Tuesday

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Tuesday 😬: OpenAI's revenue shortfalls cracked the AI capex thesis wide open, dragging chip and data center names sharply lower ahead of the most consequential earnings night of 2026. Robinhood beat on platform growth but missed on revenue, and the UAE blindsided energy markets by announcing it will exit OPEC on May 1, sending Brent crude above $112. Wednesday brings Amazon, Meta, Microsoft, and Alphabet after the bell, plus the FOMC decision and Powell's likely final press conference.

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