9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26

CoreWeave says AI infrastructure margins are expanding faster than rising rates, with demand visibility extending into early 2028.

• AI safety pact reaction: Trump signed a "morally binding" voluntary AI safety agreement with tech leaders (Altman, Amodei, Jensen Huang, Dina Powell McCormick); Cramer says it likely hardens existing views rather than changing minds and worries execs risk being seen as "a bunch of oligarchs."
• PCE tamer than feared: August PCE rose 3.4% year-on-year with a 0.2% monthly gain, initially boosting stocks, though oil price gains tied to Gulf tanker attacks offset the rally.

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