Trump's State of the Union, Nvidia Earnings Preview, More

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What is the main topic discussed in this episode?

Unknown 0:00
The UK stands apart as a place to do business, not because of one advantage, but many working together. Over £10 trillion in capital, four of the world's top universities, a 10-year industrial strategy in action, its stability with dynamism, global reach with local depth. It all adds up to greater growth. Find out more at business.gov.uk slash growth.
Nathan Hager 0:28
News when you want it with Bloomberg News Now. I'm Nathan Hager.
Karen Moscow 0:33
And I'm Karen Moscow.
Nathan Hager 0:35
Karen, we begin with the main political event of the moment, President Donald Trump's State of the Union address.
Donald Trump 0:41
Members of Congress and my fellow Americans, our nation is back bigger, better, richer and stronger than ever before.
Nathan Hager 0:52
Over a record one hour and 47 minutes, the president delivered a strident defense of his economic record in a speech that was heavy on patriotism.
Donald Trump 1:01
This July 4th, we will mark two and a half centuries of liberty and triumph, progress and freedom in the most incredible and exceptional nation ever to exist on the face of the earth. And you've seen nothing yet.
Nathan Hager 1:16
President Trump touted falling food and gasoline prices and blamed Democrats for costs that have stayed elevated since before the pandemic. And after the Supreme Court struck down his signature tariffs last week, President Trump gave little indication he plans to steer away from import duties.
Donald Trump 1:30
They will continue to work along the same successful path that we had negotiated before the Supreme Court's unfortunate involvement. So despite the disappointing ruling, these powerful countries saving, it's saving our country the kind of money we're taking in.
Nathan Hager 1:50
President Trump delivered his remarks before four of the Supreme Court's justices, three of whom voted to reject his emergency tariffs.
Karen Moscow 1:57
Well, Nathan, President Trump did not offer many new policy proposals in his speech, though he did promise a $1,000 retirement saving match for workers without 401ks. He also called for a congressional ban on stock trading, and he took aim at Democrats for opposing his tough stand on immigration enforcement.
Donald Trump 2:17
These people are crazy, I'm telling you. They're crazy.
Karen Moscow 2:22
The president accused Democrats of destroying the country after starting the speech with a recognition of Olympic gold medal winners. President Trump also touched on foreign policy with a warning about Iran's nuclear program.
Donald Trump 2:35
They continue starting it all over. We wiped it out and they want to start all over again. and are at this moment again pursuing their sinister ambitions. We are in negotiations with them. They want to make a deal, but we haven't heard those secret words. We will never have a nuclear weapon.
Karen Moscow 2:56
President Trump also praised the operation in Venezuela that captured former President Nicolas Maduro and awarded the Congressional Medal of Honor to one of the helicopter pilots involved in the raid. In one of the speech's more poignant moments, the president awarded the Purple Heart to the National Guard member who survived an attack in Washington last November.
Nathan Hager 3:16
And reaction, of course, Karen, is pouring into President Trump's speech. Rick Davis was national campaign manager of John McCain's 2008 presidential campaign and is now a Bloomberg Politics contributor.
Rick Davis 3:27
I think it was a different kind of speech than what we're used to seeing from President Trump. Normally, he paints a pretty dark picture of the country in order to say how much he has changed and made it better.

What were the key points from Trump's State of the Union address?

Rick Davis 3:38
He actually started off with the positive report card. And at a time when most people are tuned in, the first 30 minutes of this speech, he's going to get the highest number of eyeballs on the TV. He talked about affordability, the economy.
Nathan Hager 3:53
And like Rick Davis, Jeanne Sheehan Zaino is also a Bloomberg Politics contributor.
Jeanne Sheehan-Zaino 3:57
I think he got the memo from Susie Wiles. Affordability, affordability. The first hour was on affordability. But what he didn't do is say how he is going to fix and address how people feel. And I don't think he changed any mind. So I think it was better than I thought it might be. But it wasn't enough to give people confidence that anything is going to change in the next year or two.

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