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AMD Rallies After Earnings: Can AI Growth Reverse the Downtrend?1. AMD Rebounds After Stronger-Than-Expected Earnings Advanced Micro Devices (AMD) closed 3.65% higher at $483.90 on November 3. Its third-quarter earnings report subsequently pushed shares further upward, with the stock gaining 5.02% to $508.20 in after-hours trading as of 7:59 p.m. ET. However, AMD had already fallen more than 26% from its October peak of $658.52, raising questions about whether the earnings-driven rebound could reverse the recent downtrend. AMD reported third-quarter revenue

Gold Below $4,000: The $3,900 Rebound Is an Oil Story Gold Below $4,000: The $3,900 Rebound Is an Oil Story, Not a Fed Story XAU/USD · Bearish bias, tactical | Daily chart Friday’s candle did real damage. Spot gold fell 3.5% to about $3,880 — a 13-month low — and lost roughly 6% in October, its worst October since 2008. Silver broke $50 for the first time since November 2025 and shed nearly 18% on the month. Bullion now sits about 28% below its January 28 record close of $5,419.83. Then Monday bounced. Gold recovered to the $3,900–$3,940 area, s

Important Notice Regarding Monetary Authority of Singapore (MAS)Bitget is not licensed, approved, registered, authorized or in any other way regulated by the Monetary Authority of Singapore (“MAS”), and is not subject to supervision by MAS. Bitget does not make its products or services available to, and does not solicit or target, persons in Singapore. Singapore is a restricted jurisdiction (being one of the listed “Prohibited Countries”) under Bitget's Terms of Use, and access to the Bitget platform from Singapore is restricted. Nothing published by Bitge

SPX: Can a Three-Day Rally Survive 73% December Hike Odds?The Fed paused. The market rallied. But two FOMC members didn't get the memo — they voted to hike. And futures markets are pricing a 73% chance the pause doesn't last past December. That's the tension hanging over the S&P 500's SP:SPX three-day advance. The index closed at 7,743.98 (+0.28%) on Wednesday, its third consecutive green session, as equities initially welcomed the Federal Reserve's decision to hold the policy rate at 3.75%–4.00%. Technology shares led the move, with Oracle surging

SKHY Hits Record Earnings: Can HBM4 Expansion and Massive Shareh Earnings Beat Expectations, Creating a Potential Reversal Catalyst SK hynix (SKHY) delivered another record-breaking quarter on October 28, reporting Q3 revenue of KRW 104.62 trillion, up 328% year over year, and operating profit of KRW 83.33 trillion, surging 632%. Its operating margin reached an exceptional 80%, with revenue and operating profit exceeding consensus estimates by approximately 6.5% and 8.3%, respectively. Following the announcement, its Korean-listed shares rose 7.76% as of 11:

Gold Speculators Hit the Exit — Can $4,000 Survive the Fed?Gold TVC:GOLD has fallen nearly 30% from its January peak above $5,600. Now it sits at $4,000 — and the speculators who chased the rally are quietly leaving, just as the Fed delivers its verdict today. 🌍 Why This Matters Right Now The FOMC concludes its two-day October meeting today (Oct 27–28). Markets expect a hold, but CME FedWatch shows 80% odds of a December rate hike — not the dovish pivot many gold bulls were hoping for. Meanwhile, Iran diplomacy hopes are draining safe-haven deman

META: How to Price AI Growth as Cash Flow Turns Negative?Post-Earnings Selloff Forces a Reassessment of AI Spending Meta Platforms (META) fell 6.98% to $648.85 on October 22, following its third-quarter earnings release a day earlier. Shares touched an intraday low of $639.69, with trading volume reaching approximately 40.56 million shares, nearly twice the 20-day average. The stock has retreated almost 17% from its September 24 high of $779.82, with earnings accelerating an already established correction. Investors are increasingly focused on the fu

US30: The AI Crash Is Fueling the Dow's Breakout The Philadelphia Semiconductor Index has fallen for seven straight days. The Nasdaq 100 is down 3% this week. The Dow TVC:DJI ? It just gained 550 points on Thursday. That's not a typo. Capital is rotating — fast — out of AI-heavy tech and into the defensive, value-oriented names that dominate the Dow Jones. And the catalyst isn't just sentiment. It's data. 📊 Why This Matters Right Now September core CPI came in at 2.7% year-on-year, above the 2.5% forecast. PPI surged 6.3% year-on-year —

