Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. Snowflake shares hit as guidance disappoints. Insta and Facebook start deactivating Aussie accounts.

Two of Wall Street’s biggest firms say the AI boom isn’t a bubble, arguing real spending and earnings support the stock market rally even as near-term risks emerge.

The U.S. stock market is holding stronger as both bond yields and bitcoin stabilize. The S&P 500 rose 0.5% Tuesday, coming off its first loss in six days.

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. Michael Burry says Tesla is ‘ridiculously overvalued.’ Amazon aims for delivery in 30 minutes.

The lofty valuation is fueling volatility, and the stock will likely fall dramatically at some point over the next year or so. Over the long term, however, Palantir's accelerating revenue and profit growth will likely drive huge gains. The short-term bears and the long-term bulls can both be right.

Citigroup Inc. strategists recommend emerging-market investors seek trades cushioning against a potential rebound in the dollar, in contrast with Wall Street peers that expect more weakness for the US currency.

It's not quite as bad as a bubble, but an "air pocket" in stocks can still hurt.

Dell's accelerating growth is being fueled by the terrific improvement in its AI server business. The company is on track to end the fiscal year with $25 billion in revenue from AI server sales, up by 150% from fiscal 2025. What's more, a closer look at Dell's order book suggests that its outstanding growth will persist.

A group of Democratic state prosecutors seeking to address rising living costs and widespread fraud hired Rohit Chopra, former director of the US Consumer Financial Protection Bureau, to lead the effort.

The University of Pennsylvania and Vanderbilt are revamping business education as AI transforms Wall Street.