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Goldman beat Q1 EPS by $1.63 and revenue by $570M while the Fed proposed cutting capital requirements 4.8%-7.8% across the bank stack. Two tailwinds collide on the same tape.
The Stanford AI Index 2026 documents AI coding reaching near-perfect scores, a $581 billion investment year, and a 2.7% US-China performance gap that a single model release can now flip.
SEC Chair Paul Atkins, making history as the first sitting chair to address the Bitcoin conference, confirmed a regulatory sandbox for trading tokenized securities on public blockchains and DeFi.
The BEA's advance Q1 GDP estimate lands April 30 as Atlanta Fed's nowcast sits at 1.2% and Brent trades above $107, trapping the Fed between a growth scare and oil-driven inflation.
The IMF cut its 2026 global growth forecast to 3.1% and raised inflation to 4.4%, while Wall Street's biggest banks posted record Q1 earnings on a trading boom driven by the same war.
At Google Cloud Next, Alphabet unveiled TPU 8t for training and TPU 8i for inference — the first time Google has shipped purpose-built dies for each workload, claiming 80% better inference economics and a supply chain spanning Broadcom, MediaTek, and TSMC's 2nm node.