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- 🏥 What Trump 2.0 Will Do To Healthcare
🏥 What Trump 2.0 Will Do To Healthcare
Plus an under-the-radar stock that's starting to catch on, and more
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Happy Monday! A lot of ink has been spilled already about what the second Trump administration will mean for markets and the economy. But because the issue didn’t come up much during the campaign, Trump’s impact on healthcare hasn’t hit the headlines. But the impact could be huge - with big impacts on healthcare stocks.
Plus, check out today’s sponsor, a tech and engineering company that boasts one of the most efficient batteries in the world.
MARKET RECAP
Last Week: Markets and cryptocurrencies both soared after the clear election results, the Fed’s rate cut, and Fed Chair Powell’s reassurance that he wasn’t going anywhere, regardless of what President-Elect Trump may have said about him in the past.
On Our Radar: Earnings continue this week, while a number of reports are set to be released showing oil stocks as well as inflation expectations. Both will help us know how fast the Fed will keep cutting rates, potentially accelerating the market rally.
TOP STORY
A second Trump term’s potential impact on healthcare has largely been ignored - despite it promising to be huge.
SPONSORED CONTENT
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BioLargo just validated data surrounding its battery technology, Cellinity. The company reports it’s one of the highest-efficiency batteries around and has extremely high energy density.
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FIVE ZINGERS
Working The Phones: With Trump set to return to the White House in January after having promised huge tariffs against Chinese goods, China’s leader Xi Jinping is now reportedly talking to US allies in Europe and Asia to find workarounds.
Running Ahead: Trump’s win has sent cryptocurrencies soaring, and one of the most important ones just hit a huge new milestone. Here’s where crypto is going next.
Passthrough Tariffs: “If we get tariffs, we will pass those tariff costs back to the consumer,” AutoZone CEO Philip Daniele said during a recent earnings call. He’s not the only one warning about the impact of Trump’s proposed tariffs. Here’s why experts are worried - and why Trump’s other proposed policies may increase prices even more.
Vibe Check: Markets continue to soar after Trump’s win, marking their best week of the year. Now consumer sentiment has improved too. Here’s why the vibes still have room to improve.
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ONE FOR THE ROAD
Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
On Friday, Benzinga Edge members received a list of five of these up-and-coming stocks. As a valued Ring the Bell reader, today you’re getting a sneak peek at one of them:
Applied Industrial Technologies (AIT) was one of several in the sector to see strong interest from readers, which could be related to Donald Trump winning the 2024 election. Industrials were a top performing sector under Trump’s previous four years in the White House.
The company also recently reported first-quarter financial results with earnings per share of $2.36 and revenue of $1.10 billion, beating Street consensus estimates of $2.27 and $1.09 billion respectively. Applied Industrial also increased its fiscal 2025 earnings per share guidance to a range of $9.25 to $10.00, up from prior guidance of $9.20 to $9.95 and ahead of a Street estimate of $9.39.
Analysts raised their price targets on the stock after the quarterly results. The stock was up over 15% in the last five trading days and is up over 50% year-to-date in 2024.
To keep reading, and get the other four Whisper Index stocks, sign up for Benzinga Edge here.
A MESSAGE FROM BENZINGA
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