Updated
Updated · Yahoo Finance · Sep 14
14 of 17 Trump-Linked Stocks Fall Below Post-Deal Levels as Early Rallies Fade
Updated
Updated · Yahoo Finance · Sep 14

14 of 17 Trump-Linked Stocks Fall Below Post-Deal Levels as Early Rallies Fade

3 articles · Updated · Yahoo Finance · Sep 14

Summary

  • 14 of 17 public companies that accepted Trump administration involvement ended last week trading below the day after their deals were announced, undercutting the White House’s investment narrative beyond Intel.
  • 11 of those 17 also now trade below levels seen 10 trading days before the announcements, suggesting even investors who bought ahead of the deals often lost money.
  • USA Rare Earth shows the pattern: the stock surged more than 80% in five trading days around its January deal, then erased those gains and closed Monday at $15.71, down from post-deal highs above $30.
  • More than 30 companies are now in the government’s portfolio, but the few public-market gainers are mostly exceptions — Intel, Nippon Steel and MP Materials — with Nippon Steel involving a golden share rather than an equity stake.
  • That performance, alongside high volatility and sector underperformance, points to a short-lived announcement boost rather than durable gains tied to company fundamentals.

Insights

What happens to your investments when a massive federal deal becomes a corporate curse instead of a blessing?
Can strategic supply-chain companies ever translate federal billions into lasting market dominance, or is a stock crash inevitable?
Are government 'golden shares' secretly destroying long-term shareholder value in the name of national security?