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If a rising tide can lift all boats, as the Wall Street saying goes, then the opposite must also be true.The stock market's reaction to the sweeping tariffs announced by President Donald Trump late Wednesday is proving that point.Shares of car-rental companies soared last week after 25% tariffs on new cars were announced, with the tariffs seen as providing a two-pronged benefit. Higher prices on new cars would lift the values of the vehicles the rental companies already owned and would also help them sell off their used-car inventory.Read: New-car prices could be $15,000 higher under Trump's tariffs - and 'no one' wins, Wall Street analyst says. 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The companies also have either limited discretionary exposure or beneficial trade-down dynamics, the analysts 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