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Apple Hits $5 Trillion Market Cap: Will Earnings Extend the Rally?
- Apple's market cap briefly touched $5 trillion on Tuesday.
- Apple reports third-quarter earnings Thursday, Tim Cook's final call as CEO.
- The stock is up 25% this year as Apple avoids heavy AI spending.
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The US-Iran Ceasefire Was an Illusion. Markets are Paying the Price
- The US-Iran ceasefire was a temporary pause that left the core disputes unresolved.
- Renewed tensions around the Strait of Hormuz are already hitting oil, shipping, insurance, and global trade.
- Bitcoin and other cryptocurrencies are falling with risk assets as liquidity pressure outweighs the safe-haven narrative.
Seagate’s 48% Revenue Surge Silences Growing AI Infrastructure Skeptics
- Seagate's fiscal Q4 revenue hit $3.63 billion, up 48% year over year.
- Non-GAAP EPS of $5.71 beat estimates as gross margin jumped to 52.7%.
- Guidance for next quarter also topped Wall Street's forecasts by a wide margin.
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Why Google May Have Quietly Left the AI Race to OpenAI and Anthropic
- Google is building AI that understands the real world, not AI that codes itself.
- Anthropic co-founder Jack Clark called DeepMind the most cautious of the big three.
- Alphabet burned cash last quarter as AI spending hit $44.9 billion.
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Cameron Winklevoss Pushes 2 Cryptos as AI Trade Rout Sinks Kospi 11%
- Cameron Winklevoss says the AI trade is over, backs Bitcoin and Zcash.
- Nigel Green blames circular financing between Nvidia, OpenAI and Oracle.
- Bitcoin and Zcash both fell, giving the rotation call no early support.
Silver Price Prediction: Can Safe-Haven Demand Push Silver Above $60?
- Silver jumped more than 3% to $58.92 an ounce as US-Iran tensions lifted safe-haven demand.
- Spot prices hold above the $58 to $56 support zone, keeping the key $60 level within reach.
- CoinCodex forecasts average prices near $32 by November and just below $26 in January 2027.
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Crypto Forensics Got Smarter, But AI Scammers Got There First
- Blockchain forensics tools have recovered an estimated $34 billion and are used by 45+ regulators as detection has genuinely improved.
- Yet 2025 crypto scam losses hit roughly $17 billion, with AI-powered scams 4.5x more profitable and impersonation fraud up 1,400%.
- The scams that do the most damage never touch the chain and that's the gap no forensic tool can close.
4 US Stocks Earnings to Watch This Week: Will AI Spending Finally Pay Off?
- Microsoft, Meta, Apple, and Amazon report earnings on Wednesday and Thursday.
- Alphabet's capex hike toward $205 billion knocked its shares down roughly 4%.
- Microsoft capital spending already jumped 84% in its last reported quarter.
