CNBC’s Jim Cramer said Tuesday that President Donald Trump has a force to be reckoned with in the stock market, but whether he helps or hurts companies depends on where they stand.
“Whatever you do, you have to factor in both the positive and negative aspects of government,” Cramer said on “Mad Money” after outlining the impact of the president’s policies on five stocks that made notable moves in Tuesday’s trading.
First, Kramer singled out the group that went bankrupt on Tuesday: the nation’s largest health insurance company. shares of united health and humana It plunged more than 20%. CVS HealthThe stock price of the company, which owns the insurance company Aetna, was 14%. The group was hit by the administration’s proposal to keep reimbursement rates for Medicare Advantage plans roughly flat in 2027, which was well below the 4% to 6% rate hike that Wall Street analysts had expected. As a result, these companies could receive billions of dollars less in federal payments.
“I’m honestly surprised this happened because both (political) parties have tolerated these increases for years,” Cramer said. “It’s like memorization.”
Meanwhile, Cramer named two major winners from President Trump’s policies.
Mr. Kramer said quarterly earnings were general motors It showed how the White House’s more lenient stance on environmental regulations could benefit automakers. Cramer said President Trump’s presidency will allow General Motors to sell more gas-powered cars without having to buy electric vehicle credits. The company posted better-than-expected profits early Tuesday, and shares ended the day up 8.75%.
Mr Kramer said CEO Mary Barra should “take a victory lap” after the results. “And I agree with Mr. Barra that 2026 will be even better. I have to say that part of that success is due to this business environment and the president’s support,” he added.
new core Kramer said he is also a beneficiary.
Although the North Carolina-based company’s earnings Monday night were slightly lower than expected, Cramer said President Trump remains a big tailwind for the stock. Nucor shares fell 2.3% after Tuesday’s results, but are still up 42% over the past year. Nucor has benefited from President Trump’s Section 232 tariff expansion, which has significantly reduced U.S. finished steel imports and allowed it to capture a larger share of the market.
Kramer said all of this made one thing very clear. “The United States feels increasingly like a command economy, where it is better to accept the president’s terms without complaint or suffer serious consequences.”
