Truth Social post of April 8, 2026

PostTariff raisedPublished 04/08Open the original

Summary

President Trump announced any country supplying military weapons to Iran will immediately face a 50% tariff on all goods sold to the US, with no exclusions or exemptions.

By industry

Defense1 trading day+1.1%p15 stocks5 trading days−2.8%p15 stocks20 trading days−16.8%p15 stocks
Tariffs & Reshoring1 trading day+4.0%p15 stocks5 trading days+3.1%p15 stocks20 trading days+5.2%p15 stocks

Day by day after the announcement

Defense stocks and the S&P 500 after the announcement, cumulative %
Day	Defense stocks	S&P 500
26/04/07	0.0%	0.0%
26/04/08	+1.3%	+0.2%
26/04/09	−0.7%	+0.8%
26/04/10	−2.0%	+0.9%
26/04/13	+0.5%	+1.9%
26/04/14	+0.3%	+3.1%
26/04/15	+0.6%	+3.9%
26/04/16	+0.0%	+4.2%
26/04/17	−0.9%	+5.4%
26/04/20	−1.4%	+5.3%
26/04/21	−2.6%	+4.9%
26/04/22	−4.0%	+5.4%
26/04/23	−4.9%	+5.3%
26/04/24	−7.0%	+5.9%
26/04/27	−7.5%	+6.3%
26/04/28	−7.4%	+5.7%
26/04/29	−7.9%	+5.8%
26/04/30	−5.3%	+6.9%
26/05/01	−6.3%	+6.8%
26/05/04	−6.9%	+6.5%
26/05/05	−9.0%	+7.8%

Korean stocks in these industries

Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350
Hyundai Steel 004020
POSCO Holdings 005490
SeAH Steel Holdings 003030

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Thomas A. KennedyDirector
BuyTextron
Buy
Textron
TXT
$988.6K
10,300 sh
$988.6K
Filed 05/01
Traded 05/01
Alan ArmstrongSenator · Republican · OK
BuyRTX
Buy
RTX
RTX
$15K–$50K
Self
$15K–$50K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyBoeing
Buy
Boeing
BA
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyLockheed Martin
Buy
Lockheed Martin
LMT
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
Full saleLeidos Holdings
Full sale
Leidos Holdings
LDOS
$15K–$50K
Self
$15K–$50K
Reported 07/21
Traded 03/27
Keith HarveyPresident & CEO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$8.2M
47,001 sh
$8.2M
Filed 04/29
Traded 04/27
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$8.2M
23,011 sh
$8.2M
Filed 03/13
Traded 03/11
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$3.5M
9,907 sh
$3.5M
Filed 03/13
Traded 03/11
Alan ArmstrongSenator · Republican · OK
BuyGeneral Dynamics
Buy
General Dynamics
GD
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyTextron
Buy
Textron
TXT
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyNorthrop Grumman
Buy
Northrop Grumman
NOC
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyL3HARRIS Technologies
Buy
L3HARRIS Technologies
LHX
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$9,496
100 sh
$9,496
Filed 04/13
Traded 04/09
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$1M
6,454 sh
$1M
Filed 03/25
Traded 03/23
Neal E. WestEVP & CFO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$866.5K
5,000 sh
$866.5K
Filed 04/29
Traded 04/28
Peter A. TrpkovskiEVP, CFO
SellCentury Aluminum
Sell
Century Aluminum
CENX
$845.5K
16,739 sh
$845.5K
Filed 03/27
Traded 03/25
Jesse E. GaryPresident and CEO
Sell10b5-1 planCentury Aluminum
Sell10b5-1 plan
Century Aluminum
CENX
$8.3M
150,000 sh
$8.3M
Filed 03/17
Traded 03/16
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$819.5K
5,046 sh
$819.5K
Filed 03/25
Traded 03/23
David A. SumoskiEVP
SellNucor
Sell
Nucor
NUE
$7.4M
32,824 sh
$7.4M
Filed 05/04
Traded 04/30
Arthur AjemyanSVP, CFO
SellReliance
Sell
Reliance
RS
$651.6K
1,822 sh
$651.6K
Filed 04/28
Traded 04/27