Geopolitics Alpha

NC Attorney General Jackson calls Duke Energy's data center tariff 'massive step forward'

Published . Updated .

NC Attorney General Jackson calls Duke Energy's data center tariff 'massive step forward' WUNC News

Directly affected

  • DUK Duke Energy

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
DUK———————
LMT———————
RTX———————
NOC———————
GD———————
AAPL———————
NKE———————
XOM———————
CVX———————
ITA———————
BA———————

NC Attorney General Jackson calls Duke Energy's data center tariff 'massive step forward' WHQR

Source: WHQR

Defense

SPY
XLI

How solid the defense case looks

38 out of 100

“NC Attorney General Jackson calls Duke Energy's data center tariff 'massive step forward'” scores 38 out of 100. The score uses 3 sources.