Goldman Gains “Deeper Appreciation” For Dell’s AI Servers After Investor Trip To Headquarters
Goldman Gains “Deeper Appreciation” For Dell’s AI Servers After Investor Trip To Headquarters Dell has secured its position as a major player in the AI infrastructure space. Earlier this year, the company secured a $5 billion deal to supply advanced AI servers to Elon Musk’s xAI, powering the startup’s next-generation and ever-expanding AI compute workloads. […]
Gold Becomes “Standout Asset” as Allocations Jump from 5% to 11% in HSBC Survey
Wealthy investors have doubled their allocations to alternative investments over the past year, with more than half planning to own alternatives within 12 months, according to HSBC’s survey of 10,797 investors globally. Gold emerged as the “standout asset class,” with allocations more than doubling from 5% to 11% of portfolios…
Asian Gold Demand Plummets 30-70% While European Investment Interest Soars
High gold prices are taking a toll on Asia’s physical demand, according to Commerzbank’s commodity analyst Barbara Lambrecht. India, facing record-high gold prices in rupees, imported just 21 tons in June – the lowest level since April 2023 and contributing to a 30% year-over-year decline in first-half imports to 204…
Millions of Americans May Soon Access Gold and Crypto Through Retirement Accounts
President Trump is preparing to sign an executive order that would open the $9 trillion US retirement market to cryptocurrencies, gold, private equity, and other alternative assets. The order would direct regulatory agencies to remove barriers preventing professionally managed 401(k) plans from including non-traditional investments, potentially transforming how millions of…
Gold Bulls Await Fed Clarity as Triangle Pattern Points to Potential $3,700+ Rally
Gold is consolidating near $3,317 after a 0.48% pullback, showing resilience above the key $3,300 support level despite dollar strength and strong US retail data. The precious metal remains up 26.29% year-over-year, with traders awaiting Fed clarity amid Trump-Powell tensions and ongoing central bank buying. Technical analysis shows gold trapped…
Analysts Suspect China’s True Gold Reserves Double Official 2,299-Ton Holdings
China’s central bank has officially increased gold reserves for eight straight months to 2,299 metric tons by June 2025, but analysts suspect the real total could exceed 5,000 tons based on unexplained trade flows. China’s accelerated gold buying began after the US froze Russia’s reserves in 2022, highlighting gold’s immunity…
Swiss Gold Transit Jumps to March Highs as UK Vault Holdings Reach 2-Year Peak
Swiss gold exports surged 44% month-over-month in June to the highest level since March, driven by bullion flowing back to UK vaults from the United States. Exports to the UK jumped dramatically to 83.8 metric tons – the highest since August 2019 – as gold that was shipped to the…
High Gold Prices Drive Indian Consumers to ETFs as Physical Demand Plummets
India’s gold market showed mixed signals in June and early July, with prices gaining 0.7% domestically to INR 95,676 per 10g despite seasonal jewelry demand weakness. Investment demand surged dramatically, with gold ETFs recording their highest monthly inflows since January at INR 20.8 billion. The Reserve Bank of India resumed…
Sovereign Investors Abandon Passive Strategies, Embrace Gold Amid US Fiscal Concerns
A major Invesco study reveals central banks are fundamentally reshaping their investment strategies amid growing doubts about US fiscal health. While confidence in the US dollar is declining, no alternative currency can replace it, driving central banks to aggressively increase gold reserves as the ultimate geopolitical hedge. These institutions are…
Gold Gains 0.4% While Traders Assess Mixed Fed Policy Signals
Gold traded modestly higher at $3,351 per ounce as investors weighed conflicting signals about the US economy and Federal Reserve policy direction. Resilient economic data – including the lowest jobless claims since mid-April and advancing June retail sales – eased recession concerns but reduced market expectations for rate cuts, with…