Nomura Securities now anticipates the Federal Reserve will maintain its interest rates throughout 2026, citing rising inflation and a decreased willingness among Fed officials to lower rates. The firm's analysis suggests that the incoming Fed Chair, Kevin Warsh, may wish to ease monetary policy but faces challenges in convincing the FOMC majority. Separately, Zhejiang Shibao stated on an investor platform that it has no current plans to expand into new industries such as optical modules, data leasing, or AI. AI
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IMPACT Minimal direct impact on AI operators; focuses on macroeconomic forecasts and a company's lack of AI expansion plans.
RANK_REASON The cluster contains financial analysis and company statements that do not constitute a primary release or significant industry event.