Donald Trump’s latest financial disclosures and public endorsements have put several stocks in focus, with investors tracking companies tied to his trades, policy priorities, and public remarks.
Indeed, his latest disclosures revealed multiple multimillion-dollar moves, and his recent endorsements have propelled individual shares and sectors alike.
While Trump’s trades span a wide range of industries, several recent positions show a growing preference for companies tied to strategic technologies and national competitiveness.
The stocks below are not all direct Trump recommendations. They include companies linked to his disclosed trades, public comments, government contracts, and policy priorities.
IBM is among Trump’s latest stock picks
Among the freshest Trump stock picks is IBM (NYSE: IBM), a leading quantum player backed by the U.S. government with net income of $1.216 billion.
The computer veteran came to the forefront on May 21, when the U.S. Department of Commerce announced a $1 billion CHIPS Act award to back up Anderon, a new standalone IBM company, and the country’s first purpose-built quantum chip foundry.
The backing is hardly surprising, considering Trump had praised IBM in the past. For example, he singled out the company’s chief executive, Arvind Krishna, during a White House business roundtable on December 10 last year, calling him ‘a legend’ for ‘taking the shares to a very nice price.’
As the speech resurfaced once again just prior to writing, June 1, IBM shares at one point went up nearly 15% in pre-market trading.
Trump praises Micron and Dell
Among other stocks recommended by the head of state are Micron (NASDAQ: MU) and Dell (NASDAQ: DELL).
Notably, the president mentioned Micron during a New York City rally on May 22, praising its $100 billion investment in the semiconductor fabrication facility in New York and sending the shares up nearly 19% in the following trading.
“Micron… boy, Micron’s great. They’re investing hundreds of billions,” Trump said.
Similarly, he purchased more than $1 million worth of Dell shares earlier this year, which has, in hindsight, become an even bigger endorsement following the Pentagon’s May 27 announcement of a $9.7 billion contract with the company.
What’s more, management has since reported one of the most supportive quarterly results in the sector, inspiring both confidence in its trajectory and concerns regarding potential insider trades within the Administration.
Are Nvidia and Oracle Trump’s favorite stocks?
In terms of pure numbers, Nvidia (NASDAQ: NVDA) and Oracle (NYSE: ORCL) were among Trump’s largest disclosed stock purchases in Q1 2026, each with a position ranging from $1 million to $5 million.
Given that Nvidia is the most valuable company in the world and Washington’s strongest piece in the AI game, the position scarcely needs explaining. CEO Jensen Huang has accompanied Trump on multiple trips to Beijing, and the government will undoubtedly play a part in the future of the company.
As for Oracle, Trump has traded its stock at least 17 times between January and March, according to the latest disclosures, with one big purchase roughly a week before chairman Larry Ellison, a known Trump supporter, was appointed to an AI advisory panel on March 25.
AMD and Apple
Trump had already owned a small stake in AMD (NASDAQ: AMD) before taking office, but he’s since started making more earnest moves, for example, with a $500,000–$1 million purchase in February this year.
He made similar purchases in Apple (NASDAQ: AAPL) in March, which further highlights the friendship he enjoys with CEO Tim Cook, who was even exempt from tariffs and who accompanied Trump to China as Huang did.
As both stocks have posted significant gains in the weeks since, AMD and Apple remain some of Trump’s more profitable stock moves.
More Trump backed stocks
A number of companies are rallying at the time of writing, some of them apparently gaining traction in online circles as investors look for stocks backed by Trump in the past.
For example, Nokia (HEL: NOKIA) was up more than 5% at the time of writing, a 5G innovator praised by Trump years ago for ‘developing its cutting-edge products right here in the United States.’
At the same time, ServiceNow (NYSE: NOW) was soaring 10% on the day, another name among the president’s transactions valued between $1 million and $5 million in the first quarter of 2026.
The connections, however, go further back, as the company had announced in September 2025 that a new partnership with the U.S. General Services Administration (GSA) would be ‘instrumental in streamlining government technology, driving efficiency, and unlocking significant taxpayer savings.’
Featured image via Shutterstock
