NVIDIA Corporation

Netflix, Inc.

Warner Bros. Discovery, Inc.

The price of gold hit another all-time high, while silver topped $90 an ounce for the first time. Donald Trump's administration authorized limited supplies of Nvidia AI chips to China, sparking controversy over the safety and effectiveness of export controls. These and other topics - in our review of key events for the morning of January 14.

Highlights for the morning: gold is at a high, Netflix is renegotiating its deal with Warner Bros.

Commodity markets may be entering the phase of a new "supercycle" amid rising demand for metals, energy and other tangible assets, according to John Velis, Americas strategist at BNY, <a href="https://www.marketwatch.com/story/stocks-are-signaling-that-another-commodities-supercycle-is-afoot-in-2026-5e697dc6?mod=home_lead">writes</a> MarketWatch.

Analysts talk about the beginning of the commodity "supercycle". Is everything so unambiguous?

Iranian authorities announce a crackdown on protests in the country amid reports that Trump is considering options to pressure Tehran

Iran has accused the US and Israel of organizing the largest protests in the republic's history

In 2025, precious metals rose in price by 64%.

Morgan Stanley predicted that gold would rise to $4,800 by the fourth quarter.

Gold and silver had earlier also hit all-time highs

The price of platinum has surpassed $2300 for the first time. The metal has the longest growth streak since 2017

Sapporo Holdings Limited

KKR & Co. Inc.

Gold, silver and platinum are hitting all-time highs amid demand for safe-haven assets and expectations of rate cuts in the US. Washington postpones the introduction of duties on Chinese semiconductors until 2027. These and other topics - in our review of key events in the morning of December 24.

Highlights for the morning: precious metals records, U.S. duty pause against China, Motive IPOs

Analysts admit increased volatility and a temporary pause in the growth of gold prices during the New Year holidays

Gold set 50th record for the year amid demand for defensive assets

Suntory Beverage & Food Limited

The People's Bank of China keeps rates unchanged despite weak data and the lingering real estate crisis, while industrial and precious metals are hitting all-time highs. These and other topics are in our review of key events for the morning of December 22.

Highlights for the morning: China's central bank kept rates on hold, copper and gold hit records

Analysts reiterated forecasts for silver to rise to $100 an ounce after the metal hit an all-time high of over $62 on December 10. Against the backdrop of a rapid rally and years of supply shortages, experts Solomon Global, BNP Paribas Fortis and Standard Chartered believe that a combination of structural demand, growing industrial use of silver and its undervaluation could create conditions for the metal to reach $100 by the end of 2026, <a href="https://www.cnbc.com/2025/12/11/100-silver-what-may-be-next-after-devils-metal-hits-record-high.html">writes</a> CNBC.

$100 an ounce? Analysts expect silver to rise after its record rally

Silver prices rose to an all-time high, surpassing the peak recorded in October amid a sharp shortage of the metal in London, a key global bullion trading hub. The spot price of the precious metal <a href="https://www.kitco.com/charts/silver">jumped </a>5.5% on November 28 and reached almost $56.3 per ounce. March futures <a href="https://www.cnbc.com/quotes/@SI.1">traded </a>above $57. The growth was facilitated by increased expectations of a rate cut by the U.S. Federal Reserve in December, the inflow of investment in exchange-traded funds backed by precious metals, as well as the continuing shortage of physical silver, <a href="https://www.bloomberg.com/news/articles/2025-11-28/spot-silver-hits-fresh-record-after-surpassing-october-peak">explains</a> Bloomberg.

The price of silver has hit a record. Persistent deficits are only one of the reasons

UBS raised the "bullish" scenario on the price of gold from $4700 to $4900 per ounce, <a href="http://seekingalpha.com/news/4524281-ubs-lifts-gold-upside-target-to-4900oz-maintains-bullish-view-and-long-position">reports</a> Seeking Alpha. The new price implies growth of another 20% from the current level. The bank also increased its base average annual forecast for 2026 - from $4200 to $4500, while the pessimistic one remained at the same level - $3700 per ounce. The bank believes that after the mid-term elections in the U.S. at the end of 2026, the price of precious metal may be temporarily fixed around $4300, and in case of growth of political and financial risks it is quite possible to realize the "bullish" forecast.

UBS expects gold prices to rise by another 20%. Why does the bank believe in the continuation of the rally?

Newmont Corporation

Shares of the world's largest gold mining company Newmont collapsed by 8% after the opening of major trading in the U.S. Newmont a day earlier reported revenues and profits for the third quarter, which exceeded expectations due to the rapid rise in the price of gold, which several times updated the record value. Why did investors start the sell-off after the stock rallied 140% this year?

Precious metals