Nvidia poured $18.6 billion into venture-capital investments in just three months. Where does the cash trail lead?

A rapidly growing asset class on Nvidia’s balance sheet reveals how deeply tethered its future is to the financial health of its partners
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Worried about private credit? Stay away from this even riskier investment right now.

Private equity funds own the same underperforming companies spooking the credit market — and their investors are in the crosshairs.
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Trump tells Warsh ‘to be totally independent’ as Fed chair. ‘Don’t look at me,’ president says.

President Donald Trump and new Federal Reserve Chair Kevin Warsh appeared together Friday at the White House for Warsh’s swearing-in ceremony.
Stellantis CEO sees opportunity in growing partnerships, bringing China-branded vehicles to North America
Stellantis CEO Antonio Filosa said there could be an opportunity to bring Chinese-branded vehicles into Mexico and potentially Canada, but not the U.S.
As bullish bets surge here’s the option play to protect portfolios from a likely pullback, says Goldman Sachs

Materials, tech and energy sectors offer an attractive hedging opportunity
Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war
Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.
‘Buffett Indicator’ warns of a market top — 8 crucial signs that stocks are running on fumes

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.



