Trump's investment team sold up to $25M in Amazon and Microsoft
President Donald Trump's independent investment team executed 1,156 trades in July 2026, according to U.S. Office of Government Ethics filings. Among these transactions, the team sold between $5,000,001 and $25,000,000 worth of shares in both Amazon and Microsoft. These sales stand out because both companies are considered foundational to the current artificial intelligence boom, with their…
Key points
- Trump's team sold $5,000,001 to $25,000,000 in Amazon and Microsoft shares in July 2026.
- The team completed 1,156 trades in July, part of 28,700 total since January 2025.
- AWS and Azure reported 37% and 43% sales growth, respectively, in recent quarters.
The article suggests that while profit-taking is a likely factor, the trades may also reflect broader market concerns. Automated direct-indexing models drive the high volume of trades, allowing for rapid profit realization. However, the piece argues that AI stock valuations have reached historic highs, comparable to the dot-com bubble era. The author notes that while AI adoption is rapid, businesses are likely years away from fully optimizing these technologies for maximum profit, raising the risk of a market correction.
This analysis highlights the tension between strong corporate earnings in AI infrastructure and potentially overheated market valuations. The specific sales by Trump's team serve as a data point in a larger discussion about whether the AI sector is entering a bubble phase, despite the strong performance of major cloud providers.
The story so far
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President Donald Trump's Investment Team Sold Up to $25 Million in 2 Foundational AI Stocks in July
fool.com · 1 October 2026
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This text was published by fool.com and written by Sean Williams. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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