Revealed: Congress’ Biggest Stock Moves This Month
Duration
13:36
Captions
1
Language
EN
Published
Sep 12, 2025
Description
Members of Congress have been making some unusually large moves in the stock market lately — with individual trades reaching into the $100,000+ range. MarketBeat’s Thomas Hughes digs into the latest data on what lawmakers are buying and selling, including why Palantir is showing up on their buy lists while BigBear isn’t. 📈 Get the FREE Report on the 10 Best Stocks for Fall 2025: https://www.marketbeat.com/y/fall In this video, Thomas reveals new insights from tracking congressional trades over the past month and shares what retail investors can learn from these big money moves on Capitol Hill — including the stocks lawmakers are putting their money on and the ones they’re pulling out of. 🔔 Subscribe now to stay ahead of the market: https://marketbeat.com/y/youtube 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. 📈 Get MarketBeat All Access FREE for 30 Days: https://www.marketbeat.com/y/access #StocksToBuy #stockpicks #investingtips #investingvideos #StockMarket #Investing #HiddenGems #InsiderTrading #CongressTrades #MarketTrends #StockAnalysis #FinanceTips #SmartInvesting #StockMarketNews DISCLAIMER: MarketBeat’s videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.
Captions (1)
Wow, that's unusual. Members of Congress
most recently have been selling Oracle.
Some unique insights after tracking
congressional trades over the past
month.
Some of the trades reaching into the um
$100,000 range.
Market Beats Thomas Hughes is breaking
it all down and sharing some of the
biggest insights retail investors can
gain from following these recent moves
by Congress.
Congress members are buying Palunteer
and they're not buying Big Bear.
Where else lawmakers are choosing to
invest their money right now? Let's dive
in.
Thomas, so great to have you back on the
show checking in on some of the moves
that Congress is making, especially
during this season of some really major
moves in big tech. The big question is,
do members of Congress seem to be
signaling there could be more big moves
ahead for big tech?
It looks like it based on the activity
over the past month and over the summer.
We certainly have Congress and Congress
members betting pretty big on big tech.
Yeah. Let's go through some of the
biggest trades in August. Some of the
biggest names that are showing up as the
most common trades for members of
Congress. Before we get to the the
specific names, the two big names we
want to talk about are Oracle and
Broadcom. Those were some of the biggest
swings we saw over the last month. Have
we seen any of those trades disclosed
yet? If if any members of Congress got
in?
So, members of Congress have been buying
Broadcom. It has turned up as one of our
AI winners. Um, we've got several
Congress members buying Broadcom. Um,
and over the past month, as far as
Oracle goes, there hasn't really been a
whole lot of action. Uh, the most recent
activity that we've picked up was a few
months ago, and that was some selling.
Really surprising given Oracle's
position in the market. But if you look
at Oracle's most recent report and the
stock price action, even though the
results have been foreshadowing these
kind of numbers and these kind of
results, the market really wasn't
believing it. I mean, we've talked about
it a bunch of times how the the
fourlooking indicators have really been
accelerating and pointing to a big boom
and they're still doing that. So, I
would not be surprised to see Congress
start buying that name as well.
Let's talk about some of the other big
tech names, too. These are names that a
lot of people are familiar with, but it
does say something as far as confidence
and what's happening with AI to see so
many members of Congress buying in on
some of these names.
Well, right. So uh the number one most
bought stock by Congress over the last
month and for the preceding 180 days is
Nvidia and that's not surprising. Nvidia
has cemented itself very thoroughly as
uh the leader in AI. AI is the driving
force for technology today. It all
begins and ends with Nvidia's ability to
create the infrastructure and provide
the software to operate it. But we're
tracking purchases on both sides of the
aisle, both houses of Congress,
including independent members. Some
buying in the most recent month. Um and
within that we have a a single member of
Congress. Cleo Fields representative
from Louisiana has bought um Nvidia many
times over the past couple of weeks or
couple of months I should say. Some of
the trades reaching into the um $100,000
range. So he's really really put some
money down on this one as well as some
other big tech names.
Yeah. To see such a big purchase coming
on Nvidia at this stage in the game for
Nvidia, you know, this is a stock that
we've seen grow a ton over the last 5
years. to see more buy in for this
company at this kind of higher rate is
also interesting.
Well, right. Uh the valuation metrics
and the outlook for earnings growth are
kind of ridiculous for Nvidia. Even at
the high levels it's trading at now. Uh
we're still looking at the stock
possibly growing 100 to 200% over the
next 10 years. The demand outlook is is
kind of crazy. Wed Bush has estimated
that demand outstrips uh supply by 10
to1, which just means all they have to
do is just keep making chips for as long
as as fast as they can to make as much
money as possible. It's really not
surprising to see members of Congress
still buying the stock, especially when
it pulls back and presents those buying
opportunities.
Well, we've got the biggest tech giant
out there. What are a few of the other
tech names that members of Congress have
been buying the last month or so?
Well, unsurprisingly, that list extends
to many of the Mac 7 names. You've got
Microsoft, Amazon, Google, Meta, even
Taiwan semiconductors, which is very
central to the onshoring of US
semiconductor manufacturing plays into
that whole Nvidia trade. Most of the
MAG7 names, but also many other critical
AI names. We've mentioned Broadcom
already, uh, but Advanced Micro Devices
was also a notable trade by Congress
over the last few weeks, um, with
numerous members buying shares of that
stock.
Yeah, all big names there. And I think
it all points to just a bullish outlook
from Congress on the future of AI. And
so I think that's a good nugget for
investors to to pay attention to is when
you have this many members of Congress
investing in these big names, these big
leaders, it's just a bullish case for
the future,
right? And to it affirms the outlook
that the the big wellestablished tech
players, the ones that are best
positioned to deliver, they've been
delivering already and they will
continue to to deliver. Uh we do have
some purchases of smaller speculative
names, but really not very many. Almost
all the cash flow was going into these
big blue chip tech names.
Yeah, the larger purchases, too. That's
something to to pay attention to,
especially the big purchases.
Yeah, those larger purchases are really
affirming that big tech is where members
of Congress are putting their money
right now and why so many of these big
tech names are showing up on the top 10
best stocks to own this fall. Make sure
to check out our very latest free
premium report right now on the 10 best
stocks to own this fall. You can scan
the QR code now or click the link in the
description to get that full list for
free right now on marketbeat.com and
check out which names make this list and
which other sectors are also on the top
10 best stocks of the fall. Well, let's
move on from some of those big tech
names to some other insights for
investors coming from members of
Congress purchases and the things
they've disclosed over the last 30 days.
All right, so the one that stands out as
far as like the smaller caps go would be
Palanteer. We've got seven trades by
three members in the last 30 days. We've
got 13 by6 in the last 180 trades in the
last, you know, 4 to 6 weeks or just
over $400,000. Not really a huge amount,
but still a pretty good stake for people
that you assume aren't super rich, but
really an affirmation of this company
that's been uh building momentum with
its government business as well as its
commercial business. All of its results
have been very good. certainly leading
the market sentiment, driving the
analysts to lift their price targets to
keep this market moving. Um, so yeah,
very interesting name.
Yeah, members of Congress buying
Palunteer. Uh, makes sense because
Palanteer has so much of its business
with government contracts. I think I the
question I have about Palanteer is the
stocks been trading sideways or down
from its highs earlier this summer. Were
some of these purchases coming during
that high momentum phase for Palanteer
or are some of these members of Congress
getting in on this little bit of a
pullback for Palanteer? Well, so they
was buying throughout the year,
especially over the summer, helping to
drive the stock price higher, and we
have seen some purchases since the
market has pulled back. Uh, Congress is
buying on the dip, it looks like, and
helping to provide support for this
uptrend.
Yeah, I'm curious to hear what you think
that this uh purchase of Palunteer from
members of Congress might have to say
about the defense sector. We've talked
so much on this channel over the last
few months about all the new and larger
investments coming from the US into the
defense sector. Palanteer seems to be
getting a lot of those contracts. Uh
does this mean that some other smaller
defense contractors might not be getting
as much business?
Well, it it does affirm Palunteer um as
an important key defense sector stock.
The government is certainly leaning into
digitization, AI, and efficiency.
Palanteer checks all those boxes. As far
as competitors go, the one that stands
out that I wrote about in the article is
Big Bear AI. They're not exactly
comparable, but they operate in the same
markets. We've been expecting Big Bear
AI to produce some similar results to
Palanteer, and it just hasn't been, and
it's kind of been stumping us, and we've
been talking about that on the channel
in different videos. But concerning
Congress members, uh, Congress members
are buying Palunteer, and they're not
buying Big Bear. They own Palunteer and
they don't own Big Bear. So that really
is just another, you know, brick in the
argument, the brick on the wall that
says, you know, Big Bear AI looks like
it should be a good stock, but right now
it isn't. Congress kind of agrees with
that. Their money is going to Palunteer,
which is where all the other money is
going to. So if you were going to be
investing in one of those stocks, uh,
Palunteer is the standout choice.
Very interesting to look at. Let's do a
quick before we move on to the next
point of some of the congressional buys.
