NVIDIA Plunges 5% as Blowout Earnings Fail to Burst AI Bubble

Posted on February 27, 2026 by Olumide Adesina

NVIDIA posted a huge drop after its most recent forecast failed to allay concerns about an AI bubble. The largest one-day decline since April 16 occurred in New York, where the shares dropped 5.5 percent to $184.89. The decrease came after an initially impressive first-quarter sales forecast.

NVIDIA’s revenue increased by 73 percent in the fourth quarter, easily surpassing the average analyst estimate. The response provided a clear reminder of the current skepticism about Nvidia. Investors want more reassurance that the chipmaker can sustain its booming AI spending after its sales growth exploded, making it the most valuable company in the world.

According to analysts at Hargreaves Lansdown, investors are still unsure about “whether the current AI spending wave can sustain growth beyond the next few years, and whether Nvidia will remain as dominant as AI shifts from training models to running everyday tasks.”

CEO Jensen Huang dismissed the worries, claiming that clients are already profiting from their newly purchased processing power. Clients will continue to invest at high levels because of this, he said. The Big Short, famous investor Michael Burry, exacerbated the concerns on Thursday.

He pointed out that Nvidia’s purchase commitments now total $95.2 billion, up from $16.1 billion the previous year. That might be dangerous if demand falters. Colette Kress, the chief financial officer, attempted to allay additional worries expressed by analysts, such as the threat of supply limitations.

According to her, the business has acquired enough parts to satisfy rising demand. She told analysts that producing enough of Nvidia’s most cutting-edge chips is still a challenge. However, Kress predicted that the company’s current Blackwell lineup and its upcoming successor, Rubin, would still surpass previous sales forecasts.

Netflix Stock Surges 10%+ After Smartly Bowing Out of Warner Bros. Bidding War

Posted on February 27, 2026 by Olumide Adesina

Netflix withdrew from the Warner Bros. acquisition battle. Discovery makes room for Paramount Skydance Corp., a competing bidder. to seal the historic $111 billion deal.

The leader of the streaming market stated that it didn’t want to continue bidding even though it thought its deal would have satisfied regulators and increased shareholder value.

“We’ve always been disciplined, and the deal is no longer financially attractive at the price required to match Paramount Skydance’s latest offer,” Netflix said in a statement on Thursday.

Rather, it will continue to invest in its operations, spending roughly $20 billion this year on movies, television series, and other forms of entertainment.

After-hours trading saw a 13% increase in Netflix shares, suggesting that investors were pleased with the company’s decision to back out of the deal. Warner Bros. declined, and investors stopped expecting a bidding war.

Shares of Paramount barely changed. In December, Netflix agreed to pay $82.7 billion, including assumed debt, to buy Warner Bros.’ studio and streaming divisions; however, the auction remained open due to multiple counteroffers from Paramount for the entire business.

Warner Bros. is late on Thursday. considered Paramount’s most recent $31-per-share offer to be the best.

“The Paramount merger agreement will create tremendous value for our shareholders once our board votes to adopt it,” Warner Bros. In a statement, CEO David Zaslav said. “The potential of a combined Paramount Skydance and Warner Bros. excites us.” Discovery and are eager to begin collaborating to tell the stories that inspire people worldwide. “Sha has been made possible by Netflix’s decision not increase their offer.”

Silver Calms Following Turbulent Volatility; China Faces Tightening Supply Crunch

Posted on February 27, 2026 by Olumide Adesina

Global silver prices have stabilized after an incredible period of volatility, but China’s supply is constrained as investment and industrial demand deplete stockpiles.

A backlog of orders is making it difficult for domestic producers and traders to fulfill, which is driving up short-term prices and severely backwardating the market.

The market’s overwhelming preference for timely delivery of the metal is evident in the front-month contract on the Shanghai Futures Exchange, which has reached a record premium.

The depletion of deliverable material and an inventory crisis are the main causes of this significant backwardation, according to Zhang Ting, senior analyst at Sichuan Tianfu Bank Co. Institutions are still motivated to keep controlling the market to make money.

Short sellers on the Shanghai Gold Exchange who wagered that silver prices would decline have been paying deferral fees to long-holders to avoid having to make deliveries, underscoring the lack of metal to close positions.

The 61 percent gain in the first few weeks of the year has been largely erased by the silver market’s historic selloff since the end of January.

The independence of the Federal Reserve, as the white metal momentarily surpassed gold as a reserve asset, amid anxieties over the dollar and escalating geopolitical conflicts, was fueled by a surge of speculative buying in China and other countries.

Extreme movements, like a global supply squeeze in the fall, are nothing new to the relatively illiquid silver market. Chinese inventories were already exhausted when demand for investments surged. Stockpiles at SHFE and SGE-affiliated warehouses have since decreased to levels not seen in over ten years.

