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.