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Hello Capitalists,
Here is everything you should be following today:
Gold soars again with Silver and Copper hard on its heels
Gold now up 70% in 2025
Copper hits $12,000 per ton, analysts see more to come in 2026
Oracle is still in the hotseat over debt jitters
Nvidia hopes to have its new chips going to China by mid-February
San Fransisco power outage stalls Waymo but not Tesla
Today’s markets + assets:
✅ DOW: 48447.82 (⬆️ 0.65%)
✅ S&P: 6880.08 (⬆️ 0.67%)
✅ NASDAQ: 23450.37 (⬆️ 0.61%)
⚠️🔴CBOE VIX Volatility Index: 14.35 (⬇️ 3.76%)
✅ Gold: $4472.20 (⬆️ 1.94%)
✅ Silver: $68.55 (⬆️ 1.56%)
✅ Bitcoin: $89,250 (⬆️ 0.45%)
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Gold and Silver both shatter epic records as prices spiral upwards
As economic turbulence grips global markets, gold and silver prices skyrocketed [ [link removed] ] to unprecedented highs Monday, with gold topping $4,445 per ounce and silver hitting $69 amid fiscal deficits and investor hedging.
Yearly Gains Surge Dramatically: Gold prices climbed nearly 70% since January, while silver doubled that with a 128% increase, outpacing broader market trends.
Expert Sees Monetary Hedge: Matthew McLennan emphasizes gold’s revival as a safeguard against outsized deficits in major economies like the U.S. and China.
Miners’ Shares Jump Premarket: U.S.-listed gold and silver mining stocks rose, including a 2.7% ETF gain, reflecting defensive portfolio shifts.
Inflation Concerns Loom Ahead: Market focus is shifting to wage inflation and Fed independence in the new year, potentially sustaining precious metals’ upward trajectory.
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Copper skyrockets toward $12,000 milestone
Copper prices hit a fresh record Monday, [ [link removed] ] nearing $12,000 per ton on the London Metal Exchange, as banks predict even higher gains fueled by global supply shortages and a U.S. stockpiling rush to dodge potential tariffs.
Record Annual Gains Achieved: Copper’s value soared nearly 40% in 2025, its biggest yearly jump since 2009, amid trade turmoil and bullish long-term demand outlooks.
Mine Outages Fuel Frenzy: Unplanned disruptions at mines, coupled with surging AI infrastructure needs, drove investors to pile into futures and mining stocks despite production setbacks.
Banks Issue Bold Predictions: Citigroup forecasts prices reaching $13,000 per ton by Q2 2026, while Goldman Sachs names copper its top metal pick for the year ahead.
Smelters Face Severe Squeeze: Annual ore contracts set processing fees at zero dollars per ton, the lowest ever, prompting shutdowns and heightening refined metal supply strains.
Oracle’s AI debt spiral fuels bubble frenzy
Amid investor jitters over unproven AI payoffs, [ [link removed] ] Oracle’s stock has cratered more than 40% from its September peak, symbolizing broader fears of a tech bubble bursting under mounting leverage and hazy returns.
Stargate venture sparks surge: Oracle kicked off 2025 with a $500 billion US AI infrastructure commitment alongside OpenAI and SoftBank, announced by President Trump, propelling shares upward and briefly crowning Larry Ellison the world’s richest.
Earnings hype fades fast: June and September reports touted AI deals projecting $166 billion in cloud revenue by 2030, but shifting sentiment erased gains despite a 15% yearly stock rise.
Debt issuance alarms markets: Oracle floated nearly $26 billion in bonds this year, swelling total debt 40% to $124 billion while cash outflows jumped to $10 billion, widening credit default swap spreads to 2009 highs.
Off-balance risks mount: An SEC filing disclosed $248 billion in future data center lease commitments from 2026-2028, heightening analyst warnings about leveraged AI pursuits threatening financial stability.
Nvidia’s H200 chips to head to China under new Trump policy
Nvidia plans to kick off shipments of its high-powered H200 [ [link removed] ] AI chips to Chinese clients by mid-February, leveraging the Trump administration’s policy U-turn on export restrictions, amid lingering uncertainties over Beijing’s final approval.
Initial Shipment Volumes Detailed: Nvidia expects to deliver 5,000 to 10,000 chip modules from existing stock, equating to 40,000 to 80,000 H200 units before the Lunar New Year.
New Production Capacity Timeline: Orders for freshly manufactured H200 chips will become available starting in the second quarter of 2026.
Superior AI Performance Highlighted: The H200 provides roughly six times the capability of Nvidia’s downgraded H20 chip tailored for the Chinese market.
Potential Regulatory Conditions Discussed: Beijing is weighing requirements for buyers to pair H200 purchases with a specified ratio of domestic-made chips.
Waymo robotaxis stall in blackout chaos
A massive power outage sparked by a substation fire left dozens of Waymo’s driverless robotaxis stalled amid San Francisco’s gridlocked streets [ [link removed] ] Saturday, forcing a temporary service halt before resuming Sunday after city coordination.
Substation Fire Ignites Crisis: A blaze at a PG&E facility caused widespread damage, initially cutting power to 130,000 customers and lingering for over 21,000 into Sunday morning across neighborhoods like the Presidio and Golden Gate Park.
Vehicles Treat Signals Cautiously: Waymo cars handled dark intersections as four-way stops but lingered longer due to massive congestion, with social media videos capturing them halted in traffic lanes.
Musk Highlights Tesla Edge: Elon Musk noted on X that Tesla’s supervised robotaxi service remained operational, as it requires human drivers and lacks permits for fully driverless ops in California.
Broader AV Challenges Exposed: The incident underscores urban infrastructure vulnerabilities for autonomous vehicles, fueling public fears and calls for regulatory limits on robotaxi fleets in cities.
Musk’s wealth doubles rivals as Tesla soars
Elon Musk’s net worth skyrocketed to $681 billion, [ [link removed] ] more than double Google co-founder Larry Page’s $249 billion, fueled by Tesla’s record stock surge amid robotaxi testing breakthroughs and a paused California sales suspension.
Tesla Stock Hits Peak: Shares reached a new record closing high this week, climbing to yearly highs after announcements on unsupervised robotaxi trials.
Rivals Trail Far Behind: Jeff Bezos holds $239 billion, Sergey Brin $229.9 billion, and Larry Ellison $229.6 billion, per Forbes’ real-time rankings.
DMV Eases Restrictions: California regulators halted a 30-day Tesla sales ban over alleged misleading Autopilot and Full Self-Driving marketing.
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