MONDAY, SEPTEMBER 21, 2026: $NVDA guarantees up to $105B for OpenAI’s 8-10 GW Ohio data center targeting 2028+; Japan’s BOJ hikes to 1.25%, highest in 31 years; Trump and Xi meet with the US-China tru

Trump-Xi sit down while Beijing expels an ex-military commander on corruption charges. The truce is holding, but the purge reminds you Xi’s grip is the real policy variable. Watch tariffs and chip export noise into lunch. Tech/AI: $NVDA’s $105B backstop for OpenAI’s Ohio project is not just a chip order — it’s Nvidia underwriting the buildout. The Einride deal pushes $NVDA into autonomous truck fleets. $MU earnings preview matters because memory is the hidden bottleneck. If $MU guides hot, AI capex gets another leg. Macro/rates: BOJ at 1.25% is the highest since 1995. Banks are unmoved by the Fed hike, but Treasury yields easing is what let tech and Bitcoin rally. 10-year yields rising is still the risk — watch $TNX. Commodities/energy: Republican senator wants Trump to ban diesel exports as fuel prices soar. That’s a political cap on product exports and a fresh inflation headache. $CL and diesel cracks are the tell. Regulation: Ireland fines $GOOGL €403M over location-data breach. EU

Trump-Xi sit down while Beijing expels an ex-military commander on corruption charges. The truce is holding, but the purge reminds you Xi’s grip is the real policy variable. Watch tariffs and chip exp