Donald Trump is back in the White House, and the market is on fire. Volatility is off the charts, and traders are seeing massive spikes across multiple sectors. This is the kind of market where smart traders can make huge gains—but only if they know how to manage risk.
Right now, Trump’s policies are fueling speculation in financials, energy, tech, and infrastructure. Low-priced stocks are running, and the opportunity for fast trades is real. But just because a stock is moving doesn’t mean it’s worth chasing. You have to focus on the right setups—stocks with news catalysts, liquidity, and momentum.
Check out my top “Trump bump” stocks to buy here!
Here’s my watchlist of the top 10 stocks to trade under Trump’s presidency. These stocks are moving fast, so be prepared.
Stock | Ticker | Sector | Trading Catalyst |
Trump Media & Technology Group | DJT | Media & Tech | Political hype, low float, massive volatility |
JPMorgan Chase | JPM | Banking & Finance | Interest rate moves, deregulation rumors |
ExxonMobil | XOM | Energy | Pro-oil policies, potential drilling expansion |
Palantir Technologies | PLTR | AI & Defense | Government contracts, AI sector momentum |
Nucor | NUE | Steel & Manufacturing | Tariffs, infrastructure spending speculation |
GEO Group | GEO | Private Prisons | Immigration policies, contract speculation |
MicroStrategy Inc. | MSTR | Cryptocurrency | Bitcoin exposure, Trump’s pro-crypto stance |
Intel Corp. | INTC | Semiconductors | U.S. chip production push, China tensions |
Wells Fargo & Co. | WFC | Banking | Asset cap removal potential, financial policy changes |
Federal National Mortgage Association | FNMA | Housing & Finance | Trump privatization rumors, mortgage rate moves |
I’m just watching these stocks. And this is one of many watchlists I maintain…
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There’s no guarantee that any of my watchlist picks will be tradeable. But if something happens, smart traders should be ready.
Table of Contents
- 1 Trump Media & Technology Group (NASDAQ: DJT)
- 2 JPMorgan Chase (NYSE: JPM)
- 3 ExxonMobil (NYSE: XOM)
- 4 Palantir Technologies (NASDAQ: PLTR)
- 5 Nucor (NYSE: NUE)
- 6 GEO Group (NYSE: GEO)
- 7 MicroStrategy Inc. (NASDAQ: MSTR)
- 8 Intel Corp. (NASDAQ: INTC)
- 9 Wells Fargo & Co. (NYSE: WFC)
- 10 Federal National Mortgage Association (OTCPK: FNMA)
- 11 Key Factors to Consider When Investing Under the Trump Administration
- 12 What Sectors Benefit the Most Under Trump’s Policies?
- 13 Best Investment Strategies for Stocks Under Trump Presidency
- 14 How to Minimize Risk When Investing in Trump-Related Stocks
- 15 Frequently Asked Questions
Trump Media & Technology Group (NASDAQ: DJT)
DJT is one of the most volatile stocks in the market right now. Trump’s media company, which owns Truth Social, trades almost entirely on hype. That means it can spike fast—but it can also crash just as quickly.
The stock has already seen multiple short squeezes, and every time Trump makes headlines, it moves. For traders, this is a stock to watch for breakout moves and momentum plays. But be careful—this one is notorious for dumping after big runs. The key is to get in and out quickly.
JPMorgan Chase (NYSE: JPM)
Big banks are in play under Trump. If his administration pushes for deregulation, JPMorgan could see higher profits from lending and trading. Interest rate movements are another factor—any Fed comments on inflation or rate cuts will move this stock.
For traders, JPM is a stock to watch for gap-up plays on policy news. It’s also a potential short if the market starts pricing in rate cuts too aggressively.
ExxonMobil (NYSE: XOM)
Trump is all about U.S. energy independence, and that means oil stocks like XOM could get a boost. If Trump rolls back environmental regulations or opens up new drilling projects, expect momentum in energy stocks.
