Trump 2.0: What’s in Store for Key Industries?

“The golden age of America begins right now,” President Donald Trump proclaimed during his inaugural address on January 20, as he began his second term in office. 

True to his word, Trump’s administration wasted no time issuing a flurry of executive actions signaling its ambitious vision for shaping the nation’s future and growth.

This article explores how current U.S. policies could reshape key economic sectors—such as the stock market, mining, and technology—sending ripples across the global economy.

In his first term, Trump turned the stock market into a key measure of his administration’s success, with corporate tax cuts driving the S&P 500 to a 68% gain.

As he secured reelection, three major stock indexes approached record highs, a trend often seen during election periods, as illustrated in the graph below.

Now, with Trump back in office, here are some highlights of what the stock market forecast looks like for his second term:

• Tariff Tensions: Potential tariffs could stir up supply chain chaos and spark inflation and market turbulence.
• Emerging Sectors: AI, healthcare, and climate tech are the future—investors should ride the wave and diversify their portfolios.
• Play It Smart: Wall Street’s optimism is high under the Trump administration, but experts warn investors not to rush into decisions without caution.

During his campaign, Trump advocated for further tax cuts, promising to fuel continued stock market growth while maintaining an optimistic long-term outlook. 

While the impact of Trump’s policies on growth, inflation, and interest rates remains uncertain, they will undoubtedly shape the stock market’s future direction.

Hungry for more stock market insights? In the latest episode of Investor TV, analysts John Feneck and Don Durrett explore the stock market’s economic outlook under the Trump administration. Watch the full episode here.

Rare minerals like copper, gold, and silver drive innovation in many areas, from smartphones to electric vehicles. The race to secure these vital resources is heating up worldwide, with the U.S. and China at the forefront.

Trump has pledged to impose trade restrictions on Chinese imports, citing unfair trade practices and Beijing’s failure to curb fentanyl exports. These tariffs may hinder access to China’s rare earth supply, as the country is the world’s largest source of processed critical minerals.

However, a US domestic supply of rare minerals is within reach. According to a report by Al Jazeera, since 2022, the U.S. has invested over $440 million in rare earth companies to strengthen domestic supply chains and reduce reliance on China. While these efforts won’t meet all demand, they are crucial for supporting key sectors like defense and energy.

Another significant move by the administration affecting the mining sector includes executive orders, such as rolling back electric vehicle (EV) targets, which led to a decline in shares of lithium miners across Australia, the U.S., and China. 

Analysts predict this shift won’t hinder the EV transition, with global clean energy investments projected to hit $2 trillion in 2024 and expected to continue rising in 2025.

Effect of U.S. Withdrawal from the Paris Agreement

Trump’s decision to withdraw from the Paris Agreement aims to ease economic burdens and reshape U.S. energy and environmental policies. The withdrawal will take a year, keeping the U.S. bound by the agreement until 2026.

This strategy emphasizes the administration’s commitment to expanding domestic energy production and prioritizing energy independence, with long-term demand for critical minerals projected to remain stable in the coming years.

The future is AI—Trump announced a $500 billion private sector investment to boost AI infrastructure, sparking a surge in AI and EV tech stocks. He also appointed leading tech analysts to head the White House Office of Science and Technology Policy to coordinate AI and tech policies across the government. 

These initiatives aim to outpace global competitors in cutting-edge technology, highlighting the Trump administration’s commitment to driving growth in the tech industry.

This isn’t Trump’s first impact on the tech industry. When he was named president-elect, Bitcoin surged 9.5%, closing at $75,000. On the campaign trail, he pledged to establish a Bitcoin reserve to push the cryptocurrency into the mainstream. Trump’s recent orders reflect this vision, including directing the exploration of a national cryptocurrency reserve and mandating protections for banking services supporting crypto companies. This decision has been applauded by the crypto community and seen as a significant step toward improving the U.S.’s digital asset policies.

Trump’s bold decisions to drive the American economy come as no surprise, as this has been the highlight of his campaign. 

Trump’s second term could drive significant growth in key sectors like mining and tech, though challenges such as geopolitical tensions, inflation, and sector-specific hurdles may temper this progress. 

Staying updated on emerging news is crucial for investors, as it could dramatically alter the trajectory of these industries.

Ultimately, only time will tell how the Trump administration delivers its bold promises. How the current administration navigates these challenges will likely have far-reaching effects across the economy, shaping the future in ways we can only begin to anticipate.