The Daily

President Donald Trump confirmed Friday what Nvidia (NASDAQ:NVDA) investors have been quietly worrying about for months. Speaking to reporters aboard Air Force One after a two-day summit with Chinese President Xi Jinping, Trump said Beijing has refused to approve purchases of Nvidia’s H200 AI chips, and the reason is straightforward (1).

“They have a much higher level than H200.

 » Read more about: Trump's 25% cut on every Nvidia chip sold to China just backfired — Beijing won't approve a single H200 purchase, costing Nvidia up to $30B  »

 » Read more about: The S&P 500 and most of its stocks are heading in opposite directions at a record pace. What investors should know.  »

Real estate remains a popular asset, but changing market conditions are reshaping how investors approach it.

 » Read more about: Is buying property still safer than investing in stocks in 2026?  »

Dimensional Fund Advisors invests in both domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of March 31, 2026, Dimensional had $969 biillion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded in 1981,

 » Read more about: 3 Dimensional Mutual Funds Set to Generate Impressive Returns  »

Jeremy Schneider has a $4m portfolio and says he spends about five minutes a year managing it. Investing, he says, is dead simple.

So why did he start a financial advising firm?

Wall Street “has taken this very, very simple thing [investing], and chopped it into 50 million ways to charge you fees”,

 » Read more about: ‘If your financial adviser is earning a commission, I say, run’: An investing expert’s advice  »

John said Bitcoin is now in a consolidation phase. He pointed to a key support zone around $76,000 to $77,000. He also said major stablecoins, led by USDT and USDC, have grown in market cap.

That growth suggests sidelined liquidity is building, according to John. He said that cash could support a dip buying if Bitcoin returns to key levels.

 » Read more about: Bitcoin ETFs See Heavy Outflows as Macro Pressure Hits Risk Appetite  »

Quick Read

• Strategy holds 843,738 Bitcoin worth $64.83 billion but has a market cap of only $58.6 billion, meaning the stock market values the entire company at $6 billion less than the Bitcoin on its balance sheet—even as MSTR has fallen 58% over the past year.

• MSTR’s mNAV has compressed from a 3.89x peak in November 2024 to 1.24x today.

 » Read more about: Why Is MSTR Stock Down 58% YoY Despite Strategy’s Relentless Bitcoin Buying?  »

The U.S. Securities and Exchange Commission (SEC), Wall Street’s regulator, is planning to introduce a new framework for trading tokenized stocks.

Analysts say the framework is likely to accelerate Wall Street’s push to place traditional stocks and other securities such as exchange-traded funds (ETFs) on blockchain rails.

 » Read more about: Wall Street Regulator To Issue Tokenized Stock Framework  »

 » Read more about: SpaceX is enacting a pre-IPO forward stock split  »

Key Points

• Elon Musk’s SpaceX is accelerating its record-breaking initial public offering (IPO) to June 12.

• In addition to moving up its debut day, SpaceX is enacting a pre-IPO forward stock split that’s all about retail investor accessibility.

• However,

 » Read more about: SpaceX Is Kicking Off IPO Mania — but It's Also Reviving Stock-Split Euphoria  »