Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump DEMANDS Microsoft FIRE Ex-Biden DOJ Star as “National Security Menace” – All the Facts

  • Trump’s Demand: On Sept. 26, President Trump took to Truth Social to declare Microsoft’s new President of Global Affairs, Lisa Monaco, “a menace to U.S. National Security” and said he wants her immediately fired [1] [2]. He argued her past role as a DOJ prosecutor and extensive government contracts at Microsoft make her a security risk. Trump’s exact words on Truth Social included calling Monaco “Corrupt and Totally Trump Deranged” and insisting, “It is my opinion that Microsoft should immediately terminate the employment of Lisa Monaco” [3] [4].
  • Who is Lisa Monaco?: Monaco is a veteran national-security lawyer. A Harvard and UChicago Law graduate, she served in the Obama administration as Homeland Security and Counterterrorism Adviser (2013–2017) [5] and later as Deputy Attorney General under Biden (2021–2025) [6] [7]. In those roles she helped coordinate DOJ’s response to the Jan. 6, 2021, Capitol attack and oversaw election-related prosecutions [8] [9]. In mid-2025 she joined Microsoft (July 2025 according to LinkedIn reports) as the head of global affairs – a new role in which Microsoft says she “will be responsible for Microsoft’s interactions with foreign governments and multilateral organizations” and will lead its cybersecurity and digital-crime policy [10] [11].
  • Trump’s Criticism: Trump’s post pointed to Monaco’s revoked security clearance and claimed she had been banned from federal facilities for “wrongful acts” [12]. He noted Microsoft’s major U.S. government contracts, implying her access to sensitive data is unacceptable. (In fact, Trump had ordered her clearance revoked in March 2025 in the same executive order that stripped clearances from President Biden and Hillary Clinton [13].) Microsoft CEO Satya Nadella did not immediately respond to Trump’s call, and the company has formally declined to comment on any demands to fire an executive [14] [15].
  • Timing and Context: Trump’s demand came just one day after the Justice Department indicts former FBI Director James Comey on charges of false statements and obstruction [16]. That timing fits a broader pattern: Reuters notes this looks like another effort by Trump’s administration to exact retribution on officials he sees as enemies [17]. (Monaco, as Deputy AG, helped oversee investigations into Trump’s attempts to overturn the 2020 election [18].) In recent months Trump has targeted other corporate and media figures – for example pressuring Intel’s CEO to resign over Chinese ties, then reversing course and even arranging a government stake in Intel [19] [20], and forcing Disney-owned ABC to briefly suspend comedian Jimmy Kimmel’s show after criticizing Trump [21].
  • Tech Industry Relations: Until now Microsoft and many tech leaders have generally sought to stay on Trump’s good side. For instance, CEO Nadella praised Trump’s policies at a January White House tech summit, saying “you and your policies are really helping a lot” to build global trust in U.S. technology [22]. Tech firms have invited Trump to company events (many attended his 2025 inauguration) and Nadella dined with him at the White House as a top tech leader [23] [24]. Trump has publicly railed against alleged “anti-conservative bias” in Big Tech, and wants firms to align with his agenda.
  • Activist Pressure: Far-right activist Laura Loomer claimed credit for alerting Trump to Monaco’s Microsoft role [25] [26]. Loomer wrote on X (formerly Twitter) that after she “alerted President Trump” to the hire, he “just called on Microsoft to terminate her employment.” She even tagged Nadella asking if Microsoft would “comply.” Trump has a history of acting on information from outside influencers: Axios notes Loomer has repeatedly boasted of pushing him to go after public figures [27].
  • Broader Pattern (“Pay-Me” Capitalism): Axios and Reuters describe Trump’s approach to big business as “unprecedented.” Axios even calls it “pay-me capitalism” – tech and other companies get deregulation and low taxes, but must pay Trump’s price by following his priorities [28] [29]. For example, Apple CEO Tim Cook quickly agreed to add $100 billion more in U.S. investment after Trump threatened big iPhone tariffs [30]. Chamber of Commerce policy chief Neil Bradley warns that such extra-legal demands “create a lot of uncertainty” beyond normal rules [31]. And investor Nancy Tengler bluntly notes, “I’ve never seen the government make a savvy investment when they get involved in the private sector” [32].
  • Examples of Trump’s Corporate Demands: Similar incidents include:
    • Intel: Trump demanded (via social post) that Intel CEO Lip-Bu Tan resign over Chinese investments – only days later Trump backed Intel when the company agreed to U.S. incentives [33] [34].
    • Apple: He threatened massive tariffs on imported iPhones when Apple expanded production abroad; the threat was lifted after CEO Tim Cook pledged a major new U.S. investment [35].
    • ABC-TV: Under Trump’s pressure, Disney temporarily yanked Jimmy Kimmel Live! from ABC stations in mid-2025 after Kimmel criticized the president [36].
    • Security Clearances: In March 2025 Trump signed an order stripping Monaco’s clearance (along with Biden, Clinton and others) [37], part of a purge of officials from both parties.
    • Government Stakes: His administration converted part of future CHIPS Act grants into equity stakes in Intel and Nvidia, and imposed tariffs on foreign electronics – moves seen as squeezing tech firms to “pay” Trump’s agenda [38].
  • Legal and Governance Context: Under U.S. law, private companies generally have broad discretion in hiring/firing. Microsoft is not legally compelled by the White House to remove executives. But this episode raises concerns about political pressure on independent firms. Observers note that tech giants often hire ex-government officials on both sides of the aisle to navigate policy (e.g. Google’s President of Global Affairs is Kent Walker, formerly a Google lawyer, who works with governments on AI and other issues [39]). Microsoft’s own description of Monaco’s job – managing “interactions with foreign governments and multilateral organizations” and spearheading cybersecurity and digital crime policy [40] – is a standard corporate-government relations role, not inherently partisan.

