The Capitol Desk | Monday, May 04, 2026
Pentagon contracts surged across defense and healthcare this quarter, DaVita's government work nearly doubled to $175M while GM's jumped over 200% to $294M. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
We tracked 824 political actions this week. Here's what stood out. 778 Lobbying45 Contracts |
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This week's political activity at a glance. The Pentagon just sent <strong>$175M</strong> to DaVita this quarter. That's double last quarter's total. Meanwhile, GM's government contracts jumped <strong>200%</strong> to <strong>$294M</strong> while the company quietly ramped up lobbying spend, both moves landing in the same ninety days. |
| GOVERNMENT CONTRACTS | | 3 contracts |
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| GOV CONTRACT | Health Care · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
| GOV CONTRACT | Consumer Discretionary · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
| GOV CONTRACT | Industrials · · combined |
Defense contractors land $10.5B combined, up -75% QoQFiscal year-end spending surge combined with bipartisan deterrence priorities. |
Market Context | Market Breadth | Moderate (57% above SMA-50) |
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