Trump Trade: President Trump says Anthropic DoD deal ‘possible’

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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ANTHROPIC DOD DEAL: President Donald Trump told CNBC that a deal with Anthropic for the Department of Defense to use its artificial intelligence models is “possible,” CNBC’s Ashley Capoot reports. The Pentagon labeled the AI startup a supply chain risk at the beginning of March after negotiations broke down. Trump said his administration had “some very good talks” with Anthropic during a meeting at the White House last week.

CHIP TOOL SALES: Micron (MU) is pushing U.S. lawmakers to pass the “MATCH Act,” which would tighten export restrictions on chipmaking equipment used by Chinese semiconductor firms and close gaps in existing controls. The bill, set for a House panel vote, would pressure foreign companies that sell equipment to Chinese chipmaking facilities to align with export curbs on U.S. companies like Lam Research (LRCX) and Applied Materials (AMAT), according to the report.

IRAN CEASEFIRE: President Donald Trump stated on Truth Social, “Based on the fact that the Government of Iran is seriously fractured, not unexpectedly so and, upon the request of Field Marshal Asim Munir, and Prime Minister Shehbaz Sharif, of Pakistan, we have been asked to hold our Attack on the Country of Iran until such time as their leaders and representatives can come up with a unified proposal. I have therefore directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their proposal is submitted, and discussions are concluded, one way or the other.”