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Ian King
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Congress: The Biggest Trades Impacting Markets Today
Written by Thomas Hughes. Published 9/12/2025.
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.
Members of Congress are at it again: trading stocks, and the data is more than suggestive of an inside edge. Assuming these legislators hold an advantage, shares of NVIDIA (NASDAQ: NVDA) and other tech giants could rise further in 2025 and beyond.
Congress Bets Big on NVIDIA, AI, and Big Tech
NVIDIA leads the pack. Over the 180 days ending mid-September, MarketBeat tracked 53 purchases by 12 members—most in the preceding 90 days. In total, Congress bought an estimated $6.6 million of NVIDIA shares—modest relative to the market but significant for this group.
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The takeaway: NVIDIA is cemented as the AI leader. AI drives modern technology, and NVIDIA provides much of the necessary infrastructure and software. These purchases were bipartisan, spanning both parties and both chambers of Congress.
The largest individual buyer was Rep. Cleo Fields (D-LA), a member of the House Financial Services Committee. In June and July—shortly after NVIDIA's Q1 earnings and China's reopening—he made multiple purchases ranging from $15,000 to $250,000.
Rep. Fields also invested heavily in other Magnificent Seven names. His stakes in Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Google (NASDAQ: GOOGL), and Meta Platforms (NASDAQ: META) each ranged from $500,000 to $1 million, alongside smaller positions in Broadcom (NASDAQ: AVGO), Apple (NASDAQ: AAPL), and Advanced Micro Devices (NASDAQ: AMD).
Overall, this activity suggests that big tech names—especially those central to AI—are seen as compelling buys by Congress heading into 2025.
Congress Chooses Palantir, Shows No Love for BigBear.ai
Palantir (NASDAQ: PLTR) is another congressional favorite. Over the same 180-day span, six members—including Rep. Fields—executed 13 Palantir trades totaling nearly $500,000.
Palantir's government-focused business model, expanding services, and alignment with modernization and AI initiatives make it an intriguing pick. These purchases signal a brighter outlook for Palantir—potentially challenging for BigBear.ai (NYSE: BBAI). Although BigBear.ai competes in the same space, it has received no notable support from Congress.
Analyst coverage of BigBear.ai remains modest—just four analysts, two rating it Hold, with recent downgrades and price-target cuts. Conversely, Palantir has seen growing coverage, firmer sentiment, and rising price targets, recently approaching $200, despite a consensus Hold rating.
Congress: The Most Sold Stocks from Summer 2025 Are…
Every coin has two sides, and Congress isn't just buying. Many of their top purchases—NVIDIA, Microsoft, Amazon, and Google—also rank among their most sold stocks. However, bipartisan selling has been far outpaced by buying, leaving Congress in a net accumulation position as summer comes to a close.
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