From crisis to opportunity: how Trump assassination attempt shaped market trends

How did the market react to the shooting?
Following the shooting, there has been a notable reaction in stock market.

Crypto-related stocks
Trump positioned himself as a champion for cryptocurrency during a fundraiser in San Francisco in June, and the increased probability of a Trump presidency is boosting the crypto markets. Bitcoin climbed over $63,000 after the incident and crypto-related stocks also saw gains. $MicroStrategy(MSTR.US)$ jumped 9.83%, $Marathon Digital(MARA.US)$ jumped 6.60%, and $Coinbase(COIN.US)$ jumped 5.69% in pre-market trading on Monday.

Tech giants
Elon Musk, the CEO of Tesla, endorsed Trump for the first time in the upcoming U.S. election. On X, he posted: "I fully endorse President Trump and hope for his rapid recovery". Now, $Tesla(TSLA.US)$ rose 4.56% in pre-market trading on Monday. Except for Musk, other tech leaders including $Amazon(AMZN.US)$ 's founder Jeff Bezos, $Microsoft(MSFT.US)$ 's CEO Satya Nadella, also responded to Trump Rally Shooting.

Trump-relatedstocks
Trump-related stocks have gained increasing popularity due to the increased probability of a Trump presidency. $Trump Media & Technology(DJT.US)$ soared by 63.06%, $Phunware(PHUN.US)$ up 43.91%, $Rumble(RUM.US)$ up 12.96% in pre-market trading on Monday.

Other potential chances
In the financial sector, $JPMorgan(JPM.US)$ and $UBS Group(UBS.US)$ analysts outlined potential impacts on various stocks depending on the election outcome:

• Clean energy: a Biden administration is expected to continue supporting clean energy incentives, benefiting companies like $First Solar(FSLR.US)$, $NextEra Energy(NEE.US)$, and $Sunrun(RUN.US)$.

• Electrification and hydrogen: stocks such as $Eaton(ETN.US)$, $Quanta Services(PWR.US)$,$Tesla(TSLA.US)$, and $Air Products & Chemicals(APD.US)$ could see gains under Biden's support for electrification and hydrogen production.

• Energy-efficient products and recycling: companies like $Johnson Controls(JCI.US)$, $Trane Technologies(TT.US)$, $Waste Management(WM.US)$, and $Republic Services(RSG.US)$ may continue to benefit from current government incentives.

• Oil and natural gas: increased investment in oil and gas under a Trump administration could favor producers like $Exxon Mobil(XOM.US)$,$Cheniere Energy(LNG.US)$, and $ConocoPhillips(COP.US)$.

• Tariffs: a second Trump term might bring higher import tariffs, impacting the consumer discretionary sector but benefiting domestic manufacturers like $Ford Motor(F.US)$, $General Motors(GM.US)$, $Nucor(NUE.US)$, and $Steel Dynamics(STLD.US)$.

• Trump-related stocks: stocks connected to Trump, such as $Trump Media & Technology(DJT.US)$,$Phunware(PHUN.US)$, and $Rumble(RUM.US)$, are expected to fluctuate with his election prospects.

• Prison operators: companies like $The GEO Group Inc(GEO.US)$ and $CoreCivic, Inc.(CXW.US)$ could gain from Trump's immigration policies.

• Pharmaceuticals and insurers: a Republican government may reduce the risk of drug price cuts, benefiting companies like $Eli Lilly and Co(LLY.US)$, $Merck & Co(MRK.US)$, $Humana(HUM.US)$, and$UnitedHealth(UNH.US)$.

• M&A: a Trump administration might ease antitrust regulations, benefiting banks involved in M&A like$Goldman Sachs(GS.US)$, $Morgan Stanley(MS.US)$, $Lazard(LAZ.US)$, and $Evercore(EVR.US)$.

• Semiconductors: domestic semiconductor manufacturers like $Applied Materials(AMAT.US)$,$KLA Corp(KLAC.US)$,$Intel(INTC.US)$, and $Texas Instruments(TXN.US)$ might receive support under Trump.

• Agriculture: additional tariffs on Chinese imports under Trump could lead to more federal assistance for farmers, benefiting companies like $Deere(DE.US)$ and $Tractor Supply(TSCO.US)$.

How to seize opportunities?
Step 1: Investors are supposed to take note of the following pivotal dates on the U.S. Election calendar:
July 15-18: Republican National Convention
August 19-22: Democratic National Convention
September 10: ABC presidential debateNovember 05: Election Day

Step 2: use our 【Investment Themes】feature to keep up with the lastest trading opportunities：Moomoo—Markets—US—Investment Themes