This week's Intel Desk | US-China trade truce extended into next year, next week brings the first payrolls report since the rate hike

AI Intel Desk · Issue 8 · one readable piece of market intel every week

📖 This week's key events (Sep 21 – 24)

Macro signals in one place: Trump met with Xi, and the US-China trade truce was extended to January 10, 2027, with tariffs unchanged; the Nasdaq hit a fresh all-time high over the same stretch. On the housing side, KB Home beat on EPS, even as management said the market has kept weakening since its June earnings report.

📌 This week's featured Q&A

From real user conversations with Longbridge AI this week — the three topics readers cared about most.

Featured question 1: That Nvidia call quote doesn't add up

Real question: Back to NVDA, should I buy the long call 160?

The AI's take: "If NVDA is unchanged in January, this position loses money."

Featured question 2: Muse is behind Meta's big jump

Real question: Why is Meta rising so much today?

The AI's take: Muse gave Meta's heavy AI spending a consumer payoff the market can finally see.

Featured question 3: Why SanDisk couldn't push higher

Real question: Why can't SanDisk push higher today?

The AI's take: Friday's options squeeze shoved the stock straight into a wall of trapped holders.

✍️ Next week's calendar (Sep 28 – Oct 2)

🎁 Comment to win

Share your conversation with AI in the comments

Rewards:

• Every valid entry gets 288 task coins
• Among all valid entries, 1 will be drawn at random to receive an AI Pro membership card (30 days) worth SGD 25

Campaign period: from today until 7pm on 2 October 2026. Rewards will be issued within 15 working days of the campaign closing.