Wall Street’s attention has been firmly locked on President Donald Trump and Chinese President Xi Jinping’s highly anticipated two-day summit, which began May 14 in Beijing. Trump’s second visit to China comes at a critical moment, with tariffs, rare-earth supplies, artificial intelligence (AI), Taiwan, and the U.S.-Iran war all expected to dominate the discussions. The meeting arrives as global markets remain highly sensitive to U.S.-China trade policy following years of escalating restrictions on technology, semiconductors, and supply chains.
Analysts and strategists say investors should closely watch companies tied to agricultural exports, aerospace, and chipmaking, as even modest trade agreements between the two economic superpowers could move markets. Semiconductor stocks, in particular, are expected to remain extremely sensitive to any indication that the Trump-Xi summit could lead to a thaw in export restrictions, especially for companies linked to China’s chip manufacturing ambitions.
