Rates, AI and a High‑Profile IPO: Markets Parse Profitability Signals While Commodities Slide

$BIO $ORCL $BTC — Traders pushed up Fed‑hike odds, pressuring gold, silver and bitcoin, even as corporate dispersion widened: Oracle’s Q4 and SpaceX’s IPO (Starlink $11B revenue) emerge as structural tests for the AI trade and tech valuations. Earnings beats and misses — from Connection to Kimball — plus a Nasdaq non‑compliance notice for BIO‑key, create a mixed market backdrop that favors selective, data‑driven positioning.