The Rundown Big Banks Earnings Impress, Oracle to Deploy 50,000 AMD Chips
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Oct 14, 2025 The podcast kicks off with an analysis of rising gold and silver prices driven by safe-haven investments amid market volatility. Key insights include strong earnings from major banks like JPMorgan and Goldman Sachs, showcasing their investment banking strength. Oracle's ambitious plan to deploy 50,000 AMD AI chips is also highlighted, indicating a push against competitors like NVIDIA. Meanwhile, the impact of U.S.–China tensions on the market creates uncertainty, alongside surging rare earth miners in response to export restrictions.
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Trade Tensions Fuel Market Volatility
- China is escalating trade tensions while the U.S. responds with tariff threats, increasing market volatility.
- This back-and-forth is driving investor fear and safe-haven flows into metals.
Silver Surge Driven By Industry Demand
- Silver has outperformed gold this year and hit multi-decade highs due to demand and shortages.
- Industrial demand from solar panels and AI chips plus production constraints tightened physical supply.
Banks Profit From M&A And Volatility
- Big banks reported strong results driven largely by M&A and trading revenues.
- Investment banking and market volatility boosted profits at JPMorgan, Goldman Sachs, and Wells Fargo.