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Gold is falling—why isn’t the safe-haven logic working?

Let’s talk about gold this weekend.

Uncertainty remains in the Middle East, while U.S. AI stocks have come under selling pressure—and gold has weakened too. Normally, the more unsettled the market, the more investors turn to gold. So why is this time different?

The key is that gold prices are influenced not only by safe-haven sentiment, but also by interest rates and capital flows.

U.S. employment data remains resilient, with initial jobless claims falling to 194,000. This has affected expectations for Fed rate cuts. If interest rates stay high for longer, the dollar could strengthen, putting pressure on gold.

At the same time, falling U.S. stocks may prompt investors to adjust their positions and raise cash, which could mean selling gold as well. Safe-haven demand may still be there, but that doesn’t guarantee gold prices will rise.

When watching gold, in addition to geopolitical developments, keep an eye on three signals: movements in the dollar and interest rates, market capital flows, and whether gold prices can gradually stabilize.

Next, the key question is whether selling pressure is easing. A price decline doesn’t mean the market has bottomed. Rather than rush to guess where the bottom is, it’s better to wait for clearer signals from the market.

Markets involve risk, and investment requires caution. The content above is for market observation only and does not constitute investment advice.

Aligned (ALIGN) has moved from “under verification” to “claimable.” Its publicly disclosed funding total is approximately 45.27 million, while overall interest remains stable, with no significant uptick in short-term discussion.

This status change means shifting from completing tasks and waiting for results to actively checking eligibility and taking action within the claim window. There is less room for emotional speculation, and user behavior is more like following a checklist.

Note that neither the funding total nor the move to the claimable stage should be taken as a promise regarding the size of the airdrop or its potential returns. They are only part of the project’s broader resource background.

For now, this looks more like a window reserved for patient participants. Going forward, it will be worth watching whether the claim rules remain clear, whether the window is long enough, and whether the project team can keep the process running smoothly and consistently.

Tencent Cloud Security Center issued an advisory on October 21 warning of the PHP remote code execution vulnerability php2shell, associated with CVE-2026-109618 and CVE-2026-109619.

The troubling thing about this vulnerability is that an attacker may be able to trigger memory corruption and gain remote code execution privileges using nothing more than a specially crafted multipart POST request—no login or account required. In theory, this could give them complete control over an affected server. Vulnerabilities at the language level like this can pose significant risks to traditional applications running in the cloud.

The White House was informed of the issue as early as October 16 and is coordinating with federal agencies, systems integration laboratories, and network operators to accelerate patch releases and assess the impact on government systems and critical infrastructure. The involvement of both cloud providers and the government indicates that this risk has escalated from an “ordinary open-source bug” to an infrastructure-level threat.

Public details about the affected version range and the official patch timeline are still lacking. In the short term, the more prudent approach is to check whether your business relies on the PHP stack, follow vendors’ remediation guidance, and treat this incident as an infrastructure security checkup—not just another news item to scroll past.

ByteDance, Alibaba, and Tencent jointly ordered more than 3 million NVIDIA RTX PRO 5500 graphics cards at approximately $11,400 each, bringing the total value of the order to more than $35 billion. The order was placed on October 21, 2026. Locking in such a huge quantity of compliant chips all at once, amid current export restrictions on China, amounts to treating computing power as a strategic resource to be stockpiled.

These graphics cards are primarily used for AI inference tasks. Their performance is deliberately kept below the restriction threshold, but the tech giants are making up for limitations in quality with sheer volume. At its core, this is an arms race for computing power: whoever buys up the hardware for the next few years first will have more room to experiment in fields such as large language models, video, and search.

Some in traditional finance have compared the current AI boom to the period just before the dot-com bubble, but what’s actually happening is that capital continues to pour into infrastructure. The questions to watch next are whether export rules will tighten further, whether the orders can be delivered as planned, and which applications will ultimately make use of all this computing power secured in advance.

