Trump’s Alabama Senate Endorsement Signals Pro-Energy, Pro-Defense Tilt That Could Buoy Industrials and Energy Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“Congressman Barry Moore, an America First Patriot who has been with me from the very beginning (he was the first Elected Official in the Country to Endorse me!), is running for the United States Senate in Alabama, a place I love and WON BIG in 2016, 2020, and 2024, getting the highest vote in that great State’s history.

A very successful Businessman, Civic Leader, and Highly Respected State Legislator prior to becoming a distinguished Congressman, Barry has dedicated his life to serving his Community. As your next Senator, Barry will continue to fight tirelessly to Grow our Economy, Cut Taxes and Regulations, Promote MADE IN THE U.S.A., Champion American Energy DOMINANCE, Keep our Border SECURE, Stop Migrant Crime, Ensure LAW AND ORDER, Strengthen our Brave Military/Veterans, Safeguard our Elections, and Defend our always under siege Second Amendment.

Barry Moore is a good friend, fighter, and WINNER, and has my Complete and Total Endorsement to be the next United States Senator from Alabama — BARRY WILL NEVER LET YOU DOWN!”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s strong endorsement of Barry Moore, emphasizing themes like American energy dominance, Made-in-USA manufacturing, defense strength, and law-and-order, could marginally boost investor sentiment toward industrials, energy, and defense-related names and ETFs (e.g., CAT, CVX, XOM, LMT, RTX, VIS, XLI, XLE, VDE, PPA, XAR, ITA) by reinforcing expectations of a favorable regulatory and spending environment under a populist, pro-industry GOP agenda. Energy companies and energy-focused funds might see the most direct sentiment tailwind if markets infer greater political momentum for domestic drilling, pipeline approvals, and reduced environmental constraints. Consumer discretionary ETFs (VCR, XLY) might experience a smaller or more mixed reaction, as pro-growth tax and regulation rhetoric is supportive, but uncertainty around broader election outcomes and policy implementation could temper any immediate bullish impact.

Here are some of the stocks that might be affected:
Caterpillar ((CAT)),
Chevron ((CVX)),
Exxon Mobil Corp. ((XOM)),
Lockheed Martin ((LMT)),
Rtx Corporation ((RTX)),
Vanguard Industrials ETF ((VIS)),
Industrial Select Sector SPDR Fund ((XLI)),
Energy Select Sector SPDR Fund ((XLE)),
Vanguard Consumer Discretionary ETF ((VCR)),
Vanguard Energy ETF ((VDE)),
Invesco Aerospace & Defense ETF ((PPA)),
Consumer Discretionary Select Sector SPDR Fund ((XLY)),
iShares U.S. Aerospace & Defense ETF ((ITA)).