Fed Holds Rates at 3.75 to 4 Percent as Warsh Cuts Meeting Frequency
The Federal Reserve held rates steady on October 28, 2026, with two dissents for a hike. Chairman Warsh announced fewer rate-setting meetings for 2027 and 2028.
3 minAI Chip Demand and a Softer Warsh Lift Markets
Micron and Accenture gains ease AI spending fears while Fed Chair Warsh's remarks cool rate-hike bets, lifting futures and Asian stocks.
3 minHyperscaler Earnings and a Warsh Fed Meeting Set Up the AI Trade's Next Stress Test
Alphabet, Microsoft and Amazon report as Meta's credit spreads hit records and the Fed weighs a hike. Here is what the week of Oct 26 decides.
4 minFed Minutes Show Split on AI-Driven Inflation as Warsh Heads to Congress
Fed minutes reveal divisions over AI-driven inflation, with rates at 3.75%-4.00%, CPI at 3.7%, and Chair Kevin Warsh set to testify before Congress.
3 minAI Inflation Spreads Beyond Data Centers as Fed Weighs Next Rate Move
Goolsbee says AI-driven price pressures are jumping into unrelated sectors, with the Fed expected to hold at 3.75%-4.00% on October 27-28.
4 minSpaceX's Blowout Quarter Sets Up Meta and Tesla as the AI Trade's Next Big Test
SpaceX beat profit estimates by more than double and formed merger committees with Tesla, while Meta and Tesla earnings loom as the next test for AI sentiment.
4 minAI Boom Is Now Driving Broader Inflation, and the Fed Is Running Out of Easy Answers
Chicago Fed's Goolsbee says AI-driven inflation is crossing the line into the wider economy, with a possible rate hike on the table this month.
4 minAI credit stress deepens as CoreWeave bonds turn distressed and tech selloff puts earnings in focus
CoreWeave bonds fell below 80 cents with CDS pricing distress as AI credit spreads hit year highs. Meta and Tesla earnings this week are the next test.
4 minCXMT memory claim knocks chip stocks as AI trade jitters build
Samsung and SK Hynix slide on CXMT's 4F2 DRAM timeline while Broadcom's casino comment and rate fears add pressure.
3 minAI and Chip Stocks Wobble as Investors Weigh Demand Against Rising Funding Costs
AI and semiconductor shares fell as investors reassessed infrastructure spending, while Micron and Accenture rallied on strong AI demand signals.
3 minAI chip financings top $150bn as OpenAI revenue shortfall rattles semiconductor stocks
Three AI chip financings exceed $150bn while OpenAI's annualized revenue came in about $20bn below earlier reports, pressuring US chip stocks.
4 minChip stocks slide after report OpenAI revenue is ~$20bn below prior estimates
A reported $20bn gap in OpenAI's annualized revenue hit chip stocks, with the PHLX index down 3.39% on October 8, 2026.
4 minAI chip records meet a $20 billion revenue question
Samsung and TSMC post record results on AI demand, but an OpenAI revenue revision and Fed rate warnings knocked chip stocks down the same day.
4 minAI Chip Volatility and Oil Spike Drive Global Market Retreat
Global markets fell on Oct 8, 2026, as oil surged and semiconductor stocks dropped. Inflation fears grew amid mixed AI hardware profit outlooks.
3 minAmazon's $8bn GPU Leaseback Would Turn Used Nvidia Silicon Into a Priced Asset Class
Amazon is reportedly moving ~$8bn of installed Grace Blackwell chips into a debt-funded SPV and leasing them back — the first hyperscaler to securitise its own GPU fleet.
6 minICE is not buying Polymarket for the bet. It is buying the probability data rail.
NYSE-parent ICE’s Polymarket investment and planned macro event futures point to the same market-structure play: own the event data, the distribution, and the regulated-g
5 minThe CFTC is turning event-contract approval into the moat
The proposed case-by-case framework does not make prediction markets permissionless. It makes contract approval, settlement design, and compliance capacity the new source
5 minKalshi’s $1 billion perp week is about order flow, not the headline bet
Kalshi’s perpetual futures debut turns prediction markets into a continuous pricing and data business. The operator prize is not one event contract; it is the flow, the-f
5 minFed-cut odds are the cheap macro feed — only after you normalize the contract
The June FOMC probability split across PolyInsider and Closelook is not just a Fed story. It is a data-quality story about resolution windows, liquidity, and who owns the
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