A macro narrative centered aro

A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift.

Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs.

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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