Walser: Fed's 2% Inflation Goal "Will Never Happen" Due to AI "Capital Wars"

By Schwab Network

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"Warsh really had to do what he was expected to do," says Rebecca Walser (@walserwealth) on the Fed's decision to hike interest rates by 25 bps. She says the FOMC's goal to reach 2% inflation "will never happen" due to AI hyperscaler CapEx ballooning, making the argument the committee needs a new benchmark. Rebecca explains how she sees the AI "capital wars" playing out in the years to come as Anthropic and OpenAI raise safety warnings. That said, she believes investors need to stay invested in AI-tied stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfr