Welcome to Markets Desk, here's what's moving the needle this Monday.
An alleged Chinese intelligence operative tied to Nvidia chief Jensen Huang is drawing serious scrutiny after reports surface that Alice Huang leveraged her claimed access to Nvidia GPUs and Alibaba connections to pitch investors on a major data centre project, raising sharp questions about national security exposure inside the AI supply chain.
Turning to crypto, Strategy added another one thousand thirty six bitcoin last week for roughly eighty two million dollars, pushing total holdings past eight hundred fifty thousand coins — more than four percent of bitcoin's entire supply cap. The purchase came alongside nearly one hundred eighty eight million dollars spent repurchasing preferred shares, signaling Michael Saylor's treasury strategy remains firmly in motion.
And in a sobering note for long-term investors, Fidelity and Vanguard are both cautioning retirees against assuming the ten percent annual return the S and P five hundred averaged since nineteen fifty seven will persist. Both firms warn that elevated valuations and slower growth ahead make that historical benchmark a dangerous planning assumption going forward.
That's the tape. Markets Desk, signing off the floor.
