TREE NEWS reports: Technology stocks rebounded on AI enthusiasm ahead of the Federal Reserve’s rate decision, lifting the Nasdaq more than 1% and sending CoreWeave up 8%. Oil prices extended losses while gold gained 1%. The Fed is scheduled to announce its rate decision early Thursday Beijing time.
Fed Decision Eve: Nasdaq Rises Over 1% on AI Enthusiasm
AI take
The notable signal is the divergence: AI-linked equities and gold rising together while oil extends losses suggests markets are hedging policy risk rather than pricing a clean risk-on move. CoreWeave's outsized gain shows AI exposure remains the most rate-sensitive corner of tech, so the Fed decision is effectively a referendum on that trade's durability. Whether the AI bid holds once the rate path is known, and whether gold's strength persists alongside it, is the open question.
Generated by AI for reference only.
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