Ripple Details How XRPL Was Built to Block Control by Any One Entity

Posted on February 26, 2026February 26, 2026 by Olumide Adesina

David Schwartz, CTO of Ripple, stated that the XRP Ledger (XRPL) was purposefully created to be uncontrollable by the company or any one entity.

His comments followed Cyber Capital founder Justin Bons’s assertion that XRPL is essentially centralized and permissioned, which sparked a lengthy discussion in the cryptocurrency community about what decentralization really entails and whether validator lists constitute hidden control.

Networks like Ripple, Stellar, Hedera, Canton, and Algorand depend on permissioned elements, according to Bons’ post on X on February 24. He asserted that Ripple and its foundation have “absolute power and control over the chain” thanks to XRPL’s Unique Node List, or UNL, and that deviating from the published list could result in a fork.

Schwartz disagreed, stating that the description was “objectively nonsensical.” According to him, XRPL nodes choose which validators to believe on an individual basis and won’t consent to censorship or double-spending unless their operators do.

Schwartz did concede that validators could work together to stop the chain from the standpoint of honest nodes, but he asserted that they can’t impose double-spends. He likened the possibility of node operators switching to a different UNL in this scenario to altering Bitcoin’s mining algorithm following a majority attack. Ripple must adhere to U.S. regulations, the XRPL co-architect added in response to regulatory pressure. He contended that XRPL was purposefully created in order to prevent Ripple from censoring transactions.

Nvidia’s Rosy Revenue Forecast Fails to Impress Investors Amid AI Overheat Fears

Posted on February 26, 2026 by Olumide Adesina

NVIDIA did not impress investors with its most recent sales projection, indicating that the company will continue to be plagued by worries about an overheated AI economy.

NVIDIA shares dropped as much as 1.5 percent during a conference call with analysts despite the chipmaker’s first-quarter outlook easily exceeding the average Wall Street estimate.

Not much had changed in the stock by Wednesday night,

The skepticism surrounding Nvidia is now a stark reminder. The chipmaker’s explosive sales growth made it the world’s most valuable company, and CEO Jensen Huang pushed back on concerns during Wednesday’s call, arguing that customers are already making money from their newly acquired computing power. Investors are seeking stronger assurances that booming

AI sales are still possible. Huang said that “you need compute capacity, and that translates directly to growth, and that translates directly to revenues,” which is why clients will keep investing at elevated levels.

Chief Financial Officer Colette Kress tried to defuse other issues raised by analysts, such as the specter of supply constraints, by saying, “I’m confident their cash flows are growing.” She told analysts that producing enough of Nvidia’s most advanced chips is still a challenge, but the company has secured enough components to be able to meet growing demand.

However, Kress said that the company’s current Blackwell lineup—and a new successor, Rubin—will still beat sales projections from the past.

NVIDIA previously stated that by the end of 2026, the chips would generate $500 billion.

Silver Soars on Safe-Haven Demand: Middle East Friction Meets US Tariff Turmoil

Posted on February 26, 2026 by Olumide Adesina

Silver prices rose sharply as traders considered Middle East tension and the uncertainty surrounding US import tariffs.

Gold recovered some of the losses from the previous session, rising as much as 1.4 percent.

Tensions over an American military buildup ahead of this week’s next round of nuclear talks with Iran, along with a lack of clarity regarding US trade policy, have helped the metal in recent sessions.

Silver surpassed $90 per ounce. Following a historic two-day rout at the beginning of the month, gold has recovered more than half of its losses and is now trading above $5,000 an ounce. Yuxuan Tang, head of macro strategy for Asia at JP Morgan Private Bank, stated, “It appears that a breakout to the upside is imminent.”

She stated that several factors “may prove sufficient to catalyze a more sustained shift,” including Iran risk and tariff uncertainty.

President Donald Trump’s broad-based 10 percent import levy went into effect in the US on Tuesday following a Supreme Court decision that invalidated his previous reciprocal tariff system. He has not formally issued this directive, despite his subsequent threat to increase the levy to 15%. The Trump administration is also preparing a series of national security investigations into the effects of specific imports on products like industrial chemicals and batteries, which could pave the way for further tariffs.

Some importers are requesting tariff reimbursements from the government in the interim. David Wilson, director of commodities strategy at BNP Paribas SA, stated, “It’s going to have dramatic implications for the US budget deficit, the US dollar, and Treasuries.”

The so-called debasement trade, in which investors gravitate toward hard assets like bullion out of fear of inflation or dollar depreciation, has been influenced by worries about growing sovereign debt.

Gold Climbs as Dollar Slips Amid US Tariff Uncertainty and Middle East Tensions

Posted on February 25, 2026 by Olumide Adesina

Gold increased as traders considered the uncertainty of US import tariffs and Middle East tensions, as the dollar declined.

