Something that hasnt really been tackled too much, talked about too much, every day investors are actually buying into this market, j. P. Morgan says today, today came out with a report that says mom and pop investors are comfortable about jumping into stocks. Now, ironically, that might not be a good thing because some in the industry, the professionals see that as a sign of a mature bull marked, a. K. A. , time to get out, jake. What happened, christina . What would it take to sustain a rally, do you think . Reporter well, look, the dow is up 13. 5 , 2,500 points since election day. Look, the only Real Movement that were going to get from here is on policy. Thats whats going to justify another move. The stakes are pretty high for trump tonight. Wall street will be listening for details on the tax plan. When is it coming, how big will it be . Remember, that treasury secretary Steven Mnuchin promised significant tax reform by august. Theyll be looking for any hints on whether trump will shoot down the republicans plan for border adjustment tax. Thats another big issue for them, jake. So, were going to be watching very closely tonight to see and hear more details, more specifics. Also keep an eye out for a big Infrastructure Investment as well. Christina aleshi, thank you. A senior official told reporters at the white house including me that President Trump would like to see a compromise immigration bill. One where both sides compromise, that allows those nonviolent undocumented immigrants to have some sort of path to legal status as long as they work and pay taxes. There would not be a path to citizenship in the president s vision except possibly for the dreamers, those brought into the u. S. Illegally when they were children. Now, the Senior Administration official added that its unclear if President Trump will discuss this this evening when he has the nations full attention, addressing the joint session of the United States congress for the very first time. We are expected to hear the president layout plans for what theyre calling a renewal of the american spirit and what that might cost, along with something special. Tbd, to replace obamacare. Cnn senior White House Correspondent jim accosta joins me now. Jim, how much do you think President Trump sees this evening as an opportunity for a reset of sorts . I think they do see it that way, jake. And as for immigration, we should point out in just the last several minutes, a senior white house official told reporters here that the president remains focused on Border Security and deporting criminals who are undocumented. So, perhaps some tempering of expe expectations on the compromise bill. He will be delivering his most important speech since inauguration when he addresses joint session of congress. It will be an optimistic speech, but democrats arent buying it, warning that the president and his allies up on capitol hill are about to bring radical change to the country. Palomino polls showing americans disappointed with his first month in office, President Trump will try to hit the reset button in his joint session speech to congress. He is acknowledging he hasnt been perfect. I think in terms of effort, which means something, but i give myself an aplus, effort. But thats, you know, results are more important. In terms of messaging, i would give myself a c or cplus. Reporter the president will attempt to get that messaging right tonight, laying out his plans to repeal and replace obamacare, crackdown on illegal immigration, tackle the budget, grow the economy, and beef up national security. But the president is learning quickly Health Care May be the most daunting task. All i can do is speak from the heart and say what i want to do. We have a really terrific, i believe, Health Care Plan coming out. Reporter cnn has learned House Speaker paul ryan has received assurances the president is expected to embrace much of the house gop plan for obamacare, with one source saying the white house is now working hand in glove with republicans. Do your job, do your job. Reporter the speaker hopes to replacement proposal will calm tensions flaring up at congressional town halls. Look, i think youre going to have any kind of churning in a legislate like this. This is a plan were all working on together. Reporter Senior Administration official is signaling an important shift saying the president is interested in a compromise bill that could give the undocumented a path to legal status. But the white house is floating the proposal just as the president is expected to point at guests sitting with First Lady Melania Trump including jameill shah whose son was killed by an undocumented immigrant. Democrats are countering that with their own guests who are impacted by the president s travel ban on majority muslim countries. He talks like a populist, but governs like a pro corporate, pro elite, hard right ideologue. Snoob reporter the president is facing deep skepticism over his plan that ramps up defense spending while splashing domestic programs, it will blow a hole in the budget. The improving economy, the president said, will makeup any shortfall i think the money is going to come from a revved up economy. You look at the kind of numbers were doing. We were probably gdp of a little more than 1 . And if i can get that up to 3 or maybe more, we have a whole different ball game. Reporter but there are looming questions hanging over the president s speech such as