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What Moved Markets — 4am ET, May 9, 2026

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Headlines

  • Intel secures preliminary Apple chip manufacturing pact — Stock rises 16.0%

  • Senate pushes stablecoin bill that could reshape deposits — Banks warn of threat to traditional deposits

  • Upwork Q1 results reflect sharp demand shift amid AI adoption — Macro uncertainty weighs on lower-end

  • Vertex Q1 results above guidance, raises full-year profitability outlook — Cost-reduction program to fund investments

  • Anthropic signs $1.8 billion Akamai cloud deal — Akamai gains AI infrastructure contract worth $1.8 billion

  • Trump administration appeals court ruling striking down 10% global tariffs — appeal filed as judges say trade law was misused

  • ByteDance targets 25% rise in AI infrastructure spending — SCMP report cites planned increase in capital expenditure

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.