Topic Archive — Page 94 of 113
Every market topic nashnova has published, newest first (11258 total).
- Kioxia Investor Day: 10th-Gen Flash Samples to Ship This Summer, Average Annual Capex of ¥470 Billion
- Meituan Q1 Loss Narrows Sharply, Beating Expectations; Morgan Stanley and UBS Reiterate Bullish Outlook
- Broadcom Earnings on the Horizon: Three Key Things to Watch
- Citi Strategists Warn of Overheated Bullish Positioning in Tech Stocks, Nasdaq 100 Faces Pullback Risk
- SoftBank in Talks to Join $800 Million Funding Round for German Robotics Firm Agile Robots
- Eurozone May CPI Rises to 3.2%, ECB June Rate Hike Expectations Heat Up
- MediaTek Announces Expanded Engineer Hiring to Accelerate Push into New AI Frontiers
- Consulting Firm: Three Major Memory Manufacturers May Significantly Raise HBM Prices in 2027
- OpenAI Codex Surpasses 4 Million Weekly Active Users, Knowledge Workers Growing 3x Faster Than Developers
- EU Lawmakers Preliminarily Approve EU-US Trade Deal, Full Vote Scheduled for June 16
- Tencent Cloud Slashes DeepSeek-V4 Model Prices by Up to 97.5%
- STMicroelectronics Raises Data Center Revenue Target to $1 Billion, Boosting European Tech Stocks
- Jensen Huang Heads to Seoul This Week for Fourth Meeting with SK Group Chairman Chey Tae-won in Six Months
- Goldman Sachs Raises 12-Month TOPIX Target to 4,400, Implying ~11% Upside
- JPMorgan: Probability of Strait of Hormuz Reopening Within June Is Extremely Low, Significant Upside Risk for Oil Prices
- HSBC: Hormuz Risk Escalates, Commodities Enter 'Super Short Squeeze'
- US Stock Options Put/Call Ratio Drops to Four-Year Low, Triggering Warning Signal Seen Before 2022 Bear Market
- Iran War Pushes Global LNG Trade into Gray Market
- Intel Partners with Foxconn, Siemens, Hitachi and Others to Advance Vertical Industry AI Solutions
- Economist: India's Central Bank May Have Sold $12 Billion in Gold Reserves to Replenish Foreign Exchange Assets
- Global Funds Continue to Exit as Net Investment in Indian Equities Falls to Decade Low
- Arm CEO: $15 Billion AI Chip Revenue Target May Be Achieved Ahead of Schedule as ByteDance Joins Customer Roster
- SK Hynix Plans to Double Production Capacity in Five Years
- Samsung Electronics Unveils High Bandwidth Memory HBM5 for the First Time
- Nomura: Global Power Equipment Entering a Super Cycle, Three Key Themes in China's Supply Chain to Benefit
- Dajin Heavy Industry Records HK$36.3 Billion in Margin Subscriptions, Oversubscribed 61.9 Times
- Bitcoin Slides Toward $70,000 as Strategy's First-Ever BTC Sale Disclosure Dampens Crypto Sentiment
- Cloudflare Surges 12% in a Single Day as AI Agent Traffic Narrative Lifts Stock to 52-Week High
- 11 Macau Banks Connect to mBridge Cross-Border Digital Currency Settlement Platform
- Pimco: Rising Long-End Treasury Yields Driven by Fed Expectations, AI Impact Overestimated
- Deutsche Bank: AI Frenzy and Oil Crisis Reshape 2026 Global Macro Logic
- U.S. Plans 25% Tariffs on Brazil, but Agricultural Products and Energy Are Exempt
- Jensen Huang Calls Marvell Potentially "The Next Trillion-Dollar Company"
- China's May LNG Imports Rebound to 4.9 Million Tons as Summer Stockpiling Demand Picks Up
- Aluminum Prices Hit Four-Year High, Spot Premium Reaches Highest Since 2007
- China's Semiconductor and Robotics Sectors See Surging Profits in First Four Months; Primary Market Fundraising Heats Up
- Goldman Sachs: Hormuz Disruption to Keep Refined Fuel Margins Elevated Through 2026
- Yuan Rises Against Currency Basket to Highest Since September 2022
- Credo Posts Record Quarterly Revenue; Optical Product Lines Target $600M in FY2027
- Chinese Bionic Hand Maker BrainCo: Humanoid Robot Demand Drives Surging Sales
- U.S. Cuts Import Tariffs on Agricultural Equipment to 15%, Effective June 8
- Taiwan PCB Output Value Grows 15% YoY, Expected to Surpass NT$1 Trillion
- Anthropic's Cybersecurity Model Mythos Nearing Full Rollout; Pricing at ~6x Opus Sparks Controversy
- Yihong Smart Rushes for Hong Kong IPO, CATL Contributes Over 70% of Revenue
- Tencent's WeChat AI Agent May Begin Compliance Approval Process as Early as This Month
- Tencent Surges 10% in Hong Kong as WeChat AI Assistant Nears Launch
- MLCC Price Super Cycle Begins: Japanese Makers Lead Price Hikes as Rare Earth Controls Tighten Supply
- Insilico Medicine Approaches AI Drug Discovery Validation Milestone, Potential IPF Blockbuster Eyes Phase III Clinical Trials
- Pakistan Launches Strategic Petroleum Reserve Planning with Initial Target of 45-Day Stockpile
- Blackstone's Third Asia Buyout Fund Raises $13.1 Billion, Surpassing $10 Billion Target
- Nebius Stock Hits All-Time High After NVIDIA CEO's Public Endorsement
- LG Electronics Stock Quadruples Year-to-Date as LG Group Surges Across the Board to Record Highs
- Samsung Foundry Enters BYD Supply Chain, Targeting China's Automotive Chip Market
- Trump's Drone Policy Drives Major Rally in Related Stocks
- China Tightens Cross-Border Capital Controls, Putting Pressure on Hong Kong's Record Home-Buying Boom
- Microchip Technology's Data Center Business Expected to Grow 65% This Year, Shares Jump Over 8% After Hours
- OpenAI Plans to Open-Source Internal Software Tools, Potentially Undermining NVIDIA's CUDA Advantage
- Long March 12B Maiden Flight Succeeds, Catalyzing Hong Kong-Listed Commercial Space Stocks
- Chinese Automakers Race to Build Their Own Chips as Domestic Substitution for Autonomous Driving Chips Accelerates
- Chinese Robotics Firms Line Up for IPOs: UBTECH and 46 Others Queue in Hong Kong
- HPE Stock Surges 37% in Single Day to Record High as AI Infrastructure Demand Drives Major Full-Year Guidance Raise
- Carlyle Posts $300M in Fee-Related Earnings in Q1 with 47% Margin
- Russia's LNG Exports Rise 11.5% YoY to 14.5 Million Tons in January-May
- Alphabet's $80 Billion Equity Financing: Berkshire Subscribes at a Discount, ATM Portion Used for Employee Tax Payments
- Russia Issues 10 Billion Yuan Sovereign Bonds Accelerating De-Dollarization
- Goldman Sachs: AI Positioning Highly Concentrated, Index Calm Masks Underlying Fragility in US Equities
- Microsoft Rises 2.3% in a Single Day as Two Firms Turn Bullish Amid Build Conference AI Product Expectations
- Lenovo Expands Tianjin AI Server Base with Mass Production Targeted for 2027
- Goldman Sachs Summit Spotlights AI Computing Infrastructure Mega-Build as Trillion-Dollar Funding Gap Sparks Financing Wave
- DriveNets Raises $410 Million in New Funding with AMD Joining as First-Time Investor
- Citi: Uber's Acquisition of Delivery Hero Could Unlock Up to €1.4 Billion in Cost Synergies
- EU Plans to Allow Member States to Exempt Energy Spending Up to 0.3% of GDP
- Kioxia Challenges Samsung's NAND Market Share with CBA Wafer Bonding Technology
- Duke Energy in Talks with Hyperscalers to Share Risks of Nuclear Power Expansion
- US Data Center Construction Spending Exceeds $50 Billion for First Time in April
- Anthropic Has Secretly Filed IPO Draft Documents with the SEC
- BlackRock plans to invest about $175 million to subscribe for approximately 15.2% of Japanese ride-hailing app Go's shares
- Storage Concept Stocks Soar Collectively, Micron Leads with a Rise Over 5%
- Fluence Energy Partners with NVIDIA and Siemens for AI Data Center Reference Design, Stock Price Soars by Over 36%
- A Comprehensive Overview: What Exactly Did Jensen Huang Say at the Taiwan GTC Conference?
- Micron RSI Climbs to 90, Signaling the Highest Overbought Condition in 30 Years
- Polymarket Faces $14.65 Million Contract Dispute After Strategy Discloses Bitcoin Sale
- Nebius Surges Over 14% Single-Day, AI Cloud Computing Sector Strengthens Collectively
- JPMorgan: Inflation Concerns Exaggerated, US Treasury Yields Unlikely to Rise in Second Half
- Strike by GM Supplier May Lead to Plant Shutdown in Weeks
- FTC Investigates Microsoft Cloud Services and AI for Potential Monopolistic Behavior
- Zhipu: Recommended A-Share Issuance and Listing on the STAR Market
- CoreWeave Launches First NVIDIA Vera Rubin NVL72 Deployment, Surges Over 14% During Trading
- AI Concerns Fade, Investors Buy European Software Stocks on Dips
- JPMorgan CEO Slams Clarity Act, Takes Aim at Coinbase
- US May ISM Manufacturing PMI Rises to 54, Fastest Expansion in Four Years
- D-Wave Releases Gate Model Quantum Computing Roadmap, Aims for 100 Logical Qubits by 2032
- ‘Big Short’ Michael Burry Questions SpaceX and Anthropic's Trillion-Dollar Valuation
- U.S. Major Indices Open Lower, Chip Stocks Experience Mixed Fortunes, Crypto-related Stocks Decline
- US Stocks Hit New Highs But Only 20 Stocks Reach Top - Highly Similar to the 2000 Internet Bubble Top
- Morgan JP Morgan Traders Warn: Risks Rise for Unprofitable Tech Stocks After 57% Increase This Year
- IBM Surges by 8%, Trump's Old Bullish Video Spreads, Barclays Recommends Accumulation
- Live Demonstration of 'App-Free Phone' Prototype at OpenAI Hackathon
- Apple WWDC Preview: Major Siri Overhaul Could Be a New Catalyst for Stock Price
- Global ETF Inflows Expected to Top $2 Trillion in 2026