Good morning.
The Fast Five → Xi blocks Meta deal that’s already done, major central banks set to hold interest rates steady, Nvidia and Intel call buyers defy the dip, Microsoft, OpenAI rewrite partnership deal, and oil prices top $108 after Iran peace talks unravel…
📌 Elon Musk Calling on Military 'Dark Energy' to Power AI -- When it was put inside US tanks, they moved almost silently and produced no smoke. Now, Elon Musk is using this strange technology to jump ahead in the AI race - and possibly change the course of history. See how this could ignite a $10 trillion boom for the stocks involved here »
(from Altimetry)
Calendar: Full Calendar »
Today:
Consumer Confidence, 10:00A
Tomorrow:
Federal Funds Rate, 2:00P
FOMC Statement, 2:00P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, Apr 28:
BEFORE THE OPEN
As of market close 4/27/2026.
Pre-Market:
Market Wrap:
Futures higher Dow +66, S&P +0.2%, Nasdaq +0.2%
Iran talks stalled with no meetings planned
Strait tensions rise after ship seizures
Oil higher WTI ~$96 on supply concerns
Big week ahead Fed decision and megacap earnings
Markets at record highs despite geopolitical risk
April strong S&P +9%, Nasdaq +15%, Dow +6%
EARNINGS
Here’s what we’re watching this week:
Today: *Coca-Cola $KO ( ▼ 1.55% ), *General Motors $GM ( ▼ 0.12% ) , *JetBlue $JBLU ( ▼ 6.26% ), Robinhood $HOOD ( ▼ 0.9% ), *Spotify $SPOT ( ▼ 4.28% ), Starbucks $SBUX ( ▼ 0.79% ), *UPS $UPS ( ▲ 1.14% ), Visa $V ( ▲ 0.07% )
BP $BP ( ▼ 0.61% ) - EPS of $.88 (+66.0% YoY) on $45.96B revenue (-2.0% YoY)
WED: Amazon $AMZN ( ▼ 1.09% ), Chipotle $CMG ( ▼ 1.67% ), eBay $EBAY ( ▲ 2.4% ), *Etsy $ETSY ( ▲ 3.7% ), Ford $F ( ▲ 0.89% ), Microsoft $MSFT ( ▲ 0.05% ), *Yum! Brands $YUM ( ▼ 3.19% )
Alphabet $GOOG ( ▲ 1.81% ) - EPS of $2.63 (-6.4% YoY) on $106.91B revenue (18.5% YoY)
Apple $AAPL ( ▼ 1.27% ) - EPS of $1.65 (+18.2% YoY) on $109.69B revenue (+15.0% YoY)
THU: *Eli Lilly $LLY ( ▼ 1.78% ), Roku ROKU, *Wayfair $W ( ▼ 3.82% )
FRI: *Chevron $CVX ( ▼ 0.23% ), *Estee Lauder $EL ( ▼ 0.64% ), *Exxon $XOM ( ▼ 0.48% )
Satellite Confirms: Elon Musk Activating Strange 'Dark Energy' Across U.S. South
Confirmed by satellites 300 miles above the Earth's surface... Elon Musk is rolling out a breakthrough technology that could replace our need for foreign oil and ignite a $10 trillion boom for a small group of stocks.
- a sponsored message from Altimetry -
HEADLINES
China’s decision to press Meta to unwind a $2 billion acquisition of AI startup Manus marks a step unlike anything it’s tried before.
Microsoft Corp. and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models, opening the door for the ChatGPT maker to pursue deals with cloud-computing rivals like Amazon.
S&P, Nasdaq, close slightly higher in cautious start to heavy earnings week (more)
Fed likely to hold rates steady as Powell prepares for possible swan song (more)
Trump says Iran has 'days left' before it has to halt oil production (more)
Trump admin will pay to cancel more wind farms (more)
Brent oil prices top $108 per barrel after Iran peace talks unravel (more)
Gold rally tipped to resume despite setback over Iran conflict (more)
Nvidia, Intel call buyers defy the dip in chip stocks (more)
Alphabet earnings on tap with AI spending updates in focus (more)
Paramount asks FCC to sign off on Middle East investment in Warner Bros. megadeal (more)
Ackman’s Pershing Square IPO expected to raise $5 bln (more)
Domino’s Pizza stock falls on disappointing sales (more)
American Airlines sells $1.14 bln in bonds for 32 planes (more)
Blue Owl fund investors rebuff Boaz Weinstein offer to buy shares (more)
Private credit boom pushes fund finance market past $1 trillion (more)
DEALFLOW
M+A | Investments
Eli Lilly to buy Ajax Therapeutics for up to $2.3B
Shell to acquire Canada's ARC in output-boosting $16.4B deal
Ligand Pharmaceuticals is buying Xoma for nearly $740M
Critical Metals to buy European Lithium for $835M
Collective acquires Open Ledger
Thermo Fisher to sell microbiology business to PE firm Astorg for over $1 bln
VC
Avoca, an AI platform for the services economy, raised an undisclosed amount in Series B funding, at $1 bln valuation
Kashable, a fintech platform provider, raised $60M in Series C funding
Nervonik, a clinical-stage medical device company, raised $52.5M in Series B funding
Fathom Therapeutics, a company using quantum chemistry and AI to design novel drug molecules, raised $47M in Series A funding
ComfyUI, a workflow platform for generative AI, raised $30M in funding
LighthouseAI, a compliance solutions company for the pharmaceutical supply chain, raised $8M in Series A funding
Magicare.ai, an agentic operating system for post‑acute care, raised $3.6M in Pre-Seed funding
Betterness, Inc., an augmented wellness platform, raised $2.5M in Seed funding
TriFetch, an AI automation platform built for independent clinics and multi-specialty groups, raised $1.9M in funding
CRYPTO
BULLISH BITES
🚨 SpaceX ‘dark energy’ replaces foreign oil. *
✌️ Investors usually ‘sell in May and go away.’ Why that may not work this year.
🤖 Why China’s affordable AI is a worry for Silicon Valley.
💃 Taylor Swift files to trademark her voice, likeness to ward off AI deepfakes.
🍷 The great Napa wines made from the Valley’s old vines.
DAILY SHARES
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