Silver has emerged as one of the strongest-performing precious metals in 2025, climbing more than 33% over the past year.

As of 8:20 a.m. Eastern Time today, silver traded at $38.80 per ounce, a 0.53% decline from yesterday’s $39.01 but still close to decade highs.

The metal’s surge highlights its unique role as both an inflation hedge and an industrial necessity, with expanding demand in electronics, renewable energy, and medical equipment.

While silver has historically lagged stock market returns, its recent rally shows renewed investor focus on its dual role as a store of value and an industrial commodity.

Silver price trends with 2025 data

Today’s price of $38.80 per ounce reflects a modest dip from yesterday, but over the past month, silver has advanced 1.61% from $38.15.

The one-year picture is even more striking, with a 33.47% increase compared to $29.44 per ounce last year.

This strength comes despite silver’s long-term underperformance relative to equities. Historical data show that since 1921, silver has trailed the S&P 500 by nearly 96%.

Investors who split portfolios equally between silver and stocks a century ago would now see the silver portion valued far lower.

Yet, silver continues to stand out in periods of inflationary pressure. Its ability to preserve value, combined with growing industrial use, has made it a sought-after asset in 2025.

Spot silver and price spread explained

The price often quoted in markets is the “spot silver” rate, representing the live level at which silver can theoretically be traded instantly. However, investors typically pay slightly above this figure to account for mark-ups, insurance, and delivery.

Another important concept is the “price spread”—the difference between the ask price (what buyers pay) and the bid price (what sellers receive). Narrow spreads usually suggest strong demand and liquid market conditions.

This spread is closely monitored by traders because it provides insight into market sentiment. Wider spreads can indicate weaker liquidity or reduced interest.

How to invest in silver

Silver investment options include physical ownership and financial instruments.

Physical assets range from bullion bars and rounds, which are bought by weight and purity, to minted coins such as American Silver Eagles or Silver Maple Leafs, which often carry collectable value.

Silver jewellery also trades above bullion value due to craftsmanship.

For those who prefer indirect exposure, silver ETFs provide access to funds backed by physical metal without the need for storage.

Mining company shares are another route, offering exposure to silver production while also diversifying risks tied directly to price fluctuations.

On most trading platforms, silver bullion and coins must meet the “three nines fine” standard of 99.9% purity, while lower-purity silver is typically classified as industrial or collectable.

Current precious metals prices

Alongside silver’s gains, other precious metals continue to move. Gold currently trades at $3,409.44 per ounce, platinum at $1,342.75, and palladium at $1,092.70.

Gold remains the largest safe-haven market, while platinum and palladium, like silver, display more volatility due to smaller trading volumes.

Silver has rallied nearly 25% so far in 2025, keeping pace with global inflationary trends and industrial demand. Analysts expect the momentum could push prices to new highs, supported by green technology applications such as solar panels and electric vehicles.

However, investors are cautioned that silver is unlikely to match long-term equity returns. Its role lies in diversification and hedging, not outsized growth.

For new investors, its relatively lower price compared to gold makes it an accessible entry point into precious metals.

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Marvell Technology shares tumbled Friday after the semiconductor company issued weaker-than-expected guidance, overshadowing otherwise strong quarterly results.

The chipmaker, which has been viewed as a key player in the artificial-intelligence hardware race, is struggling to convince investors that it can translate early momentum into long-term market share.

Earnings beat but guidance disappoints

Marvell reported earnings for the quarter ended in early August of 22 cents per share, swinging to profit as revenue climbed 58% year over year to $2.01 billion.

Adjusted earnings for the current quarter are projected at 74 cents per share, plus or minus five cents, compared with Wall Street expectations of 72 cents.

However, investors focused on revenue guidance of $2.06 billion, plus or minus 5%, which fell short of analysts’ forecast of $2.11 billion.

Shares sank 14% in premarket trading Friday to $66.75, extending a decline of more than 30% this year.

The muted outlook highlighted ongoing weakness in Marvell’s crucial data-centre business.

Despite optimism about demand for custom AI chips, questions remain about whether the company can secure long-term deals with hyperscale clients such as Amazon and Microsoft.

