Below is a list of Donald Trump stocks to watch. Donald Trump’s second presidential term officially began on January 20, 2025. During his first term (2016-2020), American stock indexes gained more than 10% yearly.
Remember that just because stock prices increase doesn’t mean the economy is healthy. Donald Trump’s return to the presidency will likely significantly impact the US economy and financial markets in the coming months and years.
Based on his stated policy plans and previous term in office, we can anticipate how the economy (economic growth and fiscal policy, trade policy and tariffs, stock market, monetary policy, etc) might react. What does Donald Trump’s MAGA have in store for us this time?
Best Donald Trump Stocks 2026
| Name | Symbol |
|---|---|
| BTC | Bitcoin |
| CVX | Chevron |
| JPM | JPMorgan Chase |
| LMT | Lockheed Martin |
| NUE | Nucor |
| TSLA | Tesla |
| GEO | The Geo Group |
Chevron (NYSE: CVX)
President Trump has long talked about his commitment to fossil fuels. As a result, energy stocks like Chevron have a lot of potential. They get a “buy” rating from the analysts. So they go on our Trump stocks list.
The Geo Group (NYSE: GEO)
The Geo Group is a REIT (real estate investment trust) that owns for-profit correctional facilities. With Trump’s stance on immigration and the focus on reducing violent crime, we could see them highly active in running the detention centers. That could cause their stock to go up.
Lockheed Martin (NYSE: LMT)
Trump is pro-defending American interests. However, he is only the second president who hasn’t started or gone to war. So, how would $LMT benefit as a Trump stock? Defense stocks tend to do well during Republican presidencies, and we could see a rise in contracts given to Lockheed Martin.
Tesla (NASDAQ: TSLA)
Given Trump’s opinions shared on the campaign trail, we’re unsure how electric vehicles will do. We know Elon Musk’s staunch support of the president could benefit Tela stock. This stock tends to do well and can make you money moving up or down. Given the Trump-Musk feud recently, this could be removed from the Trump stock list.
Bitcoin (BTC-USD)
Bitcoin did well during the first term of Trump’s presidency. Since his win, it has continued to soar. His stance on less government interference could see it continuing to head up as the potential for zero regulations is likely.
Trade Policy and Tariffs
During his first term, Trump implemented a series of tariffs as part of his America First economic policy. He added tariffs on steel, aluminum, solar panels, Chinese goods (several rounds of 10 to 25% tariffs), and many more items.
They brought in additional revenue, netting about $71B in fiscal 2019, up $36B from Obama’s last year. However, reduced tax payments from businesses struggling due to the tariffs offset the increased tariff revenue.
This term, the story should repeat itself. Trump proposed a 10% tariff on all imports, and it could be up to 60% on Chinese goods. It could significantly disrupt global supply chains and increase costs for US consumers and businesses.
Trump Stock Market
During Trump’s first presidency, the S&P 500 climbed by 67%, the DJIA by 56%, and the tech sector grew by nearly 140%. These numbers were in line with Obama’s and Biden’s presidencies.
In the last year, many analysts and long-time traders have released pessimistic outcomes about the stock market’s returns in the upcoming years. They believe the run we have seen over the last decade is unsustainable.
How many more quarters can companies across various sectors and industries grow their revenues and profits at this rate? Will Trump’s policies support this growth for a few more years, or will they revert to a normal rate?
Good for Donald Trump Stocks
Since Trump was declared the election winner, the stock market has reacted positively. This optimism is largely driven by expectations of business-friendly policies, including tax cuts and deregulation.
Under Trump’s administration, Trump stocks in certain sectors (banks, crypto, technology companies, defense contractors, and fossil fuel industries) will benefit more.
- Defense – Trump’s promise to increase military spending could benefit defense contractors.
- Manufacturing and Industrials – Trump’s “America First” policies could boost US manufacturers and industrial companies.
- Cryptocurrency – Trump has expressed support for making the US a crypto hub, which could benefit companies in the digital asset space like Coinbase. Since the election results, the price of 1 BTC has increased by over 10% and reached an all-time high price.
- Private Prisons – Companies like GEO Group may benefit from Trump’s strict immigration policies and plans for detention facilities
Bad for Donald Trump Stocks
However, tariff implementation and potential trade conflicts could increase market volatility, particularly for sectors vulnerable to trade disruptions like semiconductors and automobiles.
Furthermore, the US dollar should strengthen under Trump’s policies, which could negatively impact the earnings of multinational corporations.
When foreign profits convert to USD, they translate to fewer dollars and reduce reported earnings. US-made products become more expensive abroad, potentially decreasing sales and competitiveness.
Federal Reserve and Monetary Policy
Let’s move on to monetary policy. In the US, the central bank has a significant degree of independence, but it is not completely separate from the government. In theory, Trump cannot directly fire the Federal Reserve Chair (Jerome Powell, aka JPOW).
Still, since its existence is not constitutionally guaranteed, Congress could theoretically change or abolish the Fed by passing a law and getting the president to sign it or overriding a veto. That remains very unlikely.
Trump is not Jerome Powell’s number 1 fan. If Trump’s policies lead to higher inflation, the Fed may need to keep higher interest rates for longer than anticipated.
Global Economic Impact
Part of Trump’s economic strategy is the implementation of tariffs, with plans for at least 60% on Chinese goods and 10-20% on other imports. These measures could push tariff levels to heights not seen since the Great Depression.
They would slow global economic growth as American consumers reduce spending on foreign products. Retaliatory tariffs from other countries could further impact the situation, leading to a decrease in international trade.
A stronger dollar makes imports higher priced for other countries and complicates their ability to repay debt. This could lead to economic stress in developing nations and potentially trigger currency crises.
Clear Energy Transition
Despite Trump’s focus on fossil fuels, experts argue that the clean energy transition is unlikely to be completely derailed. The renewable energy sector has gained momentum, with 40% of US electricity now generated from renewable sources.
The global push towards clean energy continues to drive innovation and investment.
Trump’s administration is expected to promote increased drilling in protected areas like Alaska’s Arctic National Wildlife Refuge and the construction of pipelines such as Keystone XL and Dakota Access.
Point Bridge America First ETF (MAGA) Performance (2026 YTD)
| Year | Performance | 2026 (YTD) | +6.4% |
|---|---|
| 2025 | +18.1% |
| 2024 | +15.6% |
| 2023 | +19.2% |
| 2022 | -12.9% |
Final Thoughts: Donald Trump Stocks
To conclude, Trump’s second term will resemble his first. He will do everything in his power to promote stock market growth at the expense of the bigger picture. So keep an eye on Trump stocks.
Investors should focus on banks, crypto, technology companies, defense contractors, and the fossil fuel industry, as they will greatly benefit from his policies. His presidency will once again be a rollercoaster ride.
He will be challenged by the Fed’s chair, Jerome Powell, to keep the economy in line. Many environmental agencies and economists will have their hands full as well. Please do not trade any of the securities on this Donald Trump stocks list unless you know how to trade.
Frequently Asked Questions
Trump’s current policies and stances will likely benefit certain stock market sectors, such as banks, crypto, technology companies, defense contractors, private prisons, and fossil fuel industries.
