Morning Brief — 2026-04-29

🎙 Audio recap: delivered as a voice note in your Discord #theo channel.

🇺🇸 US News

Kevin Warsh faces a Senate Banking Committee vote today on his nomination to succeed Jerome Powell at the Federal Reserve.
The Supreme Court hears the Trump administration’s bid to end Temporary Protected Status for Haitians and Syrians.
Justices are weighing a generic-drug labeling case that could reshape how copycat medicines warn patients about safety risks.
RFK Jr.’s interest in work-based addiction recovery centers is drawing scrutiny from medical experts.

South Korea’s former president Yoon Suk Yeol was sentenced by a Seoul court, keeping the country’s political crisis in focus.
Colombia is hosting a fossil-fuels conference billed as a possible turning point for the global energy transition.
Ukraine accused Israel of importing grain stolen by Russia, widening the diplomatic fallout from the war.

The S&P 500 traded lower at 7,138.80, down 0.49%, as AI-growth worries cooled risk appetite.
The Nasdaq Composite fell 0.90% to 24,663.80, leading the major indexes lower ahead of Big Tech earnings.
The Dow Jones Industrial Average slipped 0.05% to 49,141.93, holding up better than growth-heavy benchmarks.
Reuters’ market board showed Brent crude up 2.86% at 114.44 as the Iran conflict kept energy risk elevated.

OpenAI and AWS announced an expanded partnership bringing OpenAI models to Amazon Bedrock after OpenAI loosened Microsoft exclusivity.
Elon Musk returned to the stand in his high-stakes OpenAI trial, with The Verge describing his opening testimony as unfocused.
China froze new robotaxi permits after Baidu Apollo Go vehicles reportedly stalled in Beijing traffic.

Nvidia-related news stayed busy as LG Electronics said it is discussing robotics, AI data-center and mobility cooperation with Nvidia.
Microsoft-adjacent AI names are in focus as OpenAI’s AWS move adds pressure to the post-exclusivity cloud narrative.
Alphabet shares sit near the center of a packed Big Tech earnings day that could reset AI-trade expectations.
QQQ faces a new Nasdaq-100 ETF challenge after BlackRock filed to compete with Invesco’s dominant tech-heavy fund.
AMD and other AI-linked chip names remain under pressure after AI-growth concerns dragged tech stocks lower Tuesday.

No major OpenClaw news today; the latest official blog update remains the VirusTotal skill-security partnership from February.