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OpenAI, the maker of ChatGPT, said on Friday it will start including ads for those who use the app for free, or have the cheapest subscription, ChatGPT Go. In the coming weeks, the company plans to start testing those ads in the U.S., which will directly relate to user prompts and conversations, “so more people can benefit from our tools with fewer usage limits or without having to pay,” the company said. According to OpenAI, the ads will be “clearly labeled” at the bottom of the chat and users can turn off personalization if they want. As for whether the ads will influence the answers ChatGPT provides, OpenAI said the “responses are driven by whats objectively useful, never by advertising,” and user data and conversations “are protected and never sold to advertisers.” ChatGPT Go, which launched in India last August and has since rolled out in 170 countries, is now coming to the U.S. and everywhere the AI chatbot is available. It’s ChatGPT’s fastest-growing plan, and OpenAI claims it is “among the most affordable AI subscriptions globally.” (Of course, many AI chatbots are free.) ChatGPT Go costs $8 a month, and offers access to its latest model, GPT5.2 Instant, giving users expanded access to messaging, image creation, file uploads, and memory, the company said in a statement. For those who want to avoid ads, more premium subscriptions such as ChatGPT Plus and ChatGPT Pro come ad-free. With this launch, ChatGPT now offers three subscription tiers globally: ChatGPT Go at $8 per month; ChatGPT Plus at $20 per month; and ChatGPT Pro at $200 per month.
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E-Commerce
Stocks wavered in afternoon trading on Wall Street Friday as the first week of corporate earnings season closes out with markets trading near record levels. The S&P 500 rose 0.1% after shifting between small gains and losses. The Dow Jones Industrial Average fell 52 points, or 0.1%, as of 3:17 p.m. ET. The Nasdaq composite rose 0.1%. Technology stocks were the strongest forces behind the market’s moves. The S&P 500 has slightly more losers than gainers, but several big technology stocks made strong gains and countered losses elsewhere. Nvidia rose 0.4%, Broadcom rose 2.8%, and Micron Technology rose 6.8%. All three are semiconductor companies that are among several Big Tech companies with outsized valuations that often push the market higher or lower. A handful of regional U.S. banks reported their earnings following mixed reports from their larger peers. Pittsburghs PNC jumped 3.9% after it beat Wall Streets fourth-quarter targets, but Regions Financial fell 3% after reporting results that missed forecasts. Outside of the banking sector, transport company J.B. Hunt Transport Services fell 1% after reporting mixed quarterly financial results. The latest round of earnings updates from companies could help give Wall Street a better sense of how consumers are spending their money and how businesses are operating amid economic concerns brought on by inflation and tariffs. Results from the technology sector are being scrutinized by investors trying to figure out whether the high stock prices fueled by the craze around artificial intelligence are justified. Despite the strong start to 2026, we would not be surprised if markets experience volatility in the coming weeks as fourth-quarter earnings progress and the threat of escalating geopolitical tensions remains, wrote Doug Beath, global equity strategist at Wells Fargo Investment Institute, in a note to investors. Wall Street will have a broader mix of earnings to review next week, coming from airlines, industrial companies, and technology companies. United Airlines, 3M, and Intel are all scheduled to release their quarterly earnings results next week. Crude oil prices rose after dropping sharply on Thursday. The price of U.S. crude oil rose 0.4% to $59.44 and the price of Brent crude, the international standard, rose 0.6% to $64.13. Oil prices have been volatile amid widespread protests in Iran against that countrys leadership and President Donald Trump’s warnings that the U.S. will come to their rescue. Gold prices, which have also been volatile this week, fell. Prices for the precious metal, often viewed as a safe haven amid economic and geopolitical uncertainty, fell 0.6%, but are still up more than 5% so far in January. Treasury yields moved higher in the bond market. The yield on the 10-year Treasury rose to 4.23%, from 4.17% late Thursday. The two-year Treasury yield, which more closely tracks expectations for what the Federal Reserve will do, rose to 3.60%, from 3.57% late Thursday. The Fed’s next policy meeting on interest rates is in two weeks, and Wall Street is betting that it will maintain its current benchmark interest rate. The central bank is trying to balance a slowing jobs market with stubbornly high inflation. Updates on inflation this week showed that prices remain above the Fed’s 2% goal. The U.S. central bank will get one more update on inflation next week when the government releases the personal consumption expenditures price index, or PCE. It is Fed’s preferred measure for inflation. European markets fell, and markets in Asia were mixed. Taiwan’s benchmark index rose 1.9% after its government signed a trade deal with the U.S. China, which claims the self-governed island as its own territory, protested the agreement. The deal with Taiwan comes amid an ongoing trade war between the U.S. and much of the world. Uncertainty over tariffs have raised concerns about inflation and economic damage because of higher costs for businesses and consumers. Canada is the latest to shift its partnerships because of the uncertainty. It has agreed to cut its 100% tariff on Chinese electric cars in return for lower tariffs on Canadian farm products as part of the break with the U.S. Tesla rose 0.4%, and Rivian fell 2.6%. By Damian J. Troise, AP business writer
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E-Commerce
