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What Moved Markets — 11pm ET, May 11, 2026

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Headlines

  • Anthropic rumored to circle $200 billion Google Cloud deal — GOOGL gains cloud AI exposure

  • OpenAI to cap Microsoft revenue-sharing at $38 billion — MSFT faces reduced AI revenue upside

  • Tim Draper Goes 'Wow' And Is 'Betting' On Robinhood Co-Founder Baiju Bhatt's Cowboy Space After Startup Closes $275 Million Funding Round

  • Bezos Family Anchors Robin Hood Endowment With $100 Million

  • Iran ceasefire on life support — market volatility remains elevated as Trump fails to force deal

  • Bond selloff points to rate-hike jolt for Indian equities — Goldman Sachs flags risk

  • Ex-Google Eric Schmidt Once Explained The 'Meaning Of Life,' But To Understand That You'd Have To Turn Off Your Phone: 'You Need To Actually Look At…'

Today’s wrap

May 11, 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.