After severe unrest, risk returns: gold rises and AI shares skyrocket

The global stock markets are bouncing back and a strong recovery of gold and silver also brought calm to the financial markets after the unrest at the beginning of this week. Technology shares in particular attracted investors again, with strong gains in South Korea as a striking signal.

The MSCI Asia Pacific Index rose by almost three percent. This marked the index’s strongest trading day since April, when markets recovered following Donald Trump’s announcement of extremely high US import tariffs. The recovery in Asia sets the tone for Europe and the United States, where futures are also in the green.

AI stocks lead recovery in Asia

South Korea stood out with a price jump of more than six percent. The country is an important benchmark for the global AI sector. Samsung Electronics shot up by ten percent, while memory chip producer SK Hynix gained more than seven percent.

Investors appear to be regaining confidence in companies that are benefiting from the ongoing wave of investment in artificial intelligence.

The technology sector also received support in the United States. Futures on the Nasdaq 100 showed a plus after Palantir issued a stronger revenue forecast. On top of that, Elon Musk attracted attention again. He is merging SpaceX and xAI in a mega deal that values ​​the new company at about $1.25 trillion.

Gold and silver stabilize markets

The calm on the stock markets followed a sharp turn in precious metals. Gold rose by more than four percent, while silver even gained more than eight percent. This made up for some of the losses in recent days, after a record rally turned abruptly.

The earlier decline in gold and silver had quickly spread to other risky assets. That move created broad selling pressure. Since the nomination of Kevin Warsh as the new chairman of the US central bank, sentiment remains fragile. Warsh is known as someone who emphasizes fighting inflation, which dampens hopes for quick interest rate cuts.

According to market analysts, the recovery is therefore fragile. Attention is already shifting to the next possible tipping point. The US jobs report could reignite interest rate policy uncertainty and reduce volatility.