Deal Proceeds Quietly

38%its chance, of the story’s futures

+0.3%on the S&P 500, if it happens

OpenAI limits public criticism of China chip exports while preserving the Nvidia-backed data-center leasing structure. Washington criticism continues, but neither the White House nor Congress immediately disrupts the $100 billion Nvidia-linked arrangement.

What it moves

Technology+0.6%

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.

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