To The Moon

Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru

$iShares Silver Trust(SLV)$ $SPDR Gold Shares(GLD)$ After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str

On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among...

$Lithium Americas Corp.(LAC)$ rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company's Thacker Pass lithium...

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 1. Big Picture: What’s Driving Markets This Morning The final trading day of September arrives with a crowded macro backdrop. Investors face multiple competing forces — falling oil prices, weak Chinese economic data, and the looming possibility of a U.S. government shutdown. Meanwhile, mega-cap tech remains the backbone of equity markets, with Nvidia and Tesla again stealing headlines. Here are the key factors shaping sentiment today: Oil Pressured by OPEC+ Supply Speculation Crude oil has turned decisively lower after reports that OPEC+ may increase output quotas, with Iraq’s Kurdistan exports also expected to resume. This added supply outlook is pressuring Brent and W

$Intel(INTC)$ $Apple(AAPL)$ Intel (NASDAQ: INTC) has been a company in transition for nearly a decade. Once the dominant force in semiconductors, it ceded ground to rivals like AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) while losing its manufacturing edge to TSMC (NYSE: TSM). Now, with its market capitalization reduced to just $116.2 billion—a fraction of its peak and far below peers—Intel is fighting for relevance in the AI era. This week, reports that Intel has approached Apple (NASDAQ: AAPL) for a potential investment and strategic partnership injected new energy into the stock. Though discussions are still preliminary, the possibility of Apple aligning with Intel sent shares 6% higher on Wednesday. F