Russell Shor

The U.S. has cleared Nvidia to sell its H200 chips into China under strict conditions — prioritising domestic supply and tighter security checks — but deliveries are paused as Beijing decides whether to allow them in. Chinese customs officials have reportedly cautioned against purchases, leaving roughly $30 bn of estimated demand in limbo. Nvidia would surrender a 25% revenue cut to Washington under the deal. Markets barely reacted, waiting for…

AlphaTrack delivers sharp, forward-looking insights for traders who want to stay ahead of market momentum. We focus primarily on long setups in bullish cycles, treating orderly pullbacks as potential opportunities rather than panic signals. Each post blends clean technical setups, key catalysts, and disciplined analysis to help readers navigate the noise and spot conviction-worthy entries. Clear, practical, and built for traders who trade with intent, not emotion.

U.S. stocks enter the 2026 Q4 earnings season after a strong three-year run, but the forces that powered the rally, especially AI enthusiasm and resilient growth, now feel less automatic. Investors are becoming more selective, watching margins, labour costs and rates as the macro backdrop turns patchier and Fed policy uncertainty returns. With tariff noise quiet and banks reporting first, earnings guidance and capital-spending signals may carry more narrative weight…

Alphabet is pressing into overhead resistance near $325. The EMAs have turned bullish, with the shorter green EMA now above the longer orange EMA, and the RSI holding above 50. If momentum stays intact and the EMAs begin to widen with positive slope, the probability of a breakout above the resistance zone increases.

AlphaTrack delivers sharp, forward-looking insights for traders who want to stay ahead of market momentum. We focus primarily on long setups in bullish cycles, treating orderly pullbacks as potential opportunities rather than panic signals. Each post blends clean technical setups, key catalysts, and disciplined analysis to help readers navigate the noise and spot conviction-worthy entries. Clear, practical, and built for traders who trade with intent, not emotion.

Silver is pushing to fresh records on Fed-cut expectations and tight supply, with speculative inflows adding fuel, though overbought signals suggest any dip is likely to be seen as a buying opportunity.

US lets Nvidia sell H200 chips to approved Chinese buyers, taking 25%, reinforcing semiconductor rivalry dynamics.

EURUSD is turning constructive into year-end, supported by bullish price structure, firm RSI and a widening policy gap as German 2-year yields strengthen against US equivalents. With markets expecting a Fed cut and Schnabel hinting the ECB’s next move could be a hike, monetary-policy divergence is increasingly guiding the pair higher.

China's leaders confirmed recent policy shifts aimed at boosting growth, focusing on higher government spending, long-term bonds, and lower interest rates. A 5% growth target is expected for next year, with more details to be revealed in March.

OPEC+ has extended oil production cuts to 2026 due to weak demand, keeping output capped at 39.725 million bpd. Despite these measures, analysts expect prices to remain low amid uncertainty and potential policy shifts under President-elect Trump.

Oil prices fell over 4% as Israeli airstrikes in Iran avoided oil facilities, calming supply fears. Rising production levels have also added to oversupply pressures on the market.