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

Cliff vs glide — dates that change market access differ from multi-year programs.
Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
Named issuers — curated watchlist only.
Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.

Nov 24, 2026in 49dIssued Aug 31, 2026
Declaring a National Emergency To Secure the United States Bulk-Power System
Secretary identifies risky equipment and submits replacement recommendations to President
Protective Adverse Mixed Uncertain
EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gas Tech Metals Industrial Solar Semi US CN OTHER
MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
Nov 24, 2026in 49dIssued Nov 28, 2025
Launching the Genesis Mission
First annual report to President on Platform status, outcomes, and partnerships
Protective Adverse Mixed Uncertain
EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemi Tech Defense Minerals Oil/gas Pharma US CN EU JP
ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
Dec 24, 2026in 79dIssued Aug 31, 2026
Declaring a National Emergency To Secure the United States Bulk-Power System
Secretary publishes rules/regulations implementing delegated authorities
Protective Adverse Mixed Uncertain
EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gas Tech Metals Industrial Solar Semi US CN OTHER
MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
Jan 4, 2027in 90dIssued Jun 11, 2025
Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144
FAR IoT Cyber Trust Mark labeling effective for federal vendors
Protective Mixed Uncertain
EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTech Semi Defense Industrial US
MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
Feb 22, 2027in 139dIssued Aug 31, 2026
Declaring a National Emergency To Secure the United States Bulk-Power System
Secretary develops and submits recommended FAR revisions
Protective Adverse Mixed Uncertain
EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gas Tech Metals Industrial Solar Semi US CN OTHER
MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
May 15, 2027in 221dIssued May 13, 2026
Continuation of the National Emergency With Respect to Securing the Information and Communications Technology and Services Supply Chain
Extended national emergency expires unless continued again
Mixed Uncertain
Notice4/10LicensingTech Semi US CN
GOOGLAlphabetAAPLAppleINTCIntelQQQInvesco QQQ TrustMETAMeta PlatformsMUMicron TechnologyMSFTMicrosoftORCLOracle
May 23, 2027in 229dIssued Aug 31, 2026
Declaring a National Emergency To Secure the United States Bulk-Power System
FAR Council considers proposing FAR amendments for notice and public comment
Protective Adverse Mixed Uncertain
EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gas Tech Metals Industrial Solar Semi US CN OTHER
MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
Jan 2, 2030in 1184dIssued Jun 11, 2025
Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144
Agencies must support TLS 1.3 or successor
Protective Mixed Uncertain
EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTech Semi Defense Industrial US
MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar