China's total retail sales of goods and services, a major indicator of the country's consumption strength, increased by 2.6% YoY in the first seven months of 2026. #ChinaEconomy# #ChinaData#

China's #consumer# market showed a stronger move toward smart, health-related, and higher-quality products in the first eight months of 2026, the Ministry of Commerce said on Sunday. Sales growth included: 🔹Smart glasses on major platforms: up 120% YoY 🔹Electrocardiogram monitors: up 75% YoY 🔹Action cameras: up 26.9% YoY 🔹Organic food: up 7.4% YoY #ChinaData# #ChinaEconomy#

China's railways carried a record 3.32 billion passenger trips in the first eight months of 2026, up 3.9% YoY. An average of 11,508 passenger trains ran each day, while foreign passenger trips jumped 33.3% to 16.68 million amid growing inbound travel and expanded #visafree# transit policies. #ChinaData# #Transportation#

this week's major catalysts 👇 sep 14 - china data dump: retail sales, industrial output, house prices sep 15 - senate cloture vote on the clarity act sep 16 - fomc decision sep 17 - us housing data sep 18 - boj decision + japan cpi

$5.28 TRILLION Nvidia is trading at its cheapest valuation in five years and is set to report earnings on Wednesday. Here is what is happening around the company right now: The company guided $91 BILLION in revenue this quarter, excluding China data center sales. Its customers are sitting on $2.3 TRILLION in AI backlog, per Bank of America. Its own order book for 2026 and 2027 is worth $1 TRILLION. Nvidia told its biggest clients this week to expect 15%+ price hikes on AI servers as memory chip costs surge, per Bloomberg. It paid $6 BILLION to license AI models from startup Poolside and extended job offers to over 100 of its employees. It partnered with BlackRock, Goldman Sachs and KKR to mobilize over $500 BILLION in AI infrastructure financing. The $2.5 BILLION China smuggling probe just cleared its senior management. The stock is up just 21% this year while the semiconductor sector is up 63%. Polymarket gives a 95% chance Nvidia beats Wall Street's earnings expectations again.

OpenAI announced a chip designed to reduce its dependence on Nvidia this morning and Nvidia responded with the biggest quarter in semiconductor history Revenue hit $96.2 BILLION against a $92 BILLION estimate, up 106% year over year Data Center alone brought in $89 BILLION, now making up 92% of all Nvidia revenue Q3 guidance came in at $108 BILLION with zero China data center revenue included Supplier commitments EXPLODED from $119 BILLION to $279 BILLION in a single quarter driven almost entirely by memory procurement Vera Rubin is now in full production AWS will deploy 2 MILLION additional Nvidia GPUs across its global infrastructure in 2027-2028 Three customers made up 44% of first-half revenue Jensen Huang: "AI has reached its inflection point" The stock dropped 4% after hours, the 5th drop after earnings in 6 quarters $5 TRILLION company with 106% growth and record guidance, and the market STILL sold it