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.

Trends to Watch
Pricing Technology Fears: Walmart says it’s not using personal information to set prices as it expands digital shelf labels (Associated Press)
More Oil Price Pain: Oil heads higher as US-Iran peace talks in stalemate (Reuters)
Market Interest: The deeper reason behind the relentless rise in bond yields (Yahoo! Finance)
Alert: The Bond Market Is Getting Closer to Sounding Alarm on Economy (Bloomberg)
What Went Wrong: How months of work on the Clarity Act all fell apart (CoinDesk)
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