BlackRock upgrades U.S. stocks to overweight — BlackRock turned more bullish on U.S. equities, citing resilient earnings, especially in tech, and a more limited macro hit from the Middle East conflict than many feared.

Goldman Sachs beats estimates, but weak fixed-income trading weighs on shares — Goldman reported stronger-than-expected Q1 results, helped by record equities trading and a 48% jump in investment banking fees, though the stock slipped after a softer fixed-income showing.

Wall Street gains on hopes for a U.S.-Iran resolution — The S&P 500 and Nasdaq rose more than 1% as investors looked past failed weekend talks and bet that a diplomatic off-ramp could still emerge.

Meta is poised to surpass Google in digital ad revenue — A new forecast says Meta could overtake Google in global digital advertising revenue this year, powered by strong adoption of its AI-driven Advantage+ ad tools.

Baker Hughes sells Waygate to Hexagon for about $1.45 billion — The sale continues Baker Hughes’ push to streamline around higher-growth energy and LNG-focused operations.

JBS reaches tentative deal with striking Colorado workers — JBS struck a two-year agreement with nearly 3,800 workers that includes materially higher wages and ends a labor dispute that had added pressure to an already tight beef market.

McDonald’s adds refreshers and crafted sodas to U.S. menus — McDonald’s is rolling out new beverage options nationally after shutting down CosMc’s, signaling a bigger push into higher-margin drinks.

Volkswagen Q1 deliveries fall 4% on weak China and U.S. demand — Volkswagen’s global deliveries fell as China remained highly competitive and U.S. demand softened, offsetting steadier performance in Europe.

OpenAI secures its first permanent London office — OpenAI said the new office will deepen its U.K. presence and help scale research and operations outside the U.S.

Wise posts strong volume growth ahead of Nasdaq debut — Wise reported a 26% jump in quarterly cross-border volumes to £49.4 billion as it moves toward a planned Nasdaq listing on May 11.

TSMC revenue jumps 35% on AI chip demand — TSMC’s latest quarterly revenue beat expectations, reinforcing how strong AI infrastructure spending remains across the semiconductor supply chain.

Anthropic opens talks with Washington: Anthropic said it is in discussions with the Trump administration about its new Mythos model, even after the Pentagon blacklisted the company over a military contract dispute tied to usage guardrails. Reuters

Meta launches Muse Spark: Meta unveiled Muse Spark, the first model from its new superintelligence team, as it tries to regain momentum in the AI race after a lukewarm response to Llama 4. Meta

AI infrastructure demand stays red-hot: CoreWeave signed a multi-year deal to provide Anthropic with cloud computing capacity for Claude workloads, another sign that large-model infrastructure spending is still accelerating. Reuters

OpenAI faces valuation scrutiny: Reuters reported on April 14 that some OpenAI investors are questioning the company’s reported $852 billion valuation as strategy shifts ripple through the business. Reuters

The cost of frontier AI keeps climbing: The Wall Street Journal reported that OpenAI and Anthropic expect to spend nearly $65 billion combined in 2026 just to train and run their models, underscoring how capital-intensive the race has become. WSJ

AI chip startup DeepX prepares to go public: Reuters reported on April 14 that South Korea’s DeepX is preparing an IPO as investor appetite for AI infrastructure and semiconductor plays remains strong. Reuters

Producer prices are the big U.S. data point this week: March PPI is expected to rise 1.2% month over month, with core PPI seen up 0.5%, giving investors an early read on how much of the recent energy shock is flowing into producer costs. Trading Economics (Trading Economics)

Industrial production is also on deck: U.S. industrial production for March is expected to slow to 0.1% growth, a softer pace that would suggest manufacturing momentum remains modest. Trading Economics (Trading Economics)

Housing data will test demand: Existing home sales are expected to ease to 4.01 million from 4.09 million in February, keeping the spotlight on affordability and housing turnover. Trading Economics (Trading Economics)

Fed speakers are back in focus: Several Federal Reserve officials are scheduled to speak this week after March CPI showed inflation climbing to a two-year high, giving markets another chance to recalibrate rate expectations. Trading Economics (Trading Economics)

China’s data dump could move global markets: China is due to report Q1 GDP, trade, industrial production, retail sales, unemployment, housing prices, and credit data this week. Reuters’ poll expects Q1 GDP growth of 4.8%, up from 4.5% in Q4, though the Iran war is clouding the outlook. Reuters (Reuters)

The macro backdrop still runs through oil and geopolitics: Reuters says markets are watching whether Middle East tensions keep oil elevated, while upcoming U.S. producer-price data and Fed commentary are the next scheduled tests for inflation and risk assets. Reuters (Reuters)

IMF and World Bank spring meetings begin this week: The meetings add another macro focal point as investors look for updated growth, inflation, and policy commentary from global officials. Trading Economics (Trading Economics)

Syre - Spyre Therapeutics - 7 Analyst Revisions (!) new target $98-$107

IDYA - IDEAYA Biosciences - 2 revisions with many this last month

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