Trump’s $500 Billion Artificial Intelligence Infrastructure Initiative Could Drive These 5 Stocks Higher
Dear Reader,
It’s the end of the first calendar year of President Trump’s second term, and the results are clear. Markets are at record highs, and investors are pouring capital into the sectors most favored by his administration’s economic agenda.
At the center of this growth is Trump’s $500 billion artificial intelligence infrastructure initiative, a cornerstone policy driving major gains across banking, energy, and defense.
Our analysts have identified five companies best positioned to benefit from these developments. You’ll find them in our free report, 5 Best Stocks to Buy Under the Current Administration.
Inside, you’ll see:
A banking powerhouse expanding as deregulation deepens
An energy leader increasing production at record levels
A defense contractor capturing new federal spending
An immigration services firm gaining from border policy changes
A media company growing with the “Patriot Economy”
If you missed the early rally, this second phase of Trump’s economic resurgence could be your next opportunity.
Get your complimentary copy now before the next policy announcement moves these stocks again.
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It’s said that these are the three most important aspects of a property. This is especially true in the development of AI.
AI is an intrinsically “local” technology. With few exceptions, AI applications must operate in proximity to processing power – i.e., with some combination of cloud and edge computing.
So, proximity matters. Location matters.
And the semiconductor industry is taking the mantra to heart… and relocating back to the United States, where it first started. (In 1958, Jack Kilby invented the integrated circuit in Dallas, Texas.)
While U.S. companies dominate chip design, the physical manufacturing has been heavily concentrated in Asia, where most of the world’s fabrication (fabs) are located.
Taiwan leads the charge in global semiconductor output. South Korea, Japan, and China follow suit.
But now, a major American comeback is on the table. And it’s due in part to rising geopolitical tensions between two of those listed countries.
So, in today’s Smart Money, let’s take a closer look at the global factors driving the U.S. chip boom. Then, I’ll share the best way to capitalize on the coming “Made in America” trend.
The race for AI supremacy will determine the next superpower… And the White House isn’t leaving it to chance. In the past 90 days, the government has taken equity stakes in 3 small American companies critical to our technological future. Each stock surged 111%… 194%… and 211% after the announcements. Now, it’s happening again. Onecompany holds the key to keeping America ahead. The analyst whose firm identified all 3 previous government stakes BEFORE they happened believes THIS could be #4. See his urgent analysis here — before Washington makes it official.
China, Taiwan, and the Chip Crisis
Semiconductors are the “brains” of virtually all modern electronic devices. Almost anything with an on/off switch has at least one semiconductor in it.
Taiwan produces 70% of the world’s chips – not to mention a whopping 90% of the advanced chips used for AI databases, smartphones, and modern automobiles.
Its economy has been called the “most indispensable” in the world.
This is where China poses a major risk.
China and Taiwan have been in a state of political and military tension for roughly 75 years. And these tensions have increased significantly over the past year.
If China invades Taiwan, the consequences would be grim, not just for the U.S. but for the entire world. And China is ramping up the pressure in a big way.
On Monday, Beijing vowed to defend what it considers sovereignty over Taiwan, warning against external interference (the U.S. in particular). And Chinese President Xi Jinping recently ordered 153 warplanes to fly by Taiwan in one 25-hour period.
Now, Xi might just be flexing China’s muscles, but he’s also said that taking Taiwan by force is a “historical inevitability.” As a result, Taiwan is preparing for that inevitability by spending billions of dollars on advanced missile systems, fighter jets, and drones.
Obviously, Taiwan is taking the risk of invasion very seriously… and so are most semiconductor companies. That’s why there’s a huge push to bring semiconductor manufacturing back to the U.S.
In fact, Taiwan Semiconductor Manufacturing Co. (TSM) – the world’s largest contract chip manufacturer – is accelerating plans to build an advanced packaging facility at its Arizona site.
TSM is currently manufacturing wafers, the base of semiconductors, in Arizona. However, these wafers are shipped back to Taiwan for dicing, testing, and packaging.