Market concerns over AI growth trajectory

Marvell stock surged earlier in the year alongside Broadcom, as investors anticipated that cloud customers would diversify beyond Nvidia by adopting custom silicon.

Yet Marvell’s AI revenue growth has lagged peers.

Melius Research analyst Ben Reitzes noted in a report that while Nvidia projects 50% AI growth next year and Broadcom expects at least 60%, Marvell’s 30% growth suggests it has yet to gain significant share.

Reitzes holds a Hold rating on the stock with a $70 price target.

Concerns have also mounted about Marvell’s relationship with Amazon, its largest custom AI chips customer.

Analysts suggest that the company may be losing business to Taiwan-based Alchip Technologies.

William Blair analyst Sebastien Naji acknowledged the risk of market share loss but said the company could still evolve its ASIC business into a more diversified and resilient operation.

He maintained an Outperform rating, pointing to management’s confidence in a fiscal 2029 goal of 20% share in what it estimates will be a $94 billion market.

Analyst downgrades and investor sentiment

Bank of America downgraded Marvell from Buy to Neutral on Friday, cutting its price target to $78 from $90.

Analyst Vivek Arya cited weaker visibility into AI growth prospects and uncertainty around key projects.

Specifically, he highlighted potential delays in Microsoft’s Maia program, which could now launch closer to fiscal 2028, and reduced confidence in Marvell’s role in Amazon’s next-generation 3nm chip initiative.

The bank also revised its forecast for Marvell’s 2026 data-centre growth to the mid-teens percentage range, down from prior estimates of 23% to 25%.

Arya wrote that the company’s latest earnings call lacked the level of conviction about AI opportunities seen in previous quarters.

The combination of cautious guidance and analyst downgrades has fueled investor concerns that Marvell may struggle to keep pace with competitors in the rapidly expanding AI semiconductor market.

While management reiterated its long-term ambitions, short-term uncertainty appears set to weigh on sentiment.

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Dell Technologies’ shares slipped nearly 9% in trading on Friday, after the company raised its full-year guidance but issued a softer-than-expected forecast for the current quarter.

Investors focused on the weaker near-term outlook even as Dell highlighted strong demand for artificial intelligence (AI) servers, which has become the company’s standout growth driver.

Full-year guidance lifted on AI-driven demand

The Round Rock, Texas-based technology firm now expects revenue for the full fiscal year to range between $105 billion and $109 billion, up from its earlier projection of $101 billion to $105 billion.

Earnings per share were forecast at a midpoint of $9.55, an increase of 10 cents from its prior guidance.

Dell’s AI-optimised servers were the clear highlight of the second quarter.

The company shipped $8.2 billion worth of AI servers during the period, taking its first-half shipments to $10 billion, already ahead of last year’s total.

It ended the quarter with an $11.7 billion backlog and raised its AI server shipment forecast for fiscal 2026 to $20 billion.

Chief Operating Officer Jeff Clarke said Dell was beginning to see a recovery in North American server sales and expected the momentum to continue, supported by growing demand for AI systems.

Third-quarter guidance disappoints investors

Despite the upbeat full-year outlook, Dell’s guidance for the current quarter failed to meet investor expectations.

The company forecast adjusted earnings per share of $2.45 at the midpoint, below analysts’ estimates of $2.51.

Revenue was projected to come in between $26.5 billion and $27.5 billion, in line with but not significantly above Wall Street’s consensus of $26.4 billion, according to FactSet.

While Dell anticipates profit growth in its infrastructure and client solutions groups, analysts noted that its traditional business segments remain more exposed to macroeconomic uncertainty.

Analysts weigh strength of AI cycle against risks

Brokerages were largely positive on Dell’s long-term prospects, though several flagged risks around competition and weaker spending in non-AI segments.

JPMorgan maintained an “overweight” rating with a $145 price target, citing optimism around the AI-driven compute cycle and the resulting demand for high-end branded servers.

Melius Research reiterated a “buy” with a $172 target, saying Dell should benefit each quarter from increased availability of Nvidia’s Blackwell GB300 systems.

