Fed Chair Kevin Warsh just hiked interest rates for the first time in three years — defying Trump.

Warsh delivered the Fed's first rate hike in three years, moving against pressure from Trump and setting up a fight over central bank independence heading into the midterms. Also this week: Anthropic, OpenAI, and xAI's leaders are all calling for a slowdown in AI development, and optical networking names Lumentum and Coherent posted some of today's biggest gains. I break down what it means, plus the three names I'm watching after today's optics rally.

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