That means chips labelled “Made in the U.S.” aren’t truly finished in the U.S. But the company’s plans for its Arizona-based packaging facility will allow it to package and test in the U.S.
TSM plans to make all-American chips a reality before 2030.
Now, this story isn’t a new one, especially when it comes to China. And neither is the opportunity to capitalize on it…
The “NMIC” Trend
Back in September 2020, I identified a new megatrend: “Made in America… Or at Least NOT Made in China.”
NMIC, for short.
As I said to my paid subscribers at the time…
“Made in China” is becoming both a political and supply-chain risk for numerous companies in the United States and elsewhere… [A] growing number of Western companies are moving to eliminate or reduce Chinese production from their supply chains, if they can do so responsibly and cost-effectively.
A shift to “Made in America” would be the optimal outcome for many of these companies, but the first order of business is simply to establish production that is “Not Made in China.”
Prior to the Covid-19 pandemic, America’s growing reliance on China-based production of numerous goods seemed mildly galling, but convenient.
Although we certainly didn’t like exporting manufacturing jobs overseas, we didn’t mind buying China-made goods for a fraction of what the U.S.-made equivalent would cost.
Then came the pandemic. Suddenly, we Americans discovered that we had become overly reliant on China for various products. Because of this realization, ramping up U.S. production of key raw materials and products became “priority #1” in boardrooms across America.
I realized that U.S. companies would reduce or eliminate Chinese production from their supply chains. So, I recommended Australia-based, rare-earths producer Lynas Rare Earths Ltd. (LYSCF).
Lynas is the largest producer of rare earth minerals outside of China, and the company a stood to benefit from the “NMIC” trend.
And boy, has it. Lynas has climbed as high as 700% since then.
The “Not Made in China” trend is gearing up again. But this time, the biggest opportunity lies in the “Made in America” half.
And it’s not just limited to the semiconductor industry.
I can say without hyperbole that tech firms, energy companies, drugmakers, automakers, and even entire countries have pledged to unleash a tidal wave of cash on our country.
Here’s why…
U.S. Soil Is Getting Richer
Trillions of dollars are earmarked to flood into our country over the next five years. Yes, trillions with a “T.”
InvestorPlace Senior Analysts Louis Navellier, Luke Lango, and I assembled a list of over 127 separate entities that have pledged to invest anywhere from $300 million to $1.3 trillion in the American comeback.
This list includes big-name tech companies like Amazon.com Inc. (AMZN) and Alphabet Inc. (GOOGL)…
To pharmaceutical giants like Eli Lilly and Co. (LLY) and Johnson & Johnson (JNJ)…
To automakers like Ford Motor Co. (F),blue chips like The Hershey Co. (HSY), and even companies you’ve most likely never heard of.
Sovereign nations are also getting in on the act. The United Arab Emirates, Qatar, Japan, and the European Union are pitching in at least $1 trillion apiece.
In the next few years, these powers will spend a grand total of $11.3 trillion to build and expand semiconductor plants, data centers, and more…
All on U.S. soil.
This is a brand-new, homegrown industrial revolution. It’s the American Dream 2.0.
And we’ll likely never see a revolution of this magnitude again. So, Louis, Luke, and I teamed up to identify 12 stocks that reflect the upside potential of this trillion-dollar homecoming.
And tomorrow, we’ll be releasing an additional bonus recommendation. It’s a San Jose, California-based firm that provides end-to-end manufacturing services for the optical, electronics, and mechanical industries.
It specializes in products that use printed circuit boards (PCBs), which include virtually all modern electronic devices.
So, this company is poised to benefit from the demand for American-made, AI-related hardware.
Manage your account We hope this timely investment research is valuable to you. As you know the markets move fast and conditions change frequently. So please check the current issue for the most recent advice. Please note that we cannot be liable for any missed bulletins caused by overzealous filters. To ensure that you continue to receive this valuable part of your service please take a moment to add services@exct.investorplace.comto your address book.
Marc Lichtenfeld Chief Income StrategistThe Oxford Club
P.S. Three tech billionaires are already positioning for this. One recently broke ground on a project that looks suspiciously like what I’m about to show you. See the evidence here.
