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Meta Locks In $21 Billion CoreWeave AI Deal, Bringing Total Commitment to $35 Billion Through 2032

CoreWeave announced Thursday an expanded $21 billion long-term agreement to supply AI cloud computing capacity to Meta Platforms through December 2032, raising the two companies' combined deal value to $35 billion and including early commercial deployments of Nvidia's next-generation Vera Rubin GPU platform — cementing Meta's position as one of CoreWeave's largest customers and reinforcing the accelerating race for AI infrastructure.

Fed Holds Rates at 3.50%–3.75%; Dot Plot and Powell Press Conference in Focus as Iran War Complicates Inflation Outlook

The Federal Reserve is expected to hold the federal funds rate steady at 3.50%–3.75% on Wednesday, with 99% market certainty baked into futures pricing. The real event for investors is the quarterly dot plot and Chair Jerome Powell's press conference, where the central bank must reconcile surging wholesale inflation, energy prices above $100, and a softening labor market — an increasingly stagflationary combination.

U.S. Economy Entered 2026 at Weakest Pace Since Pandemic as Q4 GDP Revised Down to 0.7%, Raising Stagflation Fears

The U.S. Bureau of Economic Analysis revised Q4 2025 GDP growth sharply lower to a 0.7% annualized rate — half the government's initial estimate and well below economists' 1.4% forecast — painting a troubling portrait of an economy that was already weakening before the Iran war erupted and sent oil prices soaring. The data, combined with a January job market that shed 92,000 positions and lingering above-3% inflation, has amplified stagflation fears ahead of a critical Federal Reserve meeting.

FOMC Opens Two-Day Meeting as Fed Faces Stagflation Trap; Rate Hold Certain But Dot Plot Signals Split on 2026 Path

The Federal Open Market Committee began its two-day March 2026 policy meeting on Tuesday with a near-unanimous market expectation of a rate hold at 3.50%–3.75%, but attention is riveted on Wednesday's Summary of Economic Projections — the dot plot — which is expected to reveal significant internal disagreement about the appropriate policy path given a 40%-plus oil price surge, a slowing economy, and sticky above-3% inflation. The meeting is also Jerome Powell's last as Fed Chair before the Senate confirmation of nominated successor Kevin Warsh.

Strategists Warn Market Conditions Echo Pre-Crisis Signals as Oil Spike Raises Systemic Concerns

Some market strategists warn that the current combination of surging oil prices, tightening financial conditions and rising geopolitical risk resembles patterns seen before previous financial disruptions. The warning has prompted investors to reassess exposure to cyclical sectors while increasing allocations to defensive industries such as energy, utilities and defense contractors.

Q4 GDP Revised Sharply Down to 0.7% as Stagflation Risk Mounts Ahead of Fed Meeting

The U.S. Bureau of Economic Analysis revised fourth-quarter 2025 GDP growth to just 0.7% on Friday, down sharply from the prior estimate of 1.4% and well below Wall Street's 1.5% consensus forecast. Paired with January core PCE inflation running at 3.1%, the data sharply raises stagflation concerns just days before the Federal Reserve's next policy meeting, where rate cuts now appear increasingly unlikely.

IEA Approves Record 400 Million-Barrel Emergency Oil Release, but Traders Remain Skeptical

The International Energy Agency's 32 member nations unanimously agreed Wednesday to release 400 million barrels of oil from strategic reserves—the largest coordinated drawdown in the organization's 52-year history. Despite the announcement, Brent crude remained above $90, as analysts said the release covers only a fraction of the ongoing supply disruption caused by the Strait of Hormuz blockade.

Wall Street Volatility Spikes as Stagflation Fears Grip Investors

Markets are grappling with a potentially dangerous combination of slowing economic growth and rising energy costs. Investors are increasingly worried that the U.S. economy could face stagflation, a scenario where inflation remains elevated even as growth weakens. The outlook has triggered sharp moves across equities, commodities and bond markets as traders reposition portfolios to navigate an uncertain macroeconomic environment.

Fed Minutes Signal Higher-for-Longer Resolve as Officials Demand Sustained Disinflation Before Any Rate Cut

Minutes from the Federal Reserve's January FOMC meeting, released Wednesday, revealed a sharply hawkish tilt among policymakers, with most officials signaling that sustained progress on inflation — not merely a single favorable data print — would be required before resuming rate cuts, pushing market expectations for the first 2026 reduction firmly to July and pressuring rate-sensitive equities, financials, and growth stocks.