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NVIDIA and Amazon Web Services expanded their strategic collaboration with new technology integrations across interconnect technology, cloud infrastructure, open models and physical AI.

As part of this expansion, AWS will support NVIDIA NVLink Fusion — a platform for custom AI infrastructure — for deploying its custom-designed silicon, including next-generation Trainium4 chips for inference and agentic AI model training, Graviton CPUs for a broad range of workloads and the Nitro System virtualization infrastructure.
Using NVIDIA NVLink Fusion, AWS will combine NVIDIA NVLink scale-up interconnect and the NVIDIA MGX rack architecture with AWS custom silicon to increase performance and accelerate time to market for its next-generation cloud-scale AI capabilities.

AWS is designing Trainium4 to integrate with NVLink and NVIDIA MGX, the first of a multigenerational collaboration between NVIDIA and AWS for NVLink Fusion.

AWS has already deployed MGX racks at scale with NVIDIA GPUs. Integrating NVLink Fusion will allow AWS to further simplify deployment and systems management across its platforms.

AWS can also harness the NVLink Fusion supplier ecosystem, which provides all the components required for full rack-scale deployment, from the rack and chassis, to power-delivery and cooling systems.
By supporting AWS’s Elastic Fabric Adapter and Nitro System, the NVIDIA Vera Rubin architecture on AWS will give customers robust networking choices while maintaining full compatibility with AWS’s cloud infrastructure and accelerating new AI service rollout.

“GPU compute demand is skyrocketing — more compute makes smarter AI, smarter AI drives broader use and broader use creates demand for even more compute. The virtuous cycle of AI has arrived,” said Jensen Huang, founder and CEO of NVIDIA. “With NVIDIA NVLink Fusion coming to AWS Trainium4, we’re unifying our scale-up architecture with AWS’s custom silicon to build a new generation of accelerated platforms. Together, NVIDIA and AWS are creating the compute fabric for the AI industrial revolution — bringing advanced AI to every company, in every country, and accelerating the world’s path to intelligence.”
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Lower interest rates, ongoing currency debasement, supply side dynamics and the need for diversification will support commodities and drive gold to a new high above $4,400 in the first half, and while silver prices are likely to moderate to the mid-$40s, 2026 will be the year where platinum and palladium lead the pack, according to commodity analysts at TD Securities.
In their 2026 commodities outlook, TD Securities said they don’t predict a rout for gold in the cards next year, and instead expect to see new all-time highs.
“The Fed-driven carry cost reductions, along with an expected yield curve steepening and potential concerns surrounding Fed independence, prompt us to say that the yellow metal will reach a new quarterly record of $4,400/oz in the first six months of 2026,” they said. “Looming concerns that the future Fed may not aggressively pursue a 2% inflation target, along with speculation the White House could aggressively lobby for lower rates at a time US debt is at record highs and growing, is a very important reason why we think the bullish gold trend will reassert itself.”
The analysts said these factors will continue to drive U.S. dollar debasement, de-dollarization, and de-globalization, which in turn will support strong central bank gold purchases. “Meanwhile, the start of a broad movement away from classic 60-40 portfolio structure to an asset mix which includes as much as a 25% commodity weighting, along with lower rates, should see investors increase their appetite for the yellow metal,” they said.
“While concerns the Fed may not cut at every upcoming meeting, a firmer USD, China's reduced VAT exemption of 6% for gold bought via the SGE or SHFE through 2027, and recent overbought conditions may emerge again, we don’t expect a rout from the late-November high of over $4,225/oz,” they wrote. “Indeed, fundamentals are broadly supportive. We see gold moving materially over the $4,400/oz mark into 2026, once it becomes apparent that the US central bank is continuing with the easing cycle amid a weaker economy, materially above-target inflation, and a Fed that likely will be filled with doves.”
TD believes gold's new long-term range will be between $3,500-4,400 per ounce. “For prices to stay below the lower end of that range, it would take a shift in investor attention back to rising US risk asset prices, or a view change that the US job market will not weaken and no further Federal Reserve rate cuts are on the way,” the analysts said. “The absence of the US dollar debasement, de-dollarization and monetization narratives could also do the trick. But we predict the employment environment will weaken, risk markets may have a difficult time rallying next year, and we expect the US central bank to cut an additional 100bps, with 150bps expected by some in the market, even as inflation stays stubbornly above the two percent target. The yellow metal should appreciate into 2026, given lower interest rates at a time inflation is materially above target, US debt rising alarmingly fast, and growing fears that the world will have less need for US dollars and thus less capacity to purchase Treasuries given a high tariff environment.”

They added that U.S. government debt is rising even faster since the passage of the One Big Beautiful Bill Act. “There is also a risk that tariffs may be judged to be illegal, and the government will need to rebate the revenues it collected, putting further focus on funding the deficit,” they said. “The prospect of trillions in European government bonds competing for capital also suggests that, given no clear way for the US to close the fiscal gap, the US cannot manage to keep long rates from spiking without some form of aggressive liquidity measures, which some will equate to operation twist of the past or a form of quantitative easing. This, along with concerns surrounding Fed independence, as the FOMC is filled with relative policy doves, will be a strong driver of appetite for the metal.”

