Topic Archive — Page 96 of 113
Every market topic nashnova has published, newest first (11258 total).
- US Consumer Confidence Cools Down Again in May, Two-Thirds of Households Cut Spending
- ExxonMobil, Chevron Executives Warn: Oil Prices May Soar in Coming Weeks
- Goldman Sachs Substantially Raises DRAM, NAND, and HBM Price Forecasts
- Software ETFs Post Seven Consecutive Weeks of Gains, Best Month in 25 Years
- Computex 2026 Preview: NVIDIA's CPU Ambitions May Make Their Debut
- Vouch Pushes Fed to Focus on Inflation Metrics, Interest Rate Outlook May Shift to Gentler Reading
- Nomura: Major Boost for Google's 8th Generation TPU Supply Chain, Shipment Expectations up to 10 Times
- EU Plans to Temporarily Freeze Russian Oil Price Cap
- AI Infrastructure Boom Reshapes 'Old-School Tech Stocks', Seven Stocks Gain $1.7 Trillion in Value Combined This Year
- Report: Storage buyers are increasing upfront payments, Microsoft has prepaid up to 10 billion USD to Samsung
- Ming-Chi Kuo: Nvidia's N1X devices are expected to ship around 10 million units in the next two years
- Amazon Shuts Down Its Internal Token Consumption Ranking, Warns Workers Against Using AI for the Sake of It
- Trump Demands Revisions to Iran Nuclear Deal Draft, Strengthening Material Disposal Terms
- Intel and 3DGS Plan to Invest $3.3 Billion in a Glass Substrate Plant in India
- OpenAI Announces Retirement of o3 and GPT-4.5, Simultaneous Advancement of GPT-5.6 Beta
- Trump's Crypto Business Entangled in Ethics Controversy, Crypto Regulation Legislation Still in Limbo
- SpaceX, OpenAI IPO Trends Drive Capital Inflow to Asian AI Supply Chains
- BofA Maintains 'Buy' rating for Nvidia and Apple, Includes in June's Preferred Stock List
- SoftBank Plans to Invest Up to €75 Billion in Building Computing Cluster in France
- Bernstein: ABF Substrates Super-Cycle Initiated, Full Shortage Expected by 2027
- BoE Mann: The 'Luck' of the Era of Low Inflation Has Come to an End
- Nvidia Enters PC Main Chips, Microsoft Dell New Products to Debut Next Week
- 全民押注芯片股,韩国开启'主权算力分红'最激进实验
- Logic Behind ServiceNow and Palantir's Trillion-Dollar Valuation in the Age of AI Agents
- Shanghai-Shenzhen 300 and Over 10 Indexes to Adjust Samples Starting June 12, Tech Weightage Increased
- The European Union holds a special meeting on China, and China warns of firm countermeasures against trade restrictions
- AI Infrastructure Bids Farewell to the Concept Buying Era, Physical Constraints Spurring 'Electricity Premium'
- Farewell to Self-Funded Tech Giants, AI Infrastructure Enters Asset-Backed Credit Pricing Phase
- Goldman Sachs: U.S. Equities Record High Net Long Positions Face Extreme Short Allocation, Financial Sector Becomes a Safe Haven for Institutions
- AI Server Demand Squeezes High-End Capacity, Global MLCC Faces Structural Capacity Reshaping
- Anthropic's Seven Co-founders Each Attains An $8 Billion Fortune, Setting a Record for Number of People Added on Bloomberg Billionaires Index in A Single Day
- SemiAnalysis: Trillion-scale AI 'Hidden Economic Output' Underestimated
- RBC Warns: The Expectation of a US-Iran Agreement is Ahead of Reality, June-August Oil Market Faces Stern Pressure
- OpenAI IPO Plans to Include Citigroup and JPMorgan as Lead Underwriters
- SpaceX Delisted by Danish Pension Fund
- Morgan Stanley: CPU Demand as a New Engine for the Storage Supercycle
- Microsoft Plans AI Mega-App to Integrate Various Copilot Tools
- Oppenheimer Anticipates Broadcom to Beat Q2 Estimates and Raise Guidance
- Oil Prices Drop Over 20% in May, Largest Monthly Decline Since March 2020
- S&P 500 Gainers and Losers in May: Dell Surges by Over 100% Leading the Charge, Zoetis Tanks by 32% Coming in Last
- Huang Renxun's Speech in Taipei: Vera Rubin Mass Production Initiated, Taiwan's AI Computing Power to Double
- U.S. Software Sector Gains 21% in May, Best Single-Month Since 2001
- MiniMax Initiates A-Share IPO Process
- Citadel's First Quarter Trading Revenue Reaches $4.3 Billion, Setting a New Record High
- Yum! Brands Plans to Sell Pizza Hut, Deal Expected to Be Reached Within Weeks
- Nvidia Teases 'New Era of PCs' Ahead of Computex With 'New Era PC' Chip
- SpaceX Wins $4.16 Billion 'Golden Dome' Satellite Tracking Contract
- SMIC's Short Selling Scale Hits Historical Peak
