Fed Holds Rates as AI Capex Reshapes the S&P
The FOMC stays put while hyperscaler spending hits a new record. We unpack what NVDA's guidance means for the broader market.
Workonaire distills the day's business news, market shifts, and boardroom moves into a sharp 25-minute brief — built for operators, investors, and decision-makers.

The FOMC stays put while hyperscaler spending hits a new record. We unpack what NVDA's guidance means for the broader market.
Antitrust questions, supply-chain leverage, and why this deal could reset shipping costs for every Fortune 500.
META, MSFT, and GOOGL all beat — but guidance tells the real story. Our analyst breaks down the numbers that matter.
Nuclear, grid storage, and the quiet boom in industrial power demand — the trade Wall Street is waking up to.

Former Bloomberg correspondent. 12 years covering equities, M&A, and the Fed beat.

Ex-Goldman strategist. Translates the spreadsheet into the story behind the headlines.