As a result, the analysts expect central banks, ETF investors and traders will all place strong bids on gold. “Consequently, we project the average quarterly price to hit a record $4,400/oz in the first six months of 2026, with trading peaks considerably above those levels,” they said.

Turning to silver, TD Securities said that if you liked the #silversqueeze, you have to like the #silverflood.

“At the start of this year, the market was sleepwalking into a #silversqueeze, even as the set-up transitioned away from a demand boom towards a liquidity crisis in physical markets,” they wrote. “Heading into 2026, an epic-scaled #silverflood has resulted in the single largest wave of repletion in LBMA free-floating inventories on record. With more than 212mn oz of silver now likely freely-available in the LBMA's vaults, London silver markets have already unwound a year's worth of drain in London inventories.”

“This amount covers nearly two years' worth of global deficits, with evidence that we have reached the strike price necessary to open the taps from scrap and private vaults,” they noted.

The analysts said this massive replenishment should have a big impact on the outlook for silver because the price no longer needs to rise to refill global inventory pools.

“Yet, prices haven't collapsed post #silverflood,” they said. “Lease rates have collapsed from historic levels, but prices haven't. Prices have only traded violently near ATHs, clashing with a statistically significant relationship between commodity vol and inventories. Since the #silversqueeze, however, trading volumes for spot silver have aggressively subsided (-65% from Oct highs at time of writing), potentially fueling a liquidity vacuum which has left precious metals markets vulnerable to gamma hedging flows. This is corroborated by ETF vols now trading more expensive than Comex vols, reversing a post-Covid trend and potentially signaling that speculative demand has increased substantially beyond that of basis trades over the last months. Further, 3m call skews on popular silver ETFs are now trading at their highest levels since the original retail #silversqueeze moment in 2022Q1, which preceded a severe drawdown in prices.”

The analysts also said that tight Shanghai exchange inventories “are a function, not a symptom, of the #silverflood, as Shanghai has emerged as a backstop to London over the last months.”

“Case in point: the Shanghai import arb window remains firmly closed,” they noted. “Considering invisible stocks within China are likely multiples larger than those on-exchange, tightness in
Shanghai will be self-resolving amid incentives to return metal on-exchange.”
TD believes this will end the current chapter of the silver squeeze. “The next chapter in the #silversqueeze saga will necessitate (1) a more significant erosion of above-ground inventories in Shanghai and New York, or (2) forms of export controls that could inhibit rebalancing mechanisms, including section 232 tariffs, or more stringent export controls in China,” they said. “Liquidity has returned to London, which represents a correction risk from the late-November highs.”

However, the analysts do not expect any tariffs on silver as a repricing catalyst. “The stockpiling trend has already run its course, they wrote. “The President must now make a determination regarding the Section 232 critical minerals investigation by mid-January. Barring tariffs on silver, silver markets are facing rising global visible inventories, a significant deterioration in industrial demand (-2% y/y), including from solar cells (-5%) despite rising aggregate solar capacity, jewelry (-4%), silverware (-11%) and even global physical investment (-4%). At the same time, silver's debasement-hedging properties pale in comparison to gold's, suggesting that even an unlikely scenario of forced/quick-debasement, silver will underperform gold.”

TD Securities expects silver prices to start the year in decline, and they say the gray metal will be hard pressed to get back to current levels in 2026. “Hence, our mid-$40s projection next year.”

TD’s outlook is very different for the platinum group metals, however, where their bullish case clashes with the prevailing views in the market.

“Consensus believes ‘Peak Internal Combustion Engine’ is structurally eroding autocatalyst demand, compounding affordability concerns largely associated with US tariffs,” the analysts said. “Analysts believe a boom in scrap supply is forthcoming, leaving the expected deficit in PGMs shrinking, potentially even towards a small primary surplus. The consensus expects these forces to normalize PGM markets from critically tight levels that have been fueled by one-off Chinese and US stockpiling trends.”

But their own research indicates the opposite. “TD Cowen's proprietary vehicle density survey points to strong tailwinds for North-American auto demand, driven by growth in household fleets, which is underscored by a continued de-urbanization trend,” they wrote. “We emphasize that small changes in vehicle density can result in immense changes in auto sales and associated PGM demand: all-else equal, the difference between density falling 2% and rising 2% over a year could equate to a 420koz swing in platinum demand and 1.7moz swing in palladium demand.”

“In turn, while consensus is concerned about affordability, largely relating to tariff-related price shocks, we think expectations for a decline in North American auto sales are unfounded, based on our +0.9% forecast for US vehicle density,” they added. “Our global growth outlook also remains on a strong footing, which further delegitimizes concerns about global demand ex-US. Further, US new vehicle inventories remain low, which points to a more notable strengthening in auto production from the region.

Coinbase CEO Brian Armstrong said some of the world's largest financial institutions are running pilots with Coinbase in stablecoin, custody, and cryptocurrency trading.

Armstrong, while not naming the banks in question, said, “The best banks see this as an opportunity. Those who resist will be left behind.”

