Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26

Oracle's New Mexico data-center delay spotlights AI infrastructure buildout risk even as EverPure and Marvell show hyperscaler demand remains undiminished.

• Trump-Xi summit light on substance: Tariff truce extended two months to January; pageantry dominated with no readout on Taiwan, Iran, or rare earths; two more meetings scheduled (November Apex Summit, December Miami G20).
• Kyle Bass on Iran: Sees no real peace deal likely given IRGC's decentralized 260,000-person structure, but says US sanctions are closing dollar/euro access via UK, Kuwaiti, and UAE banks, collapsing Iran's economy.

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