WS #7167

The dominant narrative remains the escalating US-China summit with a major MAG7 carve-out: Nvidia CEO Jensen Huang is confirmed to be joining Trump's China trip after a last-minute invite, corroborated by NYT and a Bluesky post from a priority account. This is a high-significance positive for NVDA as it puts AI chip export policy and H20 ban on the negotiating table. Separately, a Chinese oil supertanker is seen attempting to exit the Strait of Hormuz, per Bloomberg, and Vietnam has requested US approval for a tanker to transit the strait, indicating ongoing tensions but also potential diplomatic channels. The Indonesia financial regulator has issued multiple statements attempting to calm markets after MSCI cuts stocks linked to Indonesia's richest from indexes, but these are noise as they are reactive and not market-moving for US equities. The Samsung strike threat from prior windows is not mentioned in this batch, so it is carried forward as ongoing. The overall narrative is ESCALATING in terms of summit preparation and Strait of Hormuz activity, with the NVDA catalyst adding a bullish tech angle.