Topic Archive — Page 98 of 157

Every market topic nashnova has published, newest first (15608 total).

  1. South Korea's Monthly Exports Surpass $100 Billion for the First Time, with Chips Accounting for Over 40% Raising Concentration Concerns
  2. New York State Signs Executive Order Suspending New Large-Scale Data Center Construction
  3. Citi Recommends 10 Hong Kong-Listed Large-Cap Consumer Stocks, Bullish on Domestic Demand Sentiment Recovery
  4. SK Hynix ADR Premium Reaches 26%, Driving U.S. Memory Stocks Higher in Sympathy
  5. South Korea's Single-Stock Leveraged ETF Regulation and Central Bank Rate Hike Decided on the Same Day
  6. Hong Kong Market Close: Hang Seng Up 0.52%, AI Computing and Non-Ferrous Metals Lead Gains
  7. Hormuz Bypass Pressure Escalates as UAE Plans New Port
  8. SemiAnalysis Bullish on SK Hynix, Forecasts Q2 DRAM Profit of KRW 55 Trillion
  9. Surging Oil Prices Reignite Inflation Fears, Rate Hike Expectations Rise for BOE and ECB
  10. YOFC Reports 711%-914% Net Profit Surge in H1
  11. Nearly ¥60 Billion Net Inflow into ETFs in a Single Day During A-Share Selloff
  12. Margin Balance Falls for 8 Consecutive Sessions, Setting Longest Decline Record in 15 Months
  13. Samsung Reportedly Exploring ADR Listing in the U.S.; Reuters Unable to Verify
  14. BofA July Survey: Global Fund Manager Sentiment Rises to Highest Since February
  15. China Regulators Require Banks to Set Bill Rediscount Rate Floor at 0.5%
  16. US-Iran Tensions Push Oil Prices Up 2.6%; BP Net Debt Falls to $23B; European Stocks Under Pressure
  17. AstraZeneca Licenses Dizal Pharma's Lung Cancer Drug Zegfrovy Global Rights in $1.5 Billion Deal
  18. Goldman Sachs: Hong Kong Market Has Entered the AI Era, IPO Fundraising Expected to Hit Record Highs
  19. AI Data Center JV Bond Terms Diverge as Oracle Earns Fitch's Highest Rating
  20. SK Hynix ADR Record Financing Drives Korean Won to Lead Asian Currencies
  21. Final Version of Japan's Economic Blueprint to Explicitly Include BOJ Independence Clause
  22. Nomura: AI Industry Cycle Has Not Peaked, Significant Upside for China's AI Value Chain
  23. UMC's Singapore Fab Begins Silicon Photonics Mass Production; Citi Bullish on H2 Outlook
  24. Chinese Automakers' Profits Squeezed by Material Suppliers as Multiple Companies Report Widening H1 Losses
  25. South Korea Margin Balances Drop Back to Late-April Levels as Both Longs and Shorts Deleverage Simultaneously
  26. Masayoshi Son: Annual AI Investment Demand to Reach $5 Trillion by 2040
  27. ASML Q2 Earnings Preview: Capacity Likely Fully Booked, China Business Faces Export Control Pressure
  28. 6-Inch SiC Substrate Prices Bottom Out and Rebound as Supply Tightens
  29. Shein's Donald Tang Steps Down, CEO Sky Xu Takes the Helm
  30. South Korea Eases FX Rules to Advance Won Internationalization
  31. U.S. June CPI Expected to Rise 3.8% YoY: Falling Gas Prices May Fail to Offset Food Price Pressures
  32. Surging Memory Costs Polarize China's Smartphone Market as Huawei and Apple Buck the Trend with 20% Growth
  33. U.S. Small-Cap Stocks Surge 20% YTD, Posting Best Performance in Over 20 Years
  34. Bank of Korea: Semiconductor Upcycle Extends Beyond 2026
  35. Japan 20-Year JGB Auction Demand Exceeds 12-Month Average
  36. South Korea's Ruling Party Plans Legal Amendment That Could Grant SK Hynix Foreign-Funded Fab Financing Rights
  37. Bullish Options Sentiment Heats Up Ahead of Netflix Earnings; Wall Street Consensus Rating: "Strong Buy"
  38. Nvidia Cuts Asian Buyer List to Prevent Chips from Flowing into China
  39. Deutsche Bank: RMB Still Undervalued by About 15% Against the Euro
  40. TSMC Q2 Net Profit Expected to Surge 59% YoY, Poised to Set Fifth Consecutive Quarterly Record
  41. KOSPI Bear Market Depth: Still Up 60% Year-to-Date as Government Raises GDP Growth Forecast to 3%
  42. Citadel Securities Says It Doesn't Know Source of Leaked China Regulatory Crackdown Information
  43. Taiwan's Sovereign Fund Gains ~80% in Nine Months of Stock Market Intervention
  44. AI Demand Drives ABF Substrate Shortage to Extend Through 2028
  45. Taiwan Semiconductor Supply Chain Posts Broad-Based Growth in June, Memory Revenue Surges 288% YoY
  46. LCH Accepts Dim Sum Bonds as Collateral
  47. ChiNext Up 1%, Hang Seng Tech Index Down Over 1%, Oil & Gas Sector Bucks the Trend to Lead Gains
  48. U.S. Military Launches Third Night of Airstrikes on Iran; UAE Oil Tanker Hit by Missile
