Wall Street Is Shaking Off Fears of an A.I. Bubble. For Now.

CoreWeave CEO Michael Intrator stated at the Fortune Brainstorm AI conference in San Francisco that the company's recent IPO was an 'incredibly successful' venture, despite fluctuations in stock performance and challenges related to tariff timing on Liberation Day. Intrator defended the company's strategy, which is heavily reliant on debt, asserting that Wall Street is still adapting to CoreWeave's innovative cloud model.

Micron Technology has indicated a significant shift in memory demand, reflecting broader changes in the semiconductor industry as it adapts to evolving market needs. This development highlights Micron's strategic pivot towards AI-driven enterprise solutions, moving away from traditional consumer memory products.

Asian stocks saw a modest increase in early trading, following a lackluster session on Wall Street, as investors remain on edge awaiting insights into the Federal Reserve's interest rate decisions for the year. This cautious optimism reflects a broader sentiment in the markets as traders prepare for potential shifts in monetary policy.

Global fund managers are optimistic about the continued surge in nuclear stocks, which have rallied by $566 billion this year, driven by an improving regulatory environment and increasing demand that extends beyond the needs of artificial intelligence.

Wall Street traders are refraining from making significant investments as they await the Federal Reserve's final interest-rate decision of 2025, scheduled for tomorrow. This cautious approach reflects uncertainty regarding the central bank's monetary policy direction for the upcoming year.

Tom Lee, a veteran Wall Street analyst and founder of Fundstrat, has identified six key reasons that could influence the next movements in the stock market, emphasizing the importance of understanding these factors for investors.

A London hedge-fund trader has successfully won a legal battle against Evolution Capital Management, securing a $5.4 million bonus that had been denied amid a market-abuse investigation that affected Wall Street. This ruling highlights the complexities of financial regulations and the rights of traders in the hedge-fund industry.

States are generating significant tax revenue from online slot machines, which have proven to be more lucrative than sports betting apps. This trend indicates a growing acceptance and integration of online gambling within state economies.