The AI juggernaut, which is driving so much of the U.S. economy and the market's rise these days, increasingly appears to be in bubble territory.

The longer-term trend remains bullish. It is a matter of timing and risk.  

Watch for continued widening in high-yield credit spreads as both U.S. and European markets show signs of renewed stress.

Technical analysis on gold and silver.

September’s S&P Thematics Dashboard was led by strong performance across technology- and industrial metals-linked themes.

Silver briefly broke above $51 to new all-time highs before falling back under $49.

The Dow Industrials has eased back to its 20-day MA, as like other indices. Today's volume registered as distribution, and there is a weak MACD 'sell' in the mix although other technicals are bullish.

These two AI stocks are major players in the chip making business.

Uranium has become a hot topic and investment theme for what could be the next big energy supercycle.

As exciting as it is that silver broke $50 today, the evidence is increasingly suggesting that something has broken in the physical silver spot market.

When the global economy slows, consumers cut discretionary spending first.

Major indexes took a breather today, with all three -- four if counting the small cap Russell 2000 -- marking modest losses.

XAU/USD tumbles 1.50% from record $4,058 as DXY gains.

We discuss an AI-driven melt-up in the stock market, ultra-low equity volatility, and how currency/rate moves and missing macro data can briefly pressure risk while the uptrend persists.

FactSet has been a favorite among investors for years because of its strong business model, recurring revenue, and reliable growth.

Over the last few days, Gold has exceeded the $4,000 per ounce mark, and Silver briefly surpassed the magical threshold of $50 today – a new all-time high, even if it was only intraday.

Amid all the chaos of the next couple of months, expect some truly spectacular Q3 earnings reports from the gold/silver miners, and the occasional burst of high-profile M&A.

The Dow Jones fell on Thursday, hitting a one-week low.

While the company regained Nasdaq compliance this quarter, its high float and low institutional ownership mean sentiment can swing fast.

Inflows of gold into ETFs set a record in the third quarter, driven by the largest September increase on record.