Nvidia and Boeing stocks crashed on May 15, 2026, falling 3.83% and 2.86% respectively, even as Trump announced major China deals. Beijing never formally confirmed the Boeing 200-plane order. Nvidia's H200 chip clearance has no Chinese approval yet. Jensen Huang stayed in Beijing after the delegation left. The PHLX Semiconductor Index fell 3.55%. The China summit produced headlines, not signed contracts. That gap between announcement and confirmation is exactly why both stocks are down hard today.

Market watchers are betting that the Trump-Xi summit could extend trade truce and lift Chinese equities.

U.S. stock futures fell on Friday following Thursday’s record moves. This comes as investors weigh the outcomes of President Donald Trump‘s visit to China.