Trump’s Miami World Expo 2035 Bid: Potential Boost for Infrastructure, Travel, and Real Estate Stocks

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

“Today, I am announcing the United States’ intention to bid for the World Expo 2035. The Great State of Florida has expressed strong interest in hosting the Expo in Miami, which I fully support. Miami Expo 2035 can be the next big milestone in our new Golden Age of America. I am appointing Miami native Secretary of State Marco Rubio to Chair the efforts of coordinating and advancing this exciting opportunity to convene the World. We will create thousands of jobs, and add Billions of Dollars in GROWTH, to our Economy. In my First Term as President, I fought hard to bring the 2026 FIFA World Cup and 2028 LA Summer Olympics to the U.S.A. I now have the Honor of hosting as the 47th President, plus America250, G20 Doral, and the G7. I look forward to winning and participating in the Miami Expo 2035!”

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 announcement of a U.S. bid for World Expo 2035 in Miami could boost sentiment for infrastructure and construction names like Aecom, Caterpillar, and Jacobs Solutions, as well as broad industrial ETFs (VIS, XLI, IYJ), on expectations of increased planning and capital spending tied to large-scale event preparation. Hospitality, travel, and leisure companies such as Marriott, Hilton, Carnival, Royal Caribbean, and Norwegian Cruise Line, along with consumer discretionary ETFs (VCR, XLY), may see speculative upside from potential future tourism inflows and higher demand for accommodations and cruises linked to a major global event and a broader “Golden Age of America” narrative. Real estate-focused vehicles (VNQ, IYR, XLRE) could benefit from anticipated development and property value appreciation in and around Miami if the bid gains traction, though any price reaction is likely to be modest and highly contingent on the bid’s credibility and eventual approval.

Here are some of the stocks that might be affected:
Aecom ((ACM)),
Carnival Corporation ((CCL)),
Caterpillar ((CAT)),
Jacobs Solutions Inc. ((J)),
Marriott International ((MAR)),
Royal Caribbean Cruises ((RCL)),
Norwegian Cruise Line ((NCLH)),
Hilton Worldwide Holdings Inc. ((HLT)),
Vanguard Industrials ETF ((VIS)),
Industrial Select Sector SPDR Fund ((XLI)),
Vanguard Consumer Discretionary ETF ((VCR)),
Vanguard Real Estate ETF ((VNQ)),
Consumer Discretionary Select Sector SPDR Fund ((XLY)),
iShares U.S. Industrials ETF ((IYJ)),
iShares U.S. Real Estate ETF ((IYR)),
Real Estate Select Sector SPDR Fund ((XLRE)).