AI at the Table: Trump-Xi Dinner Signals High-Stakes Week as Meta Takes the Stage

The last full week of September brings a light earnings slate but high-stakes geopolitical and tech events: a much-anticipated dinner between Trump and Xi featuring AI heavyweights like OpenAI and Nvidia, a joint stance on AI’s arms race, and Meta’s Connect conference unveiling consumer AI hardware. Investors will parse what the Trump-Xi talks mean for the US-China trade truce ahead of its expiry, how AI competition and policy might influence inflation, and what Fed-speak and oil-market moves imply for markets. Key corporate reporters include COST and DRI, with KB Home watching mortgage dynamics as rates surge. Qualcomm’s summit and broader AI infrastructure news could also sway sentiment amid a cautious market backdrop.}{