Wall Street Rallies as Fed’s Waller Hints at September Rate Hold: Stock Market Today
Stocks rallied and Treasury yields retreated from three-year highs after Fed Governor Waller signaled he could back a rate hold, sending bitcoin above $80,000.
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Inside Meta's Landmark Youth-Safety Deal: $18 Billion Settlement Meets New Teen Limits
Meta stock edged up premarket as investors evaluated its $18B youth-safety settlement, which adds teen usage restrictions alongside strong Buy ratings from analysts.
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Analyst Sees a Google-Like AI Moment Brewing for Meta After $18 Billion Settlement
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Is State Street SPDR S&P Software & Services ETF (XSW) a Strong ETF Right Now?
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Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest
Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.