Fed meeting/FOMC decision from 29 April 2026
OpenAI is reportedly building an AI-first smartphone to challenge Apple's mobile dominance.
The UAE's exit from OPEC is one of those events whose true significance only becomes clear over time.
Major infrastructure trades often look obvious only after the fact. Railroads created fortunes not just through transport, but through the land and networks built around them. Undersea fibre cables were once seen as overcapacity before becoming the backbone of the internet. Investors who identify the infrastructure layer before the applications fully emerge tend to be early to the real value creation. Leopold Aschenbrenner, a former OpenAI safety researcher with no traditional finance background, appears to have identified such an opportunity.
Global oil inventories plumet while trillionaire AI companies soar. Each week, the Syz investment team takes you through the last seven days in seven charts.
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Major infrastructure trades often look obvious only after the fact. Railroads created fortunes not just through transport, but through the land and networks built around them. Undersea fibre cables were once seen as overcapacity before becoming the backbone of the internet. Investors who identify the infrastructure layer before the applications fully emerge tend to be early to the real value creation. Leopold Aschenbrenner, a former OpenAI safety researcher with no traditional finance background, appears to have identified such an opportunity.
Somewhere right now, an employee is producing what once required an entire team. The difference comes from the tools and systems now embedded in the workflow. As processes become faster and simpler, fewer layers are needed within the company. This evolution is quietly becoming one of the most significant organisational changes of the decade. Many companies are only starting to realise it.
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The S&P 500 closed at a fresh all-time high on Friday, rising for a 5th consecutive week, its longest weekly winning streak since 2024. This brings the index up +15% since the March 30 low, also marking April as the best month for stocks since November 2022. Stocks largely shrugged off the stream of sometimes conflicting headlines about the war in the Middle East and a surprisingly hawkish Federal Reserve policy meeting to post solid gains in most major indexes. Large-cap stocks outpaced small-caps, and value outperformed growth. Five of the “Mag 7” companies reported earnings, with financial results generally meeting or exceeding expectations for these bellwether firms. Meanwhile, major central banks keep rates on hold amid war uncertainty.
Fed meeting/FOMC decision from 29 April 2026
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