Real Vision: Finance & Investing Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap
6 snips
Feb 4, 2026 Software stocks take a hit after an AI plugin update rattles the sector. Gold surges toward a $5,000 level amid geopolitical tension. Bitcoin slips again with a large portion of supply underwater and muted crypto flows.
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Follow Pro Content For Crypto Context
- Check Jamie Coutts' Pro AMA and his interview with Charles Edwards for deeper crypto context.
- Free members should watch Chris and Bijan on Trading the Markets for broader market discussion.
AI Plugin Sparks Software Sell-Off
- Anthropic's Claude legal plugin rattled software firms by threatening business models tied to data, services and ads.
- Raoul Pal highlights the market reaction as software stocks fell after the update raised viability concerns.
Guidance, Not Just Earnings, Moves Chips
- AMD's shares plunged about 9% after Q1 guidance disappointed despite a Q4 earnings beat.
- Raoul Pal signals investor sensitivity to guidance versus recent quarterly beats in semiconductor stocks.