Gold Breaks Records, Analysts Break Out the Champagne

Gold just rewrote market history.

The yellow metal has surged past $4,000/oz, its strongest year since 1979. The World Gold Council reports global ETF inflows soaring 23% to a record $26 billion last quarter, with Goldman Sachs now setting a bold new price target of $4,900. The bank credits “durable demand” from central banks and Western investors as the driving force behind the rally.

But the debate is heating up. On Yahoo Finance’s Market Sunrise, Ramzan Karmali highlighted that while Goldman Sachs and JPMorgan remain bullish, some billionaire investors are warning of a possible overheating. Meanwhile, President Donald Trump’s attempt to remove Fed Governor Lisa Cook has rattled confidence in the Federal Reserve’s independence, adding yet another layer of uncertainty that could send gold even higher.

With ETFs, institutional demand, and macro fear all aligned, gold’s new era is here, and it’s glowing brighter than ever.

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MAGA Means “Make Assets Great Again”

In one of the most ambitious shifts in U.S. economic strategy, President Trump is transforming Washington into Wall Street’s most influential investor. From Intel and MP Materials to Lithium Americas and Trilogy Metals, the administration is turning taxpayer funding into equity stakes, reshaping the rules of capitalism.

This bold “America, Inc.” playbook is more than stimulus, it’s strategic statecraft. Every stake strengthens domestic control over semiconductors, rare earths, and steel while countering China’s global dominance.

Whether the next move is Critical Metals, USA Rare Earth, or Energy Fuels, one thing’s clear: Uncle Sam isn’t just printing money anymore, he’s buying the future.

Jim Cramer Thinks Nvidia’s Next Act Will Be Mind-Blowing—Literally

Jim Cramer told Brian Sozzi on the Opening Bid Unfiltered podcast that Nvidia (NASDAQ: NVDA) is preparing for its most transformative decade yet, one that could surpass even the AI revolution.

He calls it a chip reasoning platform, a leap that could make machines capable of “thinking” better than humans. Cramer referenced Vera Rubin, who discovered dark matter, to describe how monumental this could be.

During his early visit with Jensen Huang, Nvidia’s visionary CEO, Cramer saw AI demos that convinced him Nvidia was more than a gaming chipmaker. Years later, he’s still convinced it’s the smartest stock on the market.

He even joked, “Are you an idiot? Buy Nvidia. NVDA.”

Cramer also mentioned the importance of Cloudflare (NYSE: NET) and warned Nvidia may need to strike deals with organizations like The New York Times as data licensing becomes critical.

Whether you’re comparing NVDA to AAPL or AMZN, Cramer says the answer’s simple: bet on the one that’s teaching machines to reason.

Uptoberfest: Bitcoin Taps Into Seasonal Cheers

Bitcoin’s Uptober rally is back in the spotlight.

Compass Point Research highlights October as Bitcoin’s (BTC) strongest seasonal month. Sean Farrell of Fundstrat points to gold’s record highs and the likelihood of rotation into “digital gold.” Amanda Agati, CIO of PNC Asset Management Group, stresses that markets remain focused on fundamentals despite the U.S. government shutdown backdrop.

With stablecoin issuance accelerating and liquidity flowing toward blockchain ecosystems like Ethereum (ETH) and Solana (SOL), the stage is set for another strong quarter for crypto.

Is this Uptober the one that sets the tone for Bitcoin into 2026?

BlackRock Plugs Into AI With a $40 Billion Power Surge

BlackRock (NYSE: BLK) is nearing a $40 billion deal to acquire Aligned Data Centers, placing the world’s largest asset manager at the very core of the AI revolution.

This move isn’t just about servers. It’s about controlling the backbone of digital infrastructure while exploring power assets like AES to fuel AI’s insatiable energy demand. With sovereign wealth powerhouse Mubadala and its AI-focused MGX initiative also involved, this deal could redefine how capital meets computing power.

From Meta’s (NASDAQ: META) $29B data center financing to Oracle’s (NYSE: ORCL) $18B bond raise for OpenAI, the infrastructure race is heating up. BlackRock’s bid may be the boldest yet.

The question is simple: is this the foundation of AI’s long-term future, or the start of a bubble?

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