Nvidia earnings 2026 stole the spotlight this week. Big week in the markets. Nvidia earnings 2026 shattered every record with an $81.6B quarter and a $91B forward guide, confirming the AI build-out has years left. Kevin Warsh was sworn in as Fed chair with rate hikes back on the table, SpaceX filed its S-1 as OpenAI eyes a September listing, Trump flew to Beijing for $17B in agri deals with no tariff agreement yet, and $87 Brent crude is keeping inflation hot and rate cuts firmly off the table. Here is what actually mattered for SG/MY investors this week.

Warsh Fed chair stole the spotlight this week. Big week — the one that buried the rate-cut narrative. Kevin Warsh took the gavel as Fed chair on a razor-thin 54-45 Senate vote, April CPI printed hot at 3.8%, Cisco delivered its biggest stock pop since the dot-com era on a flood of AI orders, Alibaba showed cloud +38% but a near-wipeout on profit as it ploughed cash into AI, and Brent ground back to $109 as the Strait of Hormuz stayed largely shut. Here's what actually mattered for SG/MY investors.

Big week — and a noisy one. The hyperscalers all beat on cloud, Meta got punished for spending too much, Apple quietly outsourced its AI brain to Google, the Fed split four ways, and Brent went on an $18 round-trip in five days. Here's what actually mattered for SG/MY investors.