Trump Touts Economic Policies at State of the Union | Bloomberg Brief 2/25/2026

US equity futures surged ahead of Nvidia’s highly anticipated quarterly earnings report, reflecting investor optimism about the AI chipmaker’s performance amid booming demand for advanced computing hardware. President Trump used his State of the Union address to champion economic policies, claiming credit for market gains and job growth while outlining plans to sustain momentum through deregulation and tax incentives. Anthropic adjusted its AI safety protocols, easing restrictions to accelerate development and remain competitive in the fast-evolving artificial intelligence sector, signaling a shift in risk tolerance among leading labs. Bond market opportunities took center stage as Allspring’s Henrietta Pacquement highlighted undervalued fixed-income assets, citing potential gains amid shifting interest rates and economic uncertainty. The rally in equity futures underscores growing confidence in tech-driven growth, with Nvidia’s results poised to serve as a bellwether for broader AI and semiconductor industry trends.