Deterring Adversarial Access to Americans’ Data Act
Summary
HR7509 is an early-stage bill that would deny tax benefits to firms using foreign adversary-controlled technology. At present, it has been referred to the House Ways and Means Committee with no further action. Market impact is minimal — the bill faces a long legislative path and funding mechanism definition is absent.
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Key Takeaways
- 1.HR7509 is an early-stage bill referred to committee with no further actions since February 2026.
- 2.The bill does not allocate funds; it denies tax incentives, so there is no direct spending impact.
- 3.Market-implied impact today is negligible — stocks are up sharply on non-legislative factors.
Market Implications
Current market data shows GOOGL at $349.94, up 27.95% in 30 days; MSFT at $424.46, up 18.25%; AAPL at $270.17, up 9.54% — all far above their 52-week lows. These moves are driven by earnings and AI optimism, not by any anticipated passage of HR7509. The bill remains in committee purgatory with no scheduled markup or floor vote. Investors should not overweight this legislation in their near-term thesis for tech names until it shows signs of movement.
Full Analysis
On February 11, 2026, Representative Moran introduced the 'Deterring Adversarial Access to Americans’ Data Act' (HR7509). The bill modifies the Internal Revenue Code to classify entities using 'foreign adversary-controlled technology' as foreign-influenced, thereby denying them bonus depreciation under Section 168(k) and certain tax credits. The bill is in early stage — referred to the House Committee on Ways and Means with no hearings yet. It does not authorize or appropriate any spending; it is a pure tax penalty mechanism. For major US technology firms like Alphabet, Microsoft, and Amazon, the practical impact depends on how broadly 'foreign adversary-controlled technology' is defined and enforced. Given the infancy of the legislation, no material near-term market action is expected. Real market data shows all three stocks have been on strong upward trends over the past 30 days (GOOGL +27.95%, MSFT +18.25%), driven by broader market factors unrelated to this bill. Structural winners from this bill would be US-based data center equipment and cloud providers (e.g., $NVDA, ) if they are not using adversary tech, but again, only if the bill advances significantly.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Multiple independent sources confirm this signal’s market thesis
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
To amend the Export Control Reform Act of 2018 to provide for expedited consideration of proposals for additions to, removals from, or other modifications with respect to entities on the Entity List, and for other purposes.
Growing and Preserving Innovation in America Act of 2025
American Innovation and R&D Competitiveness Act of 2025
SELF DRIVE Act of 2026
To facilitate the export of United States artificial intelligence systems, computing hardware, and standards globally.
AI Grand Challenges Act of 2026
Interagency Coordination in Export Controls Act of 2026
AI OVERWATCH Act
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
National Security Presidential Memorandum/NSPM-12
This memorandum rescinds previous national security directives and re-establishes the Committee on National Security Systems (CNSS) to enforce baseline cybersecurity standards across all National Security Systems (NSS) operated by the Department of War, Intelligence Community, and Federal Civilian Executive Branch agencies. It creates binding directives and complementary standards that must meet or exceed NIST guidelines, empowers the NSA Director as the National Manager to issue emergency directives and cryptography requirements, and holds agency heads accountable through government-wide oversight.
National Security Presidential Memorandum/NSPM-11
This memorandum directs the national security enterprise (including the Department of War, intelligence agencies, and others) to accelerate the adoption, adaptation, and assurance of AI technologies for military and intelligence missions. It mandates updates to DOD Directive 3000.09 on autonomous weapons within 90 days, requires termination of contracts with companies that repeatedly violate policy (e.g., by enabling adversary control or embedding bias), and emphasizes supply chain resilience and multi-vendor sourcing to avoid single-vendor dependencies.
Strengthening Customs Enforcement
This executive order directs the Secretary of Homeland Security to revise customs enforcement regulations within 180 days, requiring importers of record (IORs) to maintain minimum tangible domestic assets or bonding, disclose ownership and business affiliations, and maintain good standing with CBP. It prohibits foreign IORs from filing informal entries for low-value articles and imposes additional bonding and CTPAT validation requirements for foreign IORs on formal entries, aiming to enhance compliance and revenue collection.
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