- Meta Plans to Launch Internal Testing of AI Pendants Within the Next Year
- US stock market indices hit new highs again, with NASDAQ up 8.36% in May
- Micron Technology Surges Over 5% to Hit Record High, Storage Sector Follows Suit
- BlackRock Reduces Equity Overweight Positions, Claims Earnings Have Reached Generational Highs
- CFTC Greenlights Bitcoin Perpetual Futures, Kalshi and Coinbase Receive Go-Ahead on the Same Day
- Ford Surges Over 40% in May, Best Post-Financial Crisis Monthly Performance
- Quantinuum's IPO receives oversubscribed orders with double-digit multiples, plans to raise over $1 billion
- Performance exceeds expectations, yet stock prices fall; Costco's high valuation faces 'acrophobia'
- Bank of America: More Global Central Bank Rate Cuts Than Hikes, But Momentum明显 Slows
- Trump Says 'Final Decision' on Iran Issue
- About a Quarter of Large Tankers Stranded Have Crossed the Strait of Hormuz
- Goldman Sachs: After Iran Deal, Four Types of Assets to Trade
- Spot Aluminum Premiums Hit 2007 Highs, Global Aluminum Industry Approaches 'Supply Black Hole'
- Geopolitical Conflict Ignites European Prices, ECB Officials Warn of Unanchored Inflation Expectations
- Google Collaborates with Blackstone to Establish AI Cloud Firm, Threatening NVIDIA and CoreWeave
- HSBC Upgrades Snowflake Rating to Buy, Target Price Increases to $289
- Global Equity Funds Inflowed $4.58 Billion YTD Last Week, Fueled by AI Market Sentiment
- US Private Credit BDCs See Deepened Unrealized Losses to Worst Level Since 2022
- LG Electronics Partners with Google for Automotive Software Platform, Stock Jumps Nearly 24% in a Day
- Dell's Share Price Soars 33%, Boosts Semiconducton Sector, US Stocks Open Higher
- Bank of Japan Expected to Raise Interest Rates in June, Considers Pausing Debt Repayment Next Fiscal Year
- BoA: AI Market More Like China Joining WTO, Not Internet Bubble
- Wall Street Giants Exceed Q2 Guidance Expectations, Trading and AI Financing Accelerate
- Japan's Record Intervention in Yen Misses Mark as 11.7 Trillion Fails to Halt Slide
- Samsung, SK Hynix Surge Triggers 10% Red Line, Record Outflow of Foreign Capital from South Korean Stocks
- UK Central Bank Chief: Inflation can be tolerated to exceed target level in the short term
- OpenAI Launches New GPT-Rosalind Model and Biodefense Initiative
- JPMorgan: Retail Investors Flood Semiconductors, Extreme Overcrowding in Software Shorts
- Japan Spends $73 Billion in This Round of Currency Intervention, Setting a New Record
- US Bank Hartnett: Bull-Bear Indicator Rises to 8.5, It Might Be Time to Sell
- Fed's Schmid: Inflation Exceeds Limits for Five Years, It's Not a Time to Let Go
- Oil Prices Head Towards the Largest Monthly Drop in 6 Years
- AI Reshapes Wall Street Internships: Proficiency with Tools Trumps Modeling Skills
- Blue Origin Launch Site Explosion: Space Stocks Hit Hard, AST & Rocket Lab Decline Pre-Market
- SpaceX IPO Yet to Arrive, Crypto Perpetual Contracts Priced First
- Taiwan Significantly Raises 2026 GDP Growth Forecast to 9.64%
- Toyota Halts Development of Next-Gen Lexus Electric Vehicles
- Depleted Savings are the Achilles' Heel of the US Economy
- Hang Seng Index Up 0.7%, Property Stocks Surge, Semiconductors Tumble
- Tencent Hunyuan Launches Hy-Memory Agent Memory Plug-in
- U.S. Spot Bitcoin ETF Suffers the Longest Capital Outflow in History
- Fed's Kashkari: It's Too Early to Say We Need to Raise Rates
- Dell's Pre-Market Surge Nears 40%, Boosting AI Server Concept Stocks as a Whole
- France and Spain’s Inflation Accelerates, Providing Data Support for ECB Hikes
- Foxconn rumored to start mass production of CPO optical modules this year
- Exxon and Chevron Warn in Unison: Oil Prices Could Soar to $150
- Ming-Chi Kuo: Sunny Optical’s AI Server and Apple Orders Could Resonate, Open Valuation Space
- Samsung's Texas Wafer Plant Declared Ready, Will Start Mass Production Next Year
- Sharp intraday reversal for two big models of the Hong Kong stock market, Zhipu plunges in the short term
- Legendary Investor Dan Loeb: The era of shunning technology in favor of industrial or consumer sectors is over
- Japanese and Korean stock markets hit new historical closing highs, A-share technology stocks plummet
- "White House Stock Guru" Strikes Again: Intel +200%, Micron Market Cap Breaks Trillion, Dell +38%