Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26

科技巨头蓄势待发,马斯克对垒OpenAI,及心脏药物突破性进展 4月27日26年

The Exchange

2026-04-28

44 分钟
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With five of the Mag 7 reporting this week, we discuss whether investors should temper their capex expectations. The trial between Elon Musk and Sam Altman kicks off. Plus, the potential next frontier in preventing heart attacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • You're listening to The Exchange.

  • Here's today's show.

  • Thank you very much, Frank, and welcome to The Exchange.

  • I'm Kelly Evans.

  • The markets, as you can see, are in a holding pattern ahead of two key events this week,

  • tech earnings and the Fed meeting.

  • We'll get to the Fed a little later on, but let's begin with the tech trade.

  • Five of the Mag 7 report their first quarter results this week.

  • On Wednesday alone, we 'll hear from nearly $12 trillion in combined market cap,

  • including Alphabet, Microsoft, Amazon, and Meta, and they are each up more than 10% this month.

  • Alphabet making new highs again today.

  • Then comes Apple on Thursday.