# Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

Page: https://stenobird.com/podcast/the-rundown-6758831/cerebras-skyrockets-in-ipo-debut-nvidia-gets-u-s-green-light-to-sell-h200-in-china
Text version: https://stenobird.com/podcast/the-rundown-6758831/cerebras-skyrockets-in-ipo-debut-nvidia-gets-u-s-green-light-to-sell-h200-in-china.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-05-14T16:42:12+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Cerebras-Skyrockets-in-IPO-Debut--Nvidia-Gets-U-S--Green-Light-to-Sell-H200-in-China-e3jcdtv
Audio file: https://traffic.megaphone.fm/APO3563256495.mp3
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Duration seconds: 636

## Resource

Market update for Thursday May 14, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade Cisco soaring on AI data center demand and stronger networking revenue Doximity plunging after weak guidance disappoints Wall Street Micron overtaking Nvidia as the most heavily traded stock in the market

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## Transcript

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