In sum, Trump’s public demand to oust Lisa Monaco is part of a broader pattern of his second term: insisting that Fortune 500 companies demonstrate loyalty to his administration. It adds tension to Microsoft’s efforts to balance relationships with the White House while also pushing its global security and AI agenda. As Axios commented, under Trump “everything has a cost” for businesses [41]. Microsoft’s likely response – quietly ignoring the demand while maintaining bipartisan outreach – will be watched closely.

Sources: Detailed reporting by Reuters [42] [43] [44], Axios [45] [46], The Guardian [47] [48], Business Insider [49], Economic Times [50] [51], and others, as cited above. These include Trump’s own statements (Truth Social posts) and official company/government statements.

‘Hire Americans, Not Indians’: Trump’s Message To Google, Microsoft At AI Summit | Watch

References

1. www.reuters.com, 2. www.ndtv.com, 3. www.reuters.com, 4. www.axios.com, 5. www.justice.gov, 6. www.justice.gov, 7. economictimes.indiatimes.com, 8. www.theguardian.com, 9. www.justice.gov, 10. www.law.uchicago.edu, 11. economictimes.indiatimes.com, 12. economictimes.indiatimes.com, 13. www.axios.com, 14. www.reuters.com, 15. www.axios.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.theguardian.com, 19. www.axios.com, 20. www.reuters.com, 21. www.reuters.com, 22. www.businessinsider.com, 23. www.reuters.com, 24. www.businessinsider.com, 25. www.axios.com, 26. www.theguardian.com, 27. www.axios.com, 28. www.axios.com, 29. www.axios.com, 30. www.axios.com, 31. www.axios.com, 32. www.axios.com, 33. www.axios.com, 34. www.reuters.com, 35. www.axios.com, 36. www.reuters.com, 37. www.axios.com, 38. www.axios.com, 39. www.reuters.com, 40. www.law.uchicago.edu, 41. www.axios.com, 42. www.reuters.com, 43. www.reuters.com, 44. www.reuters.com, 45. www.axios.com, 46. www.axios.com, 47. www.theguardian.com, 48. www.theguardian.com, 49. www.businessinsider.com, 50. economictimes.indiatimes.com, 51. economictimes.indiatimes.com

Markets Shaken, AI Valuations Soar, Oil Slumps: What You Missed in Business This Weekend
Previous Story

Virginia Tax Rebate Alert: Gov. Youngkin Announces Up to $400 Checks This Fall – Are You Eligible?

