The Circuit Brief — The Hike Fina...
The Circuit Brief — The Hike Finally Came
The Circuit Brief by The Circuit Brief
S1 · E59
Sep 23, 2026
06:42
Episode notes

The Fed's first rate hike since 2023 lands, U.S. markets split between AI infrastructure names and rate-sensitive names, oil keeps easing, India falls on the same rate news, and Alibaba unveils a credible domestic AI chip aimed at reducing dependence on Nvidia hardware.