Semiconductor stocks fell after Trump–Xi talks ended without major chip agreements, while AI demand and earnings strength supported select tech names.

China President Xi welcomed deeper commercial engagement from the U.S., but uncertainty still hangs over American access to rare earths and chip sales.

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…