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Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China
Published 3 weeks, 4 days ago
Description
Market update for Thursday May 14, 2026
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In today’s episode, Zaid covers:
- Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts
- Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo
- Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade
- Cisco soaring on AI data center demand and stronger networking revenue
- Doximity plunging after weak guidance disappoints Wall Street
- Micron overtaking Nvidia as the most heavily traded stock in the market