Welcome to Market Catalysts. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. First up, utilities and tech are pushing stocks to new records with the S&P 500 rising for the eighth straight session. Of course, AI remains a strong catalyst.An updated forecast from Dell and the ongoing enthusiasm from AMD's Open AI deal continuing to propel tech stocks. We'll bring you a few fresh picks in AI and the shutdown impass. President Trump se ...

The ongoing US government shutdown, expectations of additional Fed easing, and political uncertainty in France and Japan are also driving investors to haven assets, such as gold and Bitcoin. Gold prices edged up to another record high today after Goldman Sachs raised its gold price forecast for 2026 to $4,900 an ounce from $4,300, citing ETF inflows and central bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an eleventh consecutive month.The ...

The ongoing US government shutdown, expectations of additional Fed easing, and political uncertainty in France and Japan are also driving investors to haven assets, such as gold and Bitcoin. Gold prices edged up to another record high today after Goldman Sachs raised its gold price forecast for 2026 to $4,900 an ounce from $4,300, citing ETF inflows and central bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an eleventh consecutive month.The ...