The northern lights could light up the skies above several northern states this weekend. The aurora borealis will be visible Friday and Saturday nights over North America, and most prevalent for those states on the northern border of the mainland, according to a forecast from the National Oceanic and Atmospheric Administration (NOAA) Space Weather Prediction Center. Friday offers the highest odds of visibility for most Americans, with the northern lights potentially visible in those states stretching from Washington to Maine, and as far south as Iowa. And Fridays aurora could be brighter, with a score of 5 out of 9 on an index measuring the three-day geomagnetic forecast. For the aurora borealis fanatics, NOAA even offers a more detailed 30-to-90 minute forecast of the location and intensity of the lights. This weekend will mark the first in 2026 when the northern lights are predicted to be visible in the U.S. WHEN AND WHERE TO SEE THE NORTHERN LIGHTS Northern lights can bring vibrant greens and purples to the night sky, and the best aurora is typically in the 10 p.m. to 2 a.m. period. NOAA recommends facing north, in a spot away from light pollution for the best viewing. According to NOAA, the aurora borealis could be visible in up to 15 states on Friday: Alaska, Washington, Idaho, Montana, Wyoming, North Dakota, South Dakota, Minnesota, Iowa, Wisconsin, Michigan, New York, Vermont, New Hampshire, and Maine. If you seem to be seeing the northern lights more frequently than you recall in the pastor, at the very least, hearing about themits true: Theyve become a more common sighting in recent years. Thats because the sun is at the maximum of its 11-year solar cycle, according to astronomers. During solar maximum, the sun blazes with bright flares and solar eruptions, according to information from NASA about the current solar cycle that began in 2019. LOOK TO THE SKY The northern lights wont be the only highlight of the night sky this weekend: If you missed the optimal naked-eye viewing of Jupiter last weekend, when it was its biggest and brightest for the year, the largest planet in our solar system will also light up this sky this weekend with a bright orange color. With small binoculars, you may even be able to view Jupiters four moons. Saturn, Uranus, and Neptune will also be visible this weekend, according to The Sky Live. And while far fewer people will get to see this, SpaceX has a rocket launch planned for Friday evening from the Vandenberg Space Force Base, a military base near Santa Barbara, California. The launch will send the twelfth batch of satellites into orbit as part of a reconnaissance satellite constellation built by SpaceX and Northrop Grumman.
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E-Commerce
Meet the new CEO of Sam’s Club: Latriece Watkins. As you’ll hear from my interview with Watkins this week’s episode of Fast Company’s Most Innovative Companies podcast, she is a Walmart veteran, who began her career in the real estate division in 2006. Over the next two decades, she rose up through the ranks to become Walmart’s chief merchant in 2023, making her one of the most powerful people in the retail industry, responsible for choosing the $500 billion worth of products the retailer sells every year. In recent years, Watkins has made a deliberate attempt to woo higher income consumers into stores by introducing higher-end brands, like Sonos and LaRoche Posay, as well as elevating its fashion, home and food private labels. Her team’s product curation appears to be working: In recent quarters, Walmart’s has been gaining market share among households that make upwards of $100,000 a year. Now, Watkins has been tasked with running Walmart’s membership club, which generated $90.2 billion in net sales across its 600 stores in 2024 making up roughly 13% of Walmart’s total revenue. In many ways, her promotion makes sense, since Sam’s Club customers tend to be more affluent than those from Walmart. Watkins has proven she’s skilled at meeting these needs of these customers. Watkins is now tasked with stealing market share from CostCo, the biggest player in the membership warehouse club industry, which generated $269.9 billion last year, an 8.1% increase over the year before. Part of CostCo’s success has come from its private label, Kirkland, which now drives roughly a third of its total revenue. Watkins is skilled at developed successful private labels. It was under her leadership that Walmart launched its first new private label grocery brand in two decades, called Bettergoods. Every aspect of the brand from its chic, colorful packaging to its focus on global flavors was carefully designed to win over today’s consumers. And yet 90% of products in the line cost under $5. Sam’s Club has its own private label called Member’s Mark, which also generates about a third of its revenue. Part of Watkins’ mission will no doubt be to ensure that Member’s Mark grows as a business, and continues to evolve to keep pace with changing consumer tastes. In some ways, Watkins has the opportunity to be more experimental at Sam’s Club than she was at Walmart. As a smaller, nimbler brand, Sam’s Club has become something of an innovation lab to test out retail concepts that, if successful, may be adopted by Walmart. For instance, in 2024, Sam’s Club unveiled cashierless checkouts in a few stores: Customers simply scan products themselves on their Sam’s Club app, pay for them using their credit card, then walk out the door. (Entrances now have arches equipped with computer vision to check what’s in a person’s cart, avoiding manual receipt checking.) Sam’s Club also tries things out with its private labels. In 2022, it set out to remove 40 potentially harmful ingredients in the Member’s Mark line a goal it achieved last week. Walmart used learnings from this process to make Bettergoods products without these ingredients as well. Watkins has helped Walmart navigate through difficult times, from a volatile economy to new tariffs to inflation. She’s well-equipped to steer Sam’s Club through these choppy waters.
