Several semiconductor makers should reap the biggest rewards from President Donald Trump’s Stargate artificial intelligence initiative, tech analysts say. The project — a $500-billion joint venture backed by Oracle , OpenAI and SoftBank — aims to build up AI infrastructure in the U.S. over the next four years. Many on Wall Street expect the project to reward the entire technology industry, supporting inference, training, semiconductor and grid infrastructure growth. ORCL 5D mountain…
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https://www.cnbc.com/2025/01/25/chip-stocks-that-will-benefit-most-from-trumps-ai-project-stargate.html