XOM is a slower mover than some of the penny stocks I trade, but it has potential for solid swing trades. If oil prices rise, this stock could push higher, especially if OPEC production cuts tighten supply.
Palantir Technologies (NASDAQ: PLTR)
AI and defense stocks are hot, and Palantir is right in the middle of both. The company has deep government contracts, and if Trump ramps up military spending, PLTR could see major upside.
Palantir thrives on government contracts, and a Trump presidency could mean more defense and intelligence spending. Stocks like this can run when policy shifts favor their business. Traders need to watch how Trump’s policies impact companies tied to national security. Here’s why Trump-related stocks are moving right now.
PLTR has been a momentum stock for months, with strong breakout patterns. Watch for strong volume and news catalysts—this is the kind of stock that can squeeze shorts and run big.
Nucor (NYSE: NUE)
Trump’s history with steel tariffs makes Nucor a stock to watch. If he enforces new trade policies that favor domestic manufacturers, NUE could see a run.
Traders should look for speculative moves ahead of any tariff announcements. If this stock gets news, it can spike—but don’t hold too long. The steel sector can be choppy, and reversals happen fast.
GEO Group (NYSE: GEO)
GEO is one of the most politically sensitive stocks out there. It runs on Trump’s immigration policies—when he talks about border security and detention centers, this stock moves.
Last time Trump was in office, GEO spiked hard on immigration policy changes. If he pushes for stricter enforcement again, this stock could see momentum. But be careful—this is a controversial sector, and bad headlines can kill a rally fast.
MicroStrategy Inc. (NASDAQ: MSTR)
MSTR is basically a Bitcoin proxy at this point. Trump’s stance on crypto has been shifting, and if he signals any kind of government support for Bitcoin, MSTR could explode.
This is a high-risk, high-reward play. Bitcoin volatility drives MSTR’s price, so if BTC rips, expect this stock to follow. But don’t hold too long—MSTR is known for massive pullbacks.
Intel Corp. (NASDAQ: INTC)
Trump’s administration could be a game-changer for U.S. semiconductor companies. If he pushes for more domestic chip production and tariffs on foreign semiconductors, INTC could benefit.
This stock has been beaten down in recent years, but any policy shift in its favor could create a solid trading opportunity. Look for dip-buying setups on market pullbacks.
Check out the latest INTC news here!
Wells Fargo & Co. (NYSE: WFC)
Wells Fargo is a sleeper stock that could wake up under Trump. The bank has been stuck under a Fed-imposed asset cap since 2018, but if Trump’s administration removes it, WFC could break out.
This is a catalyst-driven stock—if the asset cap news hits, expect a strong move. Until then, it’s a slow mover compared to the penny stocks I usually trade, but still worth watching for swing trades.
Federal National Mortgage Association (OTCPK: FNMA)
Fannie Mae is a wild card. Trump has talked about privatizing Fannie Mae before, and if he tries again, FNMA could be a massive trade.
This is a speculative play, but it has a history of explosive moves on policy rumors. Watch for volume spikes and breaking news—this stock could see crazy swings.
Key Factors to Consider When Investing Under the Trump Administration
The new president’s campaign victory, inauguration and presidency have brought the market opportunities but also significant risks. Here’s a quick analysis:
- Tax Cuts and Corporate Benefits: Lower corporate taxes could boost earnings, particularly for U.S.-based businesses.
- Trade Policies and Tariffs: Tariffs on imports may benefit domestic companies but could hurt those reliant on global supply chains.
- Infrastructure and Energy Policies: Increased spending on roads, bridges, and energy projects could boost related stocks.
- Deregulation: Banks, oil companies, and private industries may see reduced restrictions, leading to higher profits.
- Interest Rates and Inflation: Fed monetary policy will influence market performance, affecting everything from mortgage rates to consumer spending.
For traders, Trump’s policies and executive orders create both risks and opportunities. A well-balanced strategy—considering both potential rewards and downside protection—is key to navigating this market environment.
