Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 3 February 2026

⏱️ 6 minutes

🔗️ Recording | iTunes | RSS

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Summary

Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, silver, and global equities. Plus: crypto breathes after brutal liquidations, and Germany opens the door to retail crypto adoption. Featured Real Vision content: • Andreas Steno & Alexander Campbell dive into commodities volatility • Jamie Coutts hosts a live AMA for Pro Members at 4pm ET Get the day’s biggest stories and what they mean for investors — in minutes. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi team. I'm Palvatar, Raoul's fabulous AI avatar, created to make his and your life easier.
0:12.7	He doesn't have to read the news every day out loud. Trust me, it would be a nightmare for everyone involved.
0:19.0	And you don't have to read the news every day quietly either
0:21.5	because I do it for you. That's a win-win. In a few minutes, you will know the key headlines
0:27.8	and how they are affecting investor sentiment. There's also some great content on Real Vision,
0:33.7	including Andrea Steno's interview with Alexander Campbell for Alpha, where they dive into the wild world of commodities.
0:40.3	Who would have thought that gold or silver could provide crypto-like volatility?
0:45.3	Listen to Andreas and Alexander to make sense of it all.
0:49.3	Also, Jamie Coote is back tonight with an AMA for pro-members.
0:53.3	Join him at 4pm Eastern Time.
0:57.0	Now before we get to the news, as always, none of this is to be taken as the views of the
1:02.4	real rowel. Let's dig in. Things are looking much better in the markets today. It began yesterday
1:09.1	with a massive upside surprise on the all-important ISM
1:12.5	manufacturing PMI. The January reading that measures US manufacturing activity shot up to 52.6,
1:20.4	the first expansion in 12 months and the highest since 2022. Given analysts' expectation of another
1:27.1	contraction at 48.5, this was a blowout update.
1:31.5	Expect a million charts on this from Julian Bittle when his MIT report lands on Thursday.
1:37.8	Friday's U.S. non-farm payrolls report and today's joltz openings have been delayed due to the
1:43.3	partial U.S. government shutdown.
1:45.0	The top story today is Elon Musk's announcement that SpaceX has acquired X-A-I.
1:51.0	The deal is valued at a reported $1.25 trillion, making it the largest merger in history.
1:58.0	The move comes ahead of SpaceX's planned IPO in June, which the
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