Trump’s Armenia–Azerbaijan Peace Pitch: Potential Tailwinds for U.S. Defense, Chip, and Nuclear Stocks

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

“I want to thank President Aliyev of Azerbaijan, and Prime Minister Pashinyan of Armenia for upholding the Peace Agreement we signed last August. This was a nasty War, 1 of 8 that I have ended, but now we have Prosperity and Peace. In February, Vice President Vance will travel to both Countries to build on our Peace efforts, and advance the Trump Route for International Peace and Prosperity. We will strengthen our strategic partnership with Azerbaijan, a beautiful Agreement for Peaceful Nuclear Cooperation with Armenia, Deals for our Great Semiconductor Makers, and the sale of Made in the U.S.A. Defense Equipment, such as body armor and boats, and more, to Azerbaijan. Thank you! President DJT”

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 post highlighting prospective defense sales to Azerbaijan and semiconductor deals tied to his “Trump Route” peace framework could create short‑term bullish sentiment in U.S. defense names (LMT, NOC, RTX, Invesco/State Street/iShares aerospace & defense ETFs, BWX) and chip makers (INTC, NVDA), with spillover to broad tech proxies (QQQ, XLK, VGT) given the market’s sensitivity to incremental demand narratives. Mention of a “beautiful Agreement for Peaceful Nuclear Cooperation with Armenia” may support niche nuclear and fuel‑cycle names such as Centrus Energy and BWX Technologies, as investors speculate on future reactor or fuel‑supply opportunities, though details and timelines remain unclear. Energy‑focused ETFs (XLE, OIH, VDE) are less directly impacted by the statement itself, but any perception of greater geopolitical stability in the Caucasus region could marginally reduce risk premia on regional energy infrastructure while slightly dampening “war premium” support for global energy prices.

Here are some of the stocks that might be affected:
Intel ((INTC)),
Lockheed Martin ((LMT)),
Northrop Grumman Corp. ((NOC)),
Nvidia Corporation ((NVDA)),
Rtx Corporation ((RTX)),
Centrus Energy ((LEU)),
Invesco QQQ Trust ((QQQ)),
Technology Select Sector SPDR Fund ((XLK)),
Energy Select Sector SPDR Fund ((XLE)),
VanEck Oil Services ETF ((OIH)),
Vanguard Energy ETF ((VDE)),
Vanguard Information Technology ETF ((VGT)),
Invesco Aerospace & Defense ETF ((PPA)),
SPDR S&P Aerospace & Defense ETF ((XAR)),
iShares U.S. Aerospace & Defense ETF ((ITA)),
Bwx Technologies Inc ((BWXT)).