The coming week centers on a U.S.-China summit in Washington, the Fed’s rate-path outlook, and a flurry of U.S. data and earnings, with investors scanning housing, durable goods, and earnings from Costco, AutoZone, General Mills, and KB Home.

Over the five-day schedule, the week opens with the August Chicago Fed National Activity Index and ongoing New York talks, followed by the Richmond Fed Manufacturing Index and auto sector earnings, midweek bringing the S&P Global PMI and General Mills results, and a final stretch highlighting the U.S.-China summit, Costco earnings, and August new home sales and durable goods data.

Beyond the data, a New York speech on Sept. 22 and the potential for market-moving developments around the U.S.-China tariff truce, agricultural purchases, and critical minerals could influence sectors like Chinese ADRs, semiconductors, and industrials.

Oracle faces analyst scrutiny over its AI investments as expectations for revenue growth and valuation remain in focus amid broader tech-sector AI spending debates.

Market implications from the U.S.-China summit could hinge on progress on tariffs, agricultural purchases, and critical mineral supply, with potential upside for related equities if breakthroughs occur and heightened volatility if they stall.

Meta Platforms is hosting its Connect event to unveil AI and virtual reality updates, marking a notable tech industry showcase.

Nasdaq-100 rebalance increases SpaceX’s weight to 2.82%, with S&P Dow Jones indices adding multiple companies to the S&P 100 and S&P 500, signaling potential fund-flow shifts.

Market tone shows mild moves in Costco and Boeing with mixed sentiment around Oracle as investors weigh AI themes ahead of the week’s events.

China’s LPR remains at 3.5% for the 15th straight month, while Korea reports strong early-September semiconductor export growth, underscoring divergent regional policy and tech momentum.

A cluster of AI, computing, and digital trade conferences highlights models, agents, computing power, and storage as strategic priorities for the sector.

Other notable items include Space and defense-related events, Trump’s GOP fundraising keynote, and Apple’s new Mac Mini and Mac Studio releases slated for the period.

The week is framed as a dense global slate of U.S.–China diplomacy, geopolitics, and tech developments with meaningful implications for markets and risk assets.