🔥 Market Brief: Geopolitics, Gold & Google's AI Gamble | Feb 5, 2026

High-level diplomacy and high-stakes tech bets set the tone for markets today. Here’s your essential wrap-up:

🌐 Macro & Geopolitics: The Diplomatic Stage

• High-Level Talks: A Xi-Trump call discussed trade and Taiwan, while a Xi-Putin video summit celebrated 30 years of strategic partnership, highlighting a day dominated by major power diplomacy.

📊 Commodities & Markets: A Tale of Two Trades

• Gold's $5,000 Tease: Spot gold briefly reclaimed the $5,000/oz level before retreating again, underscoring intense battle at this key psychological mark.
• Software Under Pressure: The tech sell-off continued, with Oracle down over 5% and Amazon falling more than 2%.

🚀 Tech & Innovation Frontiers

• Google's "All-In" AI Bet: $Alphabet(GOOGL.US) reported a stellar 48% jump in Q4 cloud revenue. However, its plan to nearly double 2026 capital expenditure ($175B-$180B) for AI infrastructure sparked significant after-hours volatility.
• Musk's Space Solar Scouting: Elon Musk's team is scouting the Chinese PV supply chain for space-based solar projects. The China PV Association clarified the technology is still in early exploration.
• Nasdaq's IPO Play: The exchange proposed a "Fast Entry" rule to accommodate large IPOs like the anticipated SpaceX listing.

📈 Financial Updates & IPOs

• Earnings Watch: Key reports from $Strategy(MSTR.US) and $Amazon(AMZN.US) are in focus.
• IPO Dark Pool Trading: Begins for Muyuan Foods, Zhuozheng Medical (reportedly highly oversubscribed), and Han's CNC.

🎁 Comment & Earn!

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