3 Top Beneficiaries of President Trump’s AI Action Plan
Artificial intelligence-related stocks could see a significant boost from President Trump’s new AI Action Plan. Released by the White House on July 23, the Administration’s AI Action Plan and three Executive Orders to accelerate US leadership in artificial intelligence.
That new plan outlines priorities in innovation, infrastructure, and international AI exports, while the orders mandate ideologically neutral AI in federal use, fast-track data center development, and promote global deployment of US AI technologies.
As noted in The White House report, “AI will enable Americans to discover new materials, synthesize new chemicals, manufacture new drugs, and develop new methods to harness energy—an industrial revolution. It will enable radically new forms of education, media, and communication—an information revolution. And it will enable altogether new intellectual achievements: unraveling ancient scrolls once thought unreadable, making breakthroughs in scientific and mathematical theory, and creating new kinds of digital and physical art.”
Granted, many of the top AI-related companies have already exploded higher. But this could push many to higher highs. Below are three powerful ways investors can gain exposure.
Company: Nvidia (SYM: NVDA) One of the most well-known AI companies in the world is Nvidia, a $4.29 trillion powerhouse whose stock rallied from an April low of $86.61 to a recent high of $183.30. The tech giant is seeing incredible growth, driven largely by its dominant AI position. For one, its GPUs are now crucial for training and running complex AI models. Two, it holds a dominant position in the data center GPU market. In fact, we can see that data center growth in its first quarter earnings report, which noted 73% data center revenue growth year over year. In April, the company posted:
In addition, companies like Microsoft and Meta just said they would boost their capex to grow their AI capacity, which helps fuel stocks like NVDA. Bank of America reiterated its buy rating on NVDA, noting, “Despite unwelcome but now largely expected EPS reset, we find stock compelling at 29x our CY25E EPS and given unwavering support for mission critical AI infrastructure investments/even raised capex by major U.S. cloud customers.” |
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Company: Advanced Micro Devices (SYM: AMD) Another key part of the AI revolution has been Advanced Micro Devices, a $278.96 billion company whose stock rallied from an April low of $76.48 to a recent high of $182.60. AMD is gaining traction with surging data center sales and because its AI chips are gaining momentum. Most recently, AMD raised the price of its MI350 AI accelerator chips by 70% TO $25,000, which signaled a massive shift in its pricing strategy and market position. This resulted in higher price target revisions from analysts covering AMD and overall investor excitement. Earnings have been just as strong:
AMD will release its next earnings report on August 5 after the market closes. Ahead of that release, analysts at Susquehanna just raised their price target on AMD by $75 to $210 per share. Analysts at Morgan Stanley raised their AMD price target by $64 to $185. |
ETF: Global X Artificial Intelligence & Technology ETF (SYM: AIQ) For investors looking to gain diversified exposure to AI without picking individual stocks, the Global X Artificial Intelligence & Technology ETF (SYM: AIQ) is a smart bet. With 84 holdings, the ETF includes a wide mix of AI hardware and software leaders such as:
The fund is designed to track companies that “stand to benefit from the development and utilization of AI in their products and services.” That means it captures upside not just from chipmakers, but also from software firms, cloud service providers, and even automakers pivoting to AI-enabled tech. AIQ has already had a strong year, bouncing off April lows around $30 to recent highs near $42. With Trump’s AI plan prioritizing fast-tracking of domestic tech infrastructure and positioning the U.S. as a global exporter of AI, the ETF’s broad exposure makes it well-positioned for further gains. Plus, it offers a convenient way for investors to hedge their bets across the broader AI ecosystem without the volatility of single names. |
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Written by Ian Cooper