Sunday, September 13, 2026: $NVDA mulls a $10B anchor in Anthropic’s IPO, $TSM just posted a record month, and Trump is weighing an ethics compromise to save the crypto bill vote.

Sen. Cory Booker selling $NVDA stock is a small headline but a good signal to watch — lawmakers trading into AI mania while Washington debates crypto ethics is exactly the kind of conflict that kills bipartisan bills. Nvidia’s $10B Anthropic IPO backing would make $NVDA more than a chip vendor — it becomes an AI equity kingmaker, and it puts $GOOG and $GOOGL in the frame because Google is already a top Anthropic cloud/backer. $TSM record month confirms the AI buildout isn’t just Nvidia — foundry demand is still accelerating, which matters because chip supply is the bottleneck for every model, robot, and data center. Zhipu securing $33.5B in new financing for RSI-Zhidx is a monster China AI signal; Beijing is still funding frontier models despite US export controls, and that keeps the chip war from being a one-way trade. Prediction markets price 80.5% odds the Fed’s upper bound stays above 3.75% after Sep 16 — that’s a hawkish hold, not a pivot, and it keeps pressure on dividend defensi

Sen. Cory Booker selling $NVDA stock is a small headline but a good signal to watch — lawmakers trading into AI mania while Washington debates crypto ethics is exactly the kind of conflict that kills