Morning Brew Daily

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

February 25, 2026·30 min·5-min readconversationalnews
Podzilla Summary (5 min)
TLDR
President Trump delivered the longest State of the Union address in history, touting a strong economy while downplaying affordability concerns, even as polls show most Americans disapprove of his economic handling. Meanwhile, investors are rotating out of software stocks and into 'Halo' s

Sign up to read the full summary

Free AI-powered recaps of every episode, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Mentions

Books, people, and resources mentioned in this episode.

People

Donald TrumpLisa Su

Companies

AflacTrader Joe'sPublixKalshiAMDMetaDJI

Products & Tools

Acme Weather

Topics

Artificial IntelligenceBusiness NewsCybersecurityEconomicsPolitical NewsTech News

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Morning Brew Daily and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.