Fact Sheet: President Donald J. Trump Signs Historic Directive on AI in the National Security Enterprise
Fact sheetProcurementPublished 06/05Open the original
Summary
President Trump signs a National Security Presidential Memorandum accelerating AI adoption across the national security enterprise, onboarding advanced models from multiple vendors, building high-security computing facilities, updating the directive on autonomy in weapon systems and rescinding NSM-25.
By industry
- Defense1 trading day+1.1%p15 stocks5 trading days+2.1%p15 stocks20 trading days−1.5%p15 stocks
“put the most advanced, secure, and reliable AI systems into the hands of America’s warfighters”
Day by day after the announcement
| Day | Defense stocks | S&P 500 |
|---|---|---|
| 26/06/04 | 0.0% | 0.0% |
| 26/06/05 | −1.6% | −2.7% |
| 26/06/08 | −2.4% | −2.3% |
| 26/06/09 | −2.1% | −2.6% |
| 26/06/10 | −3.7% | −4.2% |
| 26/06/11 | −0.1% | −2.2% |
| 26/06/12 | −1.1% | −1.8% |
| 26/06/15 | −2.4% | −0.3% |
| 26/06/16 | −2.5% | −0.7% |
| 26/06/17 | −3.1% | −1.7% |
| 26/06/18 | −6.5% | −1.1% |
| 26/06/22 | −9.5% | −1.6% |
| 26/06/23 | −8.4% | −2.8% |
| 26/06/24 | −9.9% | −2.5% |
| 26/06/25 | −10.7% | −2.9% |
| 26/06/26 | −9.3% | −3.3% |
| 26/06/29 | −8.7% | −2.0% |
| 26/06/30 | −7.1% | −1.3% |
| 26/07/01 | −6.1% | −1.4% |
| 26/07/02 | −2.0% | −1.5% |
| 26/07/06 | −2.1% | −0.6% |
Korean stocks in these industries
- Hanwha Aerospace 012450
- Korea Aerospace Industries 047810
- LIG Defense & Aerospace 079550
- Hyundai Rotem 064350
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Bradley D. Tilden
BuyBoeing
BuyBoeing
BA
$299.3K
1,370 sh
$299.3K
Filed 05/22
Traded 05/20
- Tommy Tuberville
Full saleLockheed Martin
Full saleLockheed Martin
LMT
$15K–$50K
Joint
$15K–$50K
Reported 07/16
Traded 06/08
- Mark Lagrand Burns
SellGeneral Dynamics
SellGeneral Dynamics
GD
$11.7M
33,915 sh
$11.7M
Filed 05/13
Traded 05/12
- Mark Lagrand Burns
SellGeneral Dynamics
SellGeneral Dynamics
GD
$9.8M
28,641 sh
$9.8M
Filed 05/13
Traded 05/11
- Mark Lagrand Burns
SellGeneral Dynamics
SellGeneral Dynamics
GD
$2.6M
7,589 sh
$2.6M
Filed 05/13
Traded 05/11
- Steven S. Fendley
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$1.9M
33,250 sh
$1.9M
Filed 06/10
Traded 06/08
- Jonah Adelman
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$1.8M
31,348 sh
$1.8M
Filed 05/28
Traded 05/26
- Mark Malcolm
SellGeneral Dynamics
SellGeneral Dynamics
GD
$1.2M
3,210 sh
$1.2M
Filed 06/22
Traded 06/17
- Edmond E. Hughes Jr.
SellHuntington Ingalls Industries
SellHuntington Ingalls Industries
HII
$1.1M
3,500 sh
$1.1M
Filed 05/29
Traded 05/28
- Mark Lagrand Burns
SellGeneral Dynamics
SellGeneral Dynamics
GD
$887.3K
2,565 sh
$887.3K
Filed 05/13
Traded 05/12
- Mark Malcolm
SellGeneral Dynamics
SellGeneral Dynamics
GD
$828.6K
2,270 sh
$828.6K
Filed 06/22
Traded 06/17
- Howard L. Lance
SellMercury Systems
SellMercury Systems
MRCY
$799.6K
8,000 sh
$799.6K
Filed 05/27
Traded 05/26
- Orlando D. Carvalho
SellMercury Systems
SellMercury Systems
MRCY
$625.5K
7,000 sh
$625.5K
Filed 05/13
Traded 05/12
- Gilbert Cisneros
Full saleAeroVironment
Full saleAeroVironment
AVAV
$1K–$15K
Self
$1K–$15K
Reported 09/04
Traded 07/02
- R. Kerry Clark
SellTextron
SellTextron
TXT
$234.3K
2,517 sh
$234.3K
Filed 05/07
Traded 05/06
- Gary Stephen May
SellLeidos Holdings
SellLeidos Holdings
LDOS
$197K
1,484 sh
$197K
Filed 05/08
Traded 05/07
- Steven Ratner
SellMercury Systems
SellMercury Systems
MRCY
$184.9K
2,000 sh
$184.9K
Filed 05/12
Traded 05/11
- Bradley L. Boyd
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$156.2K
3,000 sh
$156.2K
Filed 05/19
Traded 05/15
- Bobbi Doorenbos
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$143.2K
2,500 sh
$143.2K
Filed 05/28
Traded 05/26
- Deanna H. Lund
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 planKratos Defense & Security Solutions
KTOS
$133.4K
2,100 sh
$133.4K
Filed 06/03
Traded 06/01