Wednesday, August 26, 2026

Commodities & Safe Haven Assets

2 articles

Gold Surges 1% as Oil Shock Above $90 Triggers Flight to Safe Havens

Gold Surges 1% as Oil Shock Above $90 Triggers Flight to Safe Havens

Gold prices jumped 1% and silver climbed 2% as oil surged past $90/barrel amid escalating US-Israel-Iran tensions. Equity markets tumbled while Treasury yields spiked to April 2025 highs, with weak jobs data and dollar weakness raising stagflation concerns that test Federal Reserve policy frameworks.

ViaNews Editorial Team (Markets)
Gold Surges 70% as Fed Cuts Rates to 3.5% Amid 26-Month Manufacturing Slump

Gold Surges 70% as Fed Cuts Rates to 3.5% Amid 26-Month Manufacturing Slump

Gold prices jumped 70% since the Federal Reserve began cutting rates in September 2024, reaching 3.5-3.75% in early 2026. The safe-haven rally coincides with 26 consecutive months of manufacturing contraction and mortgage rates that peaked above 8%. Despite industrial weakness, the S&P 500 returned 16% in 2025.

ViaNews Editorial Team (Markets)
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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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