AMD’s Explosive DDR5 Patent Could Double Your RAM Speed – But Don’t Hold Your Breath
Next Story

AMD’s Explosive DDR5 Patent Could Double Your RAM Speed – But Don’t Hold Your Breath

Stock Market Today

  • NovaGold Resources Valuation After 81% 3-Month Rally: Is 21.9x Price-to-Book a Red Flag?
    October 18, 2025, 3:56 PM EDT. NovaGold Resources (TSX:NG) has surged, up 168% YTD, with an 81% gain in the last three months, but the market is paying a premium that's hard to justify. The stock trades at a Price-to-Book ratio of 21.9x, far above the Canadian metals/mining industry average of 2.7x and peer norms around 3.5x, signaling an overvalued setup absent clear profits. With limited revenue and ongoing net losses, the premium hinges on a potential breakthrough rather than current performance-risk if sentiment shifts. Momentum is price-driven rather than earnings-driven, raising the possibility of a downside correction if fair value reverts toward sector norms. Readers are encouraged to test assumptions, review risks, and consider doing their own valuation before chasing further gains.
  • AXON Enterprise Tops Mohanram Growth Signals in Validea Guru Analysis
    October 18, 2025, 3:52 PM EDT. Validea's guru framework pins AXON ENTERPRISE INC (AXON) as a standout on the P/B Growth Investor model-Partha Mohanram's growth strategy-rating AXON at 88%. The score places AXON in high interest territory, with a sequence of passing checks on many growth metrics driven by a low book-to-market profile coupled with growth signals. The model marks PASS in: BOOK/MARKET RATIO, RETURN ON ASSETS, CASH FLOW FROM OPERATIONS TO ASSETS, CFO/ROA VARIANCE, SALES VARIANCE, CAPEX TO ASSETS, and R&D TO ASSETS; and a FAIL on ADVERTISING TO ASSETS. AXON is categorized as a large-cap growth stock in the Aerospace & Defense sector. While not all tests are equal, a score above 90% would indicate stronger conviction; at 88%, the setup shows notable but selective strength within this guru framework.
  • USB: Validea Growth Investor Signal (Martin Zweig) at 77%
    October 18, 2025, 3:50 PM EDT. Validea's USB analysis signals some interest under the Martin Zweig Growth Investor model, rating US BANCORP at 77%. The model seeks growth with accelerating earnings and sales, reasonable valuation, and modest debt. USB is categorized as a large-cap value stock in Money Center Banks. Key takeaways: P/E ratio passes; revenue growth relative to EPS growth passes; sales growth rate passes; current quarter earnings passes; quarterly earnings one year ago passes; positive earnings growth for the current quarter passes; earnings growth rate for past quarters passes; earnings persistence fails; long-term EPS growth fails; insider transactions pass. Overall, the score suggests moderate interest with some red flags on near-term earnings momentum and long-term growth. Investors may want to confirm growth catalysts and debt levels before trading USB on Zweig's signal.
  • Unity Software Inc. (U) Validea Quantitative Momentum Analysis - Wesley Gray Strategy
    October 18, 2025, 3:48 PM EDT. Unity Software Inc. (U) earns a 55% score under Validea's Quantitative Momentum Investor model, the published strategy of Wesley Gray. The model searches for stocks with strong intermediate-term relative performance, focusing on momentum across fundamentals and valuation. U is described as a large-cap value stock in Software & Programming, with a score that suggests some interest but not extreme conviction. A threshold of 80% typically signals potential interest, while above 90% signals strong interest. The report includes a detailed test table highlighting where Unity Software meets or falls short on momentum, return consistency, and related criteria. Overall, the valuation and fundamentals contribute to a cautious but notable momentum signal for U.
  • APOLLO GLOBAL MANAGEMENT (APO) Scores 81% on Peter Lynch P/E/Growth Strategy
    October 18, 2025, 3:46 PM EDT. APOLLO GLOBAL MANAGEMENT INC (APO) earns 81% on Validea's Peter Lynch P/E/Growth strategy, signaling notable interest from this guru model. The approach screens for a stock trading at a reasonable price relative to earnings growth with a solid balance sheet, and APO ranks among the higher-scoring names on this framework. Key tests show PASS on P/E/GROWTH RATIO, SALES AND P/E RATIO, and EPS GROWTH RATE, with NEUTRAL readings on TOTAL DEBT/EQUITY RATIO, EQUITY/ASSETS RATIO, FREE CASH FLOW, and NET CASH POSITION. RETURN ON ASSETS also PASS. As a large-cap Growth stock in the Investment Services space, APO's valuation remains a focal point, with nuances in cash flow and leverage to monitor. A score above 90% would imply stronger momentum; investors should align APO's debt, cash flow, and growth outlook with their risk tolerance.
Go toTop