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E-Commerce
The data centers that power the AI boom also need power themselves and a lot of it. Now, the Trump administration wants the tech companies cashing in on AI to foot a bigger part of the bill. The Trump administration said Friday that it would urge major East Coast power grid operator PJM Interconnection to hold an emergency auction for tech companies, inviting them to bid on 15-year contracts for new electricity generation. Under the plan, the power auction would raise billions of dollars that would then go directly toward building out $15 billion in new power plants. Tech companies would be locked into paying for the power they buy at auction over the lifetime of the long-term contracts whether they wind up using the electricity or not, a measure designed to smooth out spikes in electricity costs and offer 15-year revenue certainty for new plants. The governors of Virginia, Maryland, Ohio and Pennsylvania and other states in PJMs area also signed onto the proposal to remake Americas power supply. U.S. Secretary of Energy Chris Wright and U.S. Secretary of the Interior Doug Burgum also supported the plan, which urges the power grid operator to make changes but isnt binding. For two years, Ive been sounding the alarm, explaining that without fundamental changes to PJM Pennsylvanians were going to be paying more and more, and getting nothing in return, Pennsylvania Governor Josh Shapiro said in a press release. …Ive been working with my fellow governors and federal energy officials to push PJM to make needed reforms, and Im glad the White House is following Pennsylvanias lead and adopting the solutions weve been pushing for. In a fact sheet on the proposal published to the Department of Energys website, the Trump administration is also encouraging PJM to cap what existing power plants charge in an effort to pass along savings to residential power users. The Department of Energy described the measures as temporary, noting that the changes could stave off painful future price increases and make blackouts less likely. Worries grow over resource-hungry AI Acknowledging the growing backlash around AI data centers, Microsoft also announced a new initiative this week that it claims will protect residential customers from eating the cost of its AI buildout. The tech giant says it will work closely with utility companies on the price of electricity, likening its AI expansion to other historic national infrastructure improvements like canals, railroads, the electrical grid, or the interstate highway system. Communities value new jobs and property tax revenue, but not if they come with higher power bills or tighter water supplies, Microsoft Vice Chair and President Brad Smith wrote in a blog post. Without addressing these issues directly, even supportive communities will question the role of datacenters in their backyard. Trump hinted at Microsofts plan earlier this week in a Truth Social post, stating that new policies would ensure Americans dont pick up the tab for higher energy bills. I never want Americans to pay higher Electricity bills because of Data Centers, Trump wrote. …We are the HOTTEST Country in the World, and Number One in AI. Data Centers are key to that boom, and keeping Americans FREE and SECURE but, the big Technology Companies who build them must pay their own way. Americans are starting to blame AI for high bills In the AI arms race, techs hottest companies often frame their insatiable appetite for electricity as an inevitability rather than its own problem. But as the cost of electricity goes up, Americans may disagree. Tech giants are pouring billions into massive electricity and water-guzzling server warehouses to fuel their AI ambitions. In 2025 alone, five companies making big bets on AI invested $399 billion into the technology and its accompanying infrastructure, and that number is expected to shoot up to $600 billion by 2028. Those investments have also prompted broad concerns that the stock markets concentrated growth around AI represents a single point of failure if the industry starts to wobble. Other worries are much less theoretical. Americans are grappling with higher power bills and theyre starting to blame the tech industry. A nationwide survey last year found that two-thirds of those polled believe that AI is driving up their electricity bill and most said that they couldnt afford a $20 per month increase. Beyond power, data centers also need massive amounts of water for cooling all of those servers humming day and night. In The Dalles, Oregon, city officials are seeking to buy part of a nearby national forest to get access to more water a move that is alarming some residents and environmental groups. While officials have claimed the water will meet growing population demands, Google is The Dalles thirstiest resident and the tech companys data centers already consume a third of the citys water.
Category:
E-Commerce
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