6 Stocks Set to Benefit from Trump’s Sweeping Executive Orders
President-elect Donald Trump is readying a set of executive orders that he plans to issue just hours after being sworn into office, covering the following:
Declare a national emergency on the U.S.-Mexico border
Initiate immigration raids in major cities such as Chicago, Boston, Washington, D.C., Miami, Los Angeles, Denver, New York, and San Antonio.
Rescind directives on diversity, equity, and inclusion
Remove limits on drilling offshore and on federal land
Rewrite hiring rules for federal workers and establish a new firing process
Pursue a joint venture structure for TikTok, where the U.S. government holds a 50% stake initially, with plans to sell the stake to a U.S. company chosen by the government.
With these sweeping changes, here are potential stocks that could benefit:
#1 Leidos (LDOS)
Leidos is actively involved in border operations through its advanced surveillance systems, which include state-of-the-art sensors, drones, and radar technology designed to monitor and secure vast and remote border areas. These systems enable real-time detection of unauthorized crossings, helping federal agencies respond quickly and effectively. In addition, Leidos supports IT infrastructure for processing immigration data, ensuring secure and efficient management of border-related information.
With the declaration of a national emergency on the U.S.-Mexico border, Leidos stands to benefit significantly from increased federal spending aimed at reinforcing border security. The emergency law could lead to expanded contracts for deploying enhanced surveillance equipment, developing advanced analytics for identifying patterns in illegal activity, and upgrading cybersecurity to protect sensitive immigration data.
#2 Axon Enterprise (AXON)
Axon Enterprise, known for its TASER devices, body-worn cameras, and digital evidence management systems, stands to benefit from increased enforcement activities under the proposed national emergency on the U.S.-Mexico border. With large-scale immigration raids and enhanced border security measures, law enforcement agencies are likely to invest heavily in Axon’s technology to ensure accountability and operational efficiency during high-stakes operations.
Body cameras and in-car camera systems could be critical tools for documenting encounters, protecting both officers and civilians, and providing verifiable evidence in sensitive situations. Axon’s Evidence.com platform, which enables secure storage and management of digital evidence, is well-suited to handle the influx of data generated by expanded enforcement activities.
As federal spending on public safety increases, Axon’s ability to provide integrated, scalable solutions could make it a key partner for law enforcement agencies involved in border and immigration control, positioning the company to capitalize on these heightened security measures.