Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex? Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
源站原文 ↗Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex? Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
源站原文 ↗美联储维持利率不变。现在最大的问题是：微软和Meta将如何表态AI资本开支？每个工作日，投资俱乐部都会发布Homestretch，在交易最后一小时提供可操作的午后更新。
美联储7月会议维持利率不变，但决议前市场存在不确定性，CME FedWatch显示加息概率为29%，三位FOMC委员支持加息25个基点。市场反应积极，标普500和纳斯达克转涨。主席Warsh表示将坚决实现2%通胀目标。今晚Meta和微软将公布财报，市场关注AI资本开支指引。
以上为 AI 摘要;完整原文请经由源站链接查阅。