Pres. Trump Signs Funding Bills in Oval Office | Balance of Power 02/03/2026

Watch on YouTube ↗  |  February 04, 2026 at 01:05  |  47:56  |  Bloomberg Markets
Speakers
Romaine Bostick — Anchor, Bloomberg
Raja Krishnamoorthi — Congressman (D-IL), Member of House Intelligence Committee & China Select Committee
Joe Mathieu — Host, Bloomberg Radio
Tyler Kendall — Multimedia Editor, Bloomberg

Summary

President Trump signed funding bills to end a brief partial government shutdown, but a new DHS funding deadline looms. The show covered the U.S. shooting down an Iranian drone near the USS Abraham Lincoln and ongoing diplomatic talks with Iran. Senators and a representative debated ICE reforms, election integrity, and critical minerals policy. Power Moves analyzed AMD, Super Micro, and Novo Nordisk earnings and competitive dynamics.

  • Trump signs funding bills, ending partial shutdown; DHS funding deadline set for February 13.
  • U.S. F-35 shoots down Iranian drone approaching USS Abraham Lincoln; talks with Iran remain scheduled.
  • Senators Cornyn and Budd discuss ICE reforms, DHS funding, and election integrity.
  • Rep. Krishnamoorthi outlines Democratic ICE reform demands and critical minerals strategy.
  • Power Moves: AMD earnings disappoint, Super Micro signals growth, Novo Nordisk faces GLP-1 competition.
  • Political panel discusses shutdown negotiations, Clinton testimony, and election nationalization debate.
Ideas
Romaine Bostick Anchor, Bloomberg 21:05
AMD guidance disappoints versus Nvidia competition
AMD's earnings were a disappointment because management did not raise guidance more aggressively; despite 30%-40% revenue growth, investors wanted more and questioned whether AMD's chips can match Nvidia's computing power, leading to a negative share reaction.
AMD MED
Romaine Bostick Anchor, Bloomberg 21:34
Super Micro sees AI-driven return to growth
Super Micro, a server maker that has been in trouble, is now more aggressively signaling a return to growth and expects the AI boom and AI spending to continue, which is supporting its shares.
SMCI MED
Romaine Bostick Anchor, Bloomberg 22:34
GLP-1 future but competition rising
GLP-1 obesity drugs are the future, but the market is becoming more competitive, making it a theme to watch as incumbents face generics and new entrants.
OZEM LOW
Romaine Bostick Anchor, Bloomberg 22:34
Novo faces rising GLP-1 competition
Novo Nordisk was a pioneer in GLP-1, but it now faces generics and Pfizer weight-loss pills; management changes have not reassured investors about the long game, and its sales forecast disappointed, leading investors to avoid the stock.
NVO HIGH
Raja Krishnamoorthi Congressman (D-IL), Member of House Intelligence Committee & China Select Committee 38:41
Price floors support critical minerals
A strategic critical minerals reserve is needed, but the U.S. should go further by funding R&D and procurement for synthetic critical minerals and working with allies on price floors, because China floods the market below production cost and price floors would keep domestic critical mineral businesses intact.
REMX MED
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Speakers: Romaine Bostick, Raja Krishnamoorthi  · Tickers: AMD, SMCI, OZEM, NVO, REMX