Quantum-GUARD Act of 2026
Summary
The Quantum-GUARD Act of 2026 (S5313) has been introduced in the Senate and referred to the Committee on Energy and Natural Resources. No bill text or funding details are available, and the legislative process is at an early stage. Market impact is minimal pending further developments.
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Key Takeaways
- 1.Bill is in early stage with no text or funding details.
- 2.Referred to Energy and Natural Resources Committee, suggesting possible focus on quantum energy applications.
- 3.No market impact until specific mechanisms and beneficiaries are identified.
Market Implications
The Quantum-GUARD Act is too early-stage to drive market movements. Investors in quantum computing pure-plays ($IONQ, $RGTI, $QBTS) should watch for committee hearings and bill text that could reveal specific funding or procurement mechanisms. No immediate trading action is warranted.
Full Analysis
The Quantum-GUARD Act of 2026 was introduced on August 6, 2026, by Sen. Coons (D-DE) with original cosponsor Sen. Rounds (R-SD). The bill has been read twice and referred to the Committee on Energy and Natural Resources, which is an unusual jurisdiction for quantum computing legislation—typically handled by Commerce or Armed Services committees. This suggests the bill may focus on quantum applications in energy or critical minerals, but no text has been released. The bill is in an early procedural stage with only two actions (introduction and referral). No funding is authorized or appropriated. Without specific mechanisms or obligations, no publicly traded companies can be identified as direct beneficiaries or losers. The presidential actions on polysilicon and critical minerals are not directly related to quantum computing and are therefore excluded from analysis. The legislative path forward includes committee hearings, markups, and potential floor consideration, which could take months or longer. Investors should monitor for bill text and committee reports for substantive details.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
Proclamation: Adjusting Imports of Polysilicon and its Derivatives into the United States
CITY UNIVERSITY OF NEW YORK, THE: $621M Department of Education Federal Award
EXECUTIVE OFFICE STATE OF OHIO: $842M Department of the Treasury Federal Award
STATE OF NEW YORK: $773M Department of the Treasury Federal Award
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
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