Chris Miller, professor at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology, speaks with Bloomberg's Carol Massar and Tim Stenovec on the changing landscape of the semiconductor industry amid AI, a global tech race and geopolitical tensions.

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Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde.

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Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

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Fidelity National Information Services President & CEO Stephanie Ferris speaks on the company's latest earnings report plus how they're navigating a world where the payments world can get disrupted by AI.

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US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.

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US Interior Secretary Doug Burgum talks about the importance of having sensible energy policies that will attract investment and help the US win the AI race.

He speaks with host Joe Mathieu directly following President Trump's State of the Union address.

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President Donald Trump delivered the longest State of the Union address of the television age Tuesday, declaring “a turnaround for the ages” as he tried to sell Americans on his economic program ahead of crucial midterm elections later this year.

The speech had all the ceremony, confrontation and chaos that have come to define the event in an era of narrow congressional majorities and partisan polarization. Democratic Representative Al Green was ejected from the chamber for disrupting the speech. Trump invited the gold-medal-winning men’s Olympic hockey team into the gallery amid chants of “USA! USA! USA!” He awarded several medals honoring veterans and active-duty service members.

And in more than 1 hour 47 minutes, the longest State of the Union in history, the president delivered a rally-like speech punctuated less by policy proposals than by political attacks.

For instant reaction and analysis, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz speak with:

• Bloomberg White House correspondent Jeff Mason
• Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor
• US Interior Secretary Doug Burgum

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Planet Fitness fell in early trading on Tuesday after the company paired a strong quarterly beat with a cautious outlook. Investors focused on softer guidance and management's plans for continued expansion. CEO Colleen Keatings discusses the quarter with Bloomberg's Romaine Bostick.

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