Gelonghui Top 10 Highlights—Gold Trust ETFs closed up over 1%, international gold prices resume rally approaching all-time highs + Morgan Stanley raises outlook to $4,800

Druckenmiller made a rare statement on X, announcing an investment in the crypto derivatives platform TradeXYZ and revealed he would use it to "enhance his investment decision-making process." On the same day, TradeXYZ announced a partnership with ICE, jointly seeking regulatory approval to officially introduce perpetual futures products into the compliant US market. Driven by these dual factors, the associated PURR options trading volume surged sixfold, with bullish bets outnumbering bearish ones by four to one.

In just two days, Google and Amazon, two major cloud service providers, were hit hard by the market due to "capital expenditure eating up cash flow." The question of investment returns from the AI infrastructure frenzy is expanding from individual stock incidents to sector-wide concerns.

Nvidia is in negotiations with Nscale to provide more than $5 billion in credit guarantees for the construction of its 460MW data center, which will serve Anthropic. The guarantee is structured as a residual value guarantee, meaning Nvidia will take over the facility if Nscale defaults. This is the latest move by Nvidia to support the emerging cloud ecosystem, and so far it has provided a total of approximately $170 billion in credit support and investments.