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Congress: The Biggest Trades Impacting Markets Today

U.S. Capital building

Key Points

  • Congress bought stocks over the summer, and the message is clear: big tech and AI are well-positioned to drive shareholder value.
  • NVIDIA is the most bought stock, but names like Microsoft, Amazon, Google, and Advanced Micro Devices were also purchased.
  • Palantir emerged as a congressional favorite, spelling doom for Big Bear AI investors. 
  • MarketBeat previews top five stocks to own in November.

Congress members are at it again. They are trading stocks, and the data is more than suggestive.

Assuming this influential group of legislators has an inside edge, stocks like NVIDIA NASDAQ: NVDA and other tech leaders are on track to move higher in 2025 and in the longer term.

Congress Bets Big on NVIDIA, AI, and Big Tech

When it comes to the group as a whole, NVIDIA is by far the most bought stock. 

MarketBeat tracked 53 purchases by 12 members in the 180 days leading up to mid-September, with most of the activity in the preceding 90-day period.

In total, Congress bought an estimated $6.6 million worth of NVIDIA shares—a small portion relative to the whole but a significant stake for this group.

NVDA stock chart

The takeaway is that NVIDIA is cemented as the AI leader. AI is the driving force of technology today, starting with the infrastructure and software to use it, which mostly comes from NVIDIA. Regarding congressional interest, purchases were bipartisan, including independent members and members of both houses. 

However, the most significant purchases were made by Democratic Representative Cleo Fields of Louisiana, who is a House Financial Services Committee member and serves on the Capital Markets and Monetary Policy sub-committees. 

NVIDIA Today

NVIDIA Corporation stock logo
NVDANVDA 90-day performance
NVIDIA
$182.21 +1.93 (+1.07%)
As of 11:58 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
52-Week Range
$86.62
$195.62
Dividend Yield
0.02%
P/E Ratio
51.89
Price Target
$222.23

Rep. Fields bought NVIDIA shares numerous times, with purchases listed in the $15,000 to $50,000, $50,000 to $100,000, and $100,000 to $250,000 ranges, mainly in June and July, just after NVIDIA’s FQ1 earnings report and the reopening of China as an AI end-market.

But he did not limit his buying to NVIDIA. Rep. Fields made numerous purchases of other Magnificent Seven names, including Microsoft NASDAQ: MSFT, Amazon NASDAQ: AMZN, Google NASDAQ: GOOGL, and Meta Platforms NASDAQ: META. His bets on these AI giants ran in the $500K to $1 million range, he also made smaller purchases in second-wave AI companies like Broadcom NASDAQ: AVGO, Apple NASDAQ: AAPL, and Advanced Micro Devices NASDAQ: AMD.

However, the takeaway is clear: big tech and those establishing themselves as critical to AI, which were also bought heavily by other Congress members, are good buys in 2025. 

Congress Chooses Palantir, Shows No Love for BigBear.ai

Palantir Technologies Today

Palantir Technologies Inc. stock logo
PLTRPLTR 90-day performance
Palantir Technologies
$180.10 +4.61 (+2.63%)
As of 11:58 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
52-Week Range
$40.90
$190.00
P/E Ratio
599.87
Price Target
$141.28

Palantir NASDAQ: PLTR is another tech stock loved by Congress.

Over the same 180-day period, six members—including Rep. Fields—made 13 Palantir trades totaling nearly $500,000

Palatir is an interesting choice due to its government-focused business, expanding services, and the government's lean toward modernization, efficiency, and AI.

The purchases affirm a rapidly brightening outlook for the company’s growth, which is potentially bad news for BigBear.ai NYSE: BBAI investors. BigBear.ai is seemingly well-positioned as a Palantir competitor, but it has no support from Congress. 

PLTR stock chart

The analysts covering Big Bear AI are also bullish. Still, the coverage is tepid, with only four rating the stock, and two of them are pegged at Hold. Recent activity has revealed downgrades and price target reductions.

Conversely, Palantir analysts are less bullish at face value, giving the stock a consensus Hold rating. But the trends are far stronger, including increased coverage, firming sentiment, and a rising price target with recent revisions leading to new highs near $200. 

Congress: The Most Sold Stocks from Summer 2025 Are…

There is a flipside to every coin, and in this case, that means Congressional stock selling. Interestingly, many of the Most Bought Stocks, including NVIDIA, Microsoft, Amazon, and Google, are among the top five or ten Most Sold. The takeaway is that the bipartisan selling is far less than the buying, leaving Congress in a posture of accumulation as the summer comes to a close. 

Should You Invest $1,000 in NVIDIA Right Now?

Before you consider NVIDIA, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NVIDIA wasn't on the list.

While NVIDIA currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Thomas Hughes
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Thomas Hughes

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Companies Mentioned in This Article

CompanyMarketRank™Current PricePrice ChangeDividend YieldP/E RatioConsensus RatingConsensus Price Target
Palantir Technologies (PLTR)
2.5672 of 5 stars
$179.542.3%N/A598.12Hold$141.28
BigBear.ai (BBAI)
0.8108 of 5 stars
$6.691.2%N/A-4.66Hold$6.00
Microsoft (MSFT)
4.9703 of 5 stars
$522.900.5%0.63%38.32Moderate Buy$617.44
Advanced Micro Devices (AMD)
4.4319 of 5 stars
$233.411.4%N/A134.36Moderate Buy$233.94
Alphabet (GOOGL)
4.0082 of 5 stars
$254.611.2%0.33%27.08Moderate Buy$259.12
Broadcom (AVGO)
4.8735 of 5 stars
$346.171.7%0.68%88.27Buy$372.52
Apple (AAPL)
4.7729 of 5 stars
$259.280.3%0.40%39.35Moderate Buy$252.47
Meta Platforms (META)
4.5985 of 5 stars
$739.840.9%0.28%26.75Buy$829.66
NVIDIA (NVDA)
4.9469 of 5 stars
$182.261.1%0.02%51.90Buy$222.23
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