Shan Ahmed Khan

Shan Ahmed Khan is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic trends. A graduate of the Lahore University of Management Sciences (LUMS), he previously worked in investment research and market analysis. His coverage helps readers understand the key developments influencing global financial markets and emerging industries.

Silver near record high puts SLV back in focus as options volatility refuses to cool

Silver near record high puts SLV back in focus as options volatility refuses to cool

Silver edged just under a new high on Tuesday, after hitting $95.488 an ounce, as investors flocked to precious metals amid President Donald Trump’s latest tariff threat on Europe. By 1131 GMT, spot silver was up 0.7% at $95.308. WisdomTree commodities strategist Nitesh Shah cautioned he remained “a little bit more worried about some of the downside risks,” despite a broader buyer base.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase could account for more than 10% of Micron’s global output by Q4 2026. CEO Sanjay Mehrotra warned the tightness in the market might persist past 2026 as Samsung Electronics and SK Hynix boost output of high-bandwidth memory chips designed for AI accelerators.
20 January 2026
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Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold surged past $4,700 an ounce for the first time on Tuesday and hit a record $4,737.10, while silver held just below a fresh peak as investors ran for safety. Spot gold was up 1.2% at $4,726.86 by 1131 GMT and silver rose 0.7% to $95.308 after earlier touching $95.488, after U.S. President Donald Trump threatened new tariffs on eight European countries tied to Greenland. Gold has gained 9.6% in 20 days of 2026 and more than 70% since Trump’s second term began a year ago, and UBS analyst Giovanni Staunovo said tariff-driven growth fears and Trump’s push for lower U.S. rates were driving the move, adding: “We still see further upside… targeting $5,000/oz.”
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle.
20 January 2026
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Xylem

NYSE: XYL 95 / 100
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AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
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Chevron

NYSE: CVX 87 / 100
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UPS

NYSE: UPS 84 / 100
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