AI & tech investing
Gold
MoneyDJ cites Standard Chartered and the World Gold Council on central-bank buying, de-dollarization, Asian investment and AI-related demand, while high prices and broader inflationary pressures weigh on jewelry demand and gains may slow.
Currencies
The Taiwan dollar weakened 0.8 fen to close at NT$31.716 on Sept. 23, 2026, ending four straight trading days of gains as foreign-exchange turnover fell to US$2.079 billion.
Futures
The Oriental Fortune Network, citing Daily Economic News, reported lower CBOT agricultural front-month contracts on Sept. 24, 2026; Brownfield Ag News separately listed lower Dec. corn, Nov. soybeans and Dec. Chicago wheat.
Crypto
Hester Peirce will leave the SEC on October 2, 2026, leaving the commission with two members. In August 2026, the SEC proposed Regulation Crypto Assets; in September 2026, it issued an order allowing some tokenized U.S. stocks to trade.
Institutional views
In its Weekly market commentary for the week of Sept. 21, 2026, BlackRock Investment Institute said AI construction is competing with government borrowing for capital and will keep borrowing costs elevated; it remains overweight U.S. equities and AI while selective in credit.
Taiwan
A16 is expected to enter mass production in Q4 2026, using the Super Power Rail backside power delivery network and GAAFET nanosheet transistors, according to reports cited by TrendForce.
Institutional holdings
As of June 30, 2026, Pershing Square reported 14 positions worth $19.47 billion for 2026Q2, adding Visa, Mastercard, S&P Global, Netflix and Pershing Square USA while exiting Alphabet and trimming Amazon and others.
Institutional holdings
As of June 30, 2026, ARK reported 191 holdings worth $15.40 billion for 2026 Q2; SpaceX, Cerebras Systems and X-Energy were new positions, while Tesla and AMD were reduced.