The View from 5th Avenue – 28 April 2026

As if the week wasn’t chock full of market-moving goodies as it was, the frontier models said, ‘hold my beer.’ Specifically, OpenAI after a bombshell report suggested they must, you know, make money to justify those trillion-dollar data center bills. Suddenly, the AI Halo turned into an AI headache, and this became a helmet on market today. Truth be told, tech has been on an absolute heater. So given the run of late and bombastic headline, while the moves in a vacuum were a bit unsightly, the m…

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