Policy → market

Market alerts

Not financial advice

Commercial cliffs from presidential documents — role pressure, mechanisms, and a curated issuer watchlist. Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

How this works
  1. Cliff vs glide — dates that change market access differ from multi-year programs.
  2. Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
  3. Named issuers — curated watchlist only.
  4. Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
Clear
  1. in 1dIssued Nov 28, 2025

    Launching the Genesis Mission

    Initial operating capability demonstration for at least one challenge

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  2. in 80dIssued Aug 14, 2026

    Delivering Gold Standard Childhood Vaccine Recommendations for Americans

    HHS Task Force on Safer Childhood Vaccines presents plans to President through Assistant to the President for Domestic Policy

    EO 144208/10ProcurementLicensingPharmaTechIndustrialUSEUOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  3. in 86dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to the Proliferation of Weapons of Mass Destruction

    New expiration date of continued national emergency

    Notice4/10Ban / prohibitionLicensingFinanceDefenseChemTechUSCNKRIN
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
  4. in 96dIssued Nov 28, 2025

    Launching the Genesis Mission

    First annual report to President on Platform status, outcomes, and partnerships

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  5. in 108dIssued Dec 10, 2025

    Addressing Security Risks From Price Fixing and Anti-Competitive Behavior in the Food Supply Chain

    Second joint congressional briefing on task force progress

    EO 143646/10LicensingProcurementAgChemTechUSOTHER
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  6. in 134dIssued Jul 23, 2026

    Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials

    Cease issuance of waivers under 10 U.S.C. 4872(c)(1) except as provided

    EO 144158/10Quiet signalBan / prohibitionProcurementLicensingSubsidy / incentiveDefenseMineralsMetalsSemiAeroTechUSCNOTHER
    EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing
  7. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Return Americans to Moon by 2028

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  8. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    $50 billion additional space investment target

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  9. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Next-generation missile defense prototypes

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  10. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Permanent lunar outpost initial elements

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  11. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Lunar surface reactor ready for launch

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  12. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Commercial ISS replacement pathway

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  13. Issued Dec 16, 2025

    Protecting American Investors From Foreign-Owned and Politically-Motivated Proxy Advisors

    This executive order directs the SEC, FTC, and Department of Labor to increase oversight of foreign-owned proxy advisors

    EO 143667/10Quiet signalLicensingSubsidy / incentiveTechUSUKOTHER
    GOOGLAlphabetAAPLAppleQQQInvesco QQQ TrustMETAMeta PlatformsMSFTMicrosoftNVDANVIDIAORCLOracleSPYSPDR S&P 500 ETF
  14. Issued Feb 26, 2025

    Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties

    This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d

    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  15. Issued Mar 18, 2026

    Ensuring Truthful Advertising of Products Claiming To Be Made in America

    This executive order directs the FTC to prioritize enforcement against false "Made in America" claims, especially by for

    EO 143925/10ProcurementLicensingTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
Policy market alerts · Executive Orders