JP Morgan Says Gold Could Hit $8,000 by 2028: The Supercycle Awakens

Gold’s glitter dimmed slightly this week, falling back to the $4,000 level after its biggest one-day drop in over a decade, but the experts are far from bearish.

According to Suki Cooper, Head of Commodities Research at Standard Chartered, this is “technical selling,” not a trend reversal. David Meger of High Ridge Futures agrees, calling the move a “healthy correction” before Friday’s CPI report.

Meanwhile, Ole Hansen, Head of Commodity Strategy at Saxo Bank, still sees gold and silver shining bright into 2026. Over at Citigroup, strategist Charlie Massy-Collier expects short-term consolidation but acknowledges the long-term case for central bank diversification away from the U.S. dollar remains strong.

Even geopolitical dynamics are in play, with investors watching potential meetings between President Donald Trump, President Xi Jinping, and President Vladimir Putin, a trio whose moves could sway markets faster than any Fed cut.

Despite the turbulence, gold is still up 55% in 2025, proving that in uncertain times, the world’s oldest safe haven never stays out of fashion for long.

Gary Evans’ Silent Strike: The Billion-Dollar Logic Behind UAMY’s Open-Market Accumulation

The global antimony race just kicked into overdrive.

United States Antimony Corporation (NYSE: UAMY), led by CEO Gary Evans, has quietly built a 10% stake in Larvotto Resources Limited (ASX: LRV) — now launching a full takeover that could reshape the critical minerals map.

Evans’ timing is impeccable, dropping this move right after the $8.5 billion U.S.-Australia critical minerals pact signed by Donald Trump and Anthony Albanese. UAMY’s Montana-based Knight Hill Project, backed by the Department of Environmental Quality, is already in production, supplying antimony ore for refining under a $245 million U.S. Defense Logistics Agency contract.

But the ripple effects stretch farther, companies like Military Metals Corp (OTCQB: MILIF | CSE: MILI), Perpetua Resources Corp (NASDAQ: PPTA), Nova Minerals Limited (NASDAQ: NVA), and Antilles Gold Limited (ASX: AAU) could all factor into a broader Western consolidation strategy.

Evans’ goal? A $3 billion valuation by 2026, and a Western supply chain that rivals China’s grip on critical minerals.

Plaza Feature: Inside Elon Musk’s “Robot Army”: How Tesla’s Vision Could Rewire Global and Small-Cap Robotics Markets

In one of the most electrifying earnings calls of the decade, Elon Musk (Tesla, NASDAQ: TSLA) unveiled his $1 trillion pay plan, framing it as essential to guiding Tesla’s “robot army” project, Optimus, into reality.

“I don’t feel comfortable building that robot army if I don’t have at least a strong influence,” Musk said, underscoring his desire for voting control. His remarks came as Tesla CFO Vaibhav Taneja called on shareholders to approve the package ahead of the November 6 vote.

The reaction was instant. Proxy firms ISS and Glass Lewis urged rejection, earning Musk’s fiery label of “corporate terrorists.” Meanwhile, analysts like Dan Ives (Wedbush) and Dan Levy (Barclays) see the plan as a defining moment—an endorsement of Musk’s role as Tesla’s “war-time CEO.”

Behind the headlines lies something bigger: the Optimus project’s potential to reshape AI, robotics, manufacturing, and global supply chains, sparking investment surges in small-cap robotics and tech firms worldwide.

This isn’t just about pay, it’s about power, progress, and the next great leap in human productivity.

The World Watches as Trump and Xi Prepare for Trade Talks in Seoul

President Donald Trump and President Xi Jinping are heading for a critical meeting next Thursday at the APEC Summit in South Korea, confirmed by White House Press Secretary Karoline Leavitt.

This will be their first in-person discussion since 2019, and it comes at a time when Washington and Beijing are tightening their grip on global supply chains. The U.S. has expanded export restrictions on technology, while China has imposed curbs on rare earth minerals essential for sectors like energy, transportation, and semiconductors.

Trump, who will also visit Malaysia and Japan during his Asia tour, has threatened to impose 100% tariffs on Chinese products unless Beijing eases its export limits. The move has rattled global markets, raising the stakes for both economies ahead of the November 10 trade truce deadline.

Both leaders face enormous pressure, Trump to deliver a win for American industries and voters, and Xi to demonstrate that China won’t bow to economic coercion.

This meeting is not just about diplomacy, it’s about the future of global power.

Uncle Sam Enters the Quantum Realm

The U.S. Just Went Quantum, and Wall Street Took Notice

Quantum computing stocks — IonQ (NYSE: IONQ), Rigetti (NASDAQ: RGTI), D-Wave Quantum (NYSE: QBTS), and Quantum Computing Inc. (NASDAQ: QUBT) — all surged after The Wall Street Journal reported that President Donald Trump’s administration is exploring federal equity stakes in exchange for funding.

The U.S. Department of Commerce denied active negotiations, but the policy echoes earlier moves involving Lithium Americas (NYSE: LAC), MP Materials (NYSE: MP), and Intel (NASDAQ: INTC), a clear signal that Washington wants a stake in America’s tech future.

Meanwhile, Microsoft (NASDAQ: MSFT) and IBM (NYSE: IBM) continue advancing their own quantum projects, and JPMorgan Chase (NYSE: JPM) has pledged major investment as part of its $1.5 trillion initiative into next-generation sectors.

As Chris Beauchamp, Chief Market Analyst at IG, noted, “Quantum computing offers the chance to revolutionize the U.S. economy — and the administration is doing things in an unconventional way.”

The Defiance Quantum ETF is already up 32% this year, reflecting the market’s growing conviction: the race for quantum supremacy isn’t just scientific anymore, it’s strategic, financial, and political.

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