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Jim Cramer names 3 stocks bearing the brunt of Trump's agenda – and 2 others benefiting
CNBC· 2026-01-27 23:24
Group 1: Impact on Health Insurers - The largest health insurers, including UnitedHealth and Humana, saw shares drop over 20%, while CVS Health (owner of Aetna) fell 14% due to proposed flat reimbursement rates for Medicare Advantage plans in 2027, significantly below Wall Street's expected increase of 4% to 6% [2] Group 2: Winners from Trump's Policies - General Motors reported better-than-expected profits, with shares rising 8.75%, benefiting from a more lenient stance on environmental regulations that allows for increased sales of gas-powered vehicles without needing to purchase electric vehicle credits [4] - Nucor, a North Carolina-based steel producer, experienced a 2.3% drop in shares following earnings but is up 42% over the past year, benefiting from the expansion of Section 232 tariffs that reduced U.S. finished steel imports [6]