Lowe's beat quarterly expectations and saw shares rise 6%, but still lowered full-year profit guidance citing economic uncertainty, following rival Home Depot's third straight earnings miss. Nvidia faces a critical earnings test as billionaire investors like Peter Thiel and SoftBank offload shares, with the report seen as a litmus test for the entire AI rally's sustainability. Bitcoin tumbled below $90,000, down nearly 30% from its October peak, as ETF outflows spike and expectations for fewer Fed rate cuts drain liquidity from risk assets. Nvidia and Microsoft announced a massive $15 billion investment in Anthropic, but both stocks fell around 2.7% as investors question when AI spending will generate actual profits. Adobe acquired SEO software provider Semrush for $1.9 billion to help marketers optimize their presence in AI platforms like ChatGPT and Perplexity, not just traditional search engines. Cloudflare suffered a major outage that knocked X, ChatGPT, and numerous websites offline, highlighting dangerous infrastructure concentration. Stocks fell for the fourth consecutive day with the Dow dropping 500 points as a crisis of confidence grows over AI profitability and whether massive tech spending will ever justify returns.

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