TD Cowen, with a “hold” rating and a $130 target, warned that traditional server sales may flatten in fiscal 2026 as slower US government spending offsets upgrade demand elsewhere.

Barclays, at “equal weight” with a $131 target, pointed to concerns that larger customers may diversify purchases as AI server competition intensifies.

Morgan Stanley, with an “overweight” rating and a $144 target, said improvements in US enterprise execution and Dell’s PC business could help clean up the growth story.

The stock is rated a “buy” on average, with a median price target of $144.5, according to LSEG data.

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US stocks edged lower on Friday as investors booked profits following a week of strong gains and new record highs for the S&P 500.

A fresh inflation reading underscored persistent price pressures, tempering optimism after Nvidia’s blockbuster earnings earlier in the week.

Inflation data keeps Fed in focus

The S&P 500 dipped 0.3%, the Nasdaq Composite lost 0.64%, and the Dow Jones Industrial Average shed 56 points, or 0.07%.

The indices snapped a three day gaining streak.

The moves came as the Federal Reserve’s preferred inflation gauge, core personal consumption expenditures (PCE), rose 2.9% in July.

The increase was in line with expectations but marked an acceleration from the prior month and the highest reading since February.

“The Fed opened the door to rate cuts, but the size of that opening is going to depend on whether labor-market weakness continues to look like a bigger risk than rising inflation,” said Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management in a CNBC report.

She added that Friday’s PCE reading keeps investor attention fixed on upcoming jobs data, with markets still anticipating a rate cut in September.

Earlt market movers

Nvidia, which reported 56% revenue growth for the prior quarter earlier this week, extended recent losses, slipping about 3%.

The Wall Street Journal reported that Alibaba had developed a more advanced chip to help fill the gap left by restrictions on Nvidia’s sales to China.

Alibaba shares rose more than 8% in US trading.

Other major movers included Caterpillar, which fell nearly 2% after warning it could face a $1.5 billion to $1.8 billion hit this year from tariffs.

Dell Technologies dropped 9% on a weaker-than-expected outlook for the current quarter, despite beating analyst forecasts for its most recent results.

Meanwhile, Ulta Beauty fell 3% even after raising its full-year revenue and earnings forecast, now expecting revenue of $12 billion to $12.1 billion and earnings of $23.85 to $24.30 per share.

Affirm Holdings rallied 20% after reporting fiscal fourth-quarter earnings of 20 cents per share on revenue of $876 million, topping consensus estimates.

Autodesk jumped 11% following stronger-than-expected second-quarter results and upbeat guidance.

Other gainers included SentinelOne, which climbed 6% on better-than-expected earnings and revenue guidance, and Ambarella, which surged 23% after lifting its revenue outlook on strong artificial intelligence demand.

Dollar Tree added nearly 1% after an upgrade from Telsey Advisory Group, which cited a clearer growth path following the retailer’s sale of Family Dollar.

Seasonal weakness and market outlook

The declines come just one day after the S&P 500 closed above the 6,500 level for the first time.

For August, the Dow Jones Industrial Average is on track to gain 3.4%, the S&P 500 2.6%, and the Nasdaq 2.8%.

Despite the upbeat month, seasonal trends have investors cautious heading into September, historically the weakest month of the year for equities.

Since 1950, the S&P 500 has averaged a 0.7% decline in September, according to The Stock Trader’s Almanac.

Still, some strategists remain optimistic. Chris Zaccarelli, chief investment officer at Northlight Asset Management, said any volatility in September or October would likely prove a buying opportunity, especially if the Fed begins cutting rates outside of a recession.

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Core July PCE inflation surged to 2.9% compared to last year, up from 2.8% the month before, and the highest we’ve seen in five months. The overall inflation rate stayed put at 2.6%.

The Fed has been hinting at cutting interest rates when they meet in September, but these new numbers are throwing a wrench in those plans.

When core inflation is ticking up instead of cooling down, it makes central bankers nervous.

The Commerce Department released these fresh figures, and Fed officials are poring over every detail right now. The fresh inflation numbers come in the backdrop of the Fed’s game plan around expectations of inflation reducing toward their 2% target.

