The Fed's next move, and a chipmaker's quiet comeback

Good morning. Markets are pricing in a patient Fed as inflation cools slower than hoped. Nvidia's latest earnings beat expectations again, and a new wave of AI agents is reshaping how engineering teams ship software. In today's briefing: - The Fed holds rates steady, signals patience on cuts - A chipmaker's quiet comeback in data-center GPUs - Why more startups are defaulting to small, senior teams Read the full story.