Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big Tech is still underway.

In 100 days full of surprises for investors, the S&P 500 and Dow nearly recouped their April declines – even with a worse-than-expect GDP report.

High-yield bonds, known as junk for their below-investment grade ratings, ended Tuesday in positive territory on a total return basis since Trump entered the White House. And they are up slightly since his April 2 rollout of “liberation day” tariffs sent shock waves through markets.