the multiple investigations into his campaigns contacts with russia during the election. In an interview with fox news, the president blamed his predecessor without offering any evidence. I think that president obama is behind it because his people are certainly behind it. And some of the leaks, possibly come from that group. You know, some of the leaks which are really very serious leaks because theyre very bad in term of national security. But i also understand thats politics. And in terms of him being behind things, thats politics. And it will probably continue. Reporter now, back to budget matters. The president has insisted ever since he was a candidate that he will never touch Social Security and medicare, but House Speaker paul ryan told reporter today up on capitol hill that longterm entitlement reform is, an open question a sign the president and his party are once again not on the same page on a critical issue. Jake, we should point out on a separate front we are told the president does intend to address these recent threats to jewish sites across the country in his speech later on tonight. So we should expect to hear the president touch on that issue as well, jake. Well have more on that subject later in the show. Jim accosta, thank you so much. Cnn learned the white house asked for information about the special operations raid in yemen that could be made public in the president s speech this evening. Navy seal ryan owens was killed in that mission and this comes after owens father blasted the Trump Administration saying the white house should conduct a full investigation into the raid and whether it was necessary and sufficiently planned, and the white house should not hide behind his sons death to avoid such an investigation. Cnns Barbara Starr joins me live now from the pentagon. Barbara, what might President Trump say about this this evening . Reporter well, thats what we dont know just yet, jake. What we do know is last night the white house came to pentagon officials and said what could be made public about this highly classified, highly controversial raid . The white house clearly feeling some of that heat because the navy seal died. Several were wounded. Civilians on the ground were killed. A u. S. Aircraft was destroyed. A very controversial raid last month by special Operations Forces in yemen, the first of the Trump Administration in that country. They were going after an alqaeda affiliate. They were gathering up intelligence. What everyone is waiting to see, what the president might address, we dont know for sure, is did they get enough valuable intelligence on this raid to make the high price of it really worthwhile. There is a lot of dispute about that. There have been some news reports that they got no valuable intelligence. Sources are telling us here at cnn that they got large amounts of intelligence, and that, in fact, this all reflects a new expanded military posture in going after alqaeda in yemen. Expect to see more raids, expect to see more u. S. Troops going in on the ground. They want to wipe out alqaeda in that country for very clear reason. This is a group, an alqaeda affiliate, that is very experienced in making bombs, bombs that can get onto airplanes, and they were behind that charlie ebdo attack in paris, it is said. It is proven they can export terrorism to the west. The u. S. Under the Trump Administration, the u. S. Military, really turning a very focused eye on yemen. Now well see tonight how much and if the president talks about it. Jake . Barbara, the seals on the ground encountered quite significant resistance. I guess one of the questions is were pentagon officials aware of just who was in the compound at the time . Reporter this is a key question. You have honed in on it exactly about why this raid is so controversial. When navy seals, Army Delta Force go in, you know better than i do, jake, they keep surveillance on a target for days before they go in. They know who is there. They know the Opposition Forces that are there. They know how heavily they are armed. How is it that the seals encountered a wall of fire that resulted in these deaths in the wounding of so many . What didnt they know when they went in . How did they get surprised . This will all be part of the investigation. Barbara starr at the pentagon for us, barbara thank you so much. Will congress embrace the agenda that President Trump is expected to present in his speech this evening . Or are republican lawmakers on a different page . That story next. So with our ally cashback credit card, you get rewarded for buying stuff. Like what . Like a second bee helmet with protective netting. Or like a balm . You know . Or a cooling ointment for the skin. How about a motorcycle . Or some bee repellant. Im just spitballing here. Nothing stops us from doing right by our customers. Ally. Do it right. Told you not to swat em. So we know how to cover almost alalanything. Ything, even a truckcicle. [second man] how you doing . [ice cracking] [second man] ah,ah, ah. Oh no [first man] saves us some drilling. [burke] and we covered it, february fourteenth, twentyfifteen. Talk to farmers. We know a thing or two because weve seen a thing or two. We are farmers. Bumpadum, bumbumbumbum so how old do you want uhh, i was thinking around 70. Alright, and before that . 