Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

The Rundown · May 14, 2026 · 10m

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…