Tuesday, September 22, 2026: Trump threatens Iran at UN and pushes Zelenskyy for an energy truce; $NVDA jumps on Trump-Nvidia Armenia AI deal; 10-year Treasury yield slips below 5% as AI optimism lift

Trump says Russia has “lost control” of oil because of Ukraine and wants an energy truce with Zelenskyy at UN; he warns he could annihilate Iran without a peace deal, then promises a post-midterms Iran deal. Watch oil risk premium. Nvidia’s forecast assumes zero data-center chip sales to China. The Sept 24 US-China summit could change that. This is the swing factor for semis: $AVGO, $AMD, $MU all trade on China reopening hope. Nvidia options are doing something unusual ahead of two catalysts. AI fears are at fever pitch, but one trader is still accumulating. Good signal or bad? $AAPL and $MSFT need AI monetization to justify their multiples. Wall Street ends sharply higher as AI optimism reignites and Treasury yields retreat. 10-year slips further below 5% as traders await Fed comments. Prediction markets: 70% odds fed funds upper bound above 3.75% after Mar 2027 meeting; 81.5% odds Sept CPI above 3.5%; only 22% odds September payrolls above 125k. Trump administration is examining whet

Trump says Russia has “lost control” of oil because of Ukraine and wants an energy truce with Zelenskyy at UN; he warns he could annihilate Iran without a peace deal, then promises a post-midterms Ira