3 AI Stocks Tied to President Trump's White House Return

Trump's return to the White House coincides with AI's -- and Nvidia's -- continued boom. That's why the President is crucial to Michael Robinson's 2025 AI Blueprint. Michael is a 40-year veteran of Silicon Valley has an AI Blueprint featuring three companies working with Nvidia who could be poised to benefit now that Trump is back in the White House.

SoftBank's Role in $500 Billion Stargate AI Venture Seen as Major Growth Driver, Analyst Says

Anusuya Lahiri
January 22, 2025

The Trump Administration has announced an AI infrastructure joint venture in the U.S. named “Stargate,” comprised of OpenAI, SoftBank Group (OTC:SFTBF) (OTC:SFTBY), Oracle Corp (NYSE:ORCL), and Abu Dhabi’s MGX. The venture will deploy $100 billion initially and up to $500 billion over the next four years.

Masayoshi Son of SoftBank (rated Outperform), Sam Altman of OpenAI, and Larry Ellison of Oracle participated in the press conference at the White House.

Also Read: Anthropic Gains Big With Google Backing, Aims for $60 Billion Valuation and Surging AI Revenue

Ellison noted that the JV’s initial ten data center buildings are in Abilene, Texas, with plans to expand to twenty.

Macquarie analyst Paul Golding recalled that Son and President Donald Trump announced in December plans for SoftBank to invest $100 in the U.S. over the next four years while creating 100,000 jobs focused on “AI and related infrastructure.”

The OpenAI release on Stargate outlines SoftBank as having financial responsibility, OpenAI operational responsibility, and Son as Chairman of the JV. Arm Holdings Plc (NASDAQ:ARM), Microsoft Corp (NASDAQ:MSFT), Nvidia Corp (NASDAQ:MSFT), Oracle, and OpenAI are the key initial tech partners.

Golding had been tracking a potential “mega-project” at SoftBank, focused on AI, semis, and data centers, for quite some time. In those early reports, the analyst cited that the investment size targeted was ~$100 billion. The breadth of the project type spanned data centers, colocated data center power generation, vaccines, and artificial general intelligence (AGI).

Prior reports indicated Son’s plan to use an Arm AI chip division to supply chips for new SoftBank data centers starting in 2026 while exploring fusion tech to power them.

Meanwhile, Arm IP is being leveraged in the partnership between Nvidia and SoftBank to develop multi-access edge computing technology for AI over 5G across Japan for deployment in other countries based on fine-tuning from the Japan pilot.

Golding remarked this could eventually be incorporated into Stargate to unlock IoT capabilities, inference at the edge, and other AI-enhanced processes.

While funding considerations and operational bandwidth for SoftBank will be key areas to watch as Stargate gets up and running, participation in a project of this scale alongside heavyweights in the AI space like OpenAI, in Golding’s opinion, shows how valuable the quality and combination of SoftBank’s assets and tech investment management capabilities are seen to be, given the time and place in tech and the world.

Also Read:

  • Huawei Wants To Take Nvidia’s Place In AI In China, Shifts Focus to Inference Over Training

Photo via Shutterstock

Continue Reading...

Popular

South Carolina treasurer calls questions of his role in $1.8 billion accounting error a witch hunt

COLUMBIA, S.C. (AP) — South Carolina Treasurer Curtis Loftis said Wednesday that calls for him to resign over that left the state trying to figure out what happened to a $1.8 billion fund amounted to a witch hunt.

What to know about Trump's buyout proposal for federal employees

President Donald Trump's administration is offering to federal employees to quickly reduce the government workforce. They don't have a long time to decide: The deadline is Feb. 6.

Consistent Profits Every Day - Ad

LitePips EA delivers steady profits with no risky strategies like Grid, Arbitrage, Scalping or Hedge. Enjoy stable trading with fixed Stop Loss and Take Profit, over 62% WinRate, DrawDown below 32% and 100%+ annual returns. Not forget about tools like spread filters, slippage protection, and equity safeguards, it's the perfect choice for XAUUSD H1 traders.

Tesla Likely To Sell Optimus To Rivals In 2026, Elon Musk Says Revenue Potential Of Bot North Of $10 Trillion: 'It's Real Bananas'

Tesla Inc CEO Elon Musk on Wednesday said that the company intends to make several thousand units of its Optimus humanoid robot this year for deployment in its own factory which will inform the next version of the robot slated for launch next year and likely to be sold to rival companies.

China's factory activity contracts in January for the first time in 4 months

HONG KONG (AP) — Manufacturing slowed in China in January for the first time in four months as workers began leaving assembly lines to travel to their hometowns for Lunar New Year holidays.

"Trump Coins:" the Next Big Thing - Ad

Have you heard of "Trump Coins?" Even though these coins are associated with or endorsed by President Trump... Tech legend Jeff Brown believes his policies will help send these coins higher than anyone can imagine in 2025.

