$720B AI Capex, Chipflation 27.6% — Wall Blames Middle East for 1% Dip
TL;DR
* August 18 Selloff: Chipflation, Not Geopolitics, Drove the Nasdaq Lower. Is the market blaming the Middle East for a Fed rate story?
* 67% Probability of Nothing: The Fed's Rate Pause Is a Masterclass in Paralysis. Rate hold: smart pause or paralysis dressed up as policy?
* $500