The Rundown Nvidia Invests $2B in CoreWeave, OpenAI Ramps Up Enterprise Push
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Jan 26, 2026 Markets jump into gold and silver as investors seek hard assets. NVIDIA pours $2B into CoreWeave to speed AI data center growth. OpenAI shifts into enterprise sales, aiming to challenge rivals for corporate contracts. U.S. government backs domestic rare earth production with a 10% stake in USA Rare Earth.
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Precious Metals Surge As Hedge
- Gold and silver have surged as investors shift into hard assets amid dollar and geopolitical uncertainty.
- Precious metals hitting record levels signal broad risk-off positioning despite flat equity returns last week.
Watch Tech Earnings For AI Signals
- Pay close attention to big tech earnings this week (Tesla, Microsoft, Meta, Apple) because their AI spending commentary could shift market narrative.
- Tune in daily to monitor Fed decisions and earnings that may set the tone for the quarter.
NVIDIA Deepens Data-Center Bet
- NVIDIA's $2B in CoreWeave accelerates AI data center expansion and guarantees early access to new chips like Vera.
- The deal blurs lines between vendor and customer, creating circular financing as NVIDIA's investment returns as chip orders.