Venture Capital

Venture Capital2,115,930 members

The US Treasury bought back $6 billion of its own debt to lower bond yields. Total buybacks this month: $19.33 billion. ✔️ @venture

Venture Capital2,115,930 members

🚘 Volvo Extends Nvidia Self-Driving Partnership Volvo Cars expanded its nearly decade-long partnership with Nvidia. Future models will use Nvidia Hyperion sensors and compute, the Alpamayo software stack, and the Halos safety layer for hands-free, door-to-door driving across highways, city streets, and parking areas. The system is Level 2++ supervised autonomy, with drivers remaining responsible. It covers traffic lights, stop signs, and unprotected left turns. There will be no lidar at launch. The first vehicles are due before 2030, starting with a new model and expanding across Volvo’s lineup, excluding China. All current Volvo battery EVs already use Nvidia Orin chips. The deal extends that stack to sensors and to EV, plug-in hybrid, and gas models. With Alpamayo downloaded by more

Venture Capital2,115,930 members

🚀 AI Servers for Space Jensen Huang says Nvidia and SpaceX engineers are working on a new type of server for AI data centers in space that could also work on Earth. He compared Elon to Google because he trains AI models, runs Grok, and rents out compute. Nvidia is helping design infrastructure that SpaceX could eventually take into orbit using reusable rockets. ✔️ @venture

Venture Capital2,115,930 members

📈 ETF Growth Is Moving Into Leverage Since the S&P 500’s October 2022 low, ETF assets have risen more than 250%. Assets in ETFs using derivatives are up more than 450%. Issuers launched 3,363 new ETFs, and more than 30% of this year’s launches use leverage, according to VettaFi. The shift is also pulling money from traditional vehicles. Equity ETFs attracted $3.2 trillion, while equity mutual funds lost $3.3 trillion. Money market fund assets rose 74%, or $3.4 trillion. The product expansion now reaches private companies. 21shares listed CLAU in Vienna, billed as Europe’s first ETP offering exposure to Anthropic’s implied pre-IPO valuation. ✔️ @venture

Venture Capital2,115,930 members

🤖 AI Boom Starts Spreading Inflation Chicago Fed President Austan Goolsbee says the AI boom is becoming an inflation problem. Price pressure is spreading beyond data center components and adjacent industries. Illinois businesses report scarce electricians, higher construction costs, and year-long waits for electrical components as data centers compete for the same resources. Land, power, water, and infrastructure costs tied to AI campuses have also risen sharply. Goolsbee is increasingly concerned this reflects overheating demand, not a temporary supply shock. If inflation stays persistent, another rate hike later this month remains possible, reinforcing the higher-for-longer pressure already weighing on banks and long-duration tech. ✔️ @venture

Venture Capital2,115,930 members

KOSPI fell 8%, triggering a circuit breaker. The Korean Exchange halted stock and program trading for 20 minutes. The index is down 21% in 7 sessions, wiping out over ₩1,186 trillion ($880 billion). ✔️ @venture

Venture Capital2,115,930 members

🏦 Private Businesses Are the Hidden Wealth Engine Economists Owen Zidar and Eric Zwick estimate that roughly 3 million Americans hold more than $65 trillion in wealth as owners of privately held businesses. About 1.7 million have built fortunes of at least $10 million this way. For every public-company CEO, there are more than 1,000 private-business owners worth over $25 million. The scale was hard to see because most private companies are pass-through businesses, including S corporations and partnerships. Their profits appear on owners’ individual tax returns, while the IRS historically kept personal and business data in separate silos. The businesses behind these fortunes are often mundane rather than venture-backed. They include car dealers, HVAC contractors, dentists

Venture Capital2,115,930 members

📈 The S&P 500 Enters Year Five The S&P 500 has gained 118% since the bull market began in October 2022. That makes it the third-best start to a bull market at its fourth birthday, based on analysis from Carson Group’s Ryan Detrick. Only 2 of the 7 other bull markets reaching this point in the past 7 decades started with larger gains. History offers a wider range. Bull markets since 1950 delivered an average full-cycle gain of 192%, including 582% from 1987 to 2000 and 401% from 2009 to 2020. Detrick says that over the past 50 years, every bull market that passed its third birthday reached at least its fifth, with an average ultimate length of 8 years. The S&P 500 is within 1% of its 52-week high and has risen just over 17% since its third birthday. Investors remain cautious because the