Jim Cramer on President Trump’s stock market impact, 2 winning stocks
President Donald Trump is a force to be reckoned with in the stock market, but whether he helps or hurts companies depends on where they sit, CNBC’s Jim Cramer said Tuesday.
“Whatever you do, you have to take the government into account, both positive and negative,” Cramer said on “Mad Money” after outlining the impact of the president’s agenda on five stocks that made notable moves in Tuesday’s session.
Cramer first pointed out an underdog group on Tuesday: the nation’s largest health insurers. shares United Health And Humanitarian fell over 20 percent. CVS HealthOwned by insurance company Aetna. The group took a hit after the administration proposed a nearly flat reimbursement rate for Medicare Advantage plans in 2027; This was well below Wall Street analysts’ expectations for a rate increase of 4% to 6%. Ultimately, this could cut billions of dollars in federal payments these firms receive.
“I’m honestly surprised this happened because they both [political] Parties have been controlling these price increases for years, Cramer said. “This is like memorized.”
On the other hand, Cramer highlighted two names as the winners of Trump’s policies.
Cramer, quarterly earnings General Engines It showed how the White House’s more lenient stance on environmental regulations benefited the automaker. With Trump in office, Cramer said General Motors could sell more gas-powered vehicles without buying electric vehicle credits. The company reported better-than-expected earnings early Tuesday, and its shares closed up 8.75% on the day.
Cramer said CEO Mary Barra should “take a victory lap” after the results. “And I agree with Barra that 2026 will be even better, and we have to credit that business environment and the president’s support for some of that success,” he added.
nucor According to Cramer, he is one of the beneficiaries.
Although the North Carolina-based steelmaker’s earnings came in slightly below expectations on Monday night, Cramer said Trump is still a big headwind for the stock. Nucor’s shares fell 2.3% Tuesday in response to earnings but are still up 42% in the past year. Nucor benefits from Trump’s expansion of Section 232 tariffs. Reduced US finished steel imports allowed Nucor to gain significantly more share.
Cramer said all of this makes one thing clear. “The United States increasingly resembles a command economy where it is better to accept the president’s terms without complaint or face potentially serious consequences.”
