Steel stocks would likely outperform under if former President Donald Trump returns to the White House, while clean energy providers might rally if Vice President Kamala Harris captures the presidency, according to JPMorgan. The in-person presidential vote wraps up Tuesday, but more than 78 million voters having already cast their ballots early.
breakeven in 2H25," UBS analyst William Grippin wrote. Other stocks that could gain an edge from a Harris presidency include fellow electric vehicle charging station operator ChargePoint and hydrogen fuel cell developer Plug Power , JPMorgan argued.
and see it probable that consensus will likely lower estimates in the coming weeks," said Seaport analyst Martin Englert. "The good news is that the disciplined and robust supply-side response is still percolating through the market and will become more evident in the near term." Other potential winners under a Trump presidency include aluminum producer Kaiser Aluminum and rare-earth materials processor MP Materials , said JPMorgan.