Cathie Wood Dumps Tesla Stock Ahead Of Q4 Earnings, Ark Invest Loads Up On Amazon

On Tuesday, Jan. 28, 2025 Cathie Wood-led Ark Invest sold shares of Tesla ahead of its fourth-quarter earnings. Wood purchased Amazon shares on the same day.

Japanese automaker Nissan says it plans job and production cuts in the U.S.

TOKYO (AP) — Nissan is slashing production at its U.S. plants and offering buyouts to factory workers there as part of the Japanese automaker’s urgent efforts to return to profitability.

Musk and Trump Bullish on New Tech Beyond AI - Ad

Elon Musk is heavily invested in a cutting-edge new technology. In fact, Musk has turned the new president on to this breakthrough. And President Trump could make an announcement any day that could spike the price of stocks in this sector.

Europe's economy showed zero growth at end of 2024 as Germany, eurozone's biggest economy, struggled

FRANKFURT, Germany (AP) — Europe’s economy stagnated at the end of last year as its former growth engine, Germany, finished a second straight year of shrinking output, officials said Thursday.

6 Clean Energy Stocks Face Challenges, Opportunities Ahead Of Earnings

Analyst revises ratings/price forecast on clean energy stocks ahead of earnings release. Highlights key areas to watch for each company.

Tired of Losses? Try Gigapips! - Ad

Stop losing and start earning on Forex with GigaPips MT4 EA. This expert advisor avoids risky strategies like Grid, Hedge, Arbitrage or Scalping. With WinRate above 66%, DrawDown below 38% and yearly profits averaging over 100%. GigaPips is well optimized for XAUUSD H1 using high-quality tick data from DukasCopy since 2016 till present. Features include spread filters, slippage protection, and equity safeguards.

Bill Ackman Questions Whether DeepSeek AI's Hedge Fund Affiliate Profited From Nvidia's Sell-Off: 'A Fortune Could Have Been Made'

Billionaire investor Bill Ackman questioned whether DeepSeek's hedge fund affiliate potentially profited from Monday's tech stock rout, which saw Nvidia Corp. shares plunge 17% following the Chinese artificial intelligence startup's emergence as a potential disruptor.

Shipments of uranium ore can resume under agreement reached with the Navajo Nation

Shipments of uranium ore from just south of the Grand Canyon are expected to resume in February after the Navajo Nation reached a settlement with the mining company, clearing the way for trucks to transport the ore across the largest Native American reservation in the U.S.

Love or Hate Him -- You Have To See What Elon Could Do Next - Ad

It's not electric vehicles, green energy or space travel that Elon Musk will be remembered for.

Kansas City Battles Major Tuberculosis Outbreak, 67 Active Cases, Hundreds Under Watch

Kansas City faces one of the worst U.S. tuberculosis outbreaks, with 67 active cases and 384 people under monitoring.

MrBeast's Net Worth Hits $1 Billion—But In 2023, He Promised To 'Give Away' All His Money. What Drives The YouTuber's Philanthropy?

MrBeast, who once defended his charity-driven content by pledging to give away all his money, has officially become a self-made billionaire with a $1 billion net worth, driven by his massive YouTube empire, merchandise sales, and a $100 million Amazon streaming deal.

Looking for a Low-Risk Trade? You Need to See This - Ad

He quit his job as a high-powered attorney at the age of 37 and became a million-dollar trader. Now -- for the first time -- he's sharing his biggest secret... one he calls "profit windows." Discover how this simple 'trick' pinpoints trades for you that deliver gains of 116%... 137%... and even 227%... In weeks (NOT years).

Trump White House Puts DeepSeek Under National Security Scanner: 'Wake-Up Call To The American AI Industry'

The White House is reviewing China's DeepSeek AI for potential national security risks, amid growing concerns over intellectual property theft and its impact on U.S. AI dominance.

Crypto Stocks Surge Amid Market Boom - Ad

Crypto stocks are on fire as Bitcoin hits all-time highs. One under-the-radar company is leading the charge, managing $2.1 billion in client assets and seeing record trading volumes. With crypto adoption skyrocketing, this could be a game-changing opportunity.

F5 Sees Big Wins in Multi-Cloud, AI Security, and IT Refresh, Analysts Forecast More Upside

F5 Inc (NASDAQ: FFIV) reported strong Q1 results, beating revenue and EPS estimates. The stock gained as analysts raised price targets and expectations for further growth from IT budgets, data center refresh, and AI demand.

Trump Slams Fed's 'Terrible Job' On Bank Regulation After Rate Hold, Vows To 'Unleash Lending For All American People'

President Donald Trump criticized the Federal Reserve's handling of inflation and banking regulation on Wednesday, following the central bank's decision to hold interest rates steady at 4.25%-4.5%.

