TRUMP SAYS HE SPOKE WITH NVIDIA’S CEO TODAY, THAT HE WILL SUPPORT DEFENSE SECRETARY HEGSETH IF IMPEACHED, AND, ON IRAN, THAT THE U.S. HAS ANOTHER AIRCRAFT CARRIER LOADED UP

President Trump stated that he spoke with Nvidia's CEO on the same day, said he would support Defense Secretary Hegseth if Hegseth were impeached, and claimed the U.S. has another aircraft carrier loaded for potential action regarding Iran. The Nvidia reference bears on the stock through policy channels, since any discussion between the president and a leading semiconductor executive can bear on export controls and China chip sales, a sensitive area for a company whose revenue depends heavily on data-center demand. The Iran remark transmits through geopolitical risk premia, with crude oil and defense-linked equities the most directly exposed, as Strait of Hormuz supply concerns and escalation expectations typically lift Brent and tanker rates while pressuring risk-sensitive assets. The impeachment comment is primarily a political-risk signal with less direct transmission to markets, though it may add to uncertainty around defense procurement and Pentagon leadership continuity. Traders should watch for any formal readout or Commerce Department statement on Nvidia's China export licensing, along with oil inventory data from the EIA and any Iran-related sanctions or military announcem

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