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What Moved Markets — 2pm ET, May 15, 2026

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Headlines

  • Intel drops 7% as rate-hike fears trigger Nasdaq 100 selloff — Intel shares fall 7% on Friday

  • Microsoft rises 4%, resists Nasdaq downtrend — MSFT shares up 4% to $424.65 while Nasdaq slides

  • Strategy announces $1.5 billion note repurchase — MSTR to repurchase $1.5 billion of convertible debt

  • Applied Materials reports record revenue and earnings in Q2 — AMAT delivers record revenue and highest gross margin in 25+ years

  • Trump says US doesn't need war '9,500 miles away' after Xi meeting — raises uncertainty over Taiwan policy

  • ‘Revenue is not our main driver:’ Xanadu CEO defends long-term vision after stock plunge

  • This Analyst Called Bitcoin's Top At $125,000—And Now He's Calling For A Bearish Summer

Today’s wrap

May 15, 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.