Gold

Gold Shatters the Old Market Rulebook

Gold remains around $4,300 despite a 5.2% Treasury yield, Federal Reserve tightening, and a stronger dollar, signaling that central bank demand, fiscal concerns, and persistent inflation are challenging the metal’s traditional relationship with interest rates.

Investing

Big Tech’s Middle East AI Expansion Collides with Iran War

Iran’s war has disrupted Big Tech’s Middle East data center ambitions, damaging AWS facilities and forcing companies and governments to reconsider security, reliability commitments, and the design of multibillion dollar AI infrastructure projects.

Investing

China Agrees to Sweeping U.S. Coal Purchases in 2027 and 2028

China committed to major US coal purchases in 2027 and 2028 as Washington and Beijing advanced broader talks covering tariffs, agricultural access, investment barriers, critical minerals, refined petroleum products and artificial intelligence.

Stock Market

Microsoft CEO Satya Nadella Warns Trust Will Be AI’s Biggest Issue

Microsoft’s revamped Copilot combines workplace tools, agentic capabilities, model choice, and two billing options, but CEO Satya Nadella says earning trust will be critical as artificial intelligence gains access to credentials and performs autonomous activity.

Investing

Consumers Defy Surging Bond Yields as Economy Keeps Booming

Consumers and employers remain resilient even as the 10 year Treasury yield reaches 5.2%. Strong spending, steady hiring, and accelerating business activity are complicating the Federal Reserve’s inflation fight and increasing the prospect of additional interest rate hikes.

Investing

Trump’s Diesel Ban Talk Sends US Export Profits Soaring

Trump’s support for restricting diesel exports pushed European prices ahead of US futures, opening Atlantic arbitrage opportunities as traders booked tankers and Europe confronted tight supplies following the Iran war and attacks on Russian refineries.