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H.R. 9314, the DHS Surveillance Technology Moratorium Act, was introduced on June 15, 2026, and referred to two committees. It imposes a moratorium on DHS contracts for surveillance and data analytics technologies until public audits and reporting are completed. The bill is in early stage with no funding authorized; it primarily affects DHS procurement of AI, facial recognition, and data analytics tools. Palantir is the most directly impacted due to its Gotham platform's use in DHS data integration.
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The bill is in early stage and unlikely to pass in its current form. Palantir ($PLTR) is the most directly affected due to its DHS data integration contracts. CrowdStrike ($CRWD) and Palo Alto Networks have limited exposure. No real market data is available for price movements.
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Moratorium on new, renewed, or expanded DHS contracts for surveillance and data analytics technologies
Who must act
Department of Homeland Security (DHS)
What happens
DHS cannot obligate or expend funds on covered contracts until public audits and reporting requirements under section 4 are fulfilled
Stock impact
CrowdStrike provides endpoint security and threat intelligence; its DHS-related contracts for surveillance or data analytics (e.g., facial recognition, social media monitoring) would be subject to the moratorium. However, CrowdStrike's primary DHS business is endpoint protection, not the covered surveillance technologies defined in the bill. Revenue impact is limited to any specific DHS contracts that fall under the broad definition of 'covered surveillance technology'.
What the bill does
Moratorium on new, renewed, or expanded DHS contracts for surveillance and data analytics technologies
Who must act
Department of Homeland Security (DHS)
What happens
DHS cannot obligate or expend funds on covered contracts until public audits and reporting requirements under section 4 are fulfilled
Stock impact
Palantir's Gotham platform is used by DHS for data integration and analytics; it is explicitly named in the bill's definition of 'covered surveillance technology' (integrated data aggregation platforms). This directly impacts Palantir's DHS contract pipeline. The moratorium could delay or halt new DHS contracts for Palantir's platform until audits are completed.
Matched on shared policy language across AI analyses, with ticker & timing weight
Pay Our Homeland Defenders Act
Department of Homeland Security Appropriations Act, 2026
To provide funding for administrative expenses of the Department of Homeland Security during any lapse in appropriations during fiscal year 2026, to require that the Department be responsive to congressional offices during such a lapse in appropriations, and for other purposes.
PRICE Act of 2021
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