SPCX Earnings Beat: Can the Stock Launch Another Rally?Strong Earnings Spark After-Hours Rally SpaceX (SPCX) closed at $147.79 on October 20, edging down 0.11%, before surging 8.06% to $159.70 in after-hours trading following its third-quarter earnings release. Since its June IPO, SPCX has experienced extreme volatility, climbing to $225.64 before plunging to $104.83 in August. After rebounding above $176 in early October, the stock retreated again. The latest earnings beat has provided fresh upward momentum, although confirmation during regular tr

Gold Refuses to Break — But Can the $4,100 Base Survive 5% Yield Gold TVC:GOLD is doing something it shouldn't be doing. With the 10-year Treasury yield at 5.10%, the dollar above 101, and the Fed having just hiked for the first time since 2023, spot gold should be crumbling. Instead, it's holding $4,100 — and that resilience is the real story. 📊 Why This Matters Right Now The September CPI print landed on October 14 at 3.7% YoY — hotter than expected, with gasoline surging 9.1% on the back of Strait of Hormuz tensions. Core CPI ticked up to 2.6%. That

BRENT: 12 Tankers Hit — But the Demand Story Is Thinner Twelve tankers attacked in a single week. That's the highest count since the Iran war began. Brent TVC:UKOIL is holding above $104, and the market is pricing a massive geopolitical risk premium. But my read is different — the supply story is real; the demand story underneath it is thinner than most people think. 🌍 Why This Matters Now Brent pulled back from $106 to around $104.50 today (Oct 15), testing the $103–104 zone that previously capped rallies. The pullback comes as Hormuz attacks

NAS100: Brent at $104, 10Y at 5.36% — Yet the Bull Case Holds Oil is ripping. Yields just hit a 24-year high. And the Nasdaq 100 closed the week at 30,883 — barely flinching. That's the tension worth unpacking. The fundamental backdrop looks hostile: Brent crude sits above $104, the 10-year Treasury yield spiked to 5.364% on October 7 before easing to ~5.2%, and September CPI drops Wednesday. Every headline screams risk-off. Yet the daily chart tells a different story. 📊 Why This Matters Now Three catalysts converge this week. CPI prints October 14 —

SPX: Can the AI Rally Survive a 5.24% Treasury Yield?The 10-year Treasury yield just hit 5.24% — the highest since June 2007. By every textbook rule, that should be crushing growth stocks. Instead, the S&P 500 is pressing toward fresh highs, powered by an AI rally that just got a brand-new catalyst: Anthropic's leaked IPO prospectus targeting a $2 trillion valuation. This is the tension defining the market right now. AI optimism is winning the day — but the yield side of the equation hasn't had its say yet. 📊 Why This Matters Now Three things

XAUUSD: Gold Crashes 4% — Is the $4,100 Floor About to Crack?Gold TVC:GOLD just suffered its worst single-day decline in months — down nearly 4% to a seven-week low of $4,113. The crash didn't come from fading geopolitical risk. It came from the opposite: oil spiking on the Strait of Hormuz standoff, reigniting inflation fears just two weeks after the Fed resumed hiking to 3.75%–4.00%. The market logic has flipped. Gold's traditional safe-haven bid is being overwhelmed by a triple pressure — surging Treasury yields, a firming dollar, and oil-driven in

Gold: Hawkish Fed Breaks Key Trendline — Can $4,235 Hold?Gold TVC:GOLD just lost its short-term trendline — and the Fed isn't helping. Hawkish rhetoric from multiple policymakers is pushing rate expectations higher, and the non-yielding metal is paying the price. 📉 Fundamental Backdrop: Rates Overpower Safe-Haven Spot gold dropped 1.7% to around $4,282.53/oz on Wednesday, with U.S. gold futures settling 1.3% lower near $4,318.40/oz. The dollar climbed to a two-month high, adding another layer of pressure on dollar-denominated metals. The sell

AMD: $1 Trillion Market Cap Marks the Shift Toward Full-Stack AI Beyond $1 Trillion, the Market Is Repricing AMD AMD surged nearly 10% on September 21, closing around $615.5 at a record high and pushing its market capitalization above $1 trillion for the first time. The stock has gained roughly 185% in 2026, significantly outperforming the Nasdaq. The rally also came amid renewed strength across the semiconductor sector, with names such as Intel and Arm rising sharply as capital rotated back into AI and compute-related stocks. The bigger story is that AMD is

