Watch SharkNinja CEO on Tariffs and AI
Published . Updated .
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This report is about tariffs and trade and AI and big tech.
Directly affected
- SN SharkNinja
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- CAT Caterpillar-31.9% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-2.2% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+6.7% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- MSFT Microsoft+4.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SN | -4.31% | -1.85% | base | +2.99% | after close | after close | after close |
| XLI | +4.34% | +4.15% | base | +4.24% | after close | after close | after close |
| XRT | +1.17% | +4.73% | base | +3.68% | after close | after close | after close |
| QQQ | +3.80% | +5.39% | base | +3.80% | after close | after close | after close |
| CAT | +9.84% | +5.82% | base | +7.10% | after close | after close | after close |
| DE | -0.85% | +0.44% | base | +3.33% | after close | after close | after close |
| WMT | +1.78% | +2.99% | base | +0.11% | after close | after close | after close |
| NKE | +1.40% | +4.92% | base | +3.80% | after close | after close | after close |
| MSFT | -4.44% | +4.80% | base | +3.24% | 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.
Watch SharkNinja CEO on Tariffs and AI Bloomberg.com
Source: Bloomberg
Price since this story was published: Select Sector Spdr Tr (XLI)
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | that day | +7.10% | final price |
| Caterpillar (CAT) | three days earlier | +5.82% | final price |
| Caterpillar (CAT) | five days earlier | +9.84% | final price |
| Deere (DE) | that day | +3.33% | final price |
| Deere (DE) | three days earlier | +0.44% | final price |
| Deere (DE) | five days earlier | -0.85% | final price |
| Microsoft (MSFT) | that day | +3.24% | final price |
| Microsoft (MSFT) | three days earlier | +4.80% | final price |
| Microsoft (MSFT) | five days earlier | -4.44% | final price |
| Nike (NKE) | that day | +3.80% | final price |
| Nike (NKE) | three days earlier | +4.92% | final price |
| Nike (NKE) | five days earlier | +1.40% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +3.80% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.39% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +3.80% | final price |
| SN | that day | +2.99% | final price |
| SN | three days earlier | -1.85% | final price |
| SN | five days earlier | -4.31% | final price |
| Walmart (WMT) | that day | +0.11% | final price |
| Walmart (WMT) | three days earlier | +2.99% | final price |
| Walmart (WMT) | five days earlier | +1.78% | final price |
| Select Sector Spdr Tr (XLI) | that day | +4.24% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | +4.15% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | +4.34% | final price |
| Spdr Series Trust (XRT) | that day | +3.68% | final price |
| Spdr Series Trust (XRT) | three days earlier | +4.73% | final price |
| Spdr Series Trust (XRT) | five days earlier | +1.17% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 42 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 42 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 74 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 19 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 25 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 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 Select Sector Spdr Tr (XLI)
Companies carried with this story
- XLI Select Sector Spdr Tr
For “Watch SharkNinja CEO on Tariffs and AI,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
For “Watch SharkNinja CEO on Tariffs and AI,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Watch SharkNinja CEO on Tariffs and AI.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- CAT Caterpillar
For “Watch SharkNinja CEO on Tariffs and AI,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
For “Watch SharkNinja CEO on Tariffs and AI,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
In “Watch SharkNinja CEO on Tariffs and AI,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
For “Watch SharkNinja CEO on Tariffs and AI,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Watch SharkNinja CEO on Tariffs and AI.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
How “Watch SharkNinja CEO on Tariffs and AI” reaches Select Sector Spdr Tr (XLI)
“Watch SharkNinja CEO on Tariffs and AI” (9 Nov 2026) reaches Select Sector Spdr Tr (XLI) through this story.
For Select Sector Spdr Tr (XLI), the reason on file says Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates and price levels for Select Sector Spdr Tr (XLI)
QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
How solid “Watch SharkNinja CEO on Tariffs and AI” looks
46 out of 100
“Watch SharkNinja CEO on Tariffs and AI” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.