Jim Cramer advises investors to consider buying CrowdStrike, BlackRock, and Home Depot amid market confusion following Donald Trump's tariffs.

A CoreLogic report indicates that new tariffs imposed by the Trump administration could raise new home prices by up to $22,000, further straining affordability for first-time homebuyers amidst already rising construction costs.

Mortgage rates have dropped to their lowest in two months, yet the demand for mortgages continues to decline, with application volume down by 1.2%. The factors influencing these changes include recent economic data and consumer sentiment.

Home Depot exceeded Wall Street's expectations for quarterly sales amid challenging market conditions. Although the housing market remains difficult, the company reported growth in several merchandise categories and regions, highlighting a shift in consumer attitudes towards home improvement projects.

Nancy Tengler of Laffer Tengler Investments expressed optimism about Home Depot's prospects amid a recovering housing market, highlighting its earnings performance. She also discussed other stocks including Apple and ServiceNow during her appearance on CNBC's Power Lunch.