Addressing one of his biggest audiences at perhaps the lowest moment of his second term, President Donald Trump returned again and again in his State of the Union speech to the same message on the economy: Everything is going great.
A resolute Trump was determined to will Americans into a better economic mood, seeking to paint over the affordability concerns at the center of upcoming midterm elections with statistics and self-congratulation.
Nvidia is facing a high-stakes moment with its latest quarterly results with the world waiting for fresh evidence that the AI spending boom remains on track.
To satisfy investors, Nvidia likely needs to deliver another blockbuster report. That means easily topping the forecasts it gave three months ago and setting new targets that are above current Wall Street estimates.
Chapters:
00:00:00 – The Opening Trade – 2/25/2026
00:01:20 – Trump State of the Union
00:02:55 – AI Scare Trade Eases
00:05:43 – New Warnings on Private Credit Dangers
00:07:53 – Breaking Earnings: Diageo
00:09:03 – Daybook
00:11:41 – Need To Know: VLD in Kyiv / Anthropic Military AI Access / Warner Bros.
00:16:12 – Novonesis President & CEO Ester Baiget
00:24:57 – Ageas CEO Hans De Cuyper
00:35:22 – E.ON CEO Leonhard Birnbaum
00:41:19 – MLIV
00:47:31 – The Market Open
00:50:08 – European Stocks Analysis
00:57:55 – Core 6
01:02:35 – HSBC Bonus Pool Rises to Decade High
01:06:31 – UBS Now Sees Private Credit Defaults Reaching 15%
01:14:45 – Nvidia To Report Earnings Amid AI Sketpicism
01:24:56 – Wayve CEO Alex Kendall
01:29:26 – Trump Gives Rose-Tinted Economy-Focused Speech
——–
More on Bloomberg Television and Markets
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