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MARKET UPDATE APRIL 29th The AI trade just got rattled. Here's what happened. 🚨 OpenAI missed its

Mr M Trades's profile
Mr M TradesNew
Apr 28, 2026

The creator discusses a market pullback driven by an OpenAI report questioning AI spending sustainability, while noting strength in defensive and industrial sectors. He emphasizes that the broader power trend remains intact despite the semiconductor pause and highlights upcoming earnings from the Magnificent Seven.

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Tickers discussed in this post

AMZNNeutralMedium ConvictionSignal-backedSecondary

Amazon is highlighted as a key Magnificent Seven stock with an upcoming earnings report that will influence market direction.

AAPLNeutralMedium ConvictionSignal-backedSecondary

Apple is noted as a key Magnificent Seven stock whose earnings report is expected to set the tone for the market in May.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft is highlighted as a key Magnificent Seven stock whose upcoming earnings will set the market tone for May.

GMNeutralMedium ConvictionResearch Only

General Motors is mentioned for beating earnings expectations and raising guidance.

KONeutralMedium ConvictionResearch Only

Coca-Cola is noted for a 6% gain following its earnings report.

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