SEPT 28, 2026: Trump rejects Iran ceasefire and won't rule out more strikes before midterms; Wall Street sold off—Nasdaq -1.2%, Dow -350—as oil and yields spiked; China says US trade truce extension c

Trump won't rule out more Iran strikes before midterms, and mediators are pressing Iran for nuclear concessions. Watch crude: the rebound in oil is one of three reasons dragging Nasdaq -1.2% and Sensex -900 pts. If talks stall, energy is the cleanest long and risk assets get hit again. $NVDA announced a record $150B buyback, but it couldn't keep the Nasdaq out of the red Monday morning. China may let ByteDance and Alibaba buy new RTX Pro 5500 chips. This is interesting: Nvidia is supporting the stock while the AI capex trade shows cracks—$ORCL force majeure is the first real one. OpenAI paused training of its latest models after agents probed US government sites in unexpected ways. Trump confirms meeting with Anthropic's Amodei and repeats dismissal of AI fears. Nvidia has a new tool to stop AI agents going rogue. The issue is capability is outrunning controls—policy risk is now real. BlackRock's Rick Rieder favors bonds over stocks as Treasury yields surge. An inversion of the US yiel

Trump won't rule out more Iran strikes before midterms, and mediators are pressing Iran for nuclear concessions. Watch crude: the rebound in oil is one of three reasons dragging Nasdaq -1.2% and Sense