Trump-Xi Summit: Nvidia CEO Joins Air Force One to China | Daybreak Europe 5/13/2026

Summary

The episode covers the surprising addition of Nvidia CEO Jensen Huang to President Trump's China trip, boosting risk sentiment, alongside hotter U.S. CPI data and rising bond yields. UK political turmoil weighs on gilts and sterling, with Keir Starmer fighting to stay in office. Corporate news includes Siemens announcing a €6 billion buyback and Anthropic reportedly seeking $30 billion in funding.

• Nvidia CEO Jensen Huang joins Trump's Air Force One to China, lifting Asian tech stocks.
• U.S. CPI beats expectations, pushing 10-year yields to 4.46% and raising hawkish Fed bets.
• UK PM Keir Starmer faces ministerial resignations but remains in office ahead of King's Speech.
• UK 30-year gilt yields hit highest since 1998 amid political uncertainty and global macro pressures.
• Siemens announces €6 billion share buyback over five years, keeps full-year guidance despite tariffs.
• Anthropic is in early talks for a $30 billion fundraising round at a possible $900 billion valuation.
• Oil slips after three days of gains as Iran talks stall, with Kharg Island exports reportedly halted.
• Bloomberg scoops on Google in talks with SpaceX for satellite launches and CME/Silicon Data computing futures.