MAG 7
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Apr 27, 2026
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17 min read
The AI Report Card Arrives Wednesday. $645 Billion in Capex Needs to Show Receipts.
Plus: Microsoft just ended its exclusive OpenAI partnership, Qualcomm rips 13% on an OpenAI smartphone chip deal, Goldman raises Brent to $90, Iran offers to reopen Hormuz, and the Fed meets Wednesday under Powell one last time.
