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Big Tech’s earnings season is delivering record numbers — but the market isn’t impressed. Their spending plans spook investors that scream: “Stop spending.”
This tension is now the defining theme of the AI trade. Tech giants argue they must invest to meet soaring demand and AI-fueled computing needs, while investors are drawing the line. Even stellar earnings can’t always keep stocks aloft if the market fears overextension.
Elsewhere, the gold and silver are under pressure again while the euro and sterling are losing ground versus a broadly bid Us dollar in the ECB and BoE meetings.

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The relief in metals faded fast as Anthropic unveiled a new AI tool aimed at automating legal and research work, triggering a brutal selloff in software and data providers. Broader tech felt the heat too! AMD reported strong earnings after the bell, yet shares dropped 8% in afterhours, highlighting how the market is reassessing AI upside and pricing.
Meanwhile, geopolitical tensions between the US and Iran pushed crude higher, gold back above $5’000/oz, and silver is recovering too. But with volatile gold, waning appetite for US bonds and the falling yen, safe-haven assets remain limited...

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Gold and silver are in free fall, Asia is selling, and leveraged positions are getting flushed faster than I can finish my sentence. Silver, which raced ahead of gold on the rally, is now leading the correction, while gold tests key technical support levels. But this isn’t just about metals — the US dollar is rebounding, yields are shifting, and markets are grappling with what comes next from the Fed. Speculation over the next Fed chair and potential balance-sheet reductions is adding pressure across equities, FX, and bonds. Risk-off sentiment dominates, even as rate expectations fluctuate and central-bank divergences offer...

Gold and silver are in free fall, Asia is selling, and leveraged positions are getting flushed faster than I can finish my sentence. Silver, which raced ahead of gold on the rally, is now leading the correction, while gold tests key technical support levels. But this isn’t just about metals — the US dollar is rebounding, yields are shifting, and markets are grappling with what comes next from the Fed. Speculation over the next Fed chair and potential balance-sheet reductions is adding pressure across equities, FX, and bonds. Risk-off sentiment dominates, even as rate expectations fluctuate and central-bank divergences offer...

Metals stole the show this week, delivering wild swings that left traders dizzy. Gold surged to fresh highs before an equally brutal selloff erased gains in minutes, with silver and copper following the same volatile script. Speculation, positioning and rising stress indicators all played a role, reminding investors that parabolic rallies rarely move in straight lines.
Beyond metals, FX markets are flashing warning signs: the dollar is consolidating near multi-year lows, USDJPY is creeping toward uncomfortable territory for Japanese authorities, and EURUSD is struggling to hold key levels. In equities, rotation remains the dominant theme, with pressure on US tech...

Precious metals are going through the roof while Bitcoin is stagnating. What's the story for the digital gold?

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:38 Bitcoin
05:12 Ripple
07:17 Avalanche
08:50 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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The Fed maintained rates unchanged at yesterday’s decision and Chair Powell spoke of “clear improvement” in the US outlook and a ‘steadying’ job market, hinting that the rate cuts are not on the menu for a few more months. But we know that AI investment is what’s driving a part of the economic strength and it’s not necessarily creating jobs – on a net basis.
Speaking of which, Meta, Microsoft and Tesla reported earnings after the bell. All pledged to invest more in AI. But the market reaction was not the same for all!

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Ipek...

The US dollar is sliding, gold and silver are climbing, and global markets are quietly learning to look elsewhere. Trade deals with India, Mercosur and China are showing that allies and investors alike are diversifying away from the US, while European and Asian equities shrug off tariff threats. On the Fed front, Jerome Powell sticks to the data, ignoring the political chatter outside the Fed’s doors, but precious metals are paying close attention.
In equities, mood is great this morning, especially across tech. ASML surprised with record bookings, signaling robust demand for EUV chip machines, while US Big Tech gears...

Monday started calm for US and European equities, but precious metals continue to shine — swinging between speculative frenzy and solid fundamentals. Volatility is high, hinting at a possible pullback, yet US debt, a politically boxed-in Fed, and a weakening dollar keep the long-term outlook for gold and silver bullish.
Meanwhile, AI headlines flow in before earnings. One year after DeepSeek’s launch reignited fears of cheaper Chinese rivals, US tech leaders remain strong while China’s AI rally continues. Investors are getting more selective, though, watching overspending, leverage and circular AI financing.
Nvidia? Not even worried as it announces fresh investment...

Gold spikes past $5’000 per ounce, silver past $100. Markets are sending a clear message: investors are nervous. Even without fresh geopolitical shocks, capital is flowing into precious metals, signaling that stress is far from over. Equities staged a tentative rebound, but it’s fragile, leaving the question: where will the next shock hit?
This week’s busy calendar — central-bank decisions, big corporate earnings — could shift sentiment, but for how long? The valuations are high, worries are steadily mounting regarding the AI deals and returns and there is no margin for further disillusion.

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Ipek Ozkardeskaya...