Weekly Market Roundup
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Tech & AI Weekly: OpenAI Breaks Free and Big Tech Commits $725 Billion
OpenAI ended its exclusive cloud arrangement with Microsoft on April 27. The same week, Google, Microsoft, Meta, and Amazon committed a combined $725 billion in capital expenditure for 2026 — up 77% from last year. The Pentagon cleared six AI companies to operate inside its most classified networks. And the EU quietly delayed its AI…
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Green Energy & Markets Weekly: The Grid Is Being Tested From Both Ends
Brent crude hit $104.84 per barrel at the start of the week, up 59% from a year ago on the back of the Middle East supply shock. Then came the Iran peace talk headlines. Oil fell nearly 7% over the week as traders priced in a possible reopening of the Strait of Hormuz. WTI stood…
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Biotech & Health Weekly: The Week a New Drug Class Got Approved
Thirteen years of research. One FDA approval. Arvinas crossed the finish line on May 1 with the first PROTAC therapy ever cleared by a regulator. The same day, Eli Lilly reported the most dominant quarter in GLP-1 history. A week later, Novo Nordisk answered with its own numbers. The biotech M&A machine kept running in…
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Digital Assets Weekly: Wall Street Goes Onchain
Bitcoin crossed $80,000 Sunday. First time since January. The move triggered over $116 million in liquidations, nearly all of them shorts. April closed up 13% for BTC, its best month in a year. Ethereum held near $2,381. Solana at $84.79. XRP rangebound at $1.39. Prices aside, this was a week of structural decisions. Congress cleared…
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Critical Minerals Weekly: Washington Acts While China Tightens Supply Chains
Copper held above $5.94 per pound on Monday, up 27.8% from this time last year and up 6.4% in just the past month. Gold sat near $4,600 per ounce, down roughly 12% since the Middle East conflict began in late February but structurally supported by central bank buying. Cobalt traded flat at $56,290 per metric…
