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Silver price 200 dollars new logic? Financial writer John Rubino predicts that tech giants will trigger a "mining acquisition wave"

John Rubino reveals a new logic behind the surge in silver prices: "Tech giants are buying mines." Companies like Tesla and Google are turning to direct acquisitions of physical silver mines to lock in resources in response to supply risks. "Perhaps Tesla will buy First Majestic Silver Corp." Driven by the demand for essential items like Samsung's solid-state batteries, silver has fallen into a crisis of "unavailability." Rubino predicts a reset target for silver prices at $200 and warns of "significant volatility" this week

Wallstreetcn·
US
TSLA
-2.10%
US
GOOG
-0.22%
Wallstreetcn·
US
TSLA
-2.10%
US
GOOG
-0.22%

From Broadcom's perspective on ASIC chip trends: Google will pay $50 billion next year, and OpenAI will pay $20 billion?

Broadcom expects its revenue from Google to double in 2026 compared to 2025, with potential further growth in 2027. Revenue related to Meta is expected to increase significantly in 2027. ByteDance's ASIC shipments are small in early 2026, but are expected to enter mass production by the end of the year. Anthropic's revenue will be close to Google's in 2026, but will decline in 2027. xAI's ASIC is expected to take off in 2027. OpenAI's ASIC chips are expected to enter mass production by the end of 2026 and be deployed on a large scale in 2027. Broadcom has received significant orders from AWS and Microsoft, with a substantial revenue increase expected in 2027

Wallstreetcn·
NA
BYTED
0.00%
NA
OpenAI
0.00%
US
GOOG
-0.22%
Wallstreetcn·
NA
BYTED
0.00%
NA
OpenAI
0.00%
US
GOOG
-0.22%

5 hot stocks to buy now: January's top picks with upside ahead

Thomas Hughes shares his top 5 AI stock picks for January 2026, including chip, cloud, tech, and AI infrastructure stocks tied to NVIDIA demand and data centers. He views the December pullback as a buying opportunity and believes these stocks are positioned for strong upside in 2026.

MSN·
US
NVDA
+1.02%
MSN·
US
NVDA
+1.02%

You may soon be able to change your Gmail address

Google is reportedly rolling out a feature allowing users to change their Gmail address without losing access to old emails and files. The change, spotted on a Hindi Gmail support site, will let users switch to a new Gmail address while keeping the old one as an alias. However, users can't create additional Gmail addresses for 12 months. The English support site hasn't updated this information yet.

TechCrunch·
US
GOOGL
-0.18%
US
GOOG
-0.22%
TechCrunch·
US
GOOGL
-0.18%
US
GOOG
-0.22%

Bank of America CEO warns market "will punish people" without independent Fed- CBS News

-- Source link: Note: Reuters has not verified this story and does not vouch for its accuracy

Reuters·
US
BAC
-0.14%
Reuters·
US
BAC
-0.14%
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