3 Market Takeaways From Trump’s State of the Union

Episode 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI, retirement plans and tariffs - plus an investing issue that received bipartisan support. Then we look at earnings nuggets from GoDaddy, including the company’s goal of registering agentic agents - and Cava’s new super-secret loyalty tier. Finally - we cover earnings headlines that had two security stocks soaring and one home improvement store CEO saying “We’re certainly bouncing along what we hope would be a bottom.”