Sunshine for Our Kids Act of 2026
Summary
HR 9638 would eliminate daylight saving time nationally, allowing states to opt into year-round or part-time DST. The bill is in early legislative stages with no direct appropriations, making its market impact negligible. No sector revenue effects are expected in the near term.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.The bill is in early stage (referred to committee) with no funding.
- 2.No public companies have material revenue exposure to DST changes.
- 3.Legislative history shows similar bills rarely become law.
Market Implications
Neutral. The bill does not create or destroy revenue for any publicly traded company. Utility load patterns may trivially shift, but not enough to affect earnings reports or stock prices. No actionable signal.
Full Analysis
The Sunshine for Our Kids Act of 2026 (HR 9638) was introduced on July 9, 2026, and referred to the House Committee on Energy and Commerce. The bill repeals the daylight saving time (DST) provision of the Uniform Time Act of 1966, making standard time permanent nationwide, but permits states to elect to observe DST if they pass a state law to do so. This is an early-stage bill with no funding authorization. The legislative path requires committee markup, House floor vote, Senate passage, and presidential action. Historically, similar time-change bills have stalled due to lack of consensus. No public company's revenue stream is directly tied to DST status; utilities may see marginal shifts in daily load curves, but the effect is too small to quantify and unlikely to alter company financials. The bill's bipartisan sponsorship (two original cosponsors) does not accelerate its progress. Market impact is effectively zero until passage, which is uncertain and likely years away. Investors should not factor this bill into any position sizing.
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
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts into the United States
The President has determined that imports of commercial aircraft, jet engines, and their associated parts threaten national security under Section 232 of the Trade Expansion Act of 1962. Rather than imposing immediate tariffs, the President directs the Secretary of Commerce and the U.S. Trade Representative to pursue negotiations with foreign trading partners to adjust imports, with a progress report due in 180 days, while reserving the right to consider alternative remedies (including tariffs) depending on the outcome.
Lowering the Cost of Living by Promoting the Freedom to Fix
This memorandum directs the EPA Administrator to issue guidance within 30 days clarifying that consumers can perform emission repairs without violating the Clean Air Act, encourages the EPA to approve alternative aftermarket parts certification processes beyond CARB, and deprioritizes enforcement against individuals who in good faith repair their own vehicles to original configuration.
Ushering in the Next Frontier of Quantum Innovation
This executive order updates the National Quantum Strategy and establishes a national effort (QC-ADDS) to develop a quantum computer for scientific discovery, with deployment at a Department of Energy facility. It directs multiple agencies to prioritize quantum sensing, networking, and supply chain initiatives, and mandates plans for commercial readiness and national security applications.
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →