutive Weeks of Net Inflows; Institutional Return Signal Awaits Confirmation
  23. Foxconn Wins First SpaceX AI Server Order Worth $52 Billion
  24. China's Rare Earth Magnet Exports to the U.S. Remain 20% Below Pre-Trade War Levels
  25. Germany June PPI Rises 1.8% YoY, Below Expectations
  26. Lockheed Martin Launches Budget Version of Patriot Missile at Less Than Half the Current Price
  27. VSMC Singapore Fab Reaches 55K Wafers/Month Capacity; Silicon Interposer Capacity Fully Booked
  28. OpenAI Secondary Market Demand Rebounds, Valuation Rises to $933 Billion
  29. Kimi API Price Hike 3x: AI Moats Shift Toward Product and Orchestration
  30. Samsung P5 Fab Equipment Procurement Exceeds 70 Billion Yuan, AI Memory Expansion Accelerates
  31. Consumption Tax Implemented, PV Cell Stocks Rally Collectively
  32. AI Chip Demand Pushes ASML Market Cap Near $700 Billion, Sparking Debate Over Trillion-Dollar Target
  33. Trip.com Antitrust Probe May Conclude This Week, Fine Could Reach 6 Billion Yuan
  34. Kimi K3 Ignites Silicon Valley Debate Over Open-Source AI
  35. Korean Retail Investors Hit by Leveraged Semiconductor ETF Margin Calls as Regulators Raise Entry Barriers
  36. Morgan Stanley Rises to Top of Wall Street's AI Debt Deals
  37. Iranian Rial Plunges to Historic Low as Inflation Approaches 90%
  38. Tax Crackdown Tightens Scrap Copper Supply, China's Copper Import Premium Rises to $100
  39. China Restricts Helium Exports, Pressuring European Semiconductor Supply Chains
  40. New Fed Chair Warsh Rejects Forward Guidance, Heightening Bond Market Volatility Risks
  41. U.S. Lifts Hong Kong-Related State of Emergency, HK Tech Stocks Rally Over 3%
  42. Citi Upgrades China to Overweight, Bullish on Capital Rotation Opportunities
  43. Samsung's AI Chip Substrate Procurement Hits Snag as Supplier Demands Trillion-Won Purchase Guarantee
  44. A-Share Leveraged Positions See Fastest Single-Day Reduction Since 2016
  45. Goldman Sachs: June Inflation Data Rules Out Fed July Rate Hike; Waller Must Clarify Reaction Function
  46. Rubio Confirms Xi Jinping's Planned September Visit to the U.S. Remains on Track
  47. Kweichow Moutai Raises Feitian Price by 100 Yuan, Stock Surges Over 4% in a Single Day
  48. Chinese AI Models Now Account for 58% of Usage Among US Companies
  49. Korean Stock ETFs Rebound in Early Trading, Samsung Electronics Leveraged ETF Surges Over 17%
  50. Hong Kong Stocks Open Higher with Hang Seng Index Up 1.11%, Semiconductor Sector Leads Gains
  51. KKR, AEW Sell China Commercial Real Estate Assets at Steep Discounts
  52. NVIDIA: HBM Shortage Won't Hinder AI Infrastructure Expansion
  53. Taiwan Retail Investors Deleverage at Fastest Pace in 15 Months
  54. Micron and GlobalWafers Sign 10-Year Silicon Wafer Agreement, Securing U.S. Supply Chain
  55. CICC: Three Possible Outcomes of the Extreme Structural Market and How to Judge Them
  56. CICC: If Hormuz Stalls Again, Oil Prices Face Short-Term Spike Amid Demand Constraints
  57. 3 Brokerages Announce Share Buybacks Totaling Up to 700 Million Yuan to Support Stock Prices
  58. Dispersion Trade Overcrowded: Hedge Funds Pivot to Betting on Rising Stock Correlation
  59. U.S.-Iran Conflict Escalation Drives Oil Prices Up Over 2% in a Single Day
  60. China Chengtong and China Reform Holdings Announce Increased Stakes in Central SOE Stocks
