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Wall Street surges on fiscal stimulus, AI resurgence, and strong earnings projections, with the market up 8.3% in January — but valuation warnings emerge.

A new wave of "neolabs" in the AI sector is raising concerns of an investment bubble, with billion-dollar valuations despite lacking products or revenue.

Netflix beats Q4 earnings expectations with 325M subscribers and projects ad revenue to double in 2026, with $50.7-$51.7B revenue forecast.