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Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?
The Federal Reserve has maintained steady interest rates. The article highlights anticipation around upcoming announcements from Microsoft and Meta regarding their AI-related capital expenditures.
Related Signal
Adjacent reporting
- Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
- AI CapEx Rush Seen as Continuing as Market Stresses Bubble Up
- More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom
- AI stocks are in an ‘air pocket’ and Meta and Microsoft are being traded like ‘bear market names that cannot be owned,’ top analyst says
- Meta’s stock rebounds as agentic AI coding and custom chips ease spending fears