Let's just pull up both of these charts
for Palanteer and Big Bear and talking
about whether now is a good time of
entry. It's been a few weeks since we've
talked about Palunteer on the channel
and just would love to cover some of the
the recent moves this stock has seen.
Palanteer stock has been trending pretty
strongly for the last two years. You
know, it pulled back earlier this year,
hit a critical support level here near
$70, has been rocketing higher, set new
highs early in the spring, rocketed
higher again, hit highs just recently,
and has since been pulling back. Uh, but
right now, this uptrend is still intact.
We've got some pretty good support here
in the 150 region. Uh, we might see the
market pull back to this level again and
retest. Uh, but right now, I would be
targeting the 150 155 range as an entry
point for uh for this stock. Looking at
Big Bear eye, we see a lot of um a much
different situation. Uh this market has
been trying to rally but hasn't been
able to get past this critical
resistance point here near $8. Right now
we're pulling back. Uh the last results
were pretty weak. Um there is some
analyst support but it's pretty tepid.
Um right now we're looking at this
market testing a critical support level
where it may it may be halted. It may
rebound from here, but there's a risk
that it's going to move lower. Um, if
this stock does move below this level,
um, it would likely move even lower down
to the $2 region or lower and would
certainly, uh, be a stock that I would
not want to have in my portfolio because
I would expect it to, you know, continue
moving lower or sideways, wallowing at
these low levels until there was some
kind of good news. Uh, which right now
there's not really much expectation for
that.
That's a pretty uh, clear picture of
Palunteer could be a buy at this rate.
Big bear for you, it doesn't look like
it's a buy at any rate. Right now, I'm
not really looking uh to buy Big Bear
AI.
All right, good advice and good insights
for some investors out there. I want to
get a few more insights to pull out of
the congressional trading data over the
last month or so. What are other
industries or other names that lawmakers
are really interested in buying right
now?
Um, a name that I saw that I'm
interested in is Uber. You know, Uber
hasn't really been a super exciting
stock, but it appears to be gaining
traction, especially with autonomous
vehicle and the future of um of driving
technology. Um it's been producing some
pretty decent results. Um and it's one
that um I would want to keep on my watch
list. Charts looking good in an uptrend
about to set new highs. So, it looks
like we have some momentum here.
Certainly a name, uh to pay attention
to.
All right, so Uber is one. What's one
other name that members of Congress are
buying right now that retail investors
might be interested in?
Right. I've seen some members of
Congress making opportunistic buys of
United Healthcare. United Healthcare
stock plunged like 50% earlier this year
on a perfect storm of like three bad
news stories, most of which was an
overreaction. Uh the market has hit a
pretty hard bottom near 240 and has been
rebounding pretty strongly. Over the
last four or five weeks, we've seen
several purchases from members of
Congress that suggest they think it's a
good buy. I certainly agree with it. Uh
the outlook for its growth and its
dividend is still pretty robust. Uh
there are some headwinds, but I would
expect to see this this stock price
recover and continue its uptrend here uh
before too long.
I'm curious to see if there's any sales
in United Healthcare happening on this
little rally. And then what other stocks
members of Congress might be selling
right now, too. They've been buying a
lot of big tech names and the stocks
that they've been selling the most are
also many of the same big tech names. Uh
but the real takeaway is that the names
they're selling have all seen pretty
substantial rallies. Uh the sales really
amount to profit taking which can't be
isn't too surprising given the amount of
gains we've seen and the sales are far
less than the purchases. So on balance,
Congress is still very bullish on all
these names and ultimately them selling
but at a a lesser pace just affirms the
bullish outlook um for for these markets
over over time.
Yeah. A lot of this behavior we're
seeing in the buys and sells from
Congress just seem like a general
following the market right now. What
we're seeing as market trends too. Why
is it still important to just take a
look and keep an eye out on what members
of Congress are doing? They do have a
certain amount of inside knowledge and
if we start seeing them do some really
funny things or all of a sudden start
moving into a certain group or moving
significantly against the market in
general, we would take that as a either
a good or a bad sign depending on what
it is. But like with any signals that we
have, we're not going to use
congressional trading as our as our our
only signal. It's just one of the many
pieces of a puzzle that we put together
trying to decide if we want to buy a
stock or not.
Well, very good, Thomas. Thank you so
much for keeping us all up todate on
what members of Congress are doing and
getting some insights and general trends
that are good insights for retail
investors and what they're doing in the
market, too. Thanks for your time today,
Thomas, and thank you for watching,
everyone. Let us know what you think in
the comments. Are there any other
tidbits from the congressional trading
data on our website that you find
interesting that would be good for
retail investors to know? Share your own
insights in the comments. We'd love to
hear them. Thanks for watching everyone,
and as always, happy investing.