GVA Market Insights – October

  • AI Dealmaking Frenzy – OpenAI’s latest billion-dollar deals with Broadcom, AMD, and Nvidia highlight record AI infrastructure spending, raising questions about whether this pace is sustainable or reminiscent of the dot-com era.
  • Tariff Talks Return – President Trump’s announcement of new 100% tariffs on Chinese imports reignited trade tensions, triggering a sharp market selloff and reminding investors how sensitive the current rally is to geopolitical shocks.
  • Rush to Precious Metals – Gold and silver have surged to record highs as investors seek safety and diversification, suggesting potential signs of broader market stress.

Eric Parnell and Evan Coffey are solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by them are their own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.

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