Aug 20, 2025

I recently came across news that UBS Global Wealth Management is optimistic about the gold market, projecting a surge in global gold demand to levels not seen since 2011. Their analysts have set ambitious price targets for gold, anticipating it to reach $3,600 per ounce by March 2026 and $3,700 by June 2026. The team attributes this bullish outlook to factors such as U.S. macro-related risks, concerns over Fed independence, and worries about fiscal sustainability, which are expected to drive gold prices higher. Additionally, they foresee an uptick in ETF demand and robust central bank purchases further boosting gold prices.

In a separate development, Intel recently received a substantial $2 billion investment from SoftBank, sparking speculation about potential government involvement in the company. Treasury Secretary Scott Bessent confirmed discussions about the government acquiring an equity stake in Intel but dismissed any notion of mandating companies to purchase Intel chips. The investment raised questions about the stability of Intel’s products division and the implications of government intervention in the company’s affairs.

Moreover, Eight Sleep, a company specializing in smart sleep products, successfully secured $100 million in Series D funding. This funding round follows RFK Jr.’s announcement of a national advertising campaign promoting the use of wearables, with the goal of having every American wear a wearable device within four years. The funding, led by HSG and supported by existing investors like Valor Equity Partners and Founders Fund, will enable Eight Sleep to pursue FDA applications for medical device classifications related to sleep apnea, aligning with the trend towards wearable health technology.

The financial and technology sectors continue to witness significant developments, with the increasing appeal of gold as a safe-haven asset, government investment in major companies like Intel, and the growing adoption of wearable technology for health monitoring shaping the current landscape. These trends reflect the evolving priorities and opportunities in the market, highlighting the importance of staying informed and adaptable in navigating the ever-changing financial and technological terrain.

Stay Well!