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CHINESE OIL TANKER MAKES SUCCESSFUL HORMUZ CROSSING AS TRUMP’S BEIJING VISIT KICKS OFF - CNN
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TRUMP–XI SUMMIT DOWNSIZED AS EXPECTATIONS FALL
The Trump–Xi meeting in Beijing is now expected to be a limited, low-impact summit focused on maintaining stability rather than major deals.
Key topics include trade, Iran, and fentanyl, but analysts say the U.S. has little leverage and Beijing is offering no clear agenda or concessions.
Instead of a “grand bargain,” the talks are likely to yield only modest steps like extending existing trade truces and maintaining limited sector cooperation.
Experts say shifting geopolitical conditions have strengthened China’s position, making meaningful breakthroughs unlikely.
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This is absolutely insane.
President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:
1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.
Never in history has such a trip even remotely near this scale and caliber occurred.
This Trump-Xi meeting is far bigger than most realize.
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Ngl, but is it really that smart to put that many important figures into one single airplane?
Just sayin’.
The Kobeissi Letter@KobeissiLetter
This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.
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@Zac_Markovich Pretty impressive it was up around 4% all day with the sell-off everywhere pretty bullish imo
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$NFLX Lower gap filled. ✅
Now time to fill gap above.
Zachary Markovich@Zac_Markovich
$NFLX Looks like lower gap fill it is. 🫡
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@StockOptionCole 12 am my time on the dot they loaded up heavy I added smci meta msft Google
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$NVDA - NVIDIA CEO JENSEN HUANG SEEN ON BOARD AIR FORCE ONE TO BEIJING
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A SHARP SELLOFF IN SEMICONDUCTOR SHARES DRAGGED U.S. STOCKS LOWER AFTER STRONGER-THAN-EXPECTED INFLATION DATA REINFORCED FEARS THAT THE IRAN WAR AND SOARING ENERGY PRICES ARE FEEDING BROADER PRICE PRESSURES ACROSS THE ECONOMY.
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SENATE CONFIRMS KEVIN WARSH TO FEDERAL RESERVE BOARD IN 51-45 VOTE
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$GOOGL $TSLA - *Google, SpaceX in Talks to Launch Data Centers in Orbit, Sources Say
*A Google, SpaceX Deal Would Offer a Boost to SpaceX Ahead of Potential IPO
*Google Is in Discussions With Other Rocket-Launch Companies as Well, Source Says
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Trump/Xi meeting this week is ALL about Rare Earths and AI Supply Chains
China controls critical rare earth supply
The U.S. controls advanced AI semis
Impactful Themes: Semiconductors, AI Compute, HBM Memory, Hyperscalers
MAIN FOCUS:
• NVDA/AMD/AI Chip export controls
• Rare earth export restrictions
• Memory supply constraints
• Semiconductor supply chain stability
If tensions ease (restrictions off)
- Semiconductors will rip higher $NVDA $TSM $AMD $MU $SMH $SOX
- Supply chain fears cool off
If talks fail
- Rare Earth & Semiconductor will pullback. Not only pullback but a much needed healthy one since we've been running up the last month.
This meeting will decide the next major AI trade
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@crypt0_punkk @cmsinvests It's been priced in for some time now same with the Russian/ Ukraine War what 5 + yrs ago still going on
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@cmsinvests The war does not affect anymore. People are sick and tired of Iran. No one gives a fuck.
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Investors who are still holding cash tomorrow
The Kobeissi Letter@KobeissiLetter
BREAKING: Iran has rejected dismantling its nuclear facilities in its response to the US peace proposal, per WSJ.
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Futes early:
What is this? A pullback for ants?! And I’m not even referring to the soldier or fire ants. I’m talking those grunt worker ants.
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IRAN REPORTEDLY OFFERED TO TRANSFER PART OF HIGHLY ENRICHED URANIUM STOCKPILE TO THIRD COUNTRY & DILUTE REMAINDER IN RESPONSE TO LATEST US CEASEFIRE PROPOSAL, BUT REFUSED TO DISMANTLE NUCLEAR FACILITIES & DEMANDED GUARANTEES URANIUM WOULD BE RETURNED IF TALKS FAIL
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