U.S. natural gas is poised to rally as supply disruptions and cold weather coincide with surging AI data center demand.

Soft commodity markets trended lower as active cotton harvests and favorable coffee weather bolstered supply outlooks.

Silver and gold volatility highlights the need for a long-term perspective as prices retreat from recent highs. While silver’s 60% drop pressures late buyers, patient investors continue to use precious metals as a hedge against fiat currency risks.

Caterpillar has fallen into a 40% drawdown after an AI-fueled rally, allowing steady competitor Deere to take the lead.

USD/CAD gains stalled as oil prices plunged 5% on reports of potential US-Iran diplomatic progress.

Alphabet shares stabilized as analysts defended the tech giant’s massive AI investments and surging Cloud revenue.

AI data center construction is masking broader recessionary trends in US residential and manufacturing building. While ISM manufacturing indexes signal continued expansion, surging input prices highlight a persistent inflationary threat.

Equity markets faced a sharp sell-off as the Nasdaq 100 hit key downside targets. While the S&P 500 remains constructive, gold hit an initial floor, signaling a potential major bottom for the metal within three months.

Interactive Brokers hit its $86 price target following a 50% rally and is now entering a Wave IV correction.

The Nasdaq and Dow rallied as tech stocks recovered and geopolitical tensions eased.