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Silver faces a structural physical deficit as rising COMEX delivery demand threatens a fragile paper system.

USD/JPY retreated to 156.20 as hawkish Bank of Japan comments offset resilient U.S. labor data.

Nvidia's dominance in AI inference is squeezing rivals AMD and Broadcom after its latest earnings beat. While AMD faces valuation risks, Broadcom's networking backlog suggests the recent sell-off offers a strategic entry point.

US spot Bitcoin ETFs recorded $765 million in inflows over two days, signaling a return of institutional capital.

Nvidia fell 5% despite beating earnings, dragging the S&P 500 lower while the Dow Jones rose. AI spending concerns weighed on chip stocks, while Salesforce guidance disappointed. Stable labor data signals a steady Fed policy.

PayPal shares are sliding as new reports debunk rumors of a potential takeover by Stripe. The payments giant is instead preparing for potential activist campaigns or unwanted bids following a period of stock price vulnerability.

NVIDIA shares fell approximately 5% despite beating Q4 fiscal 2026 earnings and revenue estimates. The decline is attributed to investor concerns over long-term growth sustainability, rising competition from AMD and Google, and the company's decis...