Trump’s personal investments—which have now been transferred to a revokable trust—are a good guide to what you should consider in your own investments. Here’s a full breakdown of Trump’s stock portfolio.
What Sectors Benefit the Most Under Trump’s Policies?
Trump’s policies have historically favored industries and products that align with his “America First” agenda. During his first presidency, we saw financial deregulation, aggressive trade tariffs, and an emphasis on domestic energy production. Now that he’s back in the White House, similar trends are emerging. Traders looking to capitalize on Trump-era stock movements should focus on sectors that benefit from tax cuts, reduced regulation, and increased government spending.
Energy (Oil, Gas, and Renewables)
Trump has consistently advocated for U.S. energy independence, favoring oil and gas over renewable energy. His administration previously rolled back environmental regulations, making it easier for domestic energy companies to drill and refine oil. If this trend continues, stocks like ExxonMobil (XOM) and Occidental Petroleum (OXY) could see strong gains. Traders should also monitor geopolitical factors—Trump’s foreign policy could impact global oil prices and supply chains.
Defense and Aerospace
Defense spending typically rises under Republican administrations, and Trump has already signaled support for strengthening the military. Companies like Lockheed Martin (LMT) and Northrop Grumman (NOC) stand to benefit from increased government contracts. Additionally, if Trump escalates geopolitical tensions, demand for military technology could rise, making defense stocks attractive for traders looking for growth.
Financial Services and Banks
Trump’s stance on deregulation could benefit large banks and financial institutions. In his first term, he rolled back parts of the Dodd-Frank Act, easing restrictions on lending and trading. If similar moves happen again, banks like JPMorgan Chase (JPM) and Wells Fargo (WFC) could see improved profitability. Interest rates are another key factor—if inflation remains high and the Federal Reserve maintains elevated rates, banks will generate more revenue from loans and mortgages.
Technology and Artificial Intelligence
AI and semiconductor stocks have been among the best performers in recent years, but Trump’s trade policies could create both opportunities and risks. If he imposes tariffs on foreign chipmakers, U.S. companies like Intel (INTC) and Nvidia (NVDA) could gain a competitive advantage. At the same time, restrictions on China’s access to AI technology could impact revenue for major tech firms. Traders should stay updated on any policy shifts affecting the AI sector.
Infrastructure and Construction
Trump has promised to invest in America’s infrastructure, and if he follows through, construction-related stocks could be strong performers. Companies like Caterpillar (CAT) and Nucor (NUE) may benefit from increased demand for construction equipment and steel. Additionally, any new spending bills targeting roads, bridges, and manufacturing could drive growth in this sector.
Pharmaceuticals and Healthcare
Healthcare policy under Trump remains a wildcard. While his previous administration pushed for lower drug prices, he has also supported deregulation in the pharmaceutical industry. Companies involved in drug manufacturing, biotech, and healthcare services may see benefits if restrictions are lifted. Stocks like Pfizer (PFE) and Moderna (MRNA) could be worth watching.
Best Investment Strategies for Stocks Under Trump Presidency
Navigating the stock market under a Trump presidency requires a clear strategy. Traders should consider how fiscal policy, corporate tax cuts, and deregulation could impact different sectors. With market volatility a constant factor, balancing risk and reward is key. Whether you focus on long-term wealth-building or short-term gains, a smart approach can make all the difference. Over the years, I’ve seen traders succeed by adapting their strategies to shifting economic conditions, and Trump’s return to the White House is no exception.
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Long-Term vs. Short-Term Investment Strategies
Short-term traders will have opportunities to capitalize on market swings, especially with stocks like Tesla (TSLA) and other high-volatility names that tend to react to political headlines. Long-term investors, on the other hand, may benefit from holding equities in banks, energy, and industrials, as these sectors could see growth under Trump’s economic agenda. Knowing when to hold and when to take profits is crucial in managing risk.
