Good morning. On Fortune’s radar today:
OpenAI: ‘Apple is getting this wrong.’ Ukraine is running its war like a business—and the KPIs are brutal. Markets: Let’s gooo! Palantir’s epic earnings call. $1 trillion in AI capex is on the way. Are Iran and Oman carving Trump out of the deal? What if SpaceX’s no good very bad governance structure is good for investors?➡️ Did someone forward you this email? If you would like to receive this information directly, every morning before the markets open in New York, sign up here.
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