Topic Archive — Page 99 of 157

Every market topic nashnova has published, newest first (15619 total).

  1. Morgan Stanley Raises Global AI Capex Forecasts to $1.2T/$1.4T for 2027/2028
  2. Oppenheimer Warns U.S. Stocks Face Seasonal Pullback Risk
  3. Morgan Stanley Raises AI Scale-Up Network Market to $73 Billion
  4. Goldman Sachs and BofA Both Flash Sell Signals as Hedge Funds Contrarily Load Up on Tech Stocks
  5. Five Major Firms Unanimously Rate SpaceX as Buy with Average Price Target of $250
  6. Global Smartphone Shipments Hit 13-Year Low in Q2
  7. On the Eve of CPI Release: The Widening Gap Between Official Inflation Data and Consumer Reality
  8. Robinhood Chain DEX Trading Volume Ranks Top Five Across All Chains Within Two Weeks of Launch
  9. Strategy Raises $467M Through Stock Offering, Cash Reserves Rise to $3B
  10. U.S.-Iran Conflict Escalates Again: U.S. Stock Futures Fall, Oil Prices Rise
  11. Citi Raises Apple Price Target to $365
  12. Wall Street Banks Join Forces to Counter Stablecoin Expansion
  13. Intel Invests €5 Billion to Expand AI Chip Capacity in Ireland
  14. Goldman Sachs: Chip Designer Shortage Benefits EDA Software Firms, Raises Cadence Target Price
  15. Forced Liquidations in South Korean Stock Market Margin Accounts Hit KRW 344.2 Billion in July
  16. Top Quant Firms Deny 'Korea Factor' Rumors, Report Widespread Heavy Losses Today
  17. Fed Advances Regulatory and Institutional Reform on Three Fronts
  18. Cathie Wood's Q2 Portfolio Reshuffle: Buying SpaceX, Eli Lilly, Meta While Trimming AMD
  19. Futu Securities: Mainland China Business to Gradually Scale Back, Hong Kong Outlets to Remain
  20. WUS Printed Circuit's H1 Net Profit Expected to Surge Up to 78%; Thailand Factory Turns Profitable in Q2
  21. Jefferies Upgrades Shopify, Positioning It as AI Merchant Infrastructure
  22. Middle East Escalation Drags Down Crypto Market, Bitcoin Falls to $63,100
  23. Tesla Robotaxi Commercialization Enters Final Sprint
  24. Seres Group Drops Over 50% Year-to-Date, Q2 Loss Exceeds 2.2 Billion Yuan
  25. U.S. Chip Stocks Volatile in July as Valuation and AI Capex Outlook Face Scrutiny
  26. U.S. Major Banks Kick Off Q2 Earnings Season with Five Giants Reporting
  27. White House Plans to Unite Utilities and Data Centers to Prevent AI Power Cost Pass-Through
  28. Samsung Develops Glass Interposer as TSMC Expands Chiayi Packaging Facility to Four Fabs
  29. Southbound Net Buying Reaches HK$9B; Zhipu Receives HK$4.7B in Added Positions
  30. Meta Adds $40 Billion Investment in Louisiana Data Center
  31. State Council Approves Consumer "15th Five-Year" Plan, Targeting 60 Trillion Yuan in Total Retail Sales by 2030
  32. After SK Hynix's U.S. Listing, Foreign Investors Grow Selective on Asian Tech Stock Fundraising
  33. SK Hynix Ships HBM4 to Nvidia Ahead of Schedule
  34. Treasury Yields Hold Steady as Core Inflation Data and Warsh Hearing Take Center Stage This Week
  35. VW CEO Internal Memo: Potential Additional 50,000 Job Cuts
  36. EU Plans Legislation to Restrict Children's Access to Social Media
  37. Morgan Stanley Private Meeting: AI Trade Overcrowded, HK Internet Stocks Enter Recovery Window
  38. HK Stock Close: Hang Seng Index Up 0.16%, Memory Stocks Plunge, Oil & Gas Stocks Active
  39. Xi Jinping Attends World Artificial Intelligence Conference for the First Time
  40. Middle East Tensions Push Oil Prices Higher; European Stocks Slightly Diverge on July 13
  41. BofA: AI and Tech to Dominate China's Stock Market in Q3
  42. BofA Sharply Raises Tencent Capex Forecast, AI Agent Strategy Underestimated
  43. Mastercard Plans to Sell Majority Stake in Vocalink, DeliveryCo May Take Over
  44. China's Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policy Expectations Heat Up
  45. Morgan Stanley's Wilson: Earnings Growth Accelerating Beyond Tech, US Stock Rally Expected to Broaden
  46. TSMC Notifies Clients: Mature Process Node Prices to Rise Starting 2027
  47. Goldman Sachs Raises Applied Materials Price Target to $645, Bullish on DRAM and HBM Growth
