Trump’s Cuba Deal Hopes Spark Speculation in Travel, Airline, and Sector ETF Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“NEW: Trump confirms talks with Cuba, hopeful he will strike deal:”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s statement about potential talks and a deal with Cuba could lift travel- and tourism-related names such as Carnival Corporation and Royal Caribbean Cruises, as investors may anticipate renewed or expanded cruise routes and higher passenger volumes to the island. American Airlines Group Inc could also benefit on expectations for increased flight demand if US–Cuba travel restrictions are relaxed or commercial ties are strengthened. Broader sector funds with exposure to travel, leisure, and industrial activity—such as Vanguard Industrials ETF, Industrial Select Sector SPDR Fund, Vanguard Consumer Discretionary ETF, Consumer Discretionary Select Sector SPDR Fund, and iShares U.S. Industrials ETF—might see modest gains if markets price in higher tourism spending and transportation demand, although the impact would likely be more muted and dependent on the specifics and durability of any eventual agreement.

Here are some of the stocks that might be affected:
Carnival Corporation ((CCL)),
Royal Caribbean Cruises ((RCL)),
American Airlines Group Inc ((AAL)),
Vanguard Industrials ETF ((VIS)),
Industrial Select Sector SPDR Fund ((XLI)),
Vanguard Consumer Discretionary ETF ((VCR)),
Consumer Discretionary Select Sector SPDR Fund ((XLY)),
iShares U.S. Industrials ETF ((IYJ)).