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S&P 500 6,141 (+0.8%) Nasdaq 20,168 (+0.97%) Dow 43,387 (+0.94%) Bitcoin 107,654 (-0.06%) |
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1. U.S. and China Reach Trade Agreement
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President Trump announced a formal trade deal between the U.S. and China yesterday, after China had agreed to remove non-tariff barriers. There were few details, though a White House official said it cements agreement on “how we can implement expediting rare earths shipments to the U.S. again.” |
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“We’re going to do top 10 deals, put them in the right category, and then these other countries will fit behind”: With less than two weeks left before the current 90-day pause on duties expires, Commerce Secretary Howard Lutnick hinted at flexibility in reaching broader agreements. The president suggested India could be next.
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Today's inflation report is expected to show the PCE index rose 0.1% monthly in May: While inflation is cooling, core annual rates remain above the Fed's 2% target. Further trade agreement progress should hopefully soften inflationary pressure from tariffs and encourage earlier interest rate cuts.
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2. Nike Profit Plunges but Stock Pops 10% |
Nike (NYSE:NKE) posted an 86% fall in fourth-quarter earnings per share yesterday, with revenue down 12%. CEO Elliott Hill said the results were "not where we want them to be." But they were enough to beat Wall Street’s low expectations, and an after-market surge drove the stock up more than 10%. |
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Demand creation spending up 15% to $1.3 billion: Nike’s Win Now strategy – centering on key sports – pushed up costs in Q4, but the company expects the impact to ease in future quarters.
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A Superscore of 74 in TMF’s Moneyball database: Contributing Fool analyst Tim Green wrote “Nike's turnaround is going to take time, if the fiscal fourth-quarter report is any indication.” We first need to see an end to revenue and profit falls, as the company didn’t offer next-quarter guidance.
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3. AI Talent War Heats Up |
In the battle to attract top people at ‘Magnificent 7’ companies, vice president of Generative AI at Hidden Gems recommendation Amazon (NASDAQ:AMZN) Vasi Philomin has departed after eight years. He told Reuters he left for another company, but did not provide details. |
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Boosting $14.3 billion Scale AI investment: Meta (NASDAQ:META) has successfully poached three top researchers from OpenAI to join the superintelligence team led by Scale AI CEO Alexandr Wang.
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“Thank you, Elon, for pushing us all!”: Despite praise for his boss, Tesla (NASDAQ:TSLA) vice president of manufacturing and operations Omead Afshar has been given the push, CNBC confirms. It follows months of declining car sales in global markets.
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4. SoftBank Takes on the AI World
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SoftBank CEO Masayoshi Son told shareholders at today’s AGM he wants the company to become world leader in artificial superintelligence – which he describes as AI that can beat humans by a factor of 10,000 – in the next 10 years. |
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"I'm all in on OpenAI": Son puts SoftBank’s total investment in OpenAI at $32 billion now, saying he expects the ChatGPT pioneer to some day launch an IPO. SoftBank has also plowed $6.5 billion into acquiring semiconductor designer Ampere.
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Sold Nvidia in 2019: Son doesn’t always get his acquisition timings right, having sold SoftBank’s 4.9% stake in Nvidia (NASDAQ:NVDA) – then worth $3.3 billion – in 2019. Today it would be worth around $185 billion.
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In yesterday’s Evening News, we reported Loop Capital set a new price target for Nvidia at $250, which implies a potential $6 trillion valuation.
Sitting with a $3.78 trillion market cap today, when do you think Nvidia will reach $6 trillion: Within 12 months; 1-5 years; Between 2030-2040; More than 15 years’ time; or never? Debate with friends and family, or become a member to hear what your fellow Fools are saying.
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