According to CNBC, Donald Trump said he will not permit dividends and stock buybacks for defense companies. Source: CNBC, Jan 7, 2026. The statement was reported by CNBC on Jan 7, 2026 with a link to its coverage. Source: CNBC. The report provided no details on timing, scope, or enforcement and did not mention any direct cryptocurrency market implications. Source: CNBC.

According to The Kobeissi Letter, Lockheed Martin (LMT) fell sharply after President Trump banned dividends and stock buybacks for defense companies "until problems are rectified" (Source: The Kobeissi Letter, X post dated Jan 7, 2026). With dividends and buybacks halted, near-term shareholder cash returns in the defense sector are eliminated, and traders are watching for broader risk sentiment spillover that could influence crypto given the documented post-2020 rise in equity-crypto correlations (Source: The Kobeissi Letter; Source: International Monetary Fund, 2022 Global Financial Stability analysis on increasing crypto-equity correlation).

According to @StockMKTNewz, Donald Trump stated he will not permit dividends or stock buybacks for defense companies until the identified problems are rectified, indicating a potential freeze on capital returns if enacted as policy, source: @StockMKTNewz on X dated Jan 7, 2026. A halt to dividends and repurchases would directly cut shareholder yield and remove EPS accretion from buybacks, factors documented as key components of total equity return in payout-driven strategies, source: S&P Dow Jones Indices research on shareholder yield. Traders should monitor major defense names LMT, RTX, NOC, GD, LHX, HII and sector ETFs ITA and XAR for headline-driven volatility tied to potential changes in distributions and repurchases, source: iShares U.S. Aerospace & Defense ETF (ITA) and SPDR S&P Aerospace & Defense ETF (XAR) fund materials. Crypto traders should watch cross-asset risk sentiment because BTC and equities correlations have historically risen around macro policy headlines, which can transmit volatility to BTC and ETH, source: Kaiko Research cross-asset correlation studies.

According to @QCompounding, John Malone’s analysis at Bell Labs concluded AT&T should use more debt and repurchase shares, but the board rejected the idea, highlighting execution risk even when the math supports leverage and buybacks, source: @QCompounding. For traders, open‑market repurchase announcements are associated with positive abnormal returns—especially in undervalued firms—supporting long setups around credible buyback signals, source: Ikenberry, Lakonishok, and Vermaelen 1995; Peyer and Vermaelen 2009. In crypto, token buyback/burn mechanisms such as BNB’s Auto‑Burn represent analogous supply reductions that can inform event‑driven positioning, source: Binance 2021 BNB Auto‑Burn announcement.

According to @StockMKTNewz, Elon Musk said SpaceX is not raising money and reports of an $800B fundraise are inaccurate, clarifying that the referenced activity was a secondary share sale that lets employees and early investors sell stock and does not provide cash to SpaceX. source: https://twitter.com/StockMKTNewz/status/1997435300960776317 source: https://x.com/elonmusk/status/1997399963509150089 Musk added that SpaceX has been cash-flow positive for many years and conducts stock buybacks twice a year to supply liquidity for employees and investors. source: https://x.com/elonmusk/status/1997399963509150089 He said valuation changes are driven by progress in Starship and Starlink and by securing global direct-to-cell spectrum that expands the addressable market. source: https://x.com/elonmusk/status/1997399963509150089 For traders, this means liquidity events are via semiannual buybacks and secondary sales, with no crypto or token plans mentioned in Musk’s statement. source: https://x.com/elonmusk/status/1997399963509150089