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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
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The impact of Trump's tariffs is beginning to show, and Procter & Gamble is already considering raising the prices of household products.
① Trump's threat of tariffs is affecting USA businesses, and Procter & Gamble is considering raising household product prices to respond to potential tariff impacts; ② Procter & Gamble's sales are growing but prices remain unchanged, and tariffs may impact its production costs, especially against the backdrop of rising fuel and labor costs; ③ Procter & Gamble has "formulation flexibility" to deal with supply chain crises and has invested $6 billion in USA manufacturing.
There is another major move in the ETF sector! Options for popular stocks like NVIDIA are expected to be launched at the end of this year.
Tuttle Capital Management, an innovation leader in the ETF Industry, has launched a new product that bets on Wall Street's zero-day expiration Options (0DTE). Previously, CEO Matt Tuttle gained widespread attention in 2021 when he launched a Fund that shorted Cathie Wood's ARK Innovation ETF. Despite its launch, the Jim Cramer ETF was unsuccessful.