Nvidia's record-breaking quarter reveals AI capex boom has real legs, not a bubble—the company posted $60B profit, highest ever for any public company. Meanwhile, Treasury Secretary Bessent faces criticism from mentor Druckenmiller over bond market intervention, Moderna's cancer vaccine stock triples on neoantigen therapy trials, and Meta finally limits teen Instagram use. Salesforce rebounds 20% as horizontal SaaS proves resilient against AI disruption fears. Nvidia's guidance for 70% growth next year far exceeds Street expectations of 45%, signaling sustained AI infrastructure demand will continue well beyond predicted timelines.