Critical Metals: The Linchpin of the Energy Transition - Ad

As EVs and AI take center stage, critical metals like copper, nickel, and PGMs are becoming the linchpin of clean energy and technological advances. One Canadian company's high-grade polymetallic discovery in Quebec is drawing comparisons to Russia's Norilsk Mine--one of the richest deposits globally. Backed by industry titans, this story is just beginning.

Gary Black Calls Tesla's Austin Robotaxi Launch By June 'Most Bullish' Takeaway, But Wants Answers On Auto Margins And Next-Gen EV

Tesla Inc. bull Gary Black highlighted the company's planned autonomous ride-hailing service in Austin as a significant development while expressing concerns about automotive margins and the forthcoming affordable electric vehicle's design.

Mark Zuckerberg Says China's DeepSeek Did Some Novel Things 'We're Still Digesting,' But Meta May Keep Pouring Billions Into AI Infrastructure Anyway

Meta CEO Mark Zuckerberg acknowledged that China's DeepSeek made novel advancements that Meta is still evaluating but emphasized that the company will continue investing billions in AI infrastructure, seeing it as a long-term strategic advantage.

Crypto Stocks Are Heating Up - Ad

At the center of this transformation is a game-changing platform that's experiencing explosive growth with $41 million in revenue in just nine months. The stock has doubled in the last 45 days, but this is only the beginning.

Shiba Inu's Shytoshi Kusama Teases 'Extremely Powerful Partnership' -- Coin Themed On Him Rallies 25%

Shiba Inu (CRYPTO: SHIB) lead ambassador Shytoshi Kusama hinted at a major partnership announcement for the blockchain ecosystem on Tuesday, stirring up excitement among enthusiasts.

'Mona Lisa' will get its own room under a major renovation of the Louvre

PARIS (AP) — French President Emmanuel Macron announced Tuesday that will get its own dedicated room inside the Louvre museum under a major renovation and expansion of the Paris landmark that will take up to a decade.

Elon Musk's Critical Metals Warning: What Investors Need to Know - Ad

Elon Musk has repeatedly warned about the looming critical metals crisis, calling materials like nickel, copper, and PGMs essential to Tesla's future. One Canadian discovery in Quebec is drawing comparisons to Russia's Norilsk Mine and has the potential to reshape global supply chains. With heavyweight backers and a fully funded exploration plan, this opportunity demands attention.

Bank of America's Sensitive Customer Data Compromised in Third-Party Hack - Is Your Account Safe?

Bank of America (NYSE: BAC) has confirmed a data breach involving a third-party software provider that led to the exposure of sensitive customer data.

Nvidia Says DeepSeek An 'Illustration' Of How New AI Models Can Be Created While Being Export-Control Compliant Amid $600 Billion Market Value Plunge

Nvidia Corp. has thrown its support behind China's DeepSeek R1 artificial intelligence model, calling it "an excellent AI advancement" even as the startup's emergence triggered a historic $600 billion plunge in the chipmaker's market value on Monday.

Undervalued Stock Riding the $22B Electric Boating Wave - Ad

In a booming $22 billion market, one company is redefining electric boating with record-breaking technology and strategic partnerships. With production scaling fast and an innovative powertrain already in demand.

Stock market today: Asia shares mostly rise while some regional markets stay closed for holidays

TOKYO (AP) — Asian shares mostly rose Thursday after the U.S. Federal Reserve opted for the first time since it began trying to help through easier rates in September.

My TOP Altcoin for Right Now Is... - Ad

Searching for the top investment opportunity in crypto? Look no further. Our $3 report gives you the full scoop. You'll get this exciting token's name, our recommended investment strategy, and growth projections. Time is of the essence with this one...

Meat and greet: Historic London market counting down the years

LONDON (AP) — Norman Gregory is an institution within an institution. He’s been working at the historic Smithfield wholesale meat market in central London since 1961, witnessing first hand the rapid transformation of the capital over the decades.

Robert Kiyosaki Predicts Yet Another Stock Market Crash, Pitches Bitcoin Investments -- Here's What The 'Rich Dad Poor Dad' Author Said

Renowned investor and author Robert Kiyosaki on Monday predicted a major stock market crash in February and advised investors to focus on Bitcoin (CRYPTO: BTC), gold, and silver.

Live Demo: New Tech to Surpass AI? - Ad

I want to show you a free demonstration. Of one of the most incredible technologies you've ever seen. You'll be getting a peek at the cutting edge... A decade from now, you'll remember where you were when you saw this video.

Elizabeth Warren To Elon Musk: Cut Unnecessary Federal Cannabis Enforcement And Save Billions

Sen. Elizabeth Warren (D-Mass.) sent a detailed letter to Elon Musk, chair of the newly established Department of Government Efficiency (DOGE) with numerous suggestions for slashing federal spending.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright smartmoneytrading.net
Privacy Policy | Terms of Service