AI Infrastructure Investment Surge: Is the Next Bottleneck PMICs? While the semiconductor market’s attention is fixated on leading-edge technologies such as HBM and GPUs, subtle but meaningful tectonic shifts are being detected in the legacy-node market. Signals are emerging

BofA’s Vivek envisions a setup where NVIDIA GPUs and Groq’s LPUs are interconnected via NVLink and used together within a single rack.

TRUMP ON TRUTH SOCIAL: Now 1,000,000 more pages on Epstein are found. DOJ is being forced to spend all of its time on this Democrat inspired Hoax. When do they say NO MORE, and work on Election Fraud etc. The Dems are the ones who worked with Epstein, not the Republicans.

SPOT PALLADIUM EXTENDS GAINS, LAST UP 15% TO $1,937.64/OZ

COMEX SILVER RISES OVER 10%

Rubio: ‘The United States is concerned by recent events in southeastern Yemen. We urge restraint and continued diplomacy, with a view to reaching a lasting solution. We are grateful for the diplomatic leadership of our partners, the Kingdom of Saudi Arabia and the United Arab

SPOT PALLADIUM EXTENDS GAINS, LAST UP 15% TO $1,937.64/OZ

SPOT SILVER RISES NEARLY 9% TO HIT FRESH RECORD HIGH OF $78.38/OZ

NASDAQ UNOFFICIALLY CLOSES DOWN 16.98 POINTS, OR 0.07 PERCENT, AT 23,596.32 S&P 500 UNOFFICIALLY CLOSES DOWN 1.64 POINTS, OR 0.02 PERCENT, AT 6,930.41 DOW JONES UNOFFICIALLY CLOSES DOWN 7.99 POINTS, OR 0.02%, AT 48,723.17

MOC Imbalance S&P 500: -582 mln Nasdaq 100: -540 mln Dow 30: -110 mln Mag 7: -490 mln

SPOT SILVER RISES NEARLY 9% TO HIT FRESH RECORD HIGH OF $78.38/OZ

SOMALIA GOVT : CATEGORICALLY AND UNEQUIVOCALLY REJECTS DELIBERATE ATTACK TO ITS SOVEREIGNTY AND UNLAWFUL STEP BY ISRAEL PURPORTING TO RECOGNIZE THE NORTHERN REGION OF SOMALIA - STATEMENT

SOMALIA GOVT: MAKES CLEAR THAT IT WILL NOT PERMIT THE ESTABLISHMENT OF ANY FOREIGN MILITARY BASES OR ARRANGEMENTS ON ITS TERRITORY - STATEMENT

18 things that mattered in 2025 👀👀👇

Monday FX Options Expiries

TRUMP TELLS POLITICO HE EXPECTS TO SPEAK WITH PUTIN 'SOON, AS MUCH AS I WANT'

TRUMP SAYS HE THINKS ZELENSKIY MEETING WILL BE 'GOOD' - POLITICO

TRUMP: I THINK THE ZELENSKYY MEETING WILL BE GOOD. I EXPECT TO SPEAK WITH PUTIN SOON - POLITICO

TRUMP SAYS ZELENSKIY VISITING MAR-A-LAGO THIS WEEKEND - POLITICO

TRUMP: NIGERIA STRIKE WAS ORIGINALLY TO TAKE PLACE ON WEDNESDAY BUT ORDERED IT DELAYED ONE DAY

Trump told Politico Nigeria strike was originally to take place on Wednesday, but ordered it delayed one day.

TRUMP: ANY ZELENSKIY PROPOSAL NEEDS HIS APPROVAL

TRUMP: NETANYAHU VISITING MAR-A-LAGO THIS WEEKEND

TRUMP TELLS POLITICO ZELENSKIY ‘DOESN’T HAVE ANYTHING UNTIL I APPROVE IT’

TRUMP SAYS ZELENSKIY VISITING MAR-A-LAGO THIS WEEKEND - POLITICO

Trump: I think the Zelenskyy meeting will be good. I expect to speak with Putin soon - Politico.

TRUMP SAYS HE EXPECTS TO SPEAK WITH PUTIN 'SOON' - POLITICO

TRUMP SAYS HE THINKS ZELENSKIY MEETING WILL BE 'GOOD' - POLITICO

FRANCE GOVT SAYS CONDEMNS IN THE STRONGEST POSSIBLE TERMS ATTACK ON IMAM ALI MOSQUE IN SYRIA'S HOMS

BRENT CRUDE FUTURES SETTLE AT $60.64/BBL, DOWN $1.60, 2.57 PCT

Brent Crude futures settle at $60.64/bbl, down $1.60, 2.57%

CANADA PM CARNEY SAYS DISCUSSED LATEST PEACE TALK DEVELOPMENTS WITH UKRAINE'S ZELENSKIY - PRIME MINISTER'S OFFICE

NYMEX Diesel jan. futures settle at $2.1070 a gallon NYMEX Gasoline Jan. futures settle at $1.6971 a gallon NYMEX WTI Crude Feb. futures settle at $56.74 a barrel down $1.61, 2.76% NYMEX Nat Gas Jan. Futures settle at $4.3660/MMBTU

U.S. CRUDE OIL FUTURES SETTLE AT $56.74/BBL, DOWN $1.61, 2.76 PCT

Russia is likely stationing new nuclear-capable hypersonic ballistic missiles at a former airbase in eastern Belarus, according to US researchers.

S&P 500 INDEX TURNS POSITIVE

SPOT SILVER EXTENDS GAINS, LAST UP OVER 7% AT RECORD HIGH OF $77.29/OZ

SPOT SILVER EXTENDS GAINS, LAST UP OVER 7% AT RECORD HIGH OF $77.29/OZ

16 COUNTERPARTIES TAKE $20.339 BLN AT FED REVERSE REPO OPERATION

SPOT SILVER JUMPS MORE THAN 7% TO ABOVE $77/OZ

For years, #Hollywood blockbusters have powered #Budapest. Now, there are concerns that a proposed 100 percent #US #tariff on foreign-made #movies could affect productions.

SUSPECT HAS BEEN ARRESTED IN PARIS KNIFE ATTACK - PARISIEN

THREE WOMEN WOUNDED IN KNIFE ATTACK ON PARIS METRO - LE PARISIEN

16 COUNTERPARTIES TAKE $20.339 BLN AT FED REVERSE REPO OPERATION

16 counterparties take $20.339 bln at Fed Reverse Repo Operation

China’s space program has been reaching for the stars in 2025, with 72 orbital launches in the year – 30% up on 2024. CGTN’s Catherine Drew reports on China’s rocket-boosted space program. #space #rockets #china

TURKEY: ISRAEL INTERVENES IN SOMALIA'S INTERNAL AFFAIRS

ZELENSKY "READY" TO CALL REFERENDUM ON TRUMP PLAN WITH CEASEFIRE -AXIOS

Japan is to earmark $46 bln to support investment in the US - Nikkei.

Japan is to earmark $46 bln to support investment in the US - Nikkei.