
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.