July PCE inflation: Core prices rise but headline stable

The July inflation report shows consumer prices going up 0.2% from the previous month, and core inflation, the one that cuts out food and gas, climbed 0.3%.

Looking at the bigger picture, overall inflation stayed flat at 2.6% compared to last year, right where economists thought it would be. But that core number? That jumped from 2.8% in June to 2.9%, hitting the highest level we’ve seen since February.

What’s really telling is that despite all the Fed’s efforts to cool things down with higher interest rates, the price pressures just won’t quit.

The services side of things like restaurants, haircuts, that kind of stuff, looks like leveling off, but the Fed is watching it like a hawk.

Services make up such a huge chunk of what consumers spend money on that even small changes there can move the needle on overall inflation.

Fed’s dilemma: To cut rates or hold steady?

The Fed is walking a tightrope right now as the next meeting comes up on September 16-17, and Chairman Jerome Powell has been dropping hints that they might cut interest rates.

But here’s the problem: that core inflation sitting at 2.9% is way above their 2% sweet spot.

Wall Street seems pretty confident, though. Traders are betting there’s about an 83-87% chance of a quarter-point rate cut next month. They’re banking on inflation cooling down enough to give the Fed some breathing room.

Not everyone’s convinced this is smart timing. Some economists are waving red flags, saying that if the Fed cuts rates too early, it could accidentally throw gasoline on the inflation fire.

So what happens next? Everyone’s going to be glued to the upcoming jobs numbers and any new inflation data.

Those reports could totally flip the script on what the Fed decides to do. It’s one of those moments where a few data points could change everything.

Even with all the inflation worries, Americans kept spending in July.

Consumer spending jumped 0.3% after adjusting for inflation, and that’s the biggest increase we’ve seen in four months. People had more money in their pockets, and they weren’t afraid to spend it.

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Affirm stock skyrocketed 17% on Friday after a robust quarterly earnings report and optimistic guidance for the fiscal year 2026.

What really got investors excited was the whole package. Revenue was growing fast, they actually made money this quarter (which hasn’t always been a given), and suddenly the whole “buy now, pay later” space is looking a lot healthier than it did a year ago.

This development is optimistic for Affirm stock as the BNPL industry has been through the wringer lately.

A lot of investors were wondering if these companies could ever actually turn a profit or if they were just burning through cash indefinitely.

Affirm stock nears 52-week high after earnings report

Affirm stock was trading at $93.23 at press time, very close to its 52-week high.

Revenue jumped 33% to $876 million, beating the $837 million that analysts were expecting. They also earned 20 cents per share, nearly double what Wall Street predicted.

The real standout was that Affirm actually made money, $69.2 million in net income compared to a $45 million loss the same time last year.

What’s encouraging is that Affirm seems to be getting more efficient at what they do, even as the buy-now-pay-later space faces tougher competition and more regulatory scrutiny.

The company is signing up more merchants to offer their payment options, and consumers are using their credit products more frequently.

CEO Max Levchin talked up the company’s careful approach to lending money and managing risk, while also pointing to their big bets on AI technology that personalizes the experience for users.

The company is also looking to expand internationally, which could open up new growth opportunities.

One thing that’s really working for them is those 0% interest deals. They’re pulling in new customers with these no-cost payment plans, and then many of those people end up using Affirm’s regular loan products later on.

It’s a smart way to build relationships and create a pipeline for more profitable business down the road.

Should you buy?

Wall Street analysts were pretty happy with what they saw from Affirm stock. Several firms bumped up their price targets and stuck with their buy recommendations after the earnings report came out.

RBC Capital Markets, Stephens, and TD Cowen all called out the 33% revenue jump and the 43% increase in total transaction volume.

They’re seeing Affirm stock as better positioned than most in the buy-now-pay-later space, which has been getting more crowded and competitive lately.

BTIG analysts made an interesting point as they think Affirm is starting to become a real problem for traditional credit card companies.

More people are using the Affirm Card, and those zero-interest payment plans keep attracting customers who might otherwise just put purchases on their regular credit cards.

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Ambarella (NASDAQ: AMBA) stock soared 20% on Friday after the semiconductor company delivered second-quarter earnings that topped Wall Street expectations and issued guidance well ahead of analyst forecasts.

