Tariff-Driven Investment Stocks Are Still Up Despite the Market Pullback

04/07/2026

On April 3, 2025, I published an article built around a simple point: tariff policy wasn’t just political noise (U.S. Tariff Policies Drive Wave of Domestic Investment from Major Corporations). It was influencing real corporate behavior. Companies were committing capital, expanding domestic production, building new facilities, and rethinking supply chains in response to a changing trade environment. The stocks in that article were included for that reason. They were tied to an actual wave of U.S. investment.

That distinction matters now.

A lot of investors get thrown off when the market turns lower because the media immediately shifts into fear mode. Every headline becomes about what is breaking, what might go wrong, and why investors should be nervous. That kind of coverage gets attention, but it also shortens people’s memory. It makes it easy to forget why certain stocks were worth watching in the first place.

This group was never about random momentum names or a collection of whatever happened to be working at the time. The companies were listed because they had direct exposure to a larger trend: reshoring, domestic manufacturing expansion, semiconductor investment, supply-chain repositioning, and strategic capital spending inside the United States. That was the thesis then, and that’s still the reason this follow-up matters now.

So yes, the market has pulled back. Yes, the S&P 500 has been down about 4% year to date. Yes, the headlines have become more fear-driven again. But the scoreboard is still the scoreboard. Every stock from the original April 3, 2025 article remains above the price cited when that piece was published.

That doesn’t mean every one of these stocks has performed equally well. Some have dramatically outperformed. Others have moved up more modestly. But that’s beside the point. The point is that the original thesis held. These companies were tied to real spending decisions, real expansion plans, and real shifts in where capital was being deployed. Even with the recent weakness, that has still translated into better stock performance than the broader fear narrative would imply.

This is where investors need to be careful. A pullback from a recent high isn’t the same thing as a broken thesis. Those are two very different things. A stock can be volatile, uncomfortable to hold, and still be proving the original point. Too many people let short-term market fear override longer-term evidence.

In this case, the evidence is straightforward. The businesses highlighted in that original piece were participating in one of the most important capital allocation trends in the market: the push toward domestic investment and strategic production realignment. That trend didn’t disappear just because sentiment got worse. If anything, the recent volatility has made it easier to see who was actually positioned to benefit from it and who was not.

Symbol	Original	Current	Dollar Gain	% Gain
AAPL	$188.38	$251.60	$63.22	33.56%
INTC	$19.85	$52.70	$32.85	165.49%
JNJ	$153.24	$238.00	$84.76	55.31%
LLY	$738.21	$929.73	$191.52	25.94%
MP	$23.06	$49.57	$26.51	114.95%
MU	$64.72	$375.91	$311.19	480.83%
NVDA	$94.31	$175.59	$81.28	86.18%
SIEGY	$99.76	$121.88	$22.12	22.17%
SMGZY	$23.31	$31.92	$8.61	36.93%
TSM	$146.80	$340.60	$193.80	132.02%
TXN	$151.39	$199.03	$47.64	31.47%
VLVLY	$24.26	$32.31	$8.05	33.18%
VWAGY	$9.70	$10.18	$0.48	4.94%

Biggest winners:

• MU: +480.83%

• INTC: +165.49%

• TSM: +132.02%

• MP: +114.95%

• NVDA: +86.18%

The media will always be better at selling fear than perspective. Fear is more immediate. It’s more emotional. It gets more clicks. But investors who want better results have to learn how to separate scary headlines from what’s actually happening underneath the surface.

Underneath the surface, the message here is pretty clear. The market has pulled back. Sentiment has weakened. The headlines have gotten darker. But the original tariff-driven domestic investment theme is still holding up, and the stocks tied to it are still above where they were when that article was first published.

That doesn’t guarantee future returns. It doesn’t mean every name on the list is still attractive at today’s price. But it does show that this was never just a headline-driven idea. It was a real trend, tied to real business decisions, and so far the market has rewarded that.

The media sells fear. The market rewards patience, calculation, and positioning.

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Disclosure: Investment advisory services offered through BFG Wealth Management, a Registered Investment Advisor. This content is for informational purposes only and should not be considered personalized financial or tax advice.