NAS100: AI Breadth Breaks — Is the Real Test at Meta correct ? AMD just crossed $1 trillion in market cap. Intel surged 12%. Arm jumped 17%. And the Philadelphia Semiconductor Index notched its fifth straight day of gains — all because of one AI agent called Muse. NAS100 NASDAQ:NDX didn't just reclaim 30,000 on the back of this rally. It broke through it. But the real question isn't whether the breakout happened. It's whether the breadth behind it survives Meta Connect this Wednesday. 🌍 Why This Matters Now The catalyst behind Monday's move is specif

LITE Surges: Why AI Investors Are Repricing Optical Networking? AI Money Is Looking for the Next Infrastructure Theme Against a backdrop of higher rates and broad pressure on technology stocks, Lumentum (LITE) surged roughly 9.6% on September 16, making it one of the strongest performers in the S&P 500. Concerns over the sustainability of AI capital spending have recently increased, but money is not simply leaving the AI trade. Instead, investors are rotating toward infrastructure segments where orders are clearer and earnings growth is already becoming vis

XAUUSD: First Fed Hike in 3 Years — Can Daily Support Hold?📊 Market Context The Fed just delivered its first rate hike since 2023 — 25bp to 3.75%–4%, unanimous 12-0. Chair Kevin Warsh made the message unmistakable: inflation has been "too high for too long." The statement dropped references to temporary energy shocks, placed the burden squarely on monetary policy, and signaled one more hike may be coming this year. Middle East tensions were explicitly cited as a contributing factor. For gold, the macro read is straightforwardly bearish: higher real y

Cloudflare New High: AI Safety Threat Turns Into Growth Engine?Cloudflare (NET) has become one of the strongest names in software and cybersecurity. On September 14, the stock surged 7.8% to $330.36 and touched $334.60 intraday, extending a sharp September rally. The immediate catalyst is a broader reassessment of which companies could benefit from the next phase of artificial intelligence. But Cloudflare’s rally is about more than short-term rotation. The company increasingly sits at the intersection of AI agents, internet infrastructure, cybersecurity and

DXY: Hot CPI Won't Save the Dollar Unless 99.95 Falls August CPI just came in hot — 0.4% headline, 0.3% core — and the dollar barely flinched. DXY is sitting around 99.10, right on its short-term support, and the question isn't whether inflation is sticky. It's whether the market still cares. 🌍 Why This Matters Now The BLS dropped August CPI on September 11, and the headline print was a surprise: 0.4% MoM, up from 0.2% in July and above the 0.3% consensus. Core CPI held at 0.3% MoM for the second straight month, with the year-over-year rate at

DJI: Oil Breaks $100, Dow Loses 52,700 — Is the Uptrend Done?Brent just reclaimed $100 for the first time since July. The Dow responded by losing its short-term footing — and the structure is starting to crack. TVC:DJI 📉 The Setup Wednesday's close at 52,380.66 (down 405 points, -0.77%) marked the Dow's third consecutive declining session. The S&P 500 and Nasdaq followed, closing at 7,636.36 (-0.48%) and 26,253.34 (-0.64%) respectively. The Dow's weekly decline has now reached roughly 1.9%. But here's what caught my eye: this isn't a blanket risk-

ORCL: Investors Are Starting to Price the Cost of Growth?Oracle will report fiscal Q1 2027 earnings after the market close on September 10. Over the past year, ORCL has shifted from one of the market’s favorite AI infrastructure trades to a much more controversial name. Demand is no longer the main question. With RPO reaching $638 billion, customers are clearly committing to Oracle’s computing capacity. The key issue is how much Oracle must spend to convert those contracts into revenue and whether that growth can eventually generate enough free cash f

Micron Reclaims $1,000: Is a Second Leg Higher Beginning?Micron Technology (MU) is once again becoming one of the most interesting trading setups in the semiconductor space. On September 4, the stock gained 6.1% and closed at $1,016.59, reclaiming the psychologically important $1,000 level. More importantly, MU has broken above the $955–$970 area that repeatedly capped upside attempts in recent weeks, materially improving the short-term technical structure. My current bias remains bullish, but the setup is very different from several months ago. MU ha