Deal Is Reworked

its chance, of the story’s futures

−0.3%on the S&P 500, if it happens

Rather than focus mainly on Lutnick, the White House reopens the December 2025 revenue-share arrangement that allowed Nvidia H200 sales to China. Officials try to preserve fee revenue while reducing the political cost of appearing lax on military-linked diversion.

What it moves

Technology−0.7%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Deal Is Reworked

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