Memory, chips and power all reported before the Fed meets | The 8:30

It is Fed day, and Jake Conley argues the chair has a problem he made himself. He opposes forward guidance, his own colleagues keep providing it anyway, and he is the only person authorized to speak for the committee. Julie Hyman lays out an inflation backdrop that is getting worse, and Pras Subramanian takes the other side on policy lags. Then SK Hynix says memory is sold out through 2029, GE Vernova and Vertiv show what AI is doing to the power grid, JPMorgan lands the retail allocation for Anthropic's IPO, and Cheerios finally puts a resealable bag inside the box. Featuring Julie Hyman, Host, Yahoo Finance Jake Conley, Breaking Business News Reporter, Yahoo Finance Pras Subramanian, Senior Autos Reporter, Yahoo Finance Timestamps 0:00 Fed day, and the futures are barely moving 1:27 The chair opposes forward guidance. His committee gives it anyway 4:20 Only one person is authorized to speak for the committee 5:45 What is the Fed actually listening to 8:10 Memory is sold out through 2029 10:29 Why memory was never supposed to rerate 13:47 OpenAI turns to Google for chips 15:13 Nvidia wants to be the floor of the whole trade 17:46 GE Vernova and Vertiv both beat 20:18 The grid has gone twenty years uninvested 22:28 Vertiv's orders more than doubled 29:52 Alphabet and Microsoft report tonight 31:22 Microsoft up 36%, Alphabet down 6.3% 34:26 GTA VI may force an Xbox upgrade 36:13 JPMorgan gets the Anthropic retail allocation 37:49 Anthropic has no Elon Musk 39:53 Getting exposure to private companies 43:10 Perpetual futures are not shares 45:35 GM heads for the Nasdaq, and back to hybrids 47:08 Driving the $27,000 Slate EV 50:14 Cheerios finally fixes the cereal bag 52:22 Cheesecake Factory beat, and nobody noticed #FederalReserve #ForwardGuidance #AIStocks #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571