President Trump's remarks in Arizona on Tuesday night sparked renewed fears of a government shutdown, which put pressure on stocks Wednesday.
"I think the speech was over the top, and I think you can now say that without worry because since the CEOs have resigned from the councils you realize there's a Trump who is coherent and a Trump who is rambling," said TheStreet's founder and Action Alerts PLUS portfolio manager Jim Cramer said in an interview.
Trump did play up his border wall across the Mexico border, which could put several stocks in play.
To be sure, it is unclear whether Trump's border wall project will ever come to fruition. But if it does, there are a number of companies that could benefit.
Shares of Granite Construction (GVA) and Tetra Tech (TTEK) have declined year-to-date but could turn around if they get wall contracts. Both were hired by the U.S. Army Corps of Engineers (USACE) to work on construction of the fencing currently at the U.S.-Mexico border, according to U.S. Customs and Border protection.
Here are other possible winners as reported by TheStreet's Emily Stewart.