Wallstreetcn Morning Briefing | May 21, 2026

Trump says US-Iran negotiations are in the "final stage." Iran states that it will continue negotiations in the context of "strong distrust of the US," and new talks between the US and Iran are reportedly scheduled after the Hajj season in May. Federal Reserve meeting minutes turn hawkish: most officials support raising interest rates if inflation remains high, and several favor removing a dovish bias.The Joint Statement of the People's Republic of China and the Russian Federation on further strengthening comprehensive strategic cooperation and deepening good-neighborly and friendly cooperation has been released.China’s Ministry of Commerce interprets China-US economic and trade talks achievements: mutual tariff reductions, easing of rare earth restrictions, Boeing orders, etc.Nvidia's Q1 revenue exceeded expectations with an 85% increase, guidance reached a new high but was still not impressive enough, added an $80 billion share repurchase and sharply raised its dividend. On the earnings call: CFO said demand is accelerating, Jensen Huang said Vera Rubin's supply is constrained throughout the cycle.Samsung's strike crisis has been temporarily resolved, salaries increased by 6.2%, and the chip division will accrue bonuses equivalent to 10.5% of performance, paid in after-tax shares.SpaceX submits IPO prospectus: orbital computing satellites to be deployed in 2028, Musk's rewards linked to a million-person population on Mars.Report: OpenAI may submit an IPO application as early as this week, complete the IPO by September, targeting a valuation of over $1 trillion.Anthropic to see its first profitable quarter! This quarter's revenue doubled, reaching $10.9 billion.Alibaba Cloud Summit: Launch of the "Zhenwu M890" AI chip, flagship model Qwen3.7-Max goes online.Duan Yongping's latest US stock holdings revealed, with a $1.2 billion heavy position in Tesla, a substantial increase in holdings of Nvidia and Pinduoduo.