Further Reading from MarketBeat
Wall Street Punished CrowdStrike for Beating Earnings? Seriously?
By Chris Markoch. Date Posted: 12/3/2025.
In Brief
CrowdStrike beat Q3 revenue and earnings estimates and posted record annual recurring revenue growth.
Shares dipped despite strong guidance, but analyst upgrades signal confidence in long-term momentum.
Rising demand for AI-driven security and customer adoption of new Falcon features support a bullish outlook for CRWD.
High-frequency traders sold CRWD stock immediately after the report, but the shares recovered the following day as investors had time to digest the details.
This isn’t a boom where everyone wins. It’s a transfer from one group to another—like railroads (1800s) and internet (1990s). Louis Navellier, who spent 46 yrs on Wall St., built the grading system institutions paid $24,000/yr for him to evaluate stocks with. Now, his system shows exactly where the $7 trillion is flowing. And it’s not AI.Click here for the full story.
Overall revenue of $1.23 billion topped the consensus of $1.22 billion. On the bottom line, CrowdStrike posted adjusted earnings per share (EPS) of $0.96, beating estimates of $0.94. The company also raised its fourth-quarter revenue guidance to a range of $1.29 billion to $1.30 billion, above the consensus forecast of $1.22 billion.
For Security-as-a-Service (SECaaS) companies like CrowdStrike, metrics such as annual recurring revenue (ARR) matter more to investors because they provide a line of sight into future quarters.
On that front, CrowdStrike delivered. The company reported new ARR of $275 million, up 73% year over year, and year-to-date ARR of $4.92 billion, up 23% year over year.
The Sell-Off Looks Like an Overreaction
Despite the favorable results, CRWD was down about 2.5% in mid-day trading the day after the report. In today’s high-speed trading environment, algorithms often react to specific headline numbers first and analyze later.
The stock initially fell more than 5.5% at the open, but buyers appeared to step in after investors had time to digest the report.
The AI Threat Is Real and Growing
Many technology stocks have been under pressure amid questions about the size of the opportunity created by artificial intelligence (AI). Those concerns may have contributed to CRWD’s recent pullback.
However, that view may be misplaced. On the conference call, CEO George Kurtz said the rise of an “agentic workforce” adds a new threat vector and expands the attack surface for AI.
Enterprises now must secure both a physical and an agentic workforce. CrowdStrike’s AI-native Falcon platform is, as Kurtz put it, “both the armor and intelligence layer that keep agentic identity secure.”
The report indicates many existing customers are adopting CrowdStrike’s new AI-driven features. This aligns with the company’s push to win enterprise customers looking to consolidate security operations or implement integrated cybersecurity solutions.
Higher Price Targets Are Bullish for CRWD Stock
Analysts reacted quickly to the results. The CrowdStrike analyst forecasts on MarketBeatshow at least 10 analysts weighed in the morning after the report; seven raised their price targets, and several lifted targets above the consensus price of $554.09.
This has been the case even as the stock faced pressure driven largely by valuation concerns. It’s too early to know whether CrowdStrike will grow into that valuation, but CRWD is showing signs that bearish momentum has stalled—suggesting the recent sell-off was driven more by profit-taking than a repudiation of the company’s business case.
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This isn’t a boom where everyone wins. It’s a transfer from one group to another—like railroads (1800s) and internet (1990s). Louis Navellier, who spent 46 yrs on Wall St., built the grading system institutions paid $24,000/yr for him to evaluate stocks with. Now, his system shows exactly where the $7 trillion is flowing. And it’s not AI.
CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateADTADT$8.08$0.06 quarterly2.72%$0.0631.9%1/8/26 BDCBelden$123.13$0.05 quarterly0.19%$0.053.6%1/8/26 HPQHP$25.25$0.30 quarterly4.95%$0.2943.8%1/2/26 ITUBItau Unibanco$7.51$0.07 monthly10.67%- 4.2%5/7/26 ITUBItau Unibanco$7.51$0.35 monthly53.90%$0.004.2%12/29/25 MDUMDU Resources Group$19.57$0.14 quarterly2.72%$0.1467.5%1/1/26 SRSpire$82.10$0.83 quarterly3.70%$0.7971.4%1/5/26 SRESempra Energy$88.87$0.65 quarterly2.78%$0.6579.1%1/15/26 TSMTaiwan Semiconductor Manufacturing$305.39$0.83 quarterly1.40%$0.6526.7%1/8/26 TUTELUS$13.21$0.42 quarterly11.32%$0.30216.4%1/2/26 Please note you must purchase shares of these companies by the market close today to receive the next dividend payment.Turn your “dead money” into $306+ monthly (starting this month) (ad)
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This is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion.CompanyDividend YieldAnnual PayoutPayout RatioAnnual Dividend GrowthP/E RatioMarket CapTBCGTBC Bank Group PLC7.15%GBX 711.1329.26%5.29%1.63£2.18KLYBLyondellBasell Industries N.V.12.74%$5.48N/A4.89%N/A$14.00KKRPKimbell Royalty11.02%$1.40N/A2.06%N/A$1.35KUKWGreencoat UK Wind PLC10.57%GBX 10.09N/A1.86%N/A£2.04KWUThe Western Union Company10.30%$0.9441.05%3.28%4.09$2.97K
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5 Tech Stocks Insiders Are Selling (But Smart Investors Are Loading Up)
Written by Thomas Hughes on December 8, 2025
At a Glance
Insiders are selling critical tech names, but investors shouldn’t worry. Profit-taking is natural after a triple-digit gain in stock price.
Analysts and institutions are accumulating stocks like CoreWeave, Seagate Technology, and Tempus AI.
Price target forecasts are in the high-double to triple-digit range.
Insider selling is never great to see, but it doesn’t always come with the negative connotation it often does. While insiders are selling shares of critical tech stocks, the sales are minimal in the grand scheme; they are driven by portfolio management, diversification, and reallocation, and are part of a broader pattern. Factors, including institutional and analyst activity, reveal that these stocks are being accumulated. Their orecasts suggest these high-quality tech names are heading higher and could achieve double-digit to triple-digit percentage gains over the next two to four quarters.
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CoreWeave: Insiders Sell, But Institutions and Analysts Buy
CoreWeave (NASDAQ: CRWV) insiders, including the CEO, CFO, CDO, directors, founders, and early investors, sold stock in Q3 and Q4, capping gains for this market. However, the stock’s meteoric rise and 350% stock price gain are to blame. The sales align with market peaks and rallies and may continue for the foreseeable future. Insiders own a considerable amount of the stock, share-based compensation is involved, and the stock price forecast is robust.
A solid 33 analysts rate this stock as a Hold, not robust on its own merit, but coverage is increasing, sentiment is firming, and price targets are being raised. As it stands, this stock is forecast to rise by more than 45% and trends are leading to the high-end range and a retest of the early 2025 stock price highs. Meanwhile, institutions are buying this stock at a pace of $2 for each $1 sold in Q4, providing solid support and limiting downside risk.
Seagate Technology: Profit Taking in the Face of Swelling Market Support
Seagate Technology’s (NASDAQ: STX)insider activity aligns with that of CoreWeave. Insiders, who benefit from share-based compensation, were faced with a 300% stock price rally and needed to diversify their holdings. The takeaway is that insiders ranging from the CEO to the CFO, several EVPs, and directors sold stock, but this was insufficient to cause a significant stock price correction.
The worst that can be said is that STX’s stock price has been consolidating within a tight range, setting up for another rally. Each downdraft was met by buyers, which include institutions and analysts. Twenty-six analysts rate this AI/datacenter stock as a Moderate Buy, coverage is increasing, the rating is firm, and the price targets are trending higher. While the stock trades near its consensus in mid-December, the consensus is up more than 100% over the trailing 12-month period, with the high-end forecast pointing to a 60% upside.
