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cover of episode US and Ukraine Reach Minerals Deal; Wall Street Braces for Nvidia Earnings

US and Ukraine Reach Minerals Deal; Wall Street Braces for Nvidia Earnings

2025/2/26
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition

AI Deep Dive AI Chapters Transcript
People
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Bill Ferrys
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John Tucker
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Karen Moscow
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Michael Barr
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Nathan Hager
特朗普总统
领导成立政府效率部门(DOGE),旨在削减政府浪费和提高效率。
Topics
Nathan Hager和Karen Moscow:报道了美国和乌克兰就共同开发乌克兰自然资源达成的协议,以及该协议可能对俄乌战争和美乌关系的影响。 特朗普总统:宣布了美乌资源开发协议,并强调了该协议的重要性,暗示其价值可能高达数万亿美元。 Karen Moscow:报道了众议院共和党人通过的预算蓝图,为特朗普总统的减税计划铺平了道路,并讨论了该计划可能面临的挑战。 Karen Moscow:报道了特朗普政府考虑对铜征收关税,以应对国家安全问题。 Karen Moscow:报道了特朗普总统提出的“金卡”移民计划,允许支付500万美元的人获得美国绿卡和入籍途径。 Karen Moscow:报道了特朗普政府计划与中东房地产开发商和规划者举行峰会,以制定解决加沙问题的永久方案。 John Tucker:对英伟达公司即将公布的第四季度财报进行了展望,并讨论了投资者关注的焦点,包括芯片需求、中国市场和地缘政治风险。 Dan Ives:指出美国对华销售限制以及地缘政治不确定性给英伟达带来了挑战。 Michael Barr:报道了新泽西州州长公布的预算提案,以及该提案可能对各部门的影响。 Michael Barr:报道了芝加哥中途机场一起险些相撞的事件,并引用了退役海军陆战队战斗机飞行员Stephen Gagnard的评论。 Caroline Levin:宣布白宫将决定哪些新闻机构可以报道特朗普总统,并解释了此举旨在恢复美国人民对新闻报道的获取权。 Bill Ferrys:对美乌资源开发协议进行了深入分析,指出该协议更像是一个框架协议,建立一个由美乌共同管理的基金,用于开发稀土和其他自然资源,并讨论了该协议对俄乌战争和美乌关系的影响。

Deep Dive

Chapters
Ukraine and the U.S. have agreed to jointly develop Ukraine's natural resources. This deal could potentially ease tensions with Russia and advance the goal of a ceasefire. The agreement involves creating a joint fund to manage the revenue generated from this development, and President Zelensky is expected to travel to the U.S. to finalize the agreement.
  • Joint development of Ukraine's natural resources with the U.S.
  • Potential for easing tensions with Russia and advancing a ceasefire.
  • Creation of a joint U.S.-Ukraine fund to manage revenue.
  • President Zelensky's planned trip to the U.S. to finalize the agreement.

Shownotes Transcript

On today's podcast:

  1. Ukraine agreed with the US to jointly develop its wealth of natural resources as part of a deal that could ease tension with President Donald Trump and advance his administration’s goal of a ceasefire with Russia, people familiar with the matter said.

  2. Chances for early action on Donald Trump’s tax cut plans improved as House Republicans passed a budget blueprint Tuesday calling for deep cuts in safety-net programs such as Medicaid.

  3. Nvidia Corp. will deliver its highly anticipated fourth-quarter report on Wednesday, giving investors an update on AI spending at a time when the world’s biggest tech stocks have been in retreat.

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