  49. China's Foreign Trade Imports & Exports Surpass 25 Trillion Yuan in H1 for the First Time
  50. Survey of 50 Asian Institutions: Weak Sentiment on Memory Chip Sector, Cloud Capex Becomes Core Variable
  51. SocGen: GPIF Rebalancing Could Purchase Over $76 Billion in Japanese Government Bonds
  52. CICC: A-Share Pullback Has Already Priced In Overly Pessimistic Expectations
  53. DTCC Launches Live Blockchain Testing, Marking a Key Step Toward Stock Tokenization
  54. KOSPI Reverses from Nearly 3% Drop to 2% Gain in a Single Day as Korean Won Strengthens in Tandem
  55. Taiwan Raises 2026 GDP Growth Forecast to 10.16%
  56. Bank of Korea Expected to Raise Interest Rates on July 16 for the First Time in Over Three Years
  57. First Nuclear Fusion Stock Closes Up 21% on Debut
  58. U.S. Data Center Builders Race to Sell Stakes in Deals Worth Tens of Billions
  59. SemiAnalysis Endorses NVIDIA's vLLM Optimization, Highlighting AMD's Software Ecosystem Gap
  60. U.S. NSF Bans Funded Researchers from Collaborating with Blacklisted Chinese Entities
  61. IMF Warns European Debt Could Reach 130% of GDP by 2040
  62. Shein's Hong Kong IPO Valuation Under Pressure as Growth Slows Across the Board
  63. Samsung Hit with U.S. Consumer Antitrust Class Action Alleging AI Memory Pricing Collusion
  64. Five Major Banks Report Earnings Before Tuesday's U.S. Market Open
  65. Asian Chip Stocks Too Concentrated: Fidelity and BlackRock Begin Trimming Positions
  66. Gold Falls Below $4,000, Posting Largest Single-Day Drop Since June 24
  67. SK Hynix Eyes U.S. Listing, Bringing Korean Stock Volatility into American Portfolios
  68. Fed Maintains Reserve Management Purchase Pace at $10 Billion
  69. EU Banking Reform Plan Upgraded: Capital and Compensation Rules Set to Be Relaxed
  70. Tariff Refunds Push U.S. June Budget Deficit to $120 Billion
  71. SK Hynix Loses $89B in Market Cap in a Single Day; A-Share Memory Stocks Hit Limit Down While Domestic GPU Hits Record High
  72. AI Competition Fails to Shake Google Search as Traffic Grows 4% YoY
  73. EU's 21st Round of Sanctions Against Russia Stalls, Oil Price Cap Faces Risk of Losing Effectiveness
  74. Hedge Fund SOFR Futures Short Positions Hold Near Record Highs
  75. Fed Governor Waller: Rate Hikes May Be Needed to Curb Core Inflation
  76. Google Sells TPU Chips to Emerging Cloud Providers, Challenging Nvidia
  77. California and 11 Other States Sue to Block Paramount's $110 Billion Acquisition of Warner Bros.
  78. BofA: AMD Server Chip Demand Robust, Quarterly Results Expected to Beat Estimates with Raised Guidance
  79. Citadel Securities: Market Leadership Rotates into Communication Services & Financials
  80. Bernstein: Memory Correction Unlikely to Drag Down Semiconductor Equipment Sector
  81. JPMorgan Survey: China's PCB Industry AI Upcycle Remains Intact
  82. U.S. IPO Market Set to Break Historic Fundraising Record This Week
  83. Wall Street's Big Five Banks Expected to Post ~$39B in Q2 Trading Revenue
  84. Goldman Sachs Warns: AI Ecosystem Narrative Shifts from Two-Horse Race to Multipolar Competition
  85. El-Erian: AI Financing Demands Push Bond Yields Higher
  86. AI Investment Boom Drives Record Foreign Inflows into U.S. Stocks, Potentially Pressuring the Dollar
  87. OPEC Cuts 2026 Oil Demand Forecast for Third Consecutive Time, Raises 2027 Outlook
  88. Trump Claims U.S. Will Take Control of Strait of Hormuz and Demands Compensation
  89. Merz Calls for Exchange Rate Political Dialogue with China
  90. Morgan Stanley Raises Global AI Capex Forecasts to $1.2T/$1.4T for 2027/2028
  91. Oppenheimer Warns U.S. Stocks Face Seasonal Pullback Risk
  92. Morgan Stanley Raises AI Scale-Up Network Market to $73 Billion
  93. Goldman Sachs and BofA Both Flash Sell Signals as Hedge Funds Contrarily Load Up on Tech Stocks
  94. Five Major Firms Unanimously Rate SpaceX as Buy with Average Price Target of $250
  95. Global Smartphone Shipments Hit 13-Year Low in Q2
  96. On the Eve of CPI Release: The Widening Gap Between Official Inflation Data and Consumer Reality
  97. Robinhood Chain DEX Trading Volume Ranks Top Five Across All Chains Within Two Weeks of Launch
  98. Strategy Raises $467M Through Stock Offering, Cash Reserves Rise to $3B
  99. U.S.-Iran Conflict Escalates Again: U.S. Stock Futures Fall, Oil Prices Rise
  100. Citi Raises Apple Price Target to $365