The results underscored growing demand for the company’s edge artificial intelligence (AI) solutions, boosting investor sentiment.

Earnings beat estimates

For the quarter, Ambarella reported adjusted earnings of 15 cents per share, handily surpassing the 5 cents per share projected by LSEG consensus estimates.

Revenue also came in above expectations, at $96 million versus the $90 million anticipated.

Despite the adjusted profit, the company posted a net loss of $20 million, or 47 cents per share, reflecting costs tied to stock-based compensation and the amortisation of acquisition-related expenses.

That marked an improvement from the year-ago quarter, when Ambarella recorded a net loss of $35 million, or 85 cents per share.

The results highlight the company’s ongoing effort to balance significant investment in research and development with the growing commercial potential of its technology.

In the session, the stock hit its 52-week high of $93.44. The stock lost some of its gains and was trading at $82.12 at the time of writing.

Strong guidance and growth outlook

Looking ahead, Ambarella projected third-quarter revenue between $100 million and $108 million, far exceeding LSEG’s estimate of $91 million.

The company also raised its full fiscal year revenue growth outlook to a range of 31% to 35%.

At the midpoint, that equates to $379 million, comfortably above the $350 million expected by analysts.

“After a multi-year period of significant edge AI R&D investment, our broad product portfolio enable us to address a rising breadth of edge AI applications,” CEO Fermi Wang said on a call with analysts.

He pointed to portable video, robotic aerial drones, and edge infrastructure as particular areas of strength.

Edge computing, in which data is processed locally on devices rather than in distant cloud servers, continues to gain traction across industries seeking greater efficiency, speed, and security.

Ambarella’s system-on-chip semiconductors and AI software are positioned at the core of this trend.

Investor reaction and strategic context

The upbeat results and outlook propelled Ambarella’s stock sharply higher, adding to gains seen earlier this year when Bloomberg reported in June that the company was exploring a potential sale and had engaged in talks with banks.

The latest rally reflects both confidence in Ambarella’s near-term prospects and optimism about longer-term opportunities in edge AI markets.

While the company remains unprofitable on a net basis, narrowing losses and stronger revenue growth are seen as encouraging signs by investors.

The focus will likely remain on execution and the pace at which Ambarella can translate its research investments into sustained profitability.

With demand accelerating for edge computing solutions, Ambarella’s ability to expand its product adoption across video, drone, and infrastructure markets could determine whether its latest momentum extends through the remainder of the year.

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Lululemon stock price has moved from being one of the most beloved into a fallen angel, a trend that may continue after Gap, its key competitor, published weak results. LULU has plunged by 60% from its highest point in 2024.

LULU stock faces a triple-whammy

Lululemon was one of the best-performing companies during its peak as it became the leading player in the athleisure industry. This growth accelerated during the pandemic, when most people stayed nd worked from home. 

Its success, however, has hit a major wall as its growth slows, competition rises, and tariffs hurt its business. At its prime, Lululemon was the main name in the athleisure industry. 

Today, more names, including popular brands like Nike, Adidas, The Gap, Under Armour, Vuori, and Fabletics have entered into the business.

As a result, Lululemon has transitioned from a company that generated double-digit growth rates to one with single-digit growth rates. The most recent results showed that its revenue rose by 7% to $2.4 billion in the first quarter. 

Its important America’s segment which has higher margins, grew by 3%, while the international business grew by 20% during the quarter. The closely watched comparable sales rose by 1% in Q1, while its income from operations increased to $438 million. 

Lululemon stock has also crashed because of Donald Trump’s tariffs on goods shipped from countries like Indonesia and Vietnam, where it makes most of its products. Talking about these challenges, the CEO said:

“As we navigate the dynamic macroenvironment, we intend to leverage our strong financial position and competitive advantages to play offense, while we continue to invest in the growth opportunities in front of us.”

Read more: Lululemon founder Chip Wilson pledges shares for loans worth over $500 million

LULU navigates tariff headwinds

The impact of tariffs will likely hurt it business substantially in the coming months as the company will have to “eat” some of them. 