Armstrong appeared on stage with BlackRock CEO Larry Fink at the New York Times DealBook Summit. The two discussed crypto markets, tokenization, and the migration of traditional assets to digital wallets. The meeting came amid volatile price movements since October and growing questions about the future of traditional financial giants' plans for crypto.

Larry Fink's approach to crypto has changed dramatically in recent years. Fink, who called Bitcoin a “money launderer's index” in 2017, now heads the world's largest Bitcoin ETF. “I see a huge use case for Bitcoin,” Fink said,
Major banking executives like JPMorgan CEO Jamie Dimon, Bank of America CEO Brian Moynihan, and Citigroup CEO Jane Fraser are also reiterating their interest in crypto assets. Morgan Stanley has launched crypto trading on its retail investment platform, E*Trade.

This transformation, which accelerated during Donald Trump's second term, appears to have accelerated with the more friendly political and regulatory environment in Washington. Congress and the White House are enacting the first federal stablecoin framework, which offers significant advantages to the crypto industry, and the industry is considering this a historic milestone.
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#BTC86kJPShock

U.S. M2 money supply grew 4.6% year-over-year in October 2025, reaching $22.3 trillion—the fastest pace since July 2022. While still below the long-term average growth rate of 6.3% (2000–2025) and the combined 5.1% pace of real GDP growth (2.1% in Q2 2025) and inflation (3.0% in September 2025), the rebound marks a shift from post-pandemic monetary tightening toward renewed expansion. This sustained pick-up in liquidity is drawing attention to potential inflationary pressures, evolving credit conditions, and the direction of broader economic momentum.
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#JBVIP🎯

After a $3.14 trillion drawdown from late October through November 20, the S&P 500 rebounded by $2.4 trillion (+4.2%) between November 21 and 24, 2025. Despite the volatility, the index remains up $8.1 trillion year-to-date, a 16.3% gain.
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#cryptouniverseofficial

Varen Buffett (Varen Buffetta portfeļa vērtība ir $257.5B) un Ken Fisher ($251.9B) dominē sarakstā, katrs kontrolējot portfeļus, kas ir lielāki par nākamajiem astoņiem investoriem kopā. Otrajā līmenī ir Stīvens Koens ($50.9B), Kristaps Hohns ($50.7B) un Bils Geits ($47.8B), kam seko Pāls Tudors Džouns ($45.9B). Pārējie desmit labākie — Frenks Sands, Andriejs Halvorsens, Čase Kolmens, Džeremijs Grentams un Rišards Pzena — katrs pārvalda portfeļus $30–35B diapazonā.
Paņemšana: Atstarpe starp Buffett/Fisher un pārējiem tirgus dalībniekiem ir milzīga — uzsverot, cik koncentrēta ietekme paliek globālās investēšanas augšgalā.

Coca‑Cola rose from $186.83B in 2015 to $297.51B in 2025 — a 1.59× increase with a 4.76% CAGR. PepsiCo climbed from $145.57B to $204.75B, growing 1.41× at a 3.47% CAGR.
Takeaways:
Coca‑Cola outperformed PepsiCo in both growth multiple and annualized return.Both peaked in 2021 before modest pullbacks, mirroring broader market trends and post‑pandemic consumption shifts.Coke’s growth momentum may be linked to beverage portfolio innovation and strategic acquisitions, while PepsiCo’s steadier climb reflects its diversified food‑and‑drink mix.
Analysis:
Coca‑Cola’s stronger CAGR suggests that focused beverage innovation and brand premiumization paid off over the decade, even against macroeconomic headwinds. PepsiCo’s performance underscores the stability of a diversified model but highlights how pure‑play beverage strategies can sometimes capture more valuation upside in bullish cycles.
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#IPOWave

Buffett doesn’t chase trends — he compounds trust. His portfolio is built on durable moats, not quarterly momentum.
📊 Analysis:
Consumer & finance dominate: AmEx, Coke, Visa, Mastercard — brands with pricing power and loyaltyTech with staying power: Apple (9.5 yrs), Amazon (6.5 yrs), Charter (9.3 yrs) — not just disruptors, but cash machinesEnergy & insurance: Chevron, Occidental, Aon — strategic hedges and inflation buffersMedia & data: Liberty Latin America, Formula One, Moody’s — niche bets with global reach.
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#BinanceAlphaAlert

ChatGPT, the leading AI platform, has surged into the global top five sites, usurping Amazon, an unprecedented rise that underscores the scale of the shift. Its rise through 2024 and 2025 places it alongside digital giants like Google, YouTube, and Facebook, cementing its position as the dominant Gen AI platform, with no other contenders in the global top 10.
Unlike social or commerce sites, ChatGPT’s growth is fueled not by entertainment or shopping, but by user intent, where people are turning to AI for answers, creativity, productivity, and learning. This transformation signals a broader behavioral change. AI is no longer a niche tool but a mainstream destination for information discovery and daily problem-solving. ChatGPT’s ascent highlights how quickly Gen AI has redrawn the digital hierarchy, rivaling long-established platforms in both relevance and scale.
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#TrumpTariffs #WriteToEarnUpgrade