Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26

Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors expect for the next tranche of IPOs waiting in the wings. Plus, the CEO of Axon, maker of tasers, body cams and drones on how AI is impact the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, Nvidia at all-time highs as CEO Jensen Huang joins the President on his trip to China. And what are the challenges for Kevin Warsh as he takes over for Jerome Powell as Fed Chair? We look at those, on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia CEO Jensen Huang a surprise addition to the President’s trip to China. What’s it mean for the company’s China strategy? We discuss. Then PPI data showing inflation coming in hotter than expected. Barclays Chief U.S. Equity Strategist explain what it means for the markets. And breaking this hour. Boston Fed President Collins says she could see a scenario where the Fed could begin tightening. Those headlines on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman President John Waldron joins the show, live from the company’s NYC headquarters. Detailing the Impact of the war on the markets and the dealmaking landscape. Plus, how the firm is using AI. Then Goldman Sachs Asset Management’s Global Co-Head of Private Credit on redemption requests and the state of the industry. And new data from the NY Fed shows 90-plus day credit card delinquencies hitting a 15-year high. Could surging oil prices add to debt concerns.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: The President calling the ceasefire with Iran “weak” adding it was now on “life support.” We have the latest from Washington. Then former Treasury Secretary Steven Mnuchin on the President’s trip to China and how the Iran war plays into those negotiations. And the Chief Revenue Officer of OpenAI, on the launch of ‘DeployCo,’ which aims to work with other companies to integrate the firm’s technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An exclusive with Citi CEO Jane Fraser after the firm raised its profitability targets. Fraser also confirming she will join the President on his trip to China next week. The Chicago Fed President Austan Goolsbee with his first reaction to the jobs number and what it means for rates. And the CEO of Brookfield Asset Management, with more than a trillion dollars in assets. Where his firm is putting capital to work. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Shell joins CNBC for his first interview after earnings. How higher oil prices are boosting profits. Then breaking this hour, CNBC reporting the CEO of Boeing is set to join President Trump on a trip to China next week. And Marathon Asset Management CEO Bruce Richards, still seeing inflows and demand in private credit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices drop on a report that the U.S. and Iran are moving closer to a deal to end the war. Then the AI trade powering AMD to new highs. Plus, Shaq and the CEO of Authentic Brands, Jamie Salter, on what they’re seeing from the consumer and the outlook for inflation. And FHFA Director Bill Pulte on the current state of mortgage rates and the status of the criminal referrals he brought against Fed Chair Powell and Fed Governor Lisa Cook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IMF Managing Director Kristalina Georgieva weighs in on the Iran war and how its effecting global growth and inflation. Then Oaktree’s Howard Marks on the impact of the war on stocks and whether he sees an AI bubble. Plus, the CEOs of Anthropic and JPMorgan speaking at an Anthropic event about the impact of AI on finance. We bring you those comments, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, the CFTC Chairman on regulating predictions markets. And Brookfield’s Bruce Flatt on how he plans to deploy his firm’s $128B in dry powder, especially in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.