Trump to deliver State of the Union address as voters sour on his economy
Dem Gov. Abigail Spanberger of Virginia will deliver the official rebuttal for Democrats after romping to victory in 2025 on an affordability-focused agenda.
Shares of private credit poster child Blue Owl are falling after a downgrade
Shares of Blue Owl have sunk 30% this year and appear fairly valued, Deutsche Bank wrote.
Stripe valued at $159 billion after tender offer for employees, shareholders
Fintech startup Stripe continues to show strong growth, with a valuation now at $159 billion and total volume nearing $2 trillion last year.
Here are Tuesday’s biggest analyst calls: Nvidia, Broadcom, Qualcomm, Booking Holdings, Blue Owl & more
Here are the biggest calls on Wall Street on Tuesday.
Warner Bros. Discovery says Paramount makes higher bid, board will weigh offer against Netflix deal
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Nvidia earnings report collides with Wall Street skepticism over AI spending
Nvidia is the only megacap tech stock to notch gains this year as investors have turned cautious on the hefty amounts of spending on AI infrastructure.
Fed’s Goolsbee calls for a hold on cuts as current rate of inflation is ‘not good enough’
The Chicago Fed president said Tuesday that cuts aren’t appropriate until there’s more evidence that inflation is on its way down.
AI sell-off in this travel stock looks overdone, says Morgan Stanley
The bank upgraded the travel technology company to overweight from equal weight.
The ACA health coverage subsidy lapse hit 22 million people. Here are some of their stories
The lapse of enhanced subsidies for Affordable Care Act marketplace insurance has forced families to make difficult financial choices.
Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs
AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia’s Blackwell faces heightened competition.