WS #10860
Gold, silver, and bitcoin continue to decline as hawkish Fed and stronger dollar lift real yields, unwinding the debasement trade. Trump administration partially lifts export ban on Anthropic's Mythos 5 and Fable 5 models, allowing over 100 US companies and agencies access. Qualcomm announces data center CPUs with Meta as customer, directly challenging Nvidia's AI hardware dominance. Apple lobbies Trump administration for clearance to buy memory chips from blacklisted Chinese firm CXMT, potentially easing supply chain pressure.
Tech Selloff and Debasement Trade Unwind
Gold, silver, and bitcoin continue to decline as hawkish Fed and stronger dollar lift real yields, unwinding the debasement trade.
Trump administration partially lifts export ban on Anthropic's Mythos 5 and Fable 5 models, allowing over 100 US companies and agencies access.
Qualcomm announces data center CPUs with Meta as customer, directly challenging Nvidia's AI hardware dominance.
Apple lobbies Trump administration for clearance to buy memory chips from blacklisted Chinese firm CXMT, potentially easing supply chain pressure.