SEPT 21, 2026: Trump-Xi dinner prep with $MSFT Nadella and $NVDA Jensen is the main event; Bessent wants an AI incident alert channel with China. $AMD hits $1T market cap. $MU earnings preview next. $

Burnham meets Trump at UN for first time as middle powers scramble for new alliances. Watch this: if the Trump-Xi dinner fails, Bessent's AI-alert channel becomes the only de-escalation wire between Washington and Beijing. $AMD at $1T is the tell that AI demand isn't just $NVDA. But $AAPL, $MSFT, $AVGO and $MU are all levered to the same hyperscaler capex cycle. If spend blinks, the whole complex reprices. $NVDA and $MU earnings previews are next. Bull case: $NVDA revenue growth drives shares to $400 next year. Bear case: memory pricing rolls over just as $MU gets paid. Good signal if guidance widens. Nissan eyes more U.S. production as the new Rogue hybrid launches. This is tariffs and supply-chain math, not just EV talk. Every Japan automaker is quietly redrawing its North America map. Prediction markets only price 65.5% odds the Fed funds upper bound is above 3.75% after the Mar 17, 2027 meeting. Payrolls above 125k in September 2026? Just 22%. Bad signal for growth bulls. Michael S

Burnham meets Trump at UN for first time as middle powers scramble for new alliances. Watch this: if the Trump-Xi dinner fails, Bessent's AI-alert channel becomes the only de-escalation wire between W