Trump told Xi ‘I don’t talk about’ whether U.S. would defend Taiwan from China

Watch on YouTube ↗  |  May 15, 2026 at 15:31  |  7:14  |  CNBC
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Summary

CNBC's Eunice Yoon reports on the Trump-Xi meeting, focusing on Taiwan discussions and Chinese state media's glowing readout. The conversation explores Xi's probing on Taiwan, China's confidence and vulnerability, and the absence of tariff or chip talks. No specific investment ideas are presented.

  • Chinese state media omitted Trump's Taiwan comments, signaling displeasure.
  • Xi stressed Taiwan as a red line for US-China relations.
  • China's economic fragility may influence Xi's decision on Taiwan action.
  • No formal deals or agreements were confirmed from the meeting.
  • Trump and Xi discussed regional issues but not tariffs or NVIDIA chips.
  • Russian President Putin is set to visit Xi next week.
  • China appears more confident but also anxious about Taiwan independence.
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