Diversification Across Multiple Sectors
Trump’s policies will impact various industries in different ways. Corporations in finance, energy, defense, and infrastructure may gain, while tech and certain consumer sectors could face pressure from tariffs or regulatory changes. A well-diversified portfolio with shares, ETFs, and bonds can help traders reduce risk while capturing potential gains across multiple areas of the economy.
ETF and Index Fund Options for Broader Exposure
Not every trader wants to pick individual stocks. ETFs provide broad market exposure, making them a solid choice during uncertain times. Funds like SPDR S&P 500 ETF (SPY) and sector-specific ETFs allow investors to benefit from market trends without excessive risk. For those looking at Trump-friendly industries, energy, financial, and defense-focused ETFs may be worth considering.
How to Hedge Against Market Volatility
The Trump presidency brings uncertainty, competition, and potential economic shifts. Traders should prepare for market swings by using hedging strategies, such as inverse ETFs, put options, or allocating funds into more stable assets like bonds and dividend stocks. Market fluctuations aren’t new, and traders who stay disciplined will have an edge.
Growth vs. Value Investing Under Trump’s Policies
The debate between growth and value stocks is more relevant than ever. Growth names like Tesla (TSLA) and Nvidia (NVDA) have been market leaders, but Trump’s fiscal policies, tax cuts, and trade policies could create new momentum for value stocks in banking, energy, and industrials. Traders should weigh both strategies based on risk tolerance and market conditions.
How to Minimize Risk When Investing in Trump-Related Stocks
Investing in stocks tied to Trump’s presidency comes with market volatility, political uncertainty, and economic shifts. Traders must balance the potential for high returns with the risk of sudden downturns. The right risk management strategies can help traders stay ahead, just as I’ve taught countless students who faced unpredictable markets.
Keeping a close eye on election-related developments, fiscal policy, and regulatory changes is essential. Joe Biden and Kamala Harris have different economic views, and any shifts in political power—whether from the Senate or future elections—could impact Trump-related stocks. Understanding how these factors influence market movements is key to managing risk effectively.
Diversification remains one of the most effective ways to protect wealth and income. Instead of overloading on high-risk Trump-linked stocks, traders should spread investments across ETFs, bonds, financials, and even defensive assets like consumer staples. Keeping savings intact and avoiding overexposure to risky trades ensures a more stable portfolio.
Interest rates and student loans are also worth monitoring. If Trump’s administration influences banking regulations, it could affect lending institutions and impact consumer spending. Keeping an eye on financial trends, credit cards, and debt levels will help traders adjust their strategies accordingly. Risk is always part of trading, but smart positioning can keep losses minimal while maximizing potential gains.
Traders love volatility, but it’s a double-edged sword. The ones who make money in these types of markets aren’t the ones chasing hype—they’re the ones sticking to their plans and managing their risk.
If you want to improve your trading, join my free daily live trading sessions. I break down real-time trade plans and help traders navigate the market with confidence every day!
Frequently Asked Questions
Are Tech Stocks a Safe Bet Under Trump’s Administration?
Tech stocks face mixed prospects under Trump. On one hand, AI and semiconductor companies may see strong demand, but tariffs and trade restrictions could create challenges for firms with global exposure. Traders should watch companies like Nvidia (NVDA), Intel (INTC), and Amazon (AMZN) to gauge the impact of Trump’s policies on the sector.
Will Bank Stocks Rise if Trump Implements Deregulation?
If Trump follows through on easing financial regulations, banks like JPMorgan Chase (JPM) and Wells Fargo (WFC) could see stronger profitability. Higher interest rates and reduced government oversight would likely benefit the financial sector, making banking stocks a potential winner. However, economic uncertainty and loan defaults could pose risks.
Is It Smart to Invest in AI Stocks During Trump’s Presidency?
AI remains a long-term growth trend, but Trump’s trade policies could impact companies that rely on international markets. Palantir (PLTR) and Nvidia (NVDA) could benefit from government contracts and AI-driven infrastructure investments. However, export restrictions on AI technology could limit growth opportunities for certain firms. Traders should weigh both the potential upside and regulatory risks when investing in AI stocks.