Amazon Eyes Massive OpenAI Investment
According to Reuters, “Amazon in talks to invest as much as $50 billion in OpenAI, source says”, this potential FUNDING boost would reshape cloud and chip alliances and deepen platform ties if completed. ([finance.yahoo.com](https://finance.yahoo.com/news/amazon-talks-invest-50-billion-204007775.html/?utm_source=openai)) [Reuters](https://finance.yahoo.com/news/amazon-talks-invest-50-billion-204007775.html)
Microsoft Sell‑Off Tests AI Spending Thesis
According to Reuters, “Investors punish Big Tech AI spending that delivers slower growth”, markets punished Microsoft after its earnings as CAPEX surged and Azure growth cooled, prompting a historic stock rout and investor reassessment. ([finance.yahoo.com](https://finance.yahoo.com/news/investors-punish-big-tech-ai-035050638.html?utm_source=openai)) [Reuters](https://finance.yahoo.com/news/investors-punish-big-tech-ai-035050638.html)
Tesla Accelerates AI Pivot
According to the Financial Times, “Tesla accelerates AI pivot”, the automaker plans to wind down Model S/X output and repurpose factories toward Optimus humanoids and related robotics as it doubles down on ROBOTICS and AI. ([ft.com](https://www.ft.com/content/dd0dad69-3c4b-4f76-a14f-dc91083874a4?utm_source=openai)) [Financial Times](https://www.ft.com/content/dd0dad69-3c4b-4f76-a14f-dc91083874a4)
Warsh nominated for Fed chair According to AP, “Who is Fed chair nominee Kevin Warsh?” President Trump said he will nominate former Fed governor Kevin Warsh to replace Jerome Powell in May — a pick that could reshape the Fed’s independence and trigger a contentious Senate confirmation fight. [AP News](https://apnews.com/article/kevin-warsh-federal-reserve-chair-48dcd3a768960eabb4e52183fa897aa1)
Markets wobble Aftermath According to AP, “US stocks fall while a break in gold fever sends metals prices screeching lower” U.S. markets nudged lower and precious metals plunged after the nomination as investors reassessed rate prospects; the S&P slid ~0.4% and gold tumbled about 8% amid dollar strength. [AP News](https://apnews.com/article/stocks-markets-gold-rates-oil-7f0eadba91bc2e550945eb49bc1085f3)
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