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What Moved Markets — 5am ET, May 12, 2026

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Headlines

  • Microsoft agrees to $38B revenue cap with OpenAI — IPO plans advance as Nadella defends early bet

  • AMD surges nearly 80% after Rep. Gil Cisneros's pre-earnings bet and Q2 data center beat

  • Ford launches Ford Energy subsidiary to manufacture storage systems — challenges Tesla's energy business

  • Amazon kicks off debut Swiss franc bond sale in record six parts

  • S&P 500 settles above 7,400 — Nasdaq jumps 4.5%, S&P 500 adds 2.3% as Trump rejects Iran's counter-proposal

  • European markets retreat — FTSE, DAX, CAC and Stoxx 600 dip as U.S.-Iran peace deal hopes fade

  • China Earns $500 Million Per Hour From Export Supercharged by AI

Today’s wrap

May 12, 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.