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Why are you checking i want to see if it changed. Credit scores dont change that much do they . Really . Ill take it sir, your credit. Is great, right . When was the last time you checked . Yeah, i better check my credit score. Here, try credit karma. Its free. Alright, no more surprises. Credit karma. Give yourself some credit. Welcome back to the lead. Im jake tapper. More on our politics lead. President trump is right now preparing to give his first major address to congress this evening. It comes at a critical time for republicans who are looking for their top guy to pave the way as a the party breaks into factions over a promise made more than six years ago to replace president obamas health care law. Cnns manu raju is live for us on capitol hill. Manu, republicans passed an Obamacare Repeal with a democratic president. Why so much trouble getting done with President Trump waiting to proudly display a brandnew law for the cameras . Reporter well, jake, a lot of concerns from conservatives over the details. Including a center piece of the plan to give refundable tax credits for people to buy Health Insurance. But, jake, one thing is clear. That its hardly the only issue that is causing some concerns among republicans on the hill. Tonight President Trump prepares to sell his agenda to congress, but hes confronting a Party Divided over the path ahead. The president is facing questions from fellow republicans about the cost of his proposals, including the wall on the border with mexico. And his new Defense Budget, which promises to ratchet up spending by 54 billion. Some Top Republicans say that falls short. There is not enough. There is not nearly enough, and it simply will not take care of the issues and challenges we have. For example, half the f18s are now grounded for lack of parts, and we have increased operations both in syria and afghanistan. Reporter and new push back from house conservatives. Now threatening to derail gop plans to repeal and replace obamacare. Youll vote against this plan if it were to come up . I have big concerns, i think a lot of members do with the plan as it is proposed right now. Reporter a growing number of House Republicans are questioning a central element of the health plan. New refundable tax credits americans would use to buy Health Insurance. Some conservatives view that plan as another entitlement. Do you have any concerns with that specifically the concern about this creating potentially new entitlement . Correct. I think thats the 94 question. Do you go from again a nonmeans tested program where bill gates and others will be getting a check with regard to their health care i think opens up pandoras box in terms of what comes next on health care. Reporter would you oppose that bill . In its present form, yes. Reporter House Speaker paul ryan predicted the party will ultimately unite behind one plan. This is a plan we are all working on together, the house, the senate, the white house. When we get everything done and right were going to be unified on this. Reporter yet some republicans are uncertain about other elements of trumps agenda including ramping up defense spending at a time of rising deficits. Dont exempt the department of defense from cuts itself in terms of cutting pentagon waste. I just i think that the pentagon is way too top heavy. Reporter and threatening to overshadow the president s agenda is the investigation into alleged Trump Campaign contact with russian officials during last years elections. Im not down playing it. We have started our investigation. Reporter and, jake, today even more push back over the white houses plans to cut spending for the state department by roughly 37 . Lindsey graham who is a key appropriator said, quote, its definitely dead on arrival, and the Majority Leader Mitch Mcconnell saying, it, quote, probably wouldnt pass the senate at those funding levels. So, a sign, jake, that the president has a lot of work to do on capitol hill. Jake . I remember all that talk about increasing spending for security for diplomats after benghazi. Manu raju, thank you so much. Well talk to senator rand paul about republican plans to repeal and replace you will obamacare and why some gop makers say they wont replace one part of the plan. Thats ahead. President trump giving himself a cplus for messaging and a for effort and a for accomplishments so far. Are those fair grades . That story next. vo this is not a video game. This is not a screensaver. This is the destruction of a cancer cell by the bodys own immune system, thanks to medicine that didnt exist until now. And today can save your life. Welcome back. Weve got lots to talk about in the politics lead. So, lets talk to my panel. First of all, lets talk about this breaking news. A Senior Administration official tells me and some other reporters today that President Trump is eager to have some sort of compromise immigration bill, one that would not have a path to citizenship for undocumented i am granlts, but a path to a legal status as lochk as they have a job and pay taxes. When we were talking to the Senior Administration official, wont this upset the president s base . The feel was, no, it will be everybody coming together. It will be a negotiation. Is it possible, do you think this would be the thing the president would actually possibly lose his base on . Theres always been an outside possibility that trump hopelessly naive nixon to china on Immigration Reform because people believe him when it comes to security. Thats been the missing part. You ca