#股票财报季 Tesla$TSLA reports earnings tonight! The Roadster grabs attention, but earnings are what matter

Tesla$TSLA has been in the spotlight lately. The Roadster reveal has sparked plenty of discussion, and reports of a potential merger between SpaceX and Tesla have also drawn attention.

But what will really shape market sentiment tonight is Tesla$TSLA ’s third-quarter earnings report.

Third-quarter deliveries topped 480,000 vehicles, and sales were solid—but how did profits fare? That’s what’s worth watching closely.

In the automotive business, will price cuts continue to squeeze profit margins? Can growth in energy storage bring in more revenue? What new progress has been made on Robotaxi and humanoid robots? All of this could affect how the market views Tesla’s future performance.

The Roadster is also worth watching. The new-car demonstration mentioned by Musk involves SpaceX cold-gas thruster technology, and stunts such as hovering upside down and flipping are certainly eye-catching. But it remains to be seen how far the demonstration is from mass production; we’ll have to wait for more details.

As for whether SpaceX and Tesla will merge, the idea is still under consideration and should not be treated as a confirmed development.

During earnings season, companies related to AI computing power, energy storage, and electricity are also worth keeping an eye on. However, growing orders don’t necessarily mean growing profits, and an earnings report that beats expectations doesn’t guarantee the stock price will rise. It also depends on how much optimism the market has already priced in.

To learn about U.S. stock-related products on the Binance app, you can start by registering for an account (Binance referral code: aicoin668) and checking which products are currently supported and their trading rules.

This article is for sharing market information only and does not constitute investment advice. Markets can be volatile around earnings announcements, so please be aware of the risks.

Morgan Stanley has pinpointed a specific risk to U.S. AI infrastructure: its $1.6 trillion investment plan could hit a bottleneck when it comes to “power.”

By 2028, the U.S. could still face a power shortfall of around 32 gigawatts. In other words, the problem isn’t building data centers—it’s connecting them to a sufficiently reliable and affordable power supply.

The triple constraints of power, labor, and politics mean that expanding computing capacity depends on more than just chips. It also hinges on local governments’ grid-connection approvals and policy attitudes around the midterm elections.

For AI, cloud computing, and even some blockchain applications, the pace of infrastructure development may matter more than short-term market trends. The key question now is whether grid investment and policy can keep pace with this $1.6 trillion plan.

Over the past week, Strive bought 4,045 BTC, while Strategy bought 267 BTC but also spent $193 million repurchasing STRC shares. The two institutions’ funding priorities were almost opposite.

Strive added to its holdings in several batches from October 12 to 16, at an average Bitcoin price of about $82,803 for the week. Its total holdings reached 36,818 BTC—a move that looks more like a continued effort to build Bitcoin into a core position.

Strategy, by contrast, added about $22 million worth of Bitcoin but spent nearly $200 million on share buybacks. In other words, it is investing in both Bitcoin and its own stock, but the bulk of its spending is still going toward equity.

This combination—one company focused on BTC, the other favoring buybacks—reflects differing views among institutions about asset priorities. The question now is whether this divergence will become the norm or is just a temporary strategy adopted by a handful of companies.

On October 19, JPMorgan Chase was reported to be expanding its deposit token, JPM Coin, to the Ethereum mainnet. According to a single source, the design enables institutional clients to send and receive funds and settle transactions 24/7.

In other words, inter-institutional fund transfers that previously could only be processed during business hours—and might take several days to complete—can now be cleared around the clock using on-chain tokens. JPM Coin has also expanded beyond the bank’s own or permissioned environments onto the public blockchain’s “public rails.”

What makes this different is that it isn’t a stablecoin for everyone. It is a notable attempt to bring a bank-issued deposit token onto a public blockchain: one end connects to traditional bank accounts, the other to the Ethereum mainnet, with both efficiency and risk management in mind.

The questions now are whether other major institutions will follow a similar path or continue keeping their tokenization experiments within their own systems—and how regulators will redraw the boundaries as banks move deposit tokens onto public blockchains.