The Capitalist

The Capitalist

Capitalist Insider: Trump to seat Huang at Xi’s table on Thursday. Nvidia is already rising

America now spends more on AI than on houses

The Capitalist's avatar
The Capitalist
Sep 21, 2026
∙ Paid

Hello Capitalist Insiders!


  • Trump to seat Huang at Xi’s table on Thursday. Nvidia is already rising

  • Index funds can’t ignore SpaceX now. Neither can China

  • America now spends more on AI than on houses

  • $18B of Oracle-OpenAI loans now trade like junk



Trump to seat Nvidia Ceo at Xi’s table on Thursday, Nvidia is already rising

Nvidia CEO Jensen Huang is slated to attend President Donald Trump’s Thursday state dinner for Chinese leader Xi Jinping, as shares rose Monday on a possible boost from the talks.

User's avatar

Continue reading this post for free, courtesy of Matthew Miller.

Or purchase a paid subscription.
© 2026 The Capitalist · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture