The Weekly Rundown 📊

Revaluing Gold: How Washington Could Unlock $800 Billion Without Raising Debt​

For decades, gold has sat on the U.S. balance sheet at a token valuation of $42.22 per ounce—an official figure unchanged for generations—but mounting fiscal strain and a national debt exceeding $37 trillion suggest that number may soon change. In an unusual acknowledgment that gold still holds relevance in U.S. monetary policy, the Federal Reserve recently referenced the metal in an official report, aligning with draft versions of President Trump’s proposed Bitcoin Act circulating in both the Senate and House. These bills explicitly outline a plan to revalue America’s official gold reserves—a process that, if approved, could unfold as early as 2026—to fund new sovereign wealth and Bitcoin reserve initiatives, redefining gold’s statutory value under 31 U.S. Code §5117. Repricing gold to around $3,400 an ounce could instantly “create” nearly $800 billion in debt-neutral liquidity—capital that might finance these funds without formally expanding the federal debt. Supporters hail it as an innovative way to rebalance public finances, while critics warn it mirrors a sophisticated form of quantitative easing that could trigger inflationary shockwaves worldwide. Should the U.S. move forward, other central banks may follow, reanchoring their currencies to tangible assets even as fiat values continue to erode. Whether the goal is to ease America’s debt burden or to redefine reserves for a digital age, the implications are profound: gold—once dismissed as a barbarous relic—may again become the measure of monetary credibility, and the next chapter of U.S. finance could well be written in both gold and code.

Disclaimer: The information discussed reflects ongoing market speculation and legislative proposals. As of now, the U.S. government has not announced or approved any official revaluation of its gold reserves. Figures such as $800 billion in liquidity are based on independent analyst estimates, not formal projections from the Treasury or Federal Reserve.

 

[Elina Ward]

Monday 9 February 2026​

Nvidia Weekly Stock Move Explained: Earnings Positioning, AI Expectations, and Sector Rebalancing​

NVIDIA (NASDAQ: NVDA) was a U.S.-based semiconductor company founded in 1993 that built its leadership around graphics processing units before expanding aggressively into data centers, artificial intelligence, and accelerated computing. By 2026, Nvidia had become a core infrastructure provider for AI workloads, with its stock increasingly reflecting expectations around hyperscaler spending, earnings visibility, and valuation discipline rather than traditional cyclical semiconductor trends.

This article reviewed Nvidia’s stock performance during the week from February 2 to February 6, explaining what caused the movement and why investors repositioned over the period.

During the week, Nvidia shares showed clear phases rather than a single directional move. After early-week pressure, the stock stabilized mid-week and rebounded into Friday, finishing the period more balanced as confidence returned.

What Drove Nvidia’s Weekly Move​

The primary driver was earnings-related positioning following a strong prior rally. Early in the week, Nvidia briefly traded near the 190 area before profit-taking emerged, pushing the stock lower as investors reduced exposure ahead of earnings and guidance clarity. This selling reflected de-risking rather than a reassessment of Nvidia’s AI outlook.

Sector rotation added to the pressure. As markets rotated within technology, high-multiple semiconductor names faced temporary headwinds. Nvidia, often used as a proxy for AI sentiment, was sensitive to this shift, with weakness driven by portfolio rebalancing rather than negative company-specific news.

Mid-week, the stock tested support in the low-170s, where selling pressure began to fade. Debate around the sustainability of AI capital expenditure encouraged caution, but the absence of adverse developments allowed buyers to gradually step in on pullbacks.

By Friday, sentiment improved. Nvidia opened higher near the mid-170s and staged a strong recovery toward the mid-180s, reflecting renewed accumulation as confidence in its dominant AI position reasserted itself.

Why the Stock Behaved the Way It Did​

Despite notable volatility, Nvidia’s price action remained orderly and controlled. The decline unfolded through steady selling rather than abrupt breaks, suggesting institutional repositioning instead of speculative unwinding. Likewise, the rebound developed through consistent buying rather than a single spike.

Positioning played a key role. With expectations already elevated, the absence of fresh upside catalysts led to consolidation rather than continuation. Once downside momentum exhausted, confidence returned quickly, reinforcing the corrective nature of the move.

Takeaway​

Nvidia’s movement during the February 2–6 period was driven by positioning and reassessment rather than surprise. Early-week weakness reflected profit-taking and sector rotation, while the late-week rebound highlighted sustained confidence in Nvidia’s role as a core AI infrastructure leader. The stock’s recovery into the close suggested consolidation ahead of earnings, with future direction dependent on results and guidance rather than short-term sentiment alone.

The chart below tracks Nvidia’s movement from February 2 to February 6 on a 5-minute candlestick timeframe.

Nvidia is set to report earnings in the coming days, with results expected after market close on February 25, covering the fiscal quarter ended January 2026.