On May 15, 2026, Nvidia and Boeing stocks experienced significant declines, despite the announcement of major deals during the Trump-Xi summit in Beijing. Nvidia's shares fell 3.83%, closing at $226.72, while Boeing's stock dropped 2.86% to $222.65. The market's reaction underscores a critical investment principle: price reflects expectations rather than just news. Both companies had seen their stocks rise in anticipation of landmark deals, but the actual announcements fell short of expectations. Boeing secured a 200-plane order, but analysts had expected a 500-plane deal. Similarly, Nvidia's clearance for H200 chip exports lacks formal approval from China, leaving investors wary. The PHLX Semiconductor Index also suffered, dropping 3.55%. The broader market reflected this uncertainty, with the S&P 500 down 0.95%. The summit produced impressive imagery but failed to deliver concrete agreements, highlighting the ongoing complexities in US-China trade relations.