Group 1 - Stocks that may benefit from a potential Trump presidency include major investment banks such as JPMorgan, Goldman Sachs, Morgan Stanley, and Bank of America, which experienced gains on Monday [2] - The Trump administration is expected to be more favorable towards mergers and acquisitions, potentially allowing deals like Kroger's acquisition of Albertsons and Tapestry's purchase of Capri, which were previously blocked by the Biden administration [2] - Companies focused on environmental sustainability, such as Enphase, SolarEdge, Sunrun, and Sunnova, may face challenges if government subsidies are removed, as these stocks were down by Monday's close [2] Group 2 - The sentiment in the market suggests that many investors are betting on stocks that could perform well under a Republican administration, particularly following recent political events [1] - The political landscape can significantly influence stock performance, with certain stocks being labeled as "Trump stocks" based on the current political climate [3]
Jim Cramer names stocks that could rally, or fall, during another Trump presidency