Kevin Warsh Asked the Market to Speak. It Answered.
Market sentiment on AI data center investments has shifted; investors no longer reward announcements lacking confirmed customer commitments and deployment specifics. CTO budget decisions on AI infrastructure now require strong ROI evidence and deployment timelines; hype-driven capex approvals are ending.
Kevin Warsh Asked the Market to Speak. It Answered.
Analysts said investors heard a chairman who introduced doubt about his willingness to deliver rate hikes they think may be needed to curb inflation.
U.S. Retaliates Against Iran for Tuesday's Surprise Attack
President Trump had vowed earlier to strike Iran for a missile attack on U.S. forces in Jordan.
Fed Holds Rates Steady but Three Officials Vote for Increase
Kevin Warsh Asked the Market to Speak. It Answered.
U.S. Stock Futures Steady Amid Inflation Fears
Fed Holds Rates Steady, but More Officials See Higher Rates as Next Move
Iran Mediators Race for Deal to Head Off Looming U.S., Israeli Strikes
Iran Mediators Race for Deal to Head Off Looming U.S., Israeli Strikes
Fed Holds but Warsh Hobbles Market | Markets P.M. for July 29
