VenVentures

Cerebras - CBRS - down from $380 to $280 after IPO debut yesterday

ASTS -- AST SpaceMobile is still just beginning to build its space-based broadband network. The real signal that investors should pay attention to is that it has already secured nearly 60 mobile network partners, including AT&T and Verizon.

Not all spaceX proxy stocks going up - mixed sentiment now since spacex ipo (June 12th) is almost a month away -

Once Crypto Clarity act passes I believe major crypto Btc, eth, xrp, sol etc will go up along with stocks like Hood, Crcl will be up too.

Next steps for the CLARITY Act: 🏛️ Senate Floor Vote: The bill is heading to the full Senate next after passing the committee 15-9. 🗳️ The Deciding Votes: We need 7 Democratic votes to pass it and meet the White House's July 4 signing goal.

Hermes agent vs Openclaw - vote for the winner

Trying a new AI market-news format. Meet Maya: quick daily market briefs in plain English — stocks, sectors, earnings, rates, and market sentiment without the noise. Would love feedback as we improve the format. @MarketBriefWithMaya" target="_blank" rel="nofollow noopener">youtube.com/@MarketBriefWi… Not financial advice.

Meet Maya: Your Daily Market Brief youtu.be/lyalgPbD6wU?si… via @YouTube

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invitation, increasing attention on the stalled H200 chip sales to China. Reuters reported that Trump called Huang after seeing reports that he had not been invited, and Huang later boarded Air Force One in Alaska. Nvidia hit an all time high today. 2. $NBIS Nebius reported Q1 revenue of $399M, ahead of the $388.6M estimate and up 684% year-over-year. Adjusted EBITDA came in at $129.5M, beating expectations of $90.5M, while ARR reached $1.92B, up 674% year-over-year and 54% quarter-over-quarter. For 2026, the company reaffirmed its target for year-end ARR of roughly $7B-$9B and raised its contracted power capacity outlook from more than 3GW to more than 4GW. 3. April PPI came in much hotter than expected, with headline producer prices rising 6% versus estimates of 4.9%. Core PPI also beat expectations, increasing 5.2% compared to the 4.3% forecast. This marks the highest producer inflation reading since March 2022. 4. Consumer credit stress is rising across major debt categories. In the U.S., 13.1% of credit card balances are now 90+ days delinquent, the highest level since 2011. Student loan delinquencies have climbed to 10.3%, the highest since 2020, while auto loan delinquencies reached 5.6%, the highest level on record. 5. Kevin Warsh has been confirmed as the 17th Chair of the Federal Reserve, taking over at a time when inflation is rising again, Americans remain frustrated with the economy, and the Fed’s independence is facing intense political pressure. The Senate confirmed Warsh to a four-year term on Wednesday in a 54-45 vote, with unanimous Republican support and only one Democratic vote in favor, from Pennsylvania Senator John Fetterman. 6. Bank of America raised its AI data center systems forecast to $1.7T by 2030, up from its prior estimate of $1.4T, implying a 45% compound annual growth rate. The firm now expects AI accelerators to represent roughly $1.2T of that market, with AI networking reaching $316B as custom chips like Google’s TPUs and Amazon’s Trainium continue to scale. 7. $F Ford shares moved higher after Morgan Stanley said the company may announce energy storage supply agreements with large commercial customers, potentially including hyperscalers, within the next few months. Morgan Stanley estimates Ford Energy could be worth around $10B. 8. $HOOD Robinhood released its April 2026 monthly metrics, showing continued growth across the platform. Funded customers rose to 27.6M, up 1.65M year-over-year, total platform assets increased 49% to $345B, and April net deposits reached $6.0B, implying a 29% annual growth rate. Trading activity also remained strong, with equity trading volume up 57% year-over-year to $249B, while the margin book more than doubled from $8.4B a year ago to $18.0B, showing customers are borrowing more to invest. Crypto was the weaker area, with volumes down 33% from March and Bitstamp volumes falling 46% month-over-month. 9. U.S. data center construction spending rose 34% year-over-year in March to a record annualized pace of $50B. Spending has now increased 437% since the start of 2021, when the annualized run rate was about $9B, and 688% since 2018, when it was roughly $6B. At the same time, office construction continues to weaken, falling 9% year-over-year to $46B, its lowest level since 2015. 10. $CSCO Cisco reported Q3 revenue of $15.8B, above estimates of $15.54B and up 12% year-over-year. Adjusted EPS came in at $1.06 versus estimates of $1.04, up 10% year-over-year. Product orders rose 35%, networking product orders were up more than 50%, data center switching orders increased more than 40%, and campus networking orders rose more than 25%. Cisco also raised its FY26 AI infrastructure order outlook to $9B from $5B and lifted expected AI infrastructure revenue to $4B from $3B. 11. U.S. leveraged ETF assets have climbed to a record $177B, up $45B since the March market bottom. Tech remains the dominant category, representing about 69% of total leveraged ETF AUM. Within that, technology-focused funds hold $65B, semiconductor funds hold $32B, and Magnificent 7 funds hold $25B, while S&P 500-linked leveraged ETFs account for another $24B. 12. Anduril raised $5B at a $60B valuation in the private markets. Anthropic raised $30B at a $900B valuation. The street now awaits Cerebras going public tomorrow, with estimates assuming a $40-$50B valuation and SpaceX this summer at $2T. WALL STREET IS THE GREATEST SHOW ON EARTH.

