Nvidia’s Meta match
A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding, Fed officials still aren’t convinced it will tame inflation anytime soon.
Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest
Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi
Sound engineering and music by Sebastian and Josh Sommer
Visit the Thomson Reuters Privacy Statement for information…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.