CNBC's Jim Cramer said Tuesday that President Donald Trump is a force to be reckoned with in the stock market — but whether he's helping or hurting companies depends on where they sit. "You have to factor in the government as both a positive and a negative, no matter what you do," Cramer said on "Mad Money," after outlining the impact of the president's agenda on five stocks that had notable moves in Tuesday's session. First, Cramer pointed to a group that got crushed on Tuesday: the nation's largest health ...

Group 1: EU-India Free Trade Deal - The EU and India have finalized a free trade agreement after nearly two decades of negotiations, aimed at strengthening economic ties and countering U.S. trade policies under President Trump [1][2][3]. - European Commissioner President Ursula Vanderlayion referred to the agreement as "the mother of all deals," highlighting its significance [1]. Group 2: Market Reactions and Tariff Implications - The ongoing reliance on tariffs as a geopolitical tool by the U.S. suggests that trade policy volatility will continue to be a feature of the investment landscape [4][5]. - Markets are adjusting to the impact of tariffs, learning that they may not significantly affect growth or inflation as previously anticipated, partly due to strong U.S. profit margins [6][7]. - Recent tariff threats, such as the increase from 15% to 25% on South Korea, could have implications for sectors like automakers and pharmaceuticals, but markets have shown resilience [8][10]. Group 3: Earnings Reports and Investor Sentiment - Upcoming earnings reports from major U.S. companies, including Microsoft, Meta, Apple, and Tesla, are expected to be crucial for market direction, with a focus on earnings growth as a key driver for equity performance [11][12][14]. - There is a growing dispersion in the tech sector, with investors increasingly focusing on balance sheet strength, cash flows, and AI capital expenditures [12][13]. Group 4: Federal Reserve Outlook - The Federal Reserve's upcoming meeting is anticipated to focus on interest rate decisions, with no rate cuts expected in the near term, but potential for future cuts as inflation concerns ease [15][16][17]. - Discussions around productivity gains related to AI are expected to be a significant topic for the Fed, influencing future policy decisions [18][19]. Group 5: Airline Industry Insights - American Airlines reported a strong outlook for revenue growth, projecting a rise of 7% to 10% in the first quarter, despite challenges from recent storms [21][22]. - The airline industry is seeing a shift in consumer preferences towards premium services, with a focus on amenities and loyalty programs [26][27]. Group 6: Health Insurance Sector Challenges - UnitedHealth's recent performance reflects ongoing challenges in the managed care sector, with shrinking business segments and pressure from Medicare Advantage reimbursement rates expected to remain flat [40][56]. - The medical loss ratio (MLR) has been a significant concern, impacting profitability and investor sentiment in the health insurance industry [47][50]. Group 7: Boeing's Recovery and Future Prospects - Boeing reported a 57% increase in sales and generated cash for the second consecutive quarter, indicating a recovery in production and supply chain management [65][66]. - The company is working through challenges with its KC-46 tanker program, but overall, the outlook remains positive as production rates increase [70][77]. Group 8: Automotive Industry Dynamics - General Motors (GM) is positioned well in the U.S. auto market, benefiting from a strong demand for large SUVs and pickups, with a projected revenue increase [82][84]. - GM's strategy for electric vehicles (EVs) is evolving, with flexible production capabilities allowing for adjustments based on market demand [88][90].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR (State or other jurisdiction of incorporation or organization) 1240 Woodward Avenue, Detroit, Michigan 48265 (Address of principal executive offices) (Zip Code) (313) 667-1500 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fro ...

General Motors on Tuesday announced a multibillion-dollar charge related to the realignment of its electric vehicle (EV) strategy following the release of its 2025 financial results and its guidance for 2026. GM reported that its net income attributable to stockholders was $2.7 billion with an EBIT-adjusted $12.7 billion.The Detroit automaker's fourth-quarter net income was lowered by over $7.2 billion in special charges that GM attributed primarily to changes in its EV capacity and investments as it adjust ...

General Motors Co (NYSE:GM) stock is surging to record highs, last seen up 9.1% at $86.66, after the company's better-than-expected fourth-quarter earnings of $2.51 per share, though revenue of $45.29 billion came in slightly below estimates. The auto name also announced a 20% dividend increase, a $6 billion share repurchase program, and strong 2026 earnings guidance. GM has been rallying on the charts since its early-April lows, now up 57.8% year-over-year. The shares are pivoting higher after consolidatin ...

General Motor shares are trading at a record. That's after the company says it's expecting another year of strong financial performance. This comes as the automaker sees higher demand for SUVs and trucks and pulls back on its electric vehicle plans.Here's what the CFO told our Pramanian earlier. >> If you think about where we've been for the last few years, we were tooling up and scaling up to produce a million EVs a year because that's what the uh government was requiring under the prior administration. So ...

General Motors closed out 2025 with a spring in its step. The company crossed the finish line with 2.85 million vehicles sold last year, a 5.5% year-over-year increase led by the company's pickup trucks. U.S. 2025 new-vehicle sales forecast GM: 2.83 million vehicles (+5.1% year over year); 17.3% market share Toyota: 2.52 million vehicles (+8.4% YoY); 15.5% market share Ford: 2.18 million vehicles (+5.6% YoY); 13.4% market share Hyundai: 1.84 million vehicles (+7.9% YoY); 11.3% market share Honda: 1. ...

Atlanta, Jan. 27, 2026 (GLOBE NEWSWIRE) -- ATLANTA (Jan. 27, 2026) – Force Marketing, a leading data-driven technology and marketing leader in the automotive sector, has been selected to participate in the GM Canada CSSR Choice Program. Through this designation, the company joins the program’s roster of authorized partners supporting GM dealerships in advancing their Customer Sales & Service Retention marketing initiatives. This recognition underscores Force’s ability to deliver innovative, dealer-focused s ...

Wall Street is flirting with a record on Tuesday, as stocks zigzag under the market’s surface following mixed profit reports from UnitedHealth, General Motors and other big companies.The S&P 500 rose 0.5% and could top its all-time high set a couple weeks ago, even though slightly more stocks fell within the index than rose. The Dow Jones Industrial Average was down 288 points, or 0.6%, as of 11:45 a.m. Eastern time, and the Nasdaq composite was 1% higher.UnitedHealth Group tumbled 19.1% despite reporting a ...

The French luxury-goods giant results are a sign that shoppers weren't splurging on high-end garments, jewelry and cosmetics in the runup to the holiday season. ...