A More Assertive China Awaits a Leverage-Less Trump | Insight with Haslinda Amin 05/13/2026
Speakers
Anastasia Amoroso
— iCapital
Summary
The video covers President Trump's summit with Xi Jinping in Beijing, focusing on trade, chips, and geopolitical tensions. Anastasia Amoroso discusses the AI rally, calling it still early innings. A potential Samsung strike threatens AI chip supply, and India raises gold/silver tariffs to defend the rupee. Michael Pettis offers a skeptical long-term view on U.S.-China relations.
- Trump arrives in Beijing for summit with Xi, downplaying Iran issue.
- Jensen Huang added to Trump's entourage, boosting AI sentiment.
- Anastasia Amoroso says AI rally still early, but near-term overdone.
- Samsung labor talks collapse, risking memory chip supply.
- India doubles gold/silver import tariffs to support rupee.
- Michael Pettis argues summit will not address fundamental imbalances.
- MobiKwik reports second profitable quarter, focusing on new businesses.
- Minmin Low outlines potential deals: Boeing, soybeans, beef vs. trade, tariffs, Taiwan.
Trade Ideas
AI rally still early innings
The AI rally is still in early innings over the long term, supported by semiconductor companies upgrading their total addressable market and the multi-year transformation from process AI to agentic AI to business model transformation. However, near-term the rally has been too far too fast.
Up Next
This Bloomberg Markets video, published May 13, 2026, features Anastasia Amoroso discussing SMH. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Anastasia Amoroso · Tickers: SMH