Trump Reverse Nixon Strategy : Bring Russia In , Shut China Out
Published . Updated .
This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- MSTR Strategy+6.5%
Named in this report.
- RTX Rtx-0.4%
Named in this report.
- STRK STRATEGY INC-7.1%
The reported development directly names STRATEGY INC in the headline; GA resolved that company to STRK.
Indirectly affected
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+3.8%
Energy prices move when Russian supply is at risk
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- USO United States Oil Fund+4.9%
This fund moves with oil prices
- WEAT Teucrium Wheat-4.3%
Wheat prices rise when Black Sea grain is disrupted
- MOS Mosaic
Fertilizer makers move with Russian supply
- CF CF Industries
Fertilizer makers move with Russian supply
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MSTR | -6.98% | +5.01% | base | after close | after close | after close | after close |
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| STRK | +3.02% | +2.42% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| WEAT | +4.73% | +1.18% | base | after close | after close | after close | after close |
| MOS | +0.42% | -0.67% | base | after close | after close | after close | after close |
| CF | -1.86% | -3.70% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Source: oilprice.com
Strategy (MSTR)
In the last 3 similar stories, Strategy (MSTR) moved an average of -1.16% the next day. The best was +12.89% and the worst was -10.19%, from 3 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Strategy (MSTR) | the next day | -1.16% | +12.89% | -10.19% | 3 |
| Strategy (MSTR) | three days later | -0.53% | +7.50% | -10.47% | 3 |
| Strategy (STRK) | the next day | -0.83% | 0.00% | -1.92% | 3 |
| Strategy (STRK) | three days later | -4.33% | -2.93% | -5.72% | 2 |
Strategy (MSTR) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| CF | three days earlier | -3.70% | final price |
| CF | five days earlier | -1.86% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| MOS | three days earlier | -0.67% | final price |
| MOS | five days earlier | +0.42% | final price |
| Strategy (MSTR) | three days earlier | +5.01% | final price |
| Strategy (MSTR) | five days earlier | -6.98% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| Strategy (STRK) | three days earlier | +2.42% | final price |
| Strategy (STRK) | five days earlier | +3.02% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| WEAT | three days earlier | +1.18% | final price |
| WEAT | five days earlier | +4.73% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
Members of Congress who traded Strategy (MSTR) near this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 37 days before publication. Filed 13 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Strategy (MSTR)
Companies tied to this story
- MSTR Strategy
In “Trump Reverse Nixon Strategy : Bring Russia In , Shut China Out,” Strategy (MSTR) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names STRATEGY INC in the headline; GA resolved that company to MSTR
- STRK Strategy
In “Trump Reverse Nixon Strategy : Bring Russia In , Shut China Out,” Strategy (STRK) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names STRATEGY INC in the headline; GA resolved that company to STRK
Strategy (MSTR)
The 24 Oct 2026 story “Trump Reverse Nixon Strategy : Bring Russia In , Shut China Out” names Strategy (MSTR) because of this story.
Strategy (MSTR) is on the page because The reported development directly names STRATEGY INC in the headline; GA resolved that company to MSTR
Also listed, Strategy (STRK): The reported development directly names STRATEGY INC in the headline; GA resolved that company to STRK
The price range for Strategy (MSTR), and the dates in the story
MSTR traded between 133.65 and 170.09 across 20 sessions. The latest close on file is 145.87. STRK traded between 70.16 and 75.58 across 8 sessions. The latest close on file is 70.22.
What the saved facts support for Strategy (MSTR)
21 out of 100
“Trump Reverse Nixon Strategy : Bring Russia In , Shut China Out” scores 21 out of 100. The score uses 1 sources, and 2 linked companies.