Market Update

If five warning signs were not enough, the evidence continues to pile up. The AI investment boom of 2026 is generating alarm from directions few anticipated — including from the very people building and financing it.The Infrastructure OverbuildAI infrastructure spending in 2026 is on track to exceed, in both scale …

U.S. Treasury yields jumped sharply on Friday after a surprisingly strong employment report reinforced expectations that the Federal Reserve may need to maintain a restrictive monetary stance for longer than previously anticipated.The move reverberated across global financial markets, boosting the U.S. dollar, pressuring precious metals, and prompting investors to reassess …

Silver prices came under renewed pressure on Friday, retreating sharply after the latest U.S. labor market report and a fresh escalation of geopolitical tensions in the Middle East. The pullback highlights how sensitive precious metals remain to shifting investor sentiment, even after an extraordinary rally over the past year.The metal …

US stock markets keep hitting all-time highs in 2026 — and almost nobody can explain why. With a war in the Middle East, rising inflation, and mounting government debt weighing on the real economy, the disconnect between Wall Street and Main Street has never looked more extreme. The answer, almost …

President Donald Trump expressed frustration after financial markets sold off despite a much stronger-than-expected US jobs report, arguing that stocks should have rallied on evidence of a resilient economy.The reaction highlighted a growing disconnect between economic strength and investor sentiment, as markets increasingly focus on what robust data could mean …

Gold prices suffered a sharp selloff on Friday after a surprisingly strong US employment report reinforced expectations that interest rates could remain elevated for longer, boosting the US dollar and weighing heavily on precious metals.Spot gold fell to approximately $4,339.92 per ounce, marking a decline of more than 3% on …

SpaceX is on the verge of rewriting the rules of capital markets, as it prepares for a historic public offering widely expected to become the largest of its kind ever recorded — all while investor demand surges far beyond the number of shares actually available. A Record-Breaking OfferingThe company is …

Canada’s labor market rebounded sharply in May, with the economy adding 87,800 jobs and the unemployment rate falling to 6.6%, according to data released by Statistics Canada on Friday. The gain far exceeded the expectations of analysts polled by Reuters, who had forecast a 10,000-job increase, while the unemployment rate …

The U.S. economy added 172,000 jobs in May, demolishing the 85,000 consensus estimate and cementing the labor market’s resilience despite elevated borrowing costs. April’s payroll count was revised sharply higher to 179,000 from an initially reported 115,000, meaning two consecutive months have now surpassed expectations. With a December rate hike …

Key Takeaways Bitcoin near 4-month low: The world’s largest crypto fell 3.9% to $61,524.0 — its weakest level in nearly four months. 16% weekly crash: Bitcoin is on track for its worst week in months amid relentless institutional selling. ETF outflows mount: Bitcoin ETFs shed $1.4 billion this week — …