BREAKING: Trump bought millions in stocks after the Iran war dip. He also has had unusual large gains. You can see some of his top gains here, where he has made millions. Unusual.

A landmark moment for tokenization. The CLARITY Act has cleared the Senate Banking Committee, moving the U.S. closer to a clear framework for digital assets. If signed into law, the CLARITY Act would: → Define digital assets in U.S. law → Clarify rules for tokenized assets → Unlock institutional participation → End years of regulatory uncertainty → Establish clear SEC and CFTC jurisdiction The bill now heads to the full Senate, with House reconciliation and Presidential signature to follow. The U.S. has led global finance for generations. If passed, this bill would help carry that leadership into the next evolution of markets, one defined by tokenization and digital assets.

$FCEL: scanner showed +10.1% at $14.33 as of 7:32 ET. But Yahoo returned 0 premarket volume. ✅ catalyst for watchlist ❌ not enough volume receipt yet Trigger: real tape > opening range. Invalidation: fades below premarket VWAP/low.

0DTE tax leak: SPY vs SPX $100k short-term stock gain at 40.8% fed/NIIT = $40,800 tax. $100k Section 1256 gain blended 60/40 at 30.6% = $30,600. Same index exposure idea. $10,200 difference before state. Structure is alpha.

Real estate underwriting in a low-6% mortgage world needs less optimism. I’m stress-testing insurance, taxes, vacancy, repairs, and refinance assumptions first. If cash flow only appears after perfect rent growth, it’s not cash flow. It’s a story.

Nvda $320 target when it moves

22 TECHNICAL ANALYSIS TOPICS YOU NEED TO LEARN.📊🎯 Bookmark it.👇🔖 1. Fibonacci Retracements 2.Breakouts 3.Reversal 4.Elliott Wave 5.Fair Value Gap 6.Candlesticks 7.Heikin Ashli 8.Moon Phases 9.Renko 10.Harmonic Patterns 11. Support and resistance 12.Dynamic Support and resistance 13.Trend lines 14.Gann Angles 15.Momentum Indicators 16.Oscillators 17.Divergence 18.Volume 19. Supply &Demand 20. Market Structure 21.BOS 22.CHOCH #trading

If you notice, whenever AI/chip sentiment cools down, money often rotates into software, SaaS, cloud, cybersecurity, and other beaten-down growth names — and when AI sentiment comes back, money rotates back into chips and infrastructure. That’s why you can watch these as seesaw swing plays instead of chasing only one sector. Rotation can also move into fintech, energy, utilities/power, industrials, defense, healthcare/biotech, materials, and consumer names depending on the market theme. The key is to follow where money is flowing that week — AI, software, fintech, energy, power, or defensive sectors — and trade the rotation instead of getting stuck in one basket.

Anthropic/Claude saw 80x year-over-year growth in revenue and usage in Q1, which shows how massive worldwide AI demand is becoming. This is not just good for Anthropic - it shows the entire AI infrastructure boom is still early. Companies connected to AI chips, data centers, memory, networking, cloud, power, and cooling can all benefit as demand keeps growing.

Artificial intelligence darling Anthropic unveiled a set of new AI agents, and they are aimed directly at Wall Street. Designed to handle a broader mix of financial services tasks, Anthropic says they can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review. The new tools—10 in total—are directed squarely at professionals across banking, insurance, asset management and financial technology.

Agentic AI is what’s driving extreme demand for chips right now. We’re moving beyond general-purpose AI into a phase where every company wants to build its own specialized AI agents to handle specific tasks, workflows, support, coding, research, operations, etc. Over time, some of these agents will reduce or replace parts of the workforce, especially repetitive white-collar tasks, while also creating demand for new AI-related roles. That shift is one of the biggest reasons chip demand keeps accelerating.