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Yahoo
2 days ago
- Business
- Yahoo
The Trump Trade has changed. Here are the 6 big themes for investors to watch.
The market playbook for Donald Trump's presidency has shifted in the months since his inauguration. Analysts at NDR updated their Trump Trade index, a group of investments tied to Trump's agenda. Strategists identified six themes for investors to monitor. Investors in the early days of Donald Trump's second term thought they had identified the clearest winners from the president's agenda, but more than halfway through his first year in office, the playbook has shifted. Analysts at Ned Davis Research this week said they recently revised their Trump Trade Index — an index of investment themes they believe will benefit from Trump's agenda. The firm's original Trump Trade Index included investment themes like space and reshoring, as well as bitcoin and Trump Media & Technology Group, the parent company of Trump's social media network. "When we created our initial Trump Trade index prior to the 2024 election, we had only a general idea of Trump's agenda and key themes impacted," strategists wrote in a report on Wednesday. "However, after reviewing 170 executive orders, the One Big Beautiful Bill Act (OBBBA), and an ever-changing foray into tariffs, we have a much better indication of agenda priorities." Markets have been surprised by how Trump's policy agenda has shifted so far this year. US stocks soared after Trump secured his second term in office, before embarking on a wild roller coaster ride as Trump announced his worldwide tariff package and negotiations dragged into this summer. Here's an update on what investment themes investors should add to the Trump-era playbook. Defense Thesis: Trump signed a slew of executive orders supporting aerospace innovation and the drone, cybersecurity, and shipbuilding industries in the US. The GOP tax and spending bill has also earmarked around $150 billion for overall defense spending, $29 billion to shipbuilding, and $170 billion for border enforcement. The bill also has a $24 billion budget to help build the Golden Dome, an ambitious defense system that aims to put American anti-missile weapons into space. Factors like China's military advancement and the ongoing conflict between Russia and Ukraine also raise the risk that the US could become more involved in geopolitical conflict, strategists suggested. "While several themes look overbought, some are sure to have staying power over Trump's term. Unfortunately, we believe Defense could have staying power," the report said. Relevant ETFs: SHLD Metals & Mining Thesis: Trump has also signed executive orders supporting the copper and rare minerals industry in the US. Meanwhile, the Big Beautiful bill includes tax incentives that support energy exploration in the US, which could also boost the metals and mining industries. The president has also proposed steep tariffs on key commodities, like steel, copper, and aluminum. The metals and mining theme was on display already in the last week, when the Department of Defense announced a large stake in rare earth miner MP Materials. The stock surged on the news that the Pentagon would become the company's largest shareholder as it tries to strengthen America's position in a critical supply chain. Relevant ETFs: XME, REMX Traditional, Nuclear, and Hydrogen Energy Thesis: Energy was a cornerstone of Trump's campaign, and the president quickly declared a National Energy Emergency at the start of his term. "While Biden's agenda promoted Clean Energy, Trump clearly favors Traditional Energy, evidenced by orders to tap Alaska resources, remove production barriers, and promote Coal," strategists wrote. Uranium and Hydrogen energy are also in focus, the strategists added, pointing to "massive datacenter electricity demands." Trump has also proposed various tariffs that could raise energy prices, like tariffs on Canadian and Venezuelan energy, a 7.5% tariff on Uranium, and a 10% tariff on hydrogen-related goods. Relevant ETFs: IEO, URA, HYDR Bitcoin & Digital Assets Thesis: Trump, who branded himself as the "crypto president" on the campaign trail, has made a series of pushes into digital assets this year. Early in his second term, he signed an executive order that aimed to support the US's dominance in digital finance, and another that established a strategic bitcoin reserve. Lawmakers are also set to pass a slew of new crypto-related legislation this week, like the Senate's landmark stablecoin bill, the CLARITY Act, and the Anti-CBDC Surveillance State Act. Relevant ETFs: IBIT, ARKF Artificial Intelligence Thesis: Trump's executive orders and a handful of provisions in the One Big Beautiful Bill Act are aimed at bolstering AI development in the US, The GOP tax and spending bill includes a $250 million budget for AI-driven cyber defense, as well as tax incentives for chipmakers to build their tech in the US. Trump also announced a $500 billion AI infrastructure project in January, which involves Softbank, OpenAI, and Oracle building more data centers in the US. This week, Trump announced another $90 billion in AI and energy investments at an event in Pennsylvania. Relevant ETFs: MAGS Read the original article on Business Insider
Business Insider
2 days ago
- Business
- Business Insider
The Trump Trade has changed. Here are the 6 big themes for investors to watch.
