Chip sector
Commented by André Will-Laudien on November 13th, 2026 | 05:28 CET
Gold and chip correction, Nvidia in purgatory! Micron Technology, Infineon and DRC Gold in focus
Jensen Huang resigns! An unprecedented leadership scandal at AI pioneer Nvidia is keeping international financial markets on tenterhooks and triggering a massive chain reaction. After CEO Jensen Huang admitted to an extramarital affair with a Chinese executive who, according to US intelligence agencies, allegedly worked as a spy for Beijing, a second alleged relationship with a vice-president of the company has now come to light. While the FBI investigates and Nvidia's board of directors considers removing its long-serving visionary, he is taking the consequences himself. The chip giant is losing USD 1 trillion in market value in just 20 trading days. Yet this deep crisis of confidence in the industry leader does not spell the end of the AI boom; instead, it shifts the balance across the entire semiconductor market. Competitors in the chip sector now sense their big chance to wrest valuable market share and data centre orders from the beleaguered market leader. At the same time, the espionage allegations surrounding highly sensitive US processors highlight just how fiercely the technological power struggle between Washington and Beijing is being fought. Even gold, the perennial winner, is stumbling, falling below a key technical level at USD 3,880. Which stocks should investors be watching now?
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Commented by André Will-Laudien on October 28th, 2026 | 05:24 CET
SpaceX takes off – 100% turnaround opportunity with Barrick Mining, B2Gold and Kobo Resources
Higher – Faster – Further! Unprecedented euphoria currently prevails on global equity markets, driving prices from one record high to the next. Buoyed by technological progress and unshakeable optimism, investors are boldly snapping up risky assets. However, this exuberant mood largely overlooks a fundamental macroeconomic challenge. Persistently high interest rates weigh on lending over the long term and send financing costs soaring. Higher interest rates also erode profit margins over the medium term, making the current market situation akin to dancing on a volcano. Amid this volatile mix, forward-looking investors are increasingly concerned about a sudden, sharp setback. To protect their portfolios from unpredictable market turbulence, strategic diversification matters more than ever. In this scenario, precious metals, especially gold, are once again coming into focus for asset managers as the ultimate, proven safe haven. There are suitable solutions for this investment idea too. Ultimately, the right mix will likely determine portfolio returns.
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