Closing Bell Overtime: Markets Navigate Global Tensions, Rising Rates and the Next Big AI Catalyst 5/15/26

David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia’s position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secretary Doug Burgum to discuss energy strategy, infrastructure and domestic production priorities. Jay Goldberg of Seaport breaks down the price action in chips this week and what a possible Samsung labor strike would mean for the industry.