Wall Street looks past Fed pause to tech earnings and AI rebound

What happened: Earnings are back in focus after the Fed holds rates steady, with AI capex, the midterms, and war with Iran back at the forefront. Why it matters: Wall Street is looking past the Fed pause toward tech earnings and an AI rebound, shifting attention from rate policy to company results and AI spending.

Earnings are back in focus after the Fed holds rates steady, with AI capex, the midterms, and war with Iran back at the forefront.

Wall Street is looking past the Fed pause toward tech earnings and an AI rebound, shifting attention from rate policy to company results and AI spending.