What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
U.S. stock market closing | All three major Indexes rose, with the S&P continuing to hit new highs; Nuclear Power stocks performed strongly, with OKLO and SMR rising over 13%; Meta rose over 2% to reach a record closing high.
Trump calls on the Federal Reserve to lower interest rates immediately. The chip Index and NVIDIA briefly fell over 2%, but ultimately NVIDIA turned to rise, while Tesla fell. Industrial stock Caterpillar boosted the Dow by 400 points. Quantum computing stock Quantum fell over 6%. Nuclear Power stock Oklo, held by Sam Altman, turned to rise over 13%. Electronic Arts Inc fell nearly 17%. After a 0.7% decline, the Chinese concept Index turned to rise, and TAL Education soared 21%.
Express News | Ambani Is Buying Nvidia's Powerful AI Semiconductors and Setting up a Data Center in the Town of Jamnagar - Bloomberg News
The 500 billion AI Infrastructure plan faced criticism from Musk, and Altman rarely took a hard stance.
① Trump announced that OpenAI, SoftBank, and Oracle will jointly invest 100 billion dollars to create the "Interstellar Gate" AI project, expanding to 500 billion dollars over the next four years; ② Musk stated that SoftBank's investment is less than 10 billion dollars, which was rebutted by Altman.
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