Is the One Big Beautiful Bill Act the Boost Your Portfolio’s Been Waiting For?
The One Big Beautiful Bill Act (OBBBA) brings new tax incentives aimed at boosting American innovation. By letting businesses deduct major expenses upfront, it could spark growth in key sectors and open fresh opportunities for investors.
The One Big Beautiful Bill Act (OBBBA), passed by Congress on July 2, 2025, and awaiting President Trump's signature, is designed to help American companies keep more of their money by allowing them to deduct major expenses like equipment and research immediately, rather than over several years. This shift could give U.S. businesses more room to grow, hire, and innovate. For everyday investors, that means the companies you invest in may become more competitive, agile, and profitable, potentially leading to stronger portfolio performance.
Sectors Set to Gain and Companies to Watch
OBBBA’s incentives are likely to have the biggest impact on two sectors: Clean Energy and Defense. Below are our top two public companies in each sector: