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What Moved Markets — 2am ET, May 14, 2026

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Headlines

  • US clears H200 chip sales to 10 China firms — no deliveries made yet

  • Nvidia market cap reaches $5.52 trillion — overtakes silver as world's second-largest asset

  • California unveils $1 billion EV rebate program — could benefit Tesla Semi

  • Delta Air Lines selects Amazon Leo over Starlink — Musk says airline wanted branded portal

  • CXApp Q1 2026 revenue declines — enterprise demand strong but costs rise, net loss widens

  • Coherent stock surges 400% in one year to $403.71 — volatility persists with 17.1% recent return

  • S&P Global Ratings cuts Embecta credit rating to 'B' from 'B+' after revenue decline — credit rating downgraded by one notch

Today’s wrap

May 14, 2026 Market Wrap

GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.