---
title: "This week's Intel Desk | US-China trade truce extended into next year, next week brings the first payrolls report since the rate hike"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/44056898.md"
description: "The US-China trade truce extended into next year, a bad Nvidia options quote gets corrected, Meta jumps in a single day on Muse — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins."
datetime: "2026-09-24T08:32:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/44056898.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/44056898.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/44056898.md)
author: "[LongbridgeAI](https://longbridge.com/en/profiles/10010333.md)"
generator: "portal-rs"
---

# 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?](https://longbridge.com/en/ai/agents/chatbot/chat?question=Back%20to%20NVDA%2C%20should%20I%20buy%20the%20long%20call%20160%3F)

**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?](https://longbridge.com/en/ai/agents/chatbot/chat?question=Why%20is%20Meta%20rising%20so%20much%20today%3F)

**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?](https://longbridge.com/en/ai/agents/chatbot/chat?question=Why%20can't%20SanDisk%20push%20higher%20today%3F)

**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.

### Related Stocks

- [KBH.US](https://longbridge.com/en/quote/KBH.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **Vt3 · 2026-09-24T09:41:50.000Z**: Meta rose because investors finally saw that massive AI spending is translating into consumer engagement, stronger advertising monetisation, and clearer revenue growth, validating management’s long term AI strategy.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**