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What Moved Markets — 7am ET, May 4, 2026

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Headlines

  • Cerebras seeks $3.5 billion in US IPO — Nvidia faces new AI chip competitor

  • Amazon launches Amazon Supply Chain Services — opens logistics network to all businesses

  • Robinhood prediction market revenue grows — crypto segment declines offset

  • CGI earns Microsoft Copilot Modern Work specialization — accelerates AI integration for secure cloud

  • Global Net Lease to acquire Modiv Industrial in $535M all-stock deal — adds U.S. industrial assets and boosts dividends

  • VICI Properties completes $1.6B Golden Entertainment sale-leaseback — adds 7 Nevada casinos

  • Prediction: This Will Be 1 of the World's Most Valuable Stocks in 2050

Today’s wrap

May 4, 2026 Market Wrap

GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.