Category: Morning Brief

Forex Signals Feb 4: Google, Eli Lilly, Qualcomm, ABBV, Mitsubishi Earnings Preview Today

Posted on by Skerdian Meta

The results lineup on Wednesday, which includes Alphabet, Eli Lilly, AbbVie, Mitsubishi UFJ, and Qualcomm, will provide investors with fresh information on the demand for medications, the state of the world economy, and the monetization of AI. Continue reading “Forex Signals Feb 4: Google, Eli Lilly, Qualcomm, ABBV, Mitsubishi Earnings Preview Today” →

Nvidia Hits $180 Low as $20 Billion OpenAI Round Investment Report Sparks Volatility

Posted on by Olumide Adesina

NVDA closed at $180.34, down almost 4%,  it opened at $186.24 after hitting a low of $176.23 during the day. It fell even further to about $179 during after-hours trading. This decline is a result of volatility related to reports about Nvidia’s participation in OpenAI’s massive funding round.

NVIDIA is close to reaching an agreement to invest $20 billion in OpenAI as part of its most recent funding round. This would be the chipmaker’s largest investment in the ChatGPT developer.

According to the people who spoke on condition of anonymity because the information is confidential, Nvidia’s contribution is almost finished.

The terms of the agreement are subject to change and are not final. According to Bloomberg News, OpenAI is seeking to raise to $100 billion for a new round of funding, with a significant portion coming from big tech companies. Amazon. Com, Inc. has discussed investing up to $50 billion, and SoftBank. has discussed investing up to $30 billion.

NVIDIA may invest up to $20 billion, according to earlier reports from The Financial Times. Despite being key players in the AI boom, Nvidia and OpenAI’s relationship has recently come under increased scrutiny due to reports of tensions between the two companies. The Wall Street Journal published an article about it.

NVIDIA and OpenAI have been linchpins of the AI boom, but their relationship has come under new scrutiny in recent days amid reports of tensions between the two firms. The Wall Street Journal reported on Friday that a plan that Nvidia announced in September to invest as much as $100 billion in OpenAI overall had stalled after some inside the chip giant expressed doubts about the deal.

The chief executives of both companies have since publicly said they remain committed to working together. “We will definitely participate in the next round of financing because it’s such a good investment,” Nvidia CEO Jensen Huang told reporters while visiting Taipei on Saturday. He added that it would potentially be “the largest investment we’ve ever made.

Forex Signals Feb 3: AMD, Merck, PepsiCo Earnings Preview as RBA Holds the Interest Rates

Posted on by Skerdian Meta

With today’s announcement of their Q4 2025 earnings reports, Advanced Micro Devices (AMD), Merck (MRK), and PepsiCo (PEP) will provide markets with new information on technology, healthcare, and consumer staples.
Continue reading “Forex Signals Feb 3: AMD, Merck, PepsiCo Earnings Preview as RBA Holds the Interest Rates” →

Copper Blasts Past $14,000 as China’s Speculative Mania Fuels Rally

Posted on by Olumide Adesina

Copper surged by the most in over 16 years as metals continued their dramatic start to the year, driven by a wave of intense speculative trading in China.

Front Loading Sends Copper Prices to All-Time High

Investors are pouring money into base metals on the Shanghai Futures Exchange, expecting greater US growth and increased spending on data centers, robotics, and power infrastructure. Global prices are rising as a result, with copper hitting a record high of $14,125 per ton on the London Metal Exchange, up 7.9%.

China’s leading commodities trading platform is the Shanghai bourse, and sporadic periods of intense trading on the exchange have frequently sparked significant changes in international markets. As of last week, January was already the busiest month ever for the six base metals on the SHFE, and on Thursday, copper recorded its second-highest daily trading volumes ever.

A declining US dollar, increased demand for tangible assets, and heightened geopolitical tensions as the Trump administration pursues a more assertive foreign policy have all contributed to commodities’ eye-watering recent weeks. The rally has most recently been aided by conjecture that the next head of the Federal Reserve will be more dovish than Jerome Powell.

Precious metals, including copper, which is essential to the energy transition, have reached record highs. Even crude oil, which was hampered by worries about a global glut last year, has increased recently. According to Eric Liu, deputy general manager of ASK Resources Co., “commodities are taking turns to rally.”

The price of copper has been hovering around $13,000, and money has been accumulating over the metal for a while. As of 8:19 a.m., copper had increased by 6.4% to $13,922.50 per ton on the LME.

Silver Surge Crowns Hindustan Zinc India’s Top Metals Giant

Posted on by Olumide Adesina

Hindustan Zinc Ltd. has benefited from silver’s rally. to surpass some of its biggest competitors, including parent Vedanta Ltd., and become the largest metals company in India by market capitalization. One of the nation’s largest manufacturers of white metal, the company’s stock increased more than 6% on Friday, surpassing 15% in gains so far this year. The company’s market value increased to over $32 billion, marginally surpassing that of leading competitor JSW Steel Ltd.

Gold and silver reached all-time highs as concerns about a damaging trade war between the US and Europe grew, following President Donald Trump’s increasing push to annex Greenland. As the dollar was affected by Trump’s aggression and demand for safe havens increased, spot gold was trading near $4,670 per ounce, while silver rose by as much as 4.4%.

