Nvidia doesn't hear circularity worries [Video]
|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 in CoreWeave!
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