This view was confirmed when The Gap, which owns Athleta, published its financial results. It said that its operating margins will plunge to as low a 6.7% this year, much lower from what it made last year. The CEO said:

“The downside of this quarter came from tariffs, which will impact margins going forward. This is a shame as it undoes some of the financial progress Gap has been making on the bottom line.”

Analysts anticipate single-digit revenue growth and constrained margins this year. The average estimate is that the company’s revenue will be between $11.1 billion and $11.3 billion, representing a 8% annual growth rate. 

The only major catalyst for the LULU stock price is that it is no longer priced to perfection. It forward price-to-earnings ratio is 14, much lower than the sector median of 18. This figure is also much lower than its five-year average of 40. 

Lululemon is also repurchasing tons of stock, which has brought the outstanding shares to 114.9 million from the pandemic high of 125.1 million. 

Lululemon stock price analysis

The daily timeframe shows that the LULU stock price has slumped in the past few years, moving from $516 in December 2023 to $200 today. It recently slumped below the important support level at $227, invalidating the forming double-bottom pattern.

The LULU stock price has remained below the 50-week and 200-week moving averages. Therefore, the most likely scenario is where it continues to plunge in the near term. It will then rebound in 2026 as the impact of the tariffs fade. 

Read more: Lululemon shares fall after Wells Fargo warning as brokerages cut forecasts — is the stock a buy at record-low valuations?

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Nukkleus Inc (NASDAQ: NUKK) soared over 40% this morning after announcing a strategic joint venture with “Mandragola” aimed at modernising aviation infrastructure across Europe and Israel.

The deal broadens NUKK’s presence in the fast-growing aircraft maintenance, repair, and overhaul (MRO) market, which was valued at about $110 billion in 2024.

Nukkleus stock has been thoroughly disappointing for investors this year. Despite today’s rally, it’s down more than 80% versus its year-to-date high in late January.

Why Mandragola deal is significant for Nukkleus stock

Teaming up with the Israeli company could prove meaningfully positive for NUKK shares because it positions them to benefit from Europe’s evolving defense landscape.

With geopolitical tensions rising in Eastern Europe, particularly due to the Russia-Ukraine conflict, demand for resilient aviation infrastructure is expected to climb.

In fact, the global MRO market is broadly expected to surpass $125 billion valuation over the next ten years, offering ample runway for Nukkleus to scale operations and tap into long-term defence spending cycles.

Note that the Mandragola joint venture will establish advanced aviation hubs in Baltics and Israel, including a NATO-compliant logistics facility in Riga – supporting both military and civil aviation needs.

Recent BladeRanger deal also bode well for NUKK shares

Nukkleus shares are rallying this morning also because the Nasdaq-listed firm signed an exclusive US distribution agreement with another Israeli firm, BladeRanger, on August 26^th.

According to the company’s recent press release, it has secured exclusive rights to commercialise BLRN’s surveillance and tactical drone systems across American defence and homeland security markets.

The three-year agreement won Nukkleus exposure to another fast-growing segment within defence technology – “drone payload” – expected to be worth over $33 billion by the end of this decade.

Nukkleus chief executive Menny Shalom called the move “transformative”, adding it aligns with the firm’s broader goal of building a high-tech ecosystem of A&D solutions.

Investors should note that the BladeRanger transaction includes performance-based incentives and minimum purchase commitments as well – signalling a serious push toward revenue generation.

Why Nukkleus shares remain unattractive in 2025

Despite the aforementioned flurry of strategic announcements, Nukkleus stock remains a high-risk investment for the second half of 2025.

Why? NUKK shares do not currently receive coverage from Wall Street analysts, leaving investors with limited visibility into its financial health and growth trajectory.

Moreover, the company based out of Jersey City, NJ, is yet to report consistent profitability, with recent filings showing negative net margins and shareholder dilution.

While the Mandragola and BladeRanger deals offer compelling narratives, they are still early-stage initiatives with execution risk.

Plus, the absence of institutional coverage and unstable financials make it difficult to assess valuation or forecast future performance.

Therefore, NUKK stock may be riding a wave of momentum – but investors should keep one eye on the fundamentals.

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