The broader stock market is suffering losses after President Trump’s tariff announcement over the weekend. But one group was insulated by separate comments made by Trump on Friday. Health insurers with a focus on Medicaid saw gains Monday after Donald Trump signaled he might protect the program,

Federal agencies must stop disbursing financial assistance starting at 5 p.m. today under a new budget directive, threatening funding for providers and creating significant uncertainty for Medicaid payments to states.

Trump has pledged to protect Social Security and Medicare throughout his campaign, one analyst noted, but this was the first time he added Medicaid to the list.

Key Takeaways A handful of health care stocks rose Monday after President Trump said his administration is "not going to do anything" with Social Security, Medicare, and Medicaid.Health insurer Molina Healthcare was the S&P 500's second-biggest riser on Monday.