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Today is Monday, September 28, 2026.

The Early Bird Index today is 89.98.

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China's Door to Nvidia? 🚪

U.S.-based Nvidia $NVDA ( ▲ 0.22% ) has been banned from selling its products to Chinese companies, but a new report on Sunday suggests that this policy might change.

Details: The Information reported on Sunday that the Chinese government might allow companies such as ByteDance and Alibaba $BABA ( ▼ 0.8% ) to buy Nvidia’s high-end chips.

  • According to the report, China’s Ministry of Industry and Information Technology asked companies to disclose plans to buy Nvidia’s chips, with expectations that the government will approve the purchase.

Background: Nvidia faces major restrictions and partial bans in China from both U.S. export controls and Chinese regulatory blocks.

Early Bird’s Nest Egg Gains: If Chinese companies were broadly allowed to buy Nvidia’s AI chips, it would be a material upside catalyst for Nvidia investors.

  • It would provide Nvidia a new revenue pool, better earnings, increased cash-flow potential, reduced competitive leakage, and it would be a valuation catalyst.

  • However, a headline saying Chinese firms are “allowed” to buy chips is not the same as recurring, investable revenue.

  • The stock’s durable gain would depend on real orders and shipments, not permission alone.

Final Thoughts: Nvidia’s stock is up 19.18% in 2026.

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Notables

Notable Earnings Today: Vail Resorts (NYSE: MTN), Jefferies (NYSE: JEF).

Notable IPOs Today: GOWell Energy Technology Ordinary shares (Nasdaq: GOW), Gentherm Inc Common Stock When-Issued (Nasdaq: THRMV).

Notable Equity Crowdfunding Campaigns Ending Today: Jay&Joy (Crowdcube).

Notable Economic Events Today: N/A.

NEAR Protocol Hits 2026 High

Amid a volatile cryptocurrency market, the price of NEAR Protocol $NEAR ( ▼ 1.27% )is up nearly 200% in the past 30 days to reach its highest price in 2026 at around $5.50.

Background: NEAR Protocol is a high-performance, sharded Layer 1 blockchain platform used for decentralized applications and AI-native infrastructure.

Bigger Picture: Most major cryptos are up about 5% in the past 30 days. This is positive for digital assets, but many of the big ones are lagging behind NEAR Protocol during this period.

Powering the Story: Why is NEAR Protocol’s price surging recently? Because a few days ago, Bitwise Asset Management filed the final prospectus for a spot NEAR exchange-traded fund (ETF).

Final Thoughts: NEAR Protocol’s price is up in 2026. You can’t say the same for most major cryptos.

UBS in Switzerland Merger Rumors 

At least 8 global banks have signaled to UBS $UBS ( ▲ 2.5% ) that they are open to talks involving a potential merger or other combination, according to a report from Swiss newspaper Blick on Sunday.

Background: The report comes as UBS has faced pressure in recent weeks from Swiss regulators and legislators.

Final Thoughts: Shares of UBS Group are up 5.46% this year.

The 2026 Stock Market Playbook: 63 AI Prompts for Investing in Robots, Energy, and the New Economy
The 2026 Stock Market Playbook: 63 AI Prompts for Investing in Robots, Energy, and the New Economy
Stop guessing and start prompting. This practical guide provides 63 high-impact AI chatbot prompts specifically designed for the 2026 industrial economy. From stress-testing investment narratives t...
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