Investors in the early days of Donald Trump's second term thought they had identified the clearest winners from the president's agenda, but more than halfway through his first year in office, the playbook has shifted. Analysts at Ned Davis Research this week said they recently revised their Trump Trade Index — an index of investment themes they believe will benefit from Trump's agenda. The firm's original Trump Trade Index included investment themes like space and reshoring, as well as bitcoin and Trump Media & Technology Group, the parent company of Trump's social media network. "When we created our initial Trump Trade index prior to the 2024 election, we had only a general idea of Trump's agenda and key themes impacted," strategists wrote in a report on Wednesday. "However, after reviewing 170 executive orders, the One Big Beautiful Bill Act (OBBBA), and an ever-changing foray into tariffs, we have a much better indication of agenda priorities." Markets have been surprised by how Trump's policy agenda has shifted so far this year. US stocks soared after Trump secured his second term in office, before embarking on a wild roller coaster ride as Trump announced his worldwide tariff package and negotiations dragged into this summer. Trump-era playbook. Defense Thesis: Trump signed a slew of executive orders supporting aerospace innovation and the drone, cybersecurity, and shipbuilding industries in the US. The GOP tax and spending bill has also earmarked around $150 billion for overall defense spending, $29 billion to shipbuilding, and $170 billion for border enforcement. The bill also has a $24 billion budget to help build the Golden Dome, an ambitious defense system that aims to put American anti-missile weapons into space. Factors like China's military advancement and the ongoing conflict between Russia and Ukraine also raise the risk that the US could become more involved in geopolitical conflict, strategists suggested. "While several themes look overbought, some are sure to have staying power over Trump's term. Unfortunately, we believe Defense could have staying power," the report said. Metals & Mining Thesis: Trump has also signed executive orders supporting the copper and rare minerals industry in the US. Meanwhile, the Big Beautiful bill includes tax incentives that support energy exploration in the US, which could also boost the metals and mining industries. The president has also proposed steep tariffs on key commodities, like steel, copper, and aluminum. The metals and mining theme was on display already in the last week, when the Department of Defense announced a large stake in rare earth miner MP Materials. The stock surged on the news that the Pentagon would become the company's largest shareholder as it tries to strengthen America's position in a critical supply chain. Traditional, Nuclear, and Hydrogen Energy Associated Press Thesis: Energy was a cornerstone of Trump's campaign, and the president quickly declared a National Energy Emergency at the start of his term. "While Biden's agenda promoted Clean Energy, Trump clearly favors Traditional Energy, evidenced by orders to tap Alaska resources, remove production barriers, and promote Coal," strategists wrote. Uranium and Hydrogen energy are also in focus, the strategists added, pointing to "massive datacenter electricity demands." Trump has also proposed various tariffs that could raise energy prices, like tariffs on Canadian and Venezuelan energy, a 7.5% tariff on Uranium, and a 10% tariff on hydrogen-related goods. Bitcoin & Digital AssetsThesis: Trump, who branded himself as the "crypto president" on the campaign trail, has made a series of pushes into digital assets this year. Early in his second term, he signed an executive order that aimed to support the US's dominance in digital finance, and another that established a strategic bitcoin reserve. Lawmakers are also set to pass a slew of new crypto-related legislation this week, like the Senate's landmark stablecoin bill, the CLARITY Act, and the Anti-CBDC Surveillance State Act. Artificial Intelligence Thesis: Trump's executive orders and a handful of provisions in the One Big Beautiful Bill Act are aimed at bolstering AI development in the US, The GOP tax and spending bill includes a $250 million budget for AI-driven cyber defense, as well as tax incentives for chipmakers to build their tech in the US. Trump also announced a $500 billion AI infrastructure project in January, which involves Softbank, OpenAI, and Oracle building more data centers in the US. This week, Trump announced another $90 billion in AI and energy investments at an event in Pennsylvania.
