Topic Archive — Page 94 of 156

Every market topic nashnova has published, newest first (15583 total).

  1. Nvidia GPU Supply Crisis Forces Cloud Providers to Ration Capacity
  2. Netflix Q2 Revenue Up 13% in Line with Expectations; Q3 Guidance Falls Short of Market Consensus
  3. Nearly 80 S&P 500 Companies Report Earnings Next Week, Led by Alphabet and Tesla
  4. Deutsche Bank Warns the Fed: AI Productivity Dividend May Be Overestimated
  5. Atlanta Fed GDPNow Raises U.S. Q2 Growth Forecast to 1.7%
  6. Berkshire Q2 Buyback Scale Estimated at $5–11 Billion
  7. Moonshot AI Officially Launches Kimi K3: World's Largest Open-Source Model with 2.8 Trillion Parameters
  8. Iran Orders Houthi Rebels to Prepare for Red Sea Oil Route Blockade
  9. New Mexico Rejects Oracle Data Center Natural Gas Pipeline Permit for Second Time
  10. Montage Technology's H1 Net Profit Expected to Surge Up to 81%; Plans Up to 600M Yuan Buyback and Responds to South Korea Investigation
  11. Morgan Stanley Wealth Management Records All-Time High Net New Assets
  12. BofA Warns: Stock vs. Index Volatility Spread Approaching Dot-Com Bubble Extremes
  13. Wall Street Estimates Micron's Peak EPS in the AI Cycle
  14. Record Inflows Into EWY as Investors Use ETF as Proxy to Gain Exposure to SK Hynix
  15. T. Rowe Price Launches First Multi-Token Actively Managed Crypto ETF
  16. Google's Flagship AI Model Gemini 3.5 Pro Faces Launch Delay
  17. Citadel Securities Invests $400M in Crypto.com at $20B Valuation
  18. U.S. Crypto Regulatory Bills in Limbo, Coinbase Outlook Uncertain
  19. Goldman Sachs Cuts Global PC Shipment Forecast, Projecting 14% Decline in 2026
  20. Kansas City Fed's Schmid: Food Prices Should Be Included in Core Inflation
  21. Dallas Fed President Logan Calls for Moderate Rate Hikes
  22. Morgan Stanley: Microsoft's Generative AI Leadership Is "Clear"
  23. Percentage of S&P 500 Stocks Above 200-Day Moving Average Rises to Highest Since February
  24. Bank Stock Repo Positions Hit Record Highs as Hedge Funds Drive Leverage
  25. XPENG MONA L03 Launches Globally, Flying Car Set for Mass Production This Year
  26. Houthi Rebels Threaten to Target Saudi Oil Facilities
  27. Cooling Inflation Data Prompts Bond Traders to Unwind Fed Rate Hike Bets
  28. Huang Jensen Denies Delay Rumors, Nvidia Stock Falls 3%
  29. GLD Gold ETF Sees Net Redemptions Exceeding $14.4 Billion
  30. Visa Launches Enterprise Platform for Stablecoin Minting and Management
  31. Morgan Stanley: AI Bottleneck Shifts from Computing Power to Storage
  32. Xiaomi Releases Embodied Foundation Model, First Systematic Verification of Robotics Scaling Law
  33. U.S. 1-Year Inflation Swap Falls Below the Fed's 2% Target
  34. U.S. Imposes 25% Tariffs on Brazil
  35. U.S. July Homebuilder Confidence Index Drops to 34, Staying Below 40 for 15 Consecutive Months
  36. U.S. June Pending Home Sales Index Plunges 5.4%, Far Exceeding Expectations
  37. Three-Decade Treasury Bull Hoisington Turns Bearish
  38. Bank of America CEO Moynihan Warns of AI Model Security Risks
  39. Moscow Court Dismisses Euroclear Appeal, Upholding $233 Billion Claim
  40. JPMorgan Upgrades BlackRock to Overweight; Q2 Net Inflows Reach $868 Billion
  41. Apple OLED iPad Mini Could Launch as Early as This Fall
  42. JPMorgan: Strategic Deleveraging in Equities and ETFs Continues, Posing Short-Term Headwinds
  43. IDF and Oaktree Capital Invest $1.7 Billion in Bloom Energy Fuel Cells
  44. Micron Signs Long-Term AI Automotive Chip Supply Agreements with Qualcomm and Others
  45. Franklin Templeton Trims AI Positions, Shifts to Overweight Chinese Internet Stocks
  46. KBW Bank Index Hits All-Time High, Valuations Reach Post-Financial Crisis Peak
  47. TSMC Earnings Fail to Boost AI Stocks as U.S. Futures Decline
  48. U.S. July Philadelphia Fed Manufacturing Index Jumps to 41.40
  49. U.S. Initial Jobless Claims Unexpectedly Drop to 208,000
  50. Hormuz Disruption Set to Cause Sharp Contraction in Most Gulf Economies This Year
  51. U.S. June Retail Sales Rise 0.2% MoM, In Line with Expectations
  52. Tesla Stock Dips Slightly as NTSB Preliminary Report Clears FSD of Blame
  53. State Street Q2 Net Income Surges 56%, AUC/A Reaches $57.86 Trillion
  54. EU Forces Google to Open Up to AI and Search Competitors
  55. BofA Raises JPMorgan Price Target to $420
  56. Moore Threads Expected to Post Over 135% YoY Revenue Growth in H1
  57. Eurozone May Trade Deficit Hits Largest Since April 2023
  58. Middle East Sovereign Debt Spreads Hit Nearly Four-Year Highs
  59. Hygon Information's First-Half Net Profit Expected to Surge Over 40%
  60. European Investors Signal Pullback from U.S. Stocks as Japan Net Sells $15 Billion in May
  61. Merck's Oral Cholesterol-Lowering Drug Lipfendra Approved by U.S. FDA
  62. GE Aerospace Raises 2026 EPS Guidance to $7.65–$7.85
  63. Ukrainian Drones Strike Over 20 Russian Oil Tankers in the Black Sea
  64. Iraq's Basra Crude Oil Loading Suspended Due to Drone Attack
  65. U.S. Sanctions Iranian Central Bank Crypto Wallets, Tether Freezes $131 Million USDT
  66. Deutsche Bank: Commodities Enter a New Repricing Cycle
  67. Deutsche Bank: Ex-China Rare Earth Premium Could Widen to 10x
  68. US Lawmakers Push to Ban Purchases of CXMT and YMTC Chips
  69. UnitedHealth Q2 Beats Expectations by Wide Margin, Raises Full-Year EPS Guidance
  70. Southbound Funds Net Bought HK$5 Billion as Tech and Large Model Stocks Gained Favor
  71. SpaceX's First Starship Test Flight After IPO: 13th Launch Attempt
  72. A-Share Fund Companies' Self-Purchases of Equity Funds Reach 3.2 Billion Yuan This Year
  73. CATL Secures First European Order for Sodium-Ion Battery Energy Storage
  74. Baidu Plans to Upgrade Hong Kong Listing to Primary Status to Enable Stock Connect Access
  75. Japan's Finance Minister: Higher Economic Growth Justifies GPIF's Increased Allocation to Domestic Assets
  76. HK Stocks Close Higher: Hang Seng Rises 1.33% Back Above 25,000 as Memory Chip Stocks Plunge
  77. Nasdaq Futures Drop 0.5% as Korean Chip Stocks Plunge, Triggering Circuit Breakers
  78. CXMT's $8.6 Billion IPO: Six Chinese Banks Share Over $41 Million in Fees
  79. Fed Report: AI Boom May Widen U.S. Current Account Deficit
  80. Foreign Capital Floods Into Indian Government Bonds, Year-to-Date Purchases Surpass Last Year's Total
  81. BOE's Breeden: Economic Weakness Reduces Risk of Sticky Inflation
  82. U.S. LNG Tanker Docks at Chinese Port for First Time in Over a Year
  83. HKEX Reports HK$283 Billion Average Daily Turnover in H1; IPO Funds Raised Surge 92% YoY
  84. China's Ministry of Commerce: Will Adjust Helium Export Control Policies in Due Course
  85. U.S. Launches Anti-Circumvention Investigation on Chinese Solar Cells
  86. South Korea Suspends New Listings of Single-Stock Leveraged ETFs, Margin Thresholds to Triple by August
  87. LME Nickel Prices Hit Three-Week High as Triple Catalysts Converge
  88. HSBC Upgrades Indian Equities to Neutral
  89. Germany-US 10-Year Yield Spread Narrows to 144 Bps, Hitting Nearly One-Month Low
  90. Mizuho Raises Price Targets for Cloudflare and Datadog, Strongly Recommends Palantir
  91. China and the Netherlands Agree to Create Conditions for Negotiated Resolution of Nexperia Dispute
  92. USITC Launches Investigation That Could Block Samsung HBM and DDR5 Imports
  93. Navarro Urges EU to Block Chinese Automakers
  94. U.S. Military Strikes Oil Tanker Directly for First Time, Blockade Extends Deep into Persian Gulf
  95. Uber Officially Launches $14.8 Billion Tender Offer for Delivery Hero
  96. TSMC Expands Total U.S. Fab Investment to $265 Billion
  97. Dimon: Corporate AI Spending Is Becoming More Rational
  98. TSMC Q2 Net Profit Reaches NT$706.6 Billion, Significantly Beating Expectations
  99. IEA: China's Rare Earth Controls, If Fully Implemented, Threaten $6.5 Trillion in Western Industries
  100. BOJ Survey: Over 90% of Households Expect Prices to Rise