The first quarter of 2026 is wrapping up with a massive reality check. While humanity finally breaks Earth’s orbit again with the historic Artemis 2 launch, the markets back home are facing a "Long War" hangover. This week, we dive into the massive reallocation of capital as OpenAI kills its most hyped project, Boeing pivots to the battlefield, and Elon Musk prepares for the biggest IPO in human history.

In This Episode:

The S&P’s Geopolitical Anchor: Brent crude is flirting with $110 a barrel. We break down why the Strait of Hormuz is currently the only chart that matters and what it means for your "missing" 2026 interest rate cuts.
Sora’s $15M-a-Day Sunset: OpenAI officially pulls the plug on its hyper-realistic video tool. Was it a revolutionary product or just a compute-heavy marketing stunt? We look at the pivot to "Spud" and the new era of utility AI.
Artemis 2—Integrity in Orbit: A breakdown of the SLS launch and the four-person crew currently cruising toward the lunar far-side. NASA isn't just visiting; they’re building a foundation.
The $1.7 Trillion IPO: SpaceX has filed confidential paperwork for the largest IPO ever. We analyze the "informed guesses" from Goldman Sachs, the 30% retail allocation rumor, and the merger with xAI.
Market Speed Round: * Nike’s 9% slide and the "Direct-to-Consumer" struggle.
- Anthropic’s half-million line code leak on GitHub.
- Boeing’s tactical shift to missile seekers.
- Hasbro’s cybersecurity nightmare.
- Meta’s crown as Morgan Stanley’s "Top Pick" for 2026.

Date: April 3, 2026

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.