
- In today’s CEO Daily: Diane Brady with President Trump at FII in Miami.
- The big story: Trump v the World.
- The markets: Another all-time high.
- Analyst notes from JP Morgan (on Bumble), Wedbush (on semiconductor tariffs), Convera (on Trump and the dollar), Wedbush (on DeepSeek and Nvidia).
- Plus: All the news and watercooler chat from Fortune.
Good morning from the FII Priority Summit in Miami. President Trump spoke here yesterday in a far-ranging speech where he called Ukrainian President Volodymyr Zelenskyy a “modestly successful comedian,” expressed frustration with Boeing, proposed paying Americans a “DOGE dividend,” and recited colorful examples of government waste, among other things. Click here to see what he said.