DJT:NVDA:AVGO:VRT:SMCI:ANET:AMZN:MSFT:GOOGL:META:EFOR:PLTR:LMT:NOC:RTX:GD:BA:HOOD:UNH:HUM:CVS:WMT:COST:TGT:DG:DLTR:COP:XOM:CVX:VLO:PSX:MPC:DAL:UAL:CCL:RCL:NUE:STLD:CLF:LNG:SPY:QQQ2026-10-05
Policy Pulse - Trump / US Watch - 05 Oct 2026
Trump stood up the Super Intelligence Force on Sunday - a White House task force chaired by DNI Jay Clayton, with FTC Chair Andrew Ferguson and Pentagon CTO Emil Michael, and a charter written to prevent overregulation - a capex-permission signal for NVDA, AVGO and VRT. USTR Greer said negotiated tariff caps will be credited against the Section 301 excess-capacity probe, the July disclosure showed $5-25 million sales each of AMZN and MSFT alongside a June buy of small-cap defence name EFOR, and $90 Medicare payments to 20.8 million beneficiaries plus a renewed $5,000 cheque pledge read as a transfer positive for WMT, DG and UNH.