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Wall Street Week Ahead

SeekingAlphaMay 24, 2026Source ↗

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Holiday-shortened week preview: core PCE inflation, Fed speakers, and big tech earnings (MRVL, CRM, COST, DELL, SNOW).

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Nvidia Quietly Builds Major AI Portfolio Shaping Investor Risk And Optionality

ZivFin AnalysisMay 24, 2026

Nvidia (NasdaqGS:NVDA) has built one of Silicon Valley's largest private AI investment portfolios under CEO Jensen Huang. The company nearly doubled its private company holdings over the past year, according to its latest quarterly disclosure. Nvidia deployed record capital into emerging AI and technology ventures, including nearly US$18b into private ventures in a single quarter. As of 26 April, Nvidia reported more than US$42b in private company holdings linked to the broader AI...

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ZivFin AnalysisMay 24, 2026

In recent days, Tesla’s previously disclosed US$2.00 billion investment in SpaceX, now nearly 19 million SpaceX shares, has drawn fresh attention as SpaceX’s IPO plans, deep commercial ties with Tesla, and Tesla’s long-awaited rollout of Full Self‑Driving (Supervised) in China reshape how investors view the company’s AI and autonomy ambitions. This combination of economic exposure to SpaceX and new FSD access in the world’s largest EV market gives Tesla shareholders a rare dual link to both...

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Equities In Bubble Territory: 6 Hard-To-Ignore Signs

SeekingAlphaMay 24, 2026

S&P 500 rally hides bubble signs: extreme concentration, record valuations & negative equity risk premium. Read the full analysis here.

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