Trump-Xi Summit; Tech Rally Persists; Warsh Confirmed as Fed Chair | Bloomberg Brief 5/14/2026

Watch on YouTube ↗  |  May 14, 2026 at 11:29  |  42:28  |  Bloomberg Markets
Speakers
Lizzy Galbraith — Senior Political Economist, Aberdeen

Summary

President Trump and President Xi meet in Beijing to discuss economic cooperation, trade, and strategic competition. Tech stocks rally on AI optimism, with Cisco surging on guidance and Cerebras raising $5.55B in an IPO. Kevin Warsh is confirmed as Fed chair in a narrow Senate vote.

  • Trump-Xi summit focuses on trade, oil, agriculture, and strategic competition.
  • Cisco surges after hours on strong AI-related guidance and $9 billion in orders.
  • AI chipmaker Cerebras raises $5.55B in IPO, highlighting strong demand.
  • Kevin Warsh confirmed as Fed chair in narrow Senate vote.
  • BlackRock's Wei Li sees higher inflation and rates due to geopolitical fragmentation and AI demand.
  • Oil prices remain elevated amid Strait of Hormuz tensions.
  • U.S. approved Alibaba and Tencent to buy Nvidia H200s.
Trade Ideas
Henry Wren 16:02
Cisco bullish on AI pivot
Cisco is pivoting to AI data centers, raising its guidance and expecting $9 billion in AI-related orders, which is driving the stock up nearly 20% in premarket trading. The market is excited about the AI buildout opportunity.
CSCO HIGH
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This Bloomberg Markets video, published May 14, 2026, features Henry Wren discussing CSCO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Henry Wren  · Tickers: CSCO