Closing Bell Closing Bell Overtime: Goldman’s AI Software Playbook; Top Picks in Precious Metals and Small Caps 10/8/25
Oct 8, 2025
Investigate the impact of the government shutdown on markets and new analysis on gold allocations amidst rising central bank interest. Discover how AI is reshaping software stocks, with experts identifying key players benefiting from this trend. Dive into recent spending habits of crypto millionaires and the surge in small-cap stocks due to improving earnings and IPO activity. Plus, get insights on Delta's upcoming earnings report and the state of the aerospace and defense sector.
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Bull Market Could Persist With Pockets Of Growth
- Kevin Mann says recent Fed pauses historically preceded further market gains but also mixed recession outcomes.
- He sees AI infrastructure and aerospace as pockets of growth amid potential volatility.
Gold Rally Reflects Dollar And Treasury Concerns
- John Ciampaglia argues gold's rally signals investor concern about the dollar and Treasuries.
- He sees institutional flows substituting bonds with physical gold as a long-term trend.
Consider A Strategic Gold Allocation
- Ciampaglia recommends a 5%–15% strategic allocation to gold for most investors.
- He frames gold as portfolio ballast that helps investors stay invested through market dislocations.