Historical backfill: compiled on October 4, 2026; the observation date is 2026-08-05. Stocks and ETFs use regular-session closing prices; silver uses Yahoo Finance historical daily records whose precise cutoff has not been independently verified.
On August 5, gold ETF GLD rose about 4.1% and Yahoo Finance’s SI=F silver-futures daily record gained 3.4%. Metals were more conspicuous than the chips that had led the preceding session: QQQ lost about 0.9% and semiconductor ETF SMH 1.0%, although Nvidia still gained 3.4% and Micron was nearly unchanged. This was not uniform weakness across AI stocks, nor does it establish that money moved into gold. Contract switches and trading hours can affect SI=F; its quotation and GLD’s ETF closing price do not produce a precisely comparable relative-metal return.
The ten-year nominal yield stayed at 4.63%, while the ten-year real yield edged up from 2.40% to 2.41%. DXY fell about 0.2%, a potentially favorable direction for metals but a modest change. Gold’s large proxy gain came without a decline in the cited daily real-yield reading. Different quotation cutoffs still leave the contributions of the dollar, rates and other influences unquantified.
Sources: Yahoo Finance historical daily prices GLD, SI=F, NVDA, SMH, QQQ, TLT, MU; 10-year Treasury yield; 10-year real yield; DXY history. Stock and ETF prices refer to the 2026-08-05 New York regular-session close; stock and ETF daily changes compare historical closing prices for adjacent trading sessions. The vendor’s adjustment rules have not been independently verified; investor total returns were not calculated. FRED historical observations were retrieved during compilation; real-time vintages were not reconstructed. Mechanism interpretations are research judgments. Silver figures use Yahoo Finance SI=F historical daily records, comparing the article date with the preceding session. Historical quote cutoffs, delivery-month mapping and roll adjustments have not been independently reconstructed; these changes do not establish same-contract settlement changes or spot returns. Dollar-index figures use Yahoo Finance DX-Y.NYB daily records; the provider’s daily cutoff has not been reconstructed, so they are not treated as synchronous with regular stock and ETF closes. Personal research and opinion for information only; not investment advice.
NVDA and MU are mentioned solely as research subjects, not as KSINQ recommendations to buy, sell or hold them. The cited price changes reflect past performance and do not predict future results.