Private investment in AI infrastructure, including major partnerships with OpenAI, SoftBank and Oracle, underscores the effort to surpass rival nations in this critical area.
Firm in his threat, although also a little ambiguous, of new tariffs, the US president, donald trumpquickly focused his attention in technology and artificial intelligence in the last few hours, prompting strong increases for the sector that is about to report its latest round of profits. This, of course, has its impact on the cedars of those firms that are listed in the Buenos Aires market.
It happens that Trump announced on Tuesday a private sector investment of up to $500 billion to finance infrastructure for artificial intelligence, with the aim of surpassing the rival nations in this critical technology for business.
The newly inaugurated president said ChatGPT creator OpenAI, SoftBank (9984.T) and Oracle (ORCL.N) are planning a joint venture called Stargatewhich he says will build data centers and create more than 100,000 jobs in the United States.
Cedears: the increases on Wall Street
The actions of SoftBank they rise more than 17%. Meanwhile, Oracle’s are up 8% and Nvidia’s are up more than 4%.
With renewed focus on technology, the streaming giant Netflix (NFLX.O) rose 14% in pre-market trading on Wednesday, after its latest earnings update revealed a record 18.9 million new subscribers in the holiday quarter and plans for price increases.
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The renewed focus on technology comes as the Nasdaq (.IXIC) has slightly underperformed the S&P 500 (.SPX) so far this year, with even Apple (AAPL.O) under a cloud Tuesday despite solid gains in Wall Street stock indexes. The fall of Apple allowed the favorite of AI chips, Nvidia (NVDA.O), regained first place as the most valuable company in the US.
With some big industrial names topping the corporate agenda on Wednesday, and 10% of S&P 500 companies indicating overall annual earnings growth of nearly 11% in the latest quarter, stock futures rose.
According to the economist’s daily update Elena Alonsothese are the Investment opportunities to ride this wave:
- Oracle (ORCL)
- SoftBank (SFTBY)
- Nvidia (NVDA)
- Microsoft (MSFT)
- Arm Holdings (ARM)
“These companies are well positioned to benefit from the growth in AI and technology infrastructure in the US,” said Alonso, CEO of Emerald Capital. And he adds that, “what you have to think about is diversifying your portfolio with Cedears, with all the technological cas spearhead for this alliance that Donald Trump has made.”
Source: Ambito
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