Market Talks covering the impact of U.S. Politics and White House policies on companies and markets. Published exclusively on Dow Jones Newswires throughout the day.
1725 ET - Boeing confirms the American delegation to Beijing this week yielded a commitment for 200 new plane orders, with future bookings to be determined. "We had a very successful trip to China and accomplished our major goal of reopening the China market to orders for Boeing aircraft," the U.S. plane maker said in a statement. "This included an initial commitment for 200 aircraft and we expect further commitments will follow after this initial tranche." The promise for 200 jets fell short of the more than 500 firm orders that Wall Street analysts had been predicting, sending Boeing shares lower this week. (andrew.fitzgerald@wsj.com; @drewfitzgerald)
0919 ET - The Clarity Act passed through a Senate committee, moving the bill closer to a full-Senate vote. The progress was seen as positive for bitcoin and other cryptocurrencies, but the gains seen Thursday have since receded. Bitcoin is currently down 1.6% to $80,079, according to data from LSEG. "Bitcoin ran out of steam very quickly after yesterday's little pump on the Clarity Act news," says Nic Puckrin of Coin Bureau in a note. "The $82,000 resistance level proved insurmountable, despite institutional buying via ETFs." Uncertainty stemming from the ongoing Middle East conflict is also weighing on prices. Puckrin says that $82,000 is the key resistance level bitcoin has to surpass to continue rallying further. (kirk.maltais@wsj.com)
0347 ET - European energy stocks trade higher early Friday as oil prices climb on fears of prolonged disruption to energy markets. President Trump's claim that he doesn't need the Strait of Hormuz reopened comes as energy inventories continue to tighten and markets are on edge, MUFG's Soojin Kim writes. Brent futures rise 1.4% to $107.22 a barrel, while WTI trades 1.8% up to $98.63 a barrel. Norway's Equinor moves 2.4% higher. In London, BP rises 1.1% and Shell 0.5%. Spain's Repsol is up 0.7% and France's TotalEnergies is up 0.45%.(adam.whittaker@wsj.com)
0507 ET - China will make its own determinations on whether to buy Nvidia chips, U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg. Washington authorized Nvidia to export its H200 chips to China, though Beijing hasn't formally approved shipments. "They're very committed to domestic production," Greer told Bloomberg, noting that the Chinese often see U.S. high tech as a threat. "If we're ahead of the game, like we are on AI chips, sometimes they feel that that can stop their own growth," he told Bloomberg. Nvidia shares are down 2.4% premarket at $230.00. (mauro.orru@wsj.com)
0455 ET - Semiconductors weren't a major point of discussion during President Trump's China summit, U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg. The U.S. authorized Nvidia to export its H200 chips to China, though Beijing hasn't formally approved shipments. Expectations of a breakthrough had been building after Nvidia Chief Executive Jensen Huang joined a delegation of CEOs that traveled to China with Trump. "We did not talk about chip export controls at the meeting," Greer told Bloomberg. Nvidia shares are down 2.2% premarket at $230.56. (mauro.orru@wsj.com)
0447 ET - Bitcoin edges lower as tensions between the U.S. and Iran continue and investors bet on the Federal Reserve pivoting towards raising interest rates. "The oil price has risen once more, as the U.S.-Iran stalemate continues, and with reports of attacks and the seizure of ships in Oman and the UAE," Interactive Investor's Richard Hunter says in a note. The impact was demonstrated by U.S. data earlier this week showing higher-than-expected consumer prices, wholesale inflation and import prices. The market now sees a 60% chance of a 25 basis-point Fed rate increase by year-end and is fully pricing in a move by March 2027, LSEG data show. Bitcoin falls 0.9% to $80,666, according to LSEG. (renae.dyer@wsj.com)
0424 ET - Stellantis needs to show that it is not shy of radical decisions to thoroughly reshape the group, Jefferies analysts write. The company is holding an investor day next week and the bank hopes management will address progress in software-defined vehicles, the impact of the trade agreement renegotiation between the U.S., Mexico and Canada given its Mexico and Canada exposure, and capital structure. Recent announcements have laid out key parameters like remaining a global manufacturer, prioritizing four core brands, addressing EU capacity, placing Leapmotor at the heart of future cost competitiveness and pursuing partnerships, it adds. Jefferies expects Stellantis to guide for mid-term margins in a 7%-9% range starting 2028, including 7%-9% in North America, 4%-6% in Europe and around 10% in Latin America and Middle East and Africa. Shares fall 1.6%. (dominic.chopping@wsj.com)
0417 ET - Shares of European semiconductor companies are in the red after President Trump left China without announcing any major tech deals. The president had brought along a delegation of CEOs like Nvidia's Jensen Huang, Apple's Tim Cook and Tesla's Elon Musk to the summit and investors had expected updates on Nvidia's sales in China or other tech deals. U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg TV that Nvidia and semiconductors weren't front and center during the summit. Shares of STMicroelectronics--which supplies Apple, Tesla and SpaceX--are down 4.4%. Shares of German chip maker Infineon Technologies are down 5.9%. Shares of Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International are down 4.5% and 3.9%, respectively. (mauro.orru@wsj.com)
0347 ET - European energy stocks trade higher early Friday as oil prices climb on fears of prolonged disruption to energy markets. President Trump's claim that he doesn't need the Strait of Hormuz reopened comes as energy inventories continue to tighten and markets are on edge, MUFG's Soojin Kim writes. Brent futures rise 1.4% to $107.22 a barrel, while WTI trades 1.8% up to $98.63 a barrel. Norway's Equinor moves 2.4% higher. In London, BP rises 1.1% and Shell 0.5%. Spain's Repsol is up 0.7% and France's TotalEnergies is up 0.45%.(adam.whittaker@wsj.com)
0202 ET - The 4.5% yield level for 10-year U.S. Tresaurys is a buy level, say ING strategists Padhraic Garvey and Michiel Tukker in a note. "We've talked to investors globally, some of whom don't pay huge attention to Treasuries, but hold them," they says. "And for most, 4.5% is a bliss level to get in at. Just as 5% is for the 30-year [Treasurys]," the strategists say. In overnight trade, the 10-year Treasury yield rose to a one-year high of 4.530%; it currently trades 7.1 bps higher at 4.529%, according to Tradeweb. (emese.bartha@wsj.com)
2346 ET - If even if deals are made during the Trump-Xi summit, they may not materialise, according to Capital Economics in a research note. A key outcome of President Trump's previous trip to China in 2017 was a package of "trade and investment deals" that the White House valued at more than $250 billion, CE points out. "But the bulk of these deals never materialised, " it says. This serves as a reminder that similar announcements out of the ongoing Trump-Xi summit should be looked at with a "healthy degree of scepticism," it says. (tracy.qu@wsj.com)
(END) Dow Jones Newswires
May 15, 2026 17:25 ET (21:25 GMT)
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