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Media stocks have outperformed the market since the inauguration of Donald Trump, with TV station owners led by Tribune Media pacing the sector.
Corporate tax cuts, net neutrality rollbacks and easier merger reviews would all be positives for the big telecoms.
Jim Cramer is bullish on Halliburton, Chevron, Comcast, and Agilent Technologies.
It's been a heavy week for earnings, but Jim Cramer is already looking ahead to next week -- and Apple.