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OpenAI models are now available on Amazon Bedrock, ending Microsoft exclusivity. AWS also announced a $50 billion investment deal and a cloud agreement worth over $100 billion over eight years.

Global venture funding surged to $300 billion in Q1 2026, with AI startups grabbing $242 billion. The US accounted for over 80% of total AI investment, led by OpenAI, Anthropic, and xAI.

The Supreme Court struck down IEEPA tariffs in February 2026, triggering $166 billion in refunds. Small businesses, which paid $306,000 on average, face hurdles navigating the new CAPE portal launched April 20.

Shell acquires ARC Resources for $16.4 billion, adding 370,000 boe/d from the Montney shale. The deal strengthens Shell's position for LNG Canada Phase 2 expansion.

Roblox slashed its 2026 bookings forecast to $7.33B-$7.6B from $8.28B-$8.55B after age-verification and safety features reduced user engagement and new sign-ups, sending shares down 18%.

Nearly 80,000 tech workers lost jobs in Q1 2026, with almost half attributed to AI. Oracle alone cut up to 30,000 employees, while experts warn AI could replace 12% of US workers.

Mistral AI launched Mistral Medium 3.5, a 128B dense model with 256k context window scoring 77.6% on SWE-Bench, and remote coding agents in Vibe that run in the cloud.

In his first annual meeting as CEO, Greg Abel ruled out breaking up Berkshire Hathaway or divesting subsidiaries. The conglomerate's cash pile is nearly $400 billion, providing unique investment opportunities.

The Digital Asset Market Clarity Act moves toward a May 2026 markup after Senators Tillis and Alsobrooks struck a deal on stablecoin yield. Polymarket odds for passage dropped from 65% to 46% since January, signaling real doubt despite Coinbase, Circle, and 100+ industry groups pushing hard for action.

Ark Invest's Big Ideas 2026 report projects Bitcoin's market cap at $16 trillion by 2030 — and Canada's $195 billion AIMCo fund just validated the thesis by pocketing an unrealized $69 million on its $172.5 million Strategy position.

Anthropic is raising $50 billion at a $900 billion valuation, exceeding OpenAI's $852B. Revenue run rate hits $30B+, driven by Claude models.

Alphabet shares jumped 10% after Google Cloud revenue surged 63% to $20.03B, while Meta fell 8% on debt-funded capex concerns. The Magnificent Seven's Q1 earnings growth hit 57%, far outpacing the S&P 500 ex-tech.

The tokenized real-world asset market cap hit $19.3B in Q1 2026, more than tripling from $5.42B in early 2025. Gold-backed tokens XAUT and PAXG drove a 290% surge in tokenized commodities to $5.55B.

The Academy of Motion Picture Arts and Sciences ruled that only human performances and human-authored screenplays qualify for Oscars, effective at the 2027 ceremony — the first time Hollywood's top awards body has codified an authorship standard for the AI era.

Alphabet and Meta raised 2026 AI capex guidance to $180-190B and $125-145B respectively. Google Cloud revenue surged 63% to $20B, while Meta stock dropped 6% after hours.

Nonfarm payrolls rose by 177,000 in April, exceeding expectations, while the unemployment rate held at 4.2%. However, March payrolls were revised down sharply, and tariff uncertainty clouds the outlook.

Real GDP rose at a 2.0% annualized rate in Q1 2026, below the 2.3% consensus, while core PCE inflation jumped to 4.3%, complicating Fed policy.

The Senate Banking Committee voted 13-11 along party lines to advance Kevin Warsh's Fed chair nomination, the first fully partisan committee vote on a Fed chief in U.S. history, with four FOMC dissents signaling the policy battles ahead.

Visa's stablecoin settlement pilot now spans nine blockchains, reaching a $7 billion annualized run rate — up 50% from last quarter — as institutional adoption accelerates.

SoftBank is creating Roze, an AI and robotics firm focused on automating data center construction, with plans for a U.S. IPO as early as 2026 at a $100 billion valuation.

OpenAI's new cybersecurity model GPT-5.5 Cyber is restricted to vetted users, despite Sam Altman's past criticism of Anthropic for similar limits. The model can perform penetration testing and malware reverse engineering

Google Cloud revenue jumped 63% to $20.03B, beating estimates, while AWS grew 28% to $37.6B. AI demand drove growth, with hyperscaler capex projected to reach $725B in 2026.

Brent crude briefly touched $125 a barrel on renewed U.S.-Iran conflict fears, while core PCE inflation hit 3.2% and GDP grew a softer-than-expected 2%, stoking stagflation concerns. The Fed held rates at 3.5%-3.75% in its most divided vote since 1992.

U.S. spot Bitcoin ETFs saw $2.44 billion in net inflows during April 2026, nearly doubling March's $1.32B. BlackRock's IBIT captured over 70% of flows, holding ~812K BTC worth $62B.