Gold Futures Top $3,993 – Safe Haven Demand and Central Bank Buying Drive Surge

The United States will impose tariffs on eight European nations that oppose the plan to acquire Greenland, including France, Germany, and the United Kingdom. In February, the 10% levy will take effect. 1 and rose to 25% in June.

European leaders will meet urgently in the coming days to discuss possible countermeasures. Member states are debating a variety of options for how to respond, including retaliatory levies on US goods valued at €93 billion ($108 billion), according to people familiar with the discussions.

The EU can respond to coercive trade measures in several ways thanks to the ACI, the bloc’s most potent retaliation tool. According to Charu Chanana, chief investment strategist at Saxo Markets in Singapore, the Greenland-inspired tensions are distinct from the Liberation Day tariffs of the previous year because they “point to a deeper geopolitical fault line.” Referring to NATO, she stated, “Using tariff threats inside the alliance is a kind of trust shock that can leave a stickier risk premium.”

Precious metals have risen sharply this year after the US detained Venezuela’s leader in 2025 and then escalated its threats to seize Greenland. Furthermore, the Trump administration has stepped up its criticism of the Federal Reserve, casting doubt on its independence and promoting the debasement trade, in which investors avoid government bonds and currencies because they are concerned about the amount of debt.

 

Forex Signals Jan 20: Netflix, ICICI Bank, and United Airlines UAA in Focus as Key Earnings Land

Posted on by Skerdian Meta

Markets will concentrate on Netflix, ICICI Bank, and United Airlines on Tuesday. It is expected that the findings will offer fresh insights into consumer demand, Indian banking circumstances, and prospects for overseas travel until 2026. Continue reading “Forex Signals Jan 20: Netflix, ICICI Bank, and United Airlines UAA in Focus as Key Earnings Land” →

China Tightens Grip? Rare-Earth Exports Fall as Investors Eye Japan Controls

Posted on by Olumide Adesina

China’s rare-earth exports declined in December compared to the previous month as investors monitor rising tensions between Beijing and Japan, which could lead to stricter shipment regulations. These materials are used in weapons systems, electric vehicles, and high-tech manufacturing.

 

According to customs data released on Sunday, outbound shipments totaled 6,745 tons, down from 6,958 tons in November. The category is mainly composed of rare-earth magnets, a product that has given China significant leverage in several trade disputes that have unsettled markets.

The US and other nations are trying to challenge China’s dominance in the mining and processing of rare earths, making it a hot topic in recent trade talks. The focus has shifted to Japan after China’s Ministry of Commerce announced restrictions on shipments to the country with possible military uses, despite a trade truce reached between Beijing and Washington in October that eased tensions.

The announcement followed comments by Japan’s prime minister regarding Taiwan last year. After the ministry’s statement, China Daily reported that Beijing is also considering tighter controls on licenses for exporting these minerals to Japan. The export data released on Sunday does not specify product types or destinations; it simply covers shipments to all locations.

President Trump’s Greenland Tariff Missile Sends Gold , Silver to All-Time Highs

Posted on by Olumide Adesina

Gold and silver reached all-time highs as concerns about a damaging trade war between the US and Europe grew, following President Donald Trump’s increasing push to annex Greenland. As the dollar was affected by Trump’s aggression and demand for safe havens increased, spot gold was trading near $4,670 per ounce, while silver rose by as much as 4.4%.

Gold Futures Top $3,993 – Safe Haven Demand and Central Bank Buying Drive Surge

The United States will impose tariffs on eight European nations that oppose the plan to acquire Greenland, including France, Germany, and the United Kingdom. In February, the 10% levy will take effect. 1 and rose to 25% in June.

European leaders will meet urgently in the coming days to discuss possible countermeasures. Member states are debating a variety of options for how to respond, including retaliatory levies on US goods valued at €93 billion ($108 billion), according to people familiar with the discussions.

French President Emmanuel Macron might ask for the European Union’s anti-coercion tool to be activated. The EU can respond to coercive trade measures in a number of ways thanks to the ACI, the bloc’s most potent retaliation tool. According to Charu Chanana, chief investment strategist at Saxo Markets in Singapore, the Greenland-inspired tensions are distinct from the Liberation Day tariffs of the previous year because they “point to a deeper geopolitical fault line.”. Referring to NATO, she stated, “Using tariff threats inside the alliance is a kind of trust shock that can leave a stickier risk premium.”

Precious metals have risen sharply this year after the US detained Venezuela’s leader in 2025 and then escalated its threats to seize Greenland. Furthermore, the Trump administration has stepped up its criticism of the Federal Reserve, casting doubt on its independence and promoting the debasement trade, in which investors avoid government bonds and currencies because they are concerned about the amount of debt.

Forex Signals Jan 15: The TSMC, Goldman Sachs, Morgan Stanley, BlackRock Earnings Preview

Posted on by Skerdian Meta

With TSMC, Goldman Sachs, Morgan Stanley, and BlackRock in the limelight, markets are anticipating a heavyweight earnings afternoon.
Continue reading “Forex Signals Jan 15: The TSMC, Goldman Sachs, Morgan Stanley, BlackRock Earnings Preview” →