Markets Are Being Driven by AI, Not the Fed. Where Stocks Go From Here and 4 Other Things to Know Today. - Barron's
1. Microsoft's Azure growth indicates strong AI demand from corporate clients. 2. The S&P 500 has rallied 14% due to AI-driven market. 3. Fed keeps interest rates steady, impacting market sentiment. 4. Microsoft's quarterly results may lead to a market value of $4 trillion. 5. Microsoft plans to enhance its AI capabilities in Edge browser.