Trump's Executive Orders Fuel Tech, Weaken Energy Stocks In His First Week: Immigration, Tariff Reforms On Cards But Experts Say 'Don't Play Politics With Your Portfolio' (CORRECTED)
Trump's First Week Impact on Markets: President Trump's initial week in office saw the S&P 500 reach a record high, driven by his focus on technology, tariffs, energy reform, and immigration. However, experts caution investors against mixing politics with investment decisions, emphasizing that market forces typically outweigh political influences over time.
Sector-Specific Reforms and Market Reactions: The administration's push for energy reforms may lower prices and affect revenue for energy companies, while immigration policies could disrupt labor markets and potentially lead to inflation. Additionally, investments in artificial intelligence are expected to benefit tech stocks, with notable gains seen in companies like Microsoft and Nvidia following the announcement of the Stargate project.
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- Joint Venture Approval: The European Commission has approved a $2.2 billion joint venture between TotalEnergies and Masdar, reflecting strong support for renewable energy initiatives and market confidence.
- Market Coverage: The JV will focus on renewable energy projects across nine Asia-Pacific countries, including Japan and Indonesia, establishing itself as the exclusive platform for both companies in these markets, thereby enhancing their competitive edge.
- Asset Portfolio and Development Plans: At launch, the JV will have a 3GW portfolio of operational assets and a 6GW pipeline expected to be operational by 2030, significantly boosting TotalEnergies and Masdar's influence in the global renewable energy sector.
- Headquarters and Staffing: The new JV will be headquartered at Abu Dhabi Global Market and is expected to employ around 200 staff, further driving local economic development and fostering innovation in renewable energy technologies.
- Buyback Overview: TotalEnergies repurchased a total of 1,750,151 shares from June 8 to June 12, 2026, amounting to €134,999,798.33, reflecting the company's confidence in its stock value and aiming to enhance shareholder returns.
- Daily Trading Data: During the buyback period, on June 8, the trading volume was 296,966 shares at an average purchase price of €77.83, while on June 12, 308,250 shares were bought at an average price of €75.73, indicating sustained market interest in TotalEnergies stock.
- Market Reaction Analysis: This buyback program is likely to bolster investor confidence and enhance TotalEnergies' market image, particularly against the backdrop of global energy transition, as the company's sustainability strategy is expected to attract long-term investors.
- Strategic Positioning: TotalEnergies is committed to providing sustainable energy in 120 countries, and this buyback plan aligns with its long-term strategy to support its leadership position in the global energy market by enhancing shareholder value.
- AbbVie's Dividend King Status: AbbVie has increased its dividend for 54 consecutive years, boasting a dividend yield exceeding 3%, with seven of its twelve blockbuster drugs generating over $2 billion annually, indicating strong growth potential that is likely to drive stock price appreciation.
- Chevron's Stable Returns: Chevron has raised its dividend for 39 years, currently yielding 3.8%, and can sustain dividends and capital expenditures even if oil prices fall below $50 per barrel, showcasing robust financial resilience and attractiveness to investors.
- Enterprise Products' High Yield: Enterprise Products Partners offers a distribution yield of 5.8% and has increased its distribution for 27 consecutive years, with a strong balance sheet and 90% of long-term contracts insulated from inflation, positioning it favorably in the energy market.
- Market Volatility and Investment Opportunities: While the likelihood of rate cuts remains low due to rising inflation and a strong job market, this dynamic makes stable income investments more appealing, with high-dividend stocks like AbbVie, Chevron, and Enterprise Products becoming top picks for investors.
- AbbVie's Strong Growth: AbbVie markets 12 blockbuster drugs, with 7 generating over $2 billion in annual sales, and boasts a 54-year streak of dividend increases, currently yielding 3%, positioning it strongly in the pharmaceutical sector.
- Chevron's Stable Returns: Chevron has increased its dividend for 39 consecutive years, with a current yield of 3.8%, and has repurchased shares in 18 of the last 22 years, demonstrating a strong commitment to shareholder returns, with expected annual EPS growth of over 10%.
- High Yield from Enterprise Products: Enterprise Products Partners offers a distribution yield of 5.8% and has increased distributions for 27 consecutive years, supported by a strong balance sheet and high credit rating, indicating continued growth potential.
- Market Environment Impact: With rising inflation and a strong job market, increased market volatility may occur, yet high-yield stocks like AbbVie, Chevron, and Enterprise Products are likely to attract income-seeking investors, potentially driving their stock prices higher.
- Rising Inflation: The US consumer price index rose to an annual rate of 4.2% in May, with Trump expressing optimism that prices will drop sharply once the conflict with Iran concludes, reflecting a potentially misleading confidence in economic stability amidst rising costs.
- Geopolitical Tensions: US airstrikes on Iran have escalated tensions in the Strait of Hormuz, driving oil prices higher, with July crude futures increasing by 2.94% to $92.68 per barrel and Brent futures rising by 2.52% to $95.45, indicating market sensitivity to energy price fluctuations.
- Market Volatility: Amid rising inflation and energy prices, Wall Street faced significant declines on Wednesday, with the Dow dropping over 900 points, highlighting investor concerns about future economic prospects, particularly as chip stocks experienced substantial sell-offs.
- Meta's Investment in India: Meta has agreed to lease an AI-enabled data center with a capacity of 168 megawatts from Reliance Industries in India, expected to be delivered within two years, which will enhance Meta's global AI infrastructure and demonstrate its long-term commitment to the Indian market.
- Total Shares: As of May 31, 2026, TotalEnergies has a total of 2,276,108,151 shares, indicating the company's stability and ongoing investment appeal in the market.
- Voting Rights Count: On the same date, the number of voting rights stands at 2,276,108,151, showing that all shares carry voting rights, which enhances shareholder participation in corporate governance.
- Exercisable Voting Rights: After deducting 49,465,229 treasury shares, the total number of exercisable voting rights is 2,226,642,922, reflecting the company's commitment to shareholder rights and transparency.
- Compliance Statement: This information is published in accordance with Article L.233-8-II of the French Commercial Code and Article 223-16 of the AMF General Regulation, ensuring the company adheres to relevant regulations to maintain market trust.









