Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. During the November Monthly Meeting on Thursday, Jim looked at how Donald Trump's return to the White House could impact each company — good, bad or not much at all. Apple : If U.S.-China tensions rise over President-elect Trump's proposed tariffs, it will create an overhang for the tech stock. Investors need clarity around these trade talks.
Alphabet : If Trump takes steps to help realize Tesla CEO Elon Musk's autonomous vehicles ambitions, that should by extension be good for Alphabet's robotaxi company Waymo , Vice President-elect JD Vance is no fan of Google . But Vance's fiercest criticism was dished out before he was the VP pick. Now is certainly a different time. Home Depot : Sure, the home-improvement retailer imports a lot of goods from overseas including China.