Why does Melania Trump’s SOTU guest matter for markets today?

It spotlights AI in classrooms, a live policy area that touches cloud, chips, and edtech software. Positive language can speed K‑12 pilots and device refreshes. Tighter rules can shift spend toward safety and privacy tools. Either way, AI procurement and data‑governance vendors could see attention.

How could SOTU policy themes move the Nasdaq‑100 today?

AI education support could lift mega‑cap platforms and semis, while stricter governance may rotate gains to safety and compliance vendors. Drug‑pricing talk can pressure biotech and specialty pharma. With RSI 53.25 and ADX 19.44, we would fade spikes and use pullbacks toward the mid‑band for entries.

What is a practical approach for Canadians holding U.S. tech exposure?

Use staggered orders near key bands. The midline is 25,124.96, and support sits around 24,308.05. Pair mega‑cap AI leaders with niche safety names to balance policy risk. Keep CAD in mind when sizing, since U.S. swings translate through FX. Reassess after SOTU headlines and guidance.

How might U.S. drug pricing plans affect Canadian portfolios?

If U.S. pricing tightens, branded innovators could see margin compression that flows back to CAD earnings. Generics, biosimilars, and managed‑care can hold up better. Consider trimming concentrated single‑drug stories and add diversified platforms or distributors with stable cash flows across multiple payors.

Law and Government

^NDX Today: February 26 — SOTU Guests Flag AI Education, Drug Prices

ByHuzaifa Zahoor February 26, 2026February 26, 2026

Melania Trump is drawing investor attention by inviting an AI‑in‑education advocate to the State of the Union, while White House guests highlight drug‑cost savings and a no tax on tips message. For Canadians, the mix points to AI education policy and drug pricing risk. The Nasdaq‑100 ^NDX sits at 24,977.04, near key resistance, with neutral momentum. We break down what Melania Trump’s guest signals for Big Tech, edtech, and pharma, and how it could shape allocations today in CAD terms.