Canada News.Net
5 days ago
- Business
- Canada News.Net
Trump's crypto push fuels fresh all-time high for Bitcoin
NEW YORK CITY, New York: Bitcoin surged to a new all-time high this week, buoyed by growing institutional interest and a wave of pro-crypto moves from the Trump administration. The world's largest cryptocurrency was last trading around $122,000 on Monday, extending its year-to-date gains by over 25 percent. The rally comes as President Donald Trump continues to embrace digital assets. In March, he signed an executive order to create a strategic cryptocurrency reserve. He has also appointed crypto-friendly figures to key roles, including Paul Atkins at the Securities and Exchange Commission and David Sacks as the White House AI czar. Trump's own business interests are deepening their crypto involvement. Trump Media & Technology Group is planning to launch an exchange-traded fund that would invest in multiple crypto tokens, including bitcoin, according to a SEC filing at the beginning of this week.
Toronto Star
5 days ago
- Business
- Toronto Star
Trump Media files for ‘Crypto Blue Chip ETF' with SEC
President Donald Trump continues to expand his crypto-related offerings, this time with a planned exchange-traded fund tied to the prices of five popular cryptocurrencies. Trump Media & Technology Group, a Florida company that operates the Truth Social media platform, announced Tuesday it had filed paperwork with the Securities and Exchange Commission for approval to launch the 'Crypto Blue Chip ETF' later this year.
Time of India
12-07-2025
- Business
- Time of India
As Truth Social business struggles, Trump Media goes big on crypto
Trump has no official position at Trump Media and does not advise it on corporate policy. But he is the company's largest shareholder, and he and his family have become big crypto boosters over the past year. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Donald Trump has reinvented himself many times over, going from real estate developer to TV personality to world his social media company, Trump Media & Technology Group, which is the parent of the president's Truth Social site, is undergoing its own metamorphosis, becoming a major player in the crypto just the past few months, Trump Media has raised $2.5 billion in cash to invest in bitcoin and is working to bring crypto-related exchange traded funds, or ETFs, to has no official position at Trump Media and does not advise it on corporate policy. But he is the company's largest shareholder, and he and his family have become big crypto boosters over the past pivot to crypto highlights the reality of one of the president's highest-profile business interests. Truth Social may serve as Trump's online megaphone, which he uses to attack his enemies, praise his allies and announce executive orders, tariffs and ceasefires. But the 3-year-old social media platform has struggled to generate advertising has made Trump Media, which went public in March 2024, a consistently money-losing company, and its stock has been shedding value since its debut. This year, shares of Trump Media are down 43%.In June, Truth Social had a bit of a moment. Trump amassed more than 10 million followers. And the platform saw a big surge in daily visitors, according to Similarweb, a digital market intelligence Truth Social is still small compared with X, the social platform owned by Elon Musk, Trump's billionaire 80% of the traffic last month to Truth Social's website was to view the comments from the president, according to is one reason Trump Media has struggled to expand its user base and attract advertisers beyond those selling products geared to Trump's base. The Florida-based company with just 29 employees has also never made a big commitment to selling ads and has just a few people on staff charged with that Media incurred a $31 million net loss in the first quarter of this year and has yet to post a profit since going Devine, a Trump Media spokesperson, said, "The New York Times, in a typical partisan and brainless hit piece that reads like it was written by an AI chatbot, fails to note that Trump Media is rigorously fulfilling our plan: build up our core infrastructure, then expand throughout the patriot economy -- while amassing around $3 billion in liquid assets."The company's move into bitcoin has been fast and April, Trump Media entered into a four-year partnership with a Singaporean-based cryptocurrency exchange, to launch at least three ETFs, which are slated to trade