#Gold Last time one saw 3 consecutive up days was on 19 Sep. After 2 days up overnight it's trading lower. We continue to observe weak bounces. A strong USD is also not helping. It is not easy not to be bearish. However.

$SKHY +1.92% to $145.36. Moves are tied to SK Hynix’s blockbuster quarter and reports of a ~$75B shareholder-return plan, lifting AI-memory names in Asia. Chip strength also helped push U.S. indexes higher, reinforcing the bid.

$BA -10.69% to $168.18. Shares sank after #Boeing cited lower production rates and missed delivery targets, with a cautious growth outlook despite mixed Q3 results and a record backlog. The $499.8M US Army contract modification wasn’t enough to offset the production/delivery reset.

$NBIS +11.21% to $170.46. AI cloud/infrastructure names are catching a bid after reports of new capacity and renewed demand focus, with #Nebius mentioned alongside #CoreWeave and #Oracle. After a gap-style move, watch for consolidation around $170.

$SNDK +1.42% to $1255.58. Shares firmed with memory/chip names after BofA turned more constructive on memory; 24/7 Wall St. flagged Micron +4% with peers including #SanDisk up. IBD also noted chip stocks finding support ahead of key Intel reports.

$GOOG -0.97% to $314.19. Focus is shifting to Alphabet’s Oct. 28 update, with concerns the stock could stall if results don’t validate the AI spend and monetization story. AI enthusiasm also picked up after Anthropic’s IPO filing. #Google

Brazil Stock Index Bovespa crashing after re-election for the 4th mandate of Pres Lula. Pretty close to a key horizontal level.

$NBIS -0.27% to $158.74. Neocloud financing is tightening per the CEO, but management says it has enough to build out its gigawatt plan. NBIS also lined up $3.5B secured debt from Citi as it shifts away from converts, adding funding clarity but raising leverage focus.

T-Bonds 108 is a key level. Oil is a driver, but not the only one.