Market Overview - US stock market remains stable ahead of earnings reports from major companies, supported by overall positive expectations [1][2] - The US dollar strengthens for the third consecutive day, leading to significant adjustments in gold and silver prices [1][2] Gold and Silver Market - Spot gold experiences a notable drop from a historical high of $4381 per ounce to $4220, influenced by profit-taking, easing geopolitical tensions, and a strong dollar [2] - Analysts suggest that many market participants are waiting for a price pullback to enter the gold market, which may limit further declines [3] - Spot silver declines over 5%, with increased overseas inflows easing liquidity pressure in the London silver market [3] Earnings Reports - Major companies reporting earnings before the market open include GE Aerospace, Coca-Cola, and General Motors, all exceeding expectations [6] - GE Aerospace shares rise nearly 3% due to strong demand in air travel [6] - General Motors shares increase over 11% after reporting comprehensive earnings that surpass expectations [6] - Coca-Cola shares rise over 2% as the company reaffirms its annual performance outlook [6] - Netflix is set to release its earnings report, marking the beginning of the tech sector's earnings season [3] Corporate Developments - Sea Group's CEO expresses ambition for the company's market value to reach $1 trillion, significantly higher than its current valuation of $98.1 billion [6] - Amazon is advancing its automation plans, potentially avoiding the hiring of over 600,000 employees by 2033 [6] - Tesla faces potential opposition to Elon Musk's $1 trillion compensation package from shareholder advisory firms [7] - NVIDIA is in discussions to provide partial loan guarantees for OpenAI's data center construction plans [8] - Unilever delays the spin-off of its Magnum ice cream brand due to the US government shutdown affecting SEC approvals [9]

Core Insights - Apple has secured a five-year exclusive broadcasting agreement for F1 in the U.S., paying approximately $140 million annually, a 65% increase from the previous deal with ESPN [2][3] - The partnership follows the success of the Apple TV+ original film "F1: Drive to Survive," which grossed $630 million globally, indicating a strong interest in F1 content [3] - The F1 audience in the U.S. has grown significantly, with 52 million viewers reported, a 10% increase year-over-year, and a notable rise in viewership among younger demographics [5][6] Group 1 - Apple will promote F1 through its platforms, including real-time updates via Apple Sports and dedicated widgets on iPhones [2] - Eddy Cue, Apple's Senior Vice President of Services, emphasized F1's rapid growth and the company's commitment to delivering innovative fan experiences [2] - Stefano Domenicali, F1's CEO, highlighted the partnership's potential to maximize F1's growth in the U.S. through effective content distribution [2] Group 2 - The collaboration is expected to enhance F1's visibility in the U.S., especially with the addition of the Cadillac team in the 2026 season [6] - The average viewership for F1 on ESPN reached 1.4 million in 2025, with a 20% increase in viewership for the first 14 races of the year compared to the previous year [5] - Among new fans in the U.S., 47% are aged 18-24, with over half being female, indicating a shift in the demographic profile of F1's audience [5]