Policy Topic · Trade & Tariffs

Stocks Affected
by Tariffs

U.S. tariff policy reshapes margins for manufacturers, importers, and exporters — often overnight. Companies with significant China or cross-border supply chains face the most direct exposure. This page tracks which stocks move when tariff policy shifts, fed automatically from AISB's executive order pipeline.

View Live Policy Signals →

Latest Policy Signals

Updated: Mar 5, 2026 · 6:34pm ET

Ending Certain Tariff Actions

AAPL · ADM · BA · CAT · FDX

High Impact · 8/10

Modifying Duties to Address Threats to the United States by the Government of th

AAPL · ADM · CVX · INTC · JPM

High Impact · 8/10

Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries

AAPL · AMZN · FDX · SHOP · TGT

Low Impact

Full EO tracker →

Companies Most Exposed

Frequently Impacted Stocks

These companies appear most often in AISB's tariff-related policy signals. Exposure ranges from direct revenue impact (importers) to indirect supply chain effects (manufacturers with overseas components).

X U.S. Steel Domestic steel producer. Tariffs on imported steel directly boost pricing power and margins. Benefit

NUE Nucor Largest U.S. steel producer. Protected domestic market when tariffs reduce foreign steel competition. Benefit

CAT Caterpillar Global manufacturer. Higher steel input costs compress margins; retaliatory tariffs hurt international revenue. Risk

BA Boeing Export-dependent aerospace manufacturer. Retaliatory tariffs from trading partners create order cancellation risk. Risk

TSLA Tesla Shanghai Gigafactory supplies a significant portion of global deliveries. China tariff escalation disrupts logistics and cost structure. Risk

DE Deere & Co. Agricultural equipment with major export exposure. Trade war retaliation against U.S. farm goods affects dealer demand. Risk

F Ford Motor Complex cross-border supply chain across U.S., Mexico, Canada. USMCA tariff changes directly affect production cost. Mixed

NVDA Nvidia Chips manufactured in Taiwan. Tariffs on semiconductor imports and China market restrictions create dual exposure. Risk

Impact Breakdown

Which Sectors Move — and How

Tariff impacts aren't uniform. The direction depends on whether a company is a domestic producer shielded by tariffs, an importer facing higher costs, or an exporter exposed to retaliation.

Domestic Beneficiaries

Steel & Metals

U.S. steel and aluminum producers see immediate pricing power when tariffs reduce foreign competition. This is the clearest direct benefit in any tariff regime.

X NUE STLD CLF

Input Cost Risk

Industrials & Manufacturing

Companies that buy steel, aluminum, or Chinese components as inputs face margin compression. Higher costs are hard to pass through entirely to end customers.

CAT DE EMR MMM

Retaliation Risk

Exporters & Aerospace

When the U.S. imposes tariffs, trading partners retaliate against U.S. exports — particularly agricultural goods, aerospace, and consumer brands with large international revenue.

BA ADM BG DE

Supply Chain Complexity

Autos

Auto manufacturers operate highly integrated cross-border supply chains. Tariff changes on parts — especially under USMCA — ripple through production costs rapidly.

F GM TSLA APTV

China Revenue Exposure

Semiconductors & Tech

Chip companies with significant China data center or consumer revenue face dual pressure: import tariffs on hardware and export restrictions on advanced products.

NVDA AMD QCOM AVGO

Near-Shoring Beneficiaries

Mexico & Domestic Supply

Sustained tariff regimes accelerate supply chain relocation. Companies building domestic or Mexican manufacturing capacity benefit from this structural shift.

ONON URI VMC MLM

Policy Events

Relevant Executive Orders & Actions

These are the key tariff-related policy actions tracked by AISB. Each links to a full analysis page with affected tickers and market impact scoring.

Ending Certain Tariff Actions

AAPL ADM BA CAT FDX

Full analysis →

Modifying Duties to Address Threats to the United States by the Government of th

Modifying Duties to Address Threats to the United States by the Government of the Russian Federation

AAPL ADM CVX INTC JPM

Full analysis →

Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries

AAPL AMZN FDX SHOP TGT

Full analysis →

Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosp

Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosphorus and Glyphosate-Based Herbicides

BAYRY KLAC LMT NSRGY RTX

Full analysis →

USTR extended and expanded tariffs on approximately $300B of Chinese imports, covering electronics, industrial goods, and consumer products. Steel and aluminum provisions included.

NVDA CAT TSLA X

Full analysis →

Section 232 Steel & Aluminum Tariffs — Reinstatement

National security justification used to reinstate 25% tariffs on steel imports and 10% on aluminum. Domestic producers benefit; downstream manufacturers face cost increases.

X NUE CAT DE

Full analysis →

USMCA Auto Parts Tariff Review

Review of automotive parts tariffs under USMCA framework. Potential changes to rules-of-origin requirements create uncertainty for cross-border auto supply chains.

F GM APTV LEA

Full analysis →

Browse all tariff-related executive orders →

Stocks Affected
by Tariffs

Frequently Impacted Stocks

Which Sectors Move — and How

Relevant Executive Orders & Actions

Connected Signal Areas

Get Tariff Signals Before the Open

Stocks Affectedby Tariffs

Frequently Impacted Stocks

Which Sectors Move — and How

Relevant Executive Orders & Actions

Connected Signal Areas

Get Tariff Signals Before the Open

Stocks Affected
by Tariffs