Morning brief: Asian stocks slump as AI capex fears grow, silver plunges

Asian markets retreated on Thursday as investors rotated out of technology stocks amid mounting concerns over the escalating cost of artificial intelligence investment. At the same time, precious metals markets were rocked by another sharp decline in silver prices, while geopolitical and macroeconomic developments, including renewed US-China engagement and continued weakness in bitcoin, added to […] дальше »

2026-2-5 08:56

Evening digest: Walmart’s $1T mark, Novo’s weak outlook, Bitcoin slips below $74K

Tonight’s digest tracks a trillion-dollar retail coronation, a fragile geopolitical tariff truce, a pharma darling losing its halo, and crypto’s brutal reminder that liquidity rules all. Walmart’s transformation is real, India’s leverage play is bold but murky, Novo Nordisk’s stumble exposes execution risk, and Bitcoin’s slide confirms it’s trading like a high-beta asset, not digital […] дальше »

2026-2-4 22:16

BTC ETFs see $562M in inflows as analysts warn downside risks persist

US spot Bitcoin exchange-traded funds recorded $561.9 million in net inflows on Monday, snapping a four-day run of outflows and marking their strongest single-day intake since mid-January. The reversal in flows came despite continued volatility in Bitcoin prices, underscoring a growing divergence between short-term price action and institutional allocation behaviour. Bitcoin fell to around $75,000 […] дальше »

2026-2-4 13:23