  48. Intel CPUs in Short Supply, Company-Wide Price Hikes Restore Pricing Power
  49. Goldman Sachs Raises SanDisk Price Target to $2,200, Bullish on August Earnings
  50. Yen Drops 0.4% on Reports GPIF Will Keep Allocation Unchanged
  51. Mitsubishi UFJ Surpasses Toyota to Become Japan's Most Valuable Company
  52. SK Hynix Q1 U.S. Revenue Share Exceeds 64% as Domestic Market Cools
  53. European Healthcare Stocks at Valuation Lows as Multiple Institutions Favor Defensive Rotation
  54. Intel Evaluates 14A2 Backside Power Delivery to Catch Up with TSMC
  55. Goldman Sachs: US-Iran Conflict Inflation Shock Fading, Fed Expected to Hold Steady in 2026
  56. South Korea's Top Five Banks Have Exhausted 85% of Lending Quotas, Stock Market Leverage Faces Contraction
  57. Samsung Completes Tesla AI5 Chip Tape-Out, Taylor Fab Set for Mass Production Next Year
  58. AI Giants' Bond Issuance Hits $244B, Doubling Year-Over-Year, Pressuring Credit Markets
  59. China's Crude Oil Imports Rebound in July, Restocking May Resume in Q4
  60. Global Funds Net Bought $1.3 Billion in Indian Stocks in a Single Week
  61. TSMC June Revenue Surges 67.9% Year-over-Year
  62. South Korea Establishes "Future Response Fund" Betting on Chips, AI Data Centers, and Physical AI
  63. European Jet Fuel Stocks Below 30 Days as Strait of Hormuz Disruption Risks Resurface
  64. Shein Receives CSRC Approval for Hong Kong IPO
  65. Huawei Reportedly Partnering with Shenzhen Manufacturer to Build 12-Inch DRAM Wafer Fab
  66. Western Companies Turn to Chinese AI Models to Cut Costs
  67. Four Years Into Citi's Overhaul: Fraser Cuts Roles and Jobs, but Profitability Still Trails JPMorgan
  68. China's Notebook ODMs Accelerate Order Grab, Taiwan's Manufacturing Dominance at Inflection Point
  69. U.S. Chip Factory Labor Shortfall Could Reach 157,000 by 2030
  70. Infineon Urges TSMC to Build Second Fab in Dresden
  71. The Cost of Western De-Sinicization: An Estimated $23.6 Trillion
  72. TSMC Adds Two Advanced Packaging Fabs at Chiayi Science Park
  73. JPMorgan Cuts MiniMax Price Target by Another 20%, Stock Drops Over 18%
  74. China's June Exports Expected to Rise 18.2%, Supported by AI Demand
  75. Beijing Establishes Guangyan International Investment Company to Strengthen Mineral Supply Chain Control
  76. Institutions Trim AI Chip Stocks as Foreign Holdings in China Hard-Tech Hit Record Highs
  77. Multiple AI Executives Push Back on Computing Power Glut Theory: Demand Is Limitless, Energy Is the Bottleneck
  78. Apple Accelerates AI Chip Roadmap: M7 Skips Generations to Focus on Neural Processing
  79. Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks
  80. SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority
  81. Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back?
  82. Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling
  83. Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone
  84. MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2
  85. S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk
  86. SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge
  87. Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus
  88. HKEX Board Lot Reform Advances, HSBC's Minimum Investment Threshold Expected to Drop Significantly
  89. U.S. Strikes Iran Again, WTI Crude Jumps 3%, Hormuz Strait Passage Under Dispute
  90. Chip Big Four's FCF Expected to Hit Record $430 Billion
  91. U.S. and China Simultaneously Tighten Regulation on Frontier AI Models
  92. SK Hynix Moves Early on Hybrid Bonding, Targeting HBM5
  93. Arm CEO: AI Agents Driving Surge in CPU Demand
  94. AI Infrastructure Boom Tightens MLCC Supply-Demand, Taiwan Makers Eye Overflow Orders in H2
  95. AI Infrastructure Demand Drives Record Q2 Revenue for WT Microelectronics and WPG Holdings
  96. Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year
  97. Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate
  98. AI Giants Race to Cut Operating Costs
  99. Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term
  100. CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain