EP 247MARKETS Apr 27, 2026 26 min
Fed Holds Rates as AI Capex Reshapes the S&P
The FOMC stays put while hyperscaler spending hits a new record.

Daily business news in 25 minutes. Hosted by Eleanor Vance & Marcus Bell. New episodes every weekday at 6:00 AM ET.
The FOMC stays put while hyperscaler spending hits a new record.
Antitrust questions, supply-chain leverage, and a deal that could reset shipping costs.
META, MSFT, and GOOGL all beat — but guidance tells the real story.
Nuclear, grid storage, and the quiet boom in industrial power demand.
Beijing opens the taps. What it means for commodities and EM equities.
The asset class everyone loved is starting to crack. We map the exposure.