Trump Trade: Intel rises as Trump touts stock performance

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.

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MYTHOS EXPANSION: Anthropic recently proposed allowing 70 additional companies and organizations to use its AI model Mythos, which would have brought the total number of entities with access up to 120, but the White House has opposed the plan, Robert McMillan and Amrith Ramkumar of The Wall Street Journal report, citing people familiar with the matter. Administration officials opposed the move due to concerns related to security, the sources added.

Meanwhile, the White House is developing guidance for government agencies to get around Anthropic’s supply chain risk designation and onboard models like Mythos, Maria Curi and Ashley Gold of Axios report, citing sources.

STOCK PERFORMANCE: In a post on Truth Social, President Trump stated, “Intel Stock continues to rise. I’m very proud of that Company in that I am responsible for making the United States of America over 30 Billion Dollars in the last 90 days on that stock alone. There are others that, likewise, I have been very successful with by taking pieces of the Equity for support. Congratulations to Intel on doing such a great job and, more importantly, congratulations to the People of the United States for making such a good investment!”

IRAN NAVAL BLOCKADE: President Donald Trump said the U.S. will maintain a naval blockade on Iran until it agrees to a nuclear deal addressing American concerns, rejecting Iran’s proposal to first reopen the Strait of Hormuz and delay negotiations, Barak Ravid of Axios reports. Trump’s stance reflects a hardline approach that prioritizes immediate concessions over phased de-escalation. Publicly traded companies in the space include BP (BP), Chevron (CVX), ConocoPhillips (COP), Exxon Mobil (XOM), Shell (SHEL) and TotalEnergies (TTE).