Tempus AI: Strategy Shift Sets up Long-Term Growth Opportunity
Tempus AI’s (NASDAQ: TEM) valuation concerns and insider selling helped to cap gains in early 2025. The story in late 2025 was that the stock price correction opened a buying opportunity, which was confirmed following the calendar Q3 2025 earnings report. The company revealed accelerating use of its platform, outperformance relative to analysts’ forecasts, and favorable guidance. The outcome is that analysts have stopped trimming price targets and reverted to a more bullish posture, and the institutions continue to buy. The balance of activity has been bullish every quarter of 2025, with Q4 purchases running at a rate of $2 bought for each $1 sold.
Credo Technology: Connecting the AI World With Hyper-Fast Optical Components
Credo Technology (NASDAQ: CRDO) insiders are selling for the same reasons. Its share price increased by 500% as its position in the AI ecosystem was established. Now, the market is in a consolidation period, but it is more likely to head higher than to head lower. Sixteen analysts rate this stock as a consensus Buy and point to a 17% upside. The trends include increasing coverage, firming sentiment, and an uptrend in the price target, with the high-end at $250. A move to $250 is worth approximately 25% in mid-December.
Jabil Inc.: AI Drives a Robust Long-term Outlook
Jabil (NYSE: JBL) is well-positioned to benefit from AI in the long term due to its widespread use in daily life. Products of all varieties will need retooling to accommodate AI, while AI will drive a product upgrade cycle that will last for at least a decade, if not longer. While insiders are selling in 2025, their activity is offset by the institutions, which own about 95% of the stock and are accumulating in Q4 2025. Likewise, the analysts’ trends reveal a Moderate Buy Rating, increasing coverage, and a 13% upside at the consensus, which is sufficient for a fresh all-time high.
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Dec 10, 2025View OnlineAs a D-backs Insider, we are excited to provide you with the opportunity to purchase Spring Training tickets before the public on sale. This presale opportunity begins TODAY, December 10, at 11AM. Use code CACTUS.
Single game tickets for all Spring Training games at Salt River Fields go on sale to the public this Thursday, December 11 at 10AM.
With Kyle Schwarber spoken for, Pete Alonso becomes the top available power bat for teams (Mets, O’s, Red Sox?) at the Winter Meetings, where the relief market is also coming into focus after Edwin Díaz’s deal with the Dodgers.
Detroit and Tarik Skubal have shown no reported progress on a contract extension, but there appears to be no deadline on talks heading into what would be the two-time Cy Young winner’s contract year.
The tournament doesn’t begin until March — and rosters won’t be finalized until February — but stars like Elly De La Cruz, Randy Arozarena and Gunnar Henderson joined the growing list of players ready to suit up for their countries.
Team USA has had little trouble putting together a formidable lineup in the World Baseball Classic, but stocking the pitching staff with top aces has been a tougher task. That’s changing in 2026.
For new Dominican Republic manager Albert Pujols, the challenge at the World Baseball Classic will be deciding how to allocate playing time to all the stars on his roster.
Paul Hoynes, who has covered the game for more than 40 years, was named the 2026 recipient of the BBWAA’s career excellence honor, now called the Platinum Pen Award.
MLB Network brings you the latest news and rumors with live coverage throughout the day starting at 10 a.m. ET and whenever news breaks from the Winter Meetings in Orlando.
Join us for a festive Brunch Buffet at Palma Kitchen + Tap this Sunday, December 14th, from 10:00am to 2:00pm! Celebrate the season with friends, family, and neighbors, and keep an eye out for a special guest – Santa Claus himself will be stopping by to spread some holiday magic in the Grand Living Room!
The cost to attend is $35 for Members, $45 for non-Members, $15 for kids ages 6-12, and complimentary for children 5 and under.
When the legislature reconvenes in January, one of our top priorities is going to be finding a sustainable funding source for 9th Grade On-Track and early childhood programs.
That’s why, along with the Arizona Early Childhood Alliance, we are supporting legislation to close a loophole in Arizona’s voter approved tobacco tax which excludes vape products. Closing this loophole would raise millions of dollars to invest in affordable childcare and help schools implement 9th Grade On-Track programs.
RJ Hamster 