Gold has stabilized above $5,000 an ounce after more than half of the losses incurred during a historic two-day rout at the beginning of the month. “It appears that an upward breakout is imminent,” stated Yuxuan Tang, who is the head of macro strategy for Asia at JP Morgan Private Bank.

Iran risk and tariff uncertainty are two elements that “may prove sufficient to catalyze a more sustained shift,” according to her.

Donald Trump’s universal 10 percent import tax went into effect in the United States on Tuesday, following the Supreme Court’s decision to overturn his previous reciprocal tariff policy. The president has not formally issued this directive, even though he later threatened to increase the percentage to 15%.

The Trump administration is preparing a series of national security investigations into the effects of specific imports on goods like batteries and industrial chemicals, which could lead to more tariffs. In the meantime, some importers are asking the government to reimburse them for tariffs.

The so-called debasement trade, in which investors have shifted from bonds and currencies to hard assets like gold, is influenced by concerns about growing sovereign debt. Before the sharp decline at the end of January, this was a key factor in the multiyear gold bull run.

Gold, which doesn’t pay interest, may face challenges because of the possibility of a short-term hold on US interest rates. Fed Bank of Boston President Susan Collins stated on Tuesday that rates are likely to remain unchanged “for some time” due to recent economic data that indicates an improvement in the US labor market.

According to minutes released earlier this month from the Fed’s January policy meeting, the US central bank’s officials seemed hesitant to lower borrowing costs.

AMD Surges on Meta’s Massive AI Infrastructure Pact — Up to $100B in Chips and Equity Stake

Posted on February 25, 2026 by Olumide Adesina

Meta Platforms will install 6 gigawatts of data center equipment built on Advanced Micro Devices processors, a victory for the chipmaker’s efforts to overtake Nvidia Corp. AMD’s stock increased 9% to $213.84, its highest one-day gain since November. The stock of Meta increased by less than 1%

Meta will purchase AMD chips and computers built to run AI models starting in the second half of 2026 and continuing for five years. AMD Chief Executive Officer Lisa Su stated that the series of transactions will be valued at “double-digit billions” of dollars per gigawatt. However, she would not elaborate on the exact amount.

Meta will get warrants to purchase 160 million AMD shares over time as part of the agreement. When the project and AMD’s stock price hit specific benchmarks, the shares will vest, making Meta a significant stakeholder. The deal is the latest in a massive spending binge by Meta, the owner of Facebook and Instagram.

AI is now the company’s top priority, according to CEO Mark Zuckerberg, who has promised to “aggressively front-load” computing capacity with hundreds of billions of dollars. To gain a competitive edge, the executive unveiled a new project last month called Meta Compute, which aims to build “tens of gigawatts this decade and hundreds of gigawatts or more over time.” A nuclear reactor can produce enough electricity to power about 700,000 homes, or one gigawatt.

Silver Calms After Turbulent Period; China’s Supply Tightens

Posted on February 25, 2026 by Olumide Adesina

Global silver prices have stabilized after an incredible period of volatility, but China’s supply is constrained as investment and industrial demand deplete stockpiles.

A backlog of orders is making it difficult for domestic producers and traders to fulfill, which is driving up short-term prices and severely backwardating the market.

The market’s overwhelming preference for timely delivery of the metal is evident in the front-month contract on the Shanghai Futures Exchange, which has reached a record premium.

The 61 percent gain in the first few weeks of the year has been largely erased by the silver market’s historic selloff since the end of January.

The independence of the Federal Reserve as the white metal momentarily surpassed gold as a reserve asset, amid anxieties over the dollar and escalating geopolitical conflicts, fueled by a surge of speculative buying in China and other countries.

Gold Retreats After Four-Day Rally as Traders Cash In Profits

Posted on February 24, 2026 by Olumide Adesina

Gold declined as traders took profits after four days of gains driven by uncertainty over US trade policy and increased tensions in the Middle East.

The precious metal dropped as much as 1.6 percent before reversing some of its losses as Chinese traders returned on Tuesday following the Lunar New Year break.

Investors gravitated toward safer assets as the US battled Iran and President Donald Trump pledged new import tariffs, driving the metal up by more than 7% over the preceding four sessions. According to Song Jiangzhen, a researcher at Guangdong Southern Gold Market Academy, “moves within 2 percent are in the normal range of market volatility right now.” ”

Longer-term sentiment is still positive with the continued unpredictability in Iran and the US running the risk of isolation with its tariff policies,” he stated.

President Trump announced he would raise a global import tax to 15% after the US Supreme Court rejected his so-called reciprocal tariffs, leaving markets bewildered. Already tense relations are being exacerbated by some of America’s trading partners’ inability to reconcile the most recent tariffs with previous agreements.

According to a European Union assessment, Trump’s new policy would increase duties on some of its exports above what is allowed by a trade agreement.