on the New York Stock ETF is an investment fund that invests in a particular asset -- stocks, bonds, gold or crypto -- and trades like a stock. New ETFs normally need to be approved by the Securities and Exchange year's end, investors may be able to buy and sell shares of Truth Social Bitcoin ETF and Truth Social Bitcoin Ethereum ETF. (Ethereum is the platform behind the second-most-popular digital asset after bitcoin.) On Tuesday, the company filed for a blended crypto ETF called Truth Social Crypto Blue Chip ETF, which will invest in five different crypto Media is just licensing the Truth Social name to promote the securities, according to a company regulatory filing. The filing does not disclose any information about financial remuneration to Trump filing also says any marketing information for the ETFs will carry a disclaimer that says Trump Media does not take a position "regarding the advisability of investing in this fund."Trump Media will be competing with about a dozen other bitcoin-focused ETFs, including one sponsored by iShares, a division of BlackRock, the world's largest asset management firm."My guess is they look to compete based on the Trump name," said Bryan Armour, the director of ETF research with Morningstar, an investment research firm. "There's not much to distinguish them."In May, Trump Media said it had raised $2.5 billion to invest in bitcoin by selling stocks and bonds to dozens of hedge funds and the Wall Street trading firm Jane Street Capital. The deal could eventually make Trump Media the fourth-largest public company to hold bitcoin in the world."Trump's connections have likely played a critical role in securing such significant funding," said Vetle Lunde , the head of research for K33, a crypto firm. "This development further entangles Trump's financial interests with the crypto sector."Trump has drawn criticism over his family's deepening involvement with the crypto industry and the light-touch regulatory approach to digital assets adopted by his administration. One of his first steps as president was to signal his strong support for crypto and to rein in the companies donated nearly $18 million to Trump's inaugural committee. The corporate parent of for instance, gave $1 million to the inaugural in March, said the SEC had notified it that an investigation into the platform's activities had been closed. In all, the SEC has dismissed or closed about a dozen matters involving crypto companies since Trump was sworn into representatives did not return requests for comment."The concern you come back to with all Trump products are whether they are being used as a way to curry favor with the administration," said Hilary Allena professor of law at the American University Washington College of Law who has specialized in crypto 115 million shares are worth about $2 billion -- though at the stock's peak his stake was worth nearly $6 billion. Trump's shares are held in a trust managed by his eldest son, Donald Trump Jr., who is a Trump Media board member and crypto proponent himself."President Trump's assets are in a trust managed by his children," said Anna Kelly, a White House spokesperson. "There are no conflicts of interest."Some individual investors in Trump Media and regular Truth Social users are open to seeing if the shift to crypto Nedohin, a part-time pastor who has been one of Trump Media's biggest proponents, said he had personal and religious objections to crypto, which he said had a "scammy culture." But he recognizes the company needs to do something to make money and enable Truth Social to survive."Social media is not actually a profitable business," said Nedohin, who started a popular message board on Truth Social that was focused on the company's prospects. "This administration is extremely pro-cryptocurrency, and thus bitcoin is likely to rise significantly during President Trump's term."Greg Bowden, a supporter of Trump and a day trader, said he had bought and sold Trump Media shares on and off over the past year. He said he had last sold Trump Media shares around the time of Trump's inauguration, but would look to get back into it when it gets over $17. It's currently trading around $ said moving into bitcoin made sense strategically for Trump Media, given the growing popularity of some investors in Trump Media are buying in as a show of support for the president, Bowden has no illusions about Trump's ultimate goals when it comes to all of his business ventures."Trump's in it for the money," he said.
