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Run Two Engines: Turn Fed Cuts and Chip Shocks into Advantage
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The Fed just cut rates and gold hit records—your cost of capital, M&A windows, and debt ladder changed today. China squeezed Nvidia’s chip pipeline, forcing a rethink of AI supply chains; Workday’s Sana deal plus an Elliott stake puts embedded AI on a faster clock; and Oracle’s megadeals confirm capacity reservations are the new currency. We translate each headline into board-level moves you can execute this week, then hand you a Two-Engine operating playbook—with a 14-day sprint—to turn volatility into advantage.
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