Demand for Nvidia's CPUs has exploded with the rise of agentic artificial intelligence, so much so that some industry watchers are warning the chips could soon face a supply crisis. Dion Harris, Nvidia's head of AI infrastructure, told CNBC last week that CPUs are "becoming the bottleneck in terms of growing out this AI and agentic workflow."

Some economists think the Fed, facing inflationary pressures from rising energy prices, may not cut interest rates at all this year.

The Federal Reserve's dual mandate — price stability and maximum employment — normally provides a clear directional signal for monetary policy. When unemployment rises, the policy prescription is easier financial conditions.

Upside catalysts have been abundant, including the evolution of artificial intelligence, better-than-expected corporate earnings, stock-split euphoria, record S&P 500 share buybacks, and the Federal Reserve's rate-easing cycle,

Kevin Warsh's path to leading the Federal Reserve faces a hurdle as a Senate member holds up the nomination over ongoing Justice Department probe concerns.

From the ongoing shifts in interest rates to President Trump’s nomination of Kevin Warsh as Fed Chair, and disagreements over where policy should go next,

The Iran war and President Trump's tariff and trade policy may take a back seat to an imminent change at America's foremost financial institution.

The worst global oil crisis in decades could become a major problem for the Federal Reserve, whose policymakers meet this week to determine the next moves for the US economy.