Jim Cramer: Trump Policy Hits Health Insurers (UNH, HUM, CVS), Boosts GM and Nucor

CNBC host Jim Cramer stated on January 27 that Trump administration policies are driving sharp market reactions, with Medicare Advantage payment adjustments causing UnitedHealth, Humana, and CVS Health to plunge over 14-20% due to lower-than-expected subsidy growth. In contrast, General Motors surged 8.75% on strong earnings aided by relaxed environmental regulations, while Nucor Steel benefits from expanded Section 232 tariffs. Cramer noted the Medicare Advantage rate change—flat growth versus an expected 4-6% increase—could cost insurers billions in government funding, marking a significant policy shift. GM can sell more fuel-powered vehicles without purchasing EV credits under current rules. Nucor, though down 2.3% on earnings, has gained 42% over the past year due to reduced steel imports and increased market share. Cramer emphasized the growing impact of presidential policy on corporate performance.