  61. Netflix Acquires Ben Affleck's AI Film Startup for $587 Million
  62. Private Credit Repackaged as Investment-Grade Bonds Faces Rising Regulatory Scrutiny
  63. Fed's Core Inflation Gauge Expected to Be Revised Lower
  64. U.S. Stock Equity Financing Surpasses $300 Billion, Setting a Historic Record
  65. U.S. Stock Valuations Approaching Dot-Com Bubble Peak, Risk Warnings Resurface
  66. Samsung Electronics Q2 Operating Profit Reaches KRW 89.4 Trillion as HBM4 Mass Production Begins
  67. Alibaba's Qwen3.8 Max Preview Debuts at WAIC, Claims Second Only to Anthropic's Flagship
  68. GF Securities: A-Share Tech Sector Correction Already Sufficient, Second "Decisive Moment" Approaching
  69. CITIC Securities: Hong Kong Internet Valuations Hit Bottom, China AI Asset Revaluation Window Opens
  70. U.S. Military Launches First Direct Airstrikes on Iran's Revolutionary Guards
  71. CXMT's $8.6B IPO Sees 570x Institutional Oversubscription, Below Recent STAR Market Peers
  72. GameStop Quietly Builds Nearly 10% Stake in eBay as Cohen Pushes for Acquisition
  73. Eoptolink's H1 Net Profit Expected to Surge 78%-103%
  74. SemiAnalysis: Kimi K3's KDA Mechanism Increases Rather Than Decreases AI Compute Demand
  75. Moonshot AI Eyes Hong Kong IPO Within Six Months at Over $30 Billion Valuation
  76. China's Top Leadership Signals Stimulus as Politburo Meeting Approaches
  77. South Korea Eases Foreign Exchange Rules, Moving the Won Toward Full Convertibility
  78. Major US Bank Q2 Earnings Beat Expectations, Wall Street Raises Price Targets
  79. Iran Attacks U.S. Military Base in Jordan, 2 Killed and 1 Missing
  80. Oracle AI Mega-Campus Costs Overrun by Billions of Dollars
  81. Bitcoin Call Option Bets Target $72,000 by Month-End
  82. Big Tech AI Capex Inflated by 20% Due to Cost Inflation
  83. BNP Paribas Expects Microsoft Q4 Revenue and Capital Expenditure to Both Accelerate
  84. SpaceX Hit by Massive Short Selling One Month After IPO, Stock Falls Below Offering Price
  85. Alibaba Open-Sources AI Chip Software Stack to Challenge Nvidia's CUDA
  86. China Warns UK That Nationalization of British Steel Will Undermine Investment Confidence
  87. Semiconductor Stock Volatility Hits Nearly 5x the Broader Market, Reaching 30+ Year High
  88. U.S. Military Completes Seventh Night of Airstrikes on Iran, Oil Prices Surge 16% in One Week
  89. Chanos: AI Capex Returns Have Been Cut in Half, Could Fall Further to 10%
  90. Dutch Report: China's Intervention in Strategic Industries Like Chips Poses Systemic Threat
  91. EU Approves €659 Million in Subsidies for German Chip Factories
  92. Apple Raises iPhone 17 Prices in Japan by 10%
  93. Asian AI Investment Drives Record Equity Trading for Wall Street Banks
  94. U.S. Pressures EU to Publicly Commit to Reducing Non-Tariff Barriers
  95. Goldman Sachs: Global Coordination Drops to Multi-Decade Lows as Fragmentation Has Already Dragged Global GDP Down by ~1%
  96. Hedge Funds Add Brent Crude Positions at Fastest Pace in a Decade
  97. Trump-Linked Company Sells Real-Time Presidential Post Data to Wall Street
  98. UBS: Shift in U.S. Treasury Holder Composition as Central Bank Share Halved
  99. Oracle Credit Default Protection Costs Hit All-Time High
  100. U.S. Proposes FINRA-Like Regulatory Body to Review Top AI Models