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.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
ByteDance Board Member Ford Says Exploring Options for TikTok Without Selling U.S. Operations
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.
Palantir Stock Could Be 'The Next Oracle,' Says Analyst, But Should You Buy PLTR Now?
Stargate Project: Microsoft Gains, Oracle Waits, Data Centers Face Long-Term Questions
Oracle Is a Continued Leader in Three Gartner Magic Quadrant Reports Assessing Finance Capabilities
Enterprises Adopting AI-Powered Revenue Performance Software, ISG Says
Daily short sale tracking: NVIDIA's short volume increased by 9 million, with a short sale ratio of 11%
NVIDIA(NVDA.US) ranked top of the list had the largest change in short volume (9.94 million shares), and the short volume ratio of TELUS(TU.US) reached 40.69%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Oracle Takes Run at Cloud's Big Three With Trump-backed AI Pact
OpenAI, SoftBank to Each Commit $19B to Stargate Project: Report
New Tools Fast Track Oracle US Government Cloud Maturity Model Compliance for Defense Contractors
PLTR Stock Is Up 166% In Last 6 Months. Now Dan Ives Sees Room For 17% More Growth: 'Our Recent Checks And Growing Confidence...Is Key To The Bull Thesis'
Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Thursday; AST SpaceMobile, Trump Media & Technology Group to Decline
Palantir Could Be the Next Oracle or Salesforce Over Coming Years, Says Wedbush
Trump Set to Deliver Virtual Address at World Economic Forum in Davos
Oracle and Other AI Stocks Fall. Why Trump's $500 Billion Funding Project Isn't a Silver Bullet. -- Barrons.com
Nvidia Stock Falls. Why Stargate Will Soothe Blackwell AI Chip Fears
Evercore Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $200
How Oracle Plays Cheaply in AI -- Heard on the Street -- WSJ