Zach Dembo names Medicaid cuts, Iran war and tariffs as first priorities in Congress
Published . Updated .
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Kentucky’s incoming 6th District congressman says he will focus on affordability and “Kentucky over party”
Directly affected
- No company is 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.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds health insurers and care providers. Linked by “medicaid” (health insurers and care costs) in this story.
- CAT Caterpillar-26.6% 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-1.1% 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLI | +3.03% | +5.45% | base | +0.33% | after close | after close | after close |
| XRT | -2.55% | -2.49% | base | -1.47% | after close | after close | after close |
| ITA | +2.67% | +5.93% | base | +1.68% | after close | after close | after close |
| XLV | -0.05% | -0.52% | base | +0.07% | after close | after close | after close |
| CAT | +12.53% | +12.71% | base | +0.99% | after close | after close | after close |
| DE | +1.76% | +0.35% | base | +1.63% | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | -1.55% | after close | after close | after close |
| NKE | -2.20% | -2.74% | base | -2.49% | 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.
Zach Dembo names Medicaid cuts, Iran war and tariffs as first priorities in Congress WKYT
Source: WKYT
Defense
| Company | When | Move | Status |
|---|---|---|---|
| CAT | that day | +0.99% | still updating |
| CAT | three days earlier | +12.71% | final price |
| CAT | five days earlier | +12.53% | final price |
| DE | that day | +1.63% | still updating |
| DE | three days earlier | +0.35% | final price |
| DE | five days earlier | +1.76% | final price |
| ITA | that day | +1.68% | still updating |
| ITA | three days earlier | +5.93% | final price |
| ITA | five days earlier | +2.67% | final price |
| NKE | that day | -2.49% | still updating |
| NKE | three days earlier | -2.74% | final price |
| NKE | five days earlier | -2.20% | final price |
| WMT | that day | -1.55% | still updating |
| WMT | three days earlier | -2.27% | final price |
| WMT | five days earlier | -3.29% | final price |
| XLI | that day | +0.33% | still updating |
| XLI | three days earlier | +5.45% | final price |
| XLI | five days earlier | +3.03% | final price |
| XLV | that day | +0.07% | still updating |
| XLV | three days earlier | -0.52% | final price |
| XLV | five days earlier | -0.05% | final price |
| XRT | that day | -1.47% | still updating |
| XRT | three days earlier | -2.49% | final price |
| XRT | five days earlier | -2.55% | 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 39 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 35 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 39 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 42 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 70 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 71 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 77 days before publication. Filed 8 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).
How solid the defense case looks
12 out of 100Price not final
“Zach Dembo names Medicaid cuts, Iran war and tariffs as first priorities in Congress” scores 12 out of 100. The score uses 1 sources. The price is not final yet.