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Trump Releases the 'American AI Initiative'! A Roundup of Leading AI Concept Stocks
The development of the AI sector in the US may soon accelerate. Which AI concept stocks are likely to benefit?
Overnight, U.S. President Donald Trump released the 'AI Action Plan'.
The plan proposes a series of policy recommendations and industry initiatives aimed at cementing the United States' position as a global leader in AI. The plan is built around three main pillars: accelerating innovation, building AI infrastructure within the U.S., and making U.S. hardware and software the 'standard' platform for global AI innovation.
Michael Kratsios, the director of the White House Office of Science and Technology Policy, said in a teleconference that all the policies outlined in the action plan can be implemented within the next 6 to 12 months.
What are the three core areas and measures of the AI Action Plan?
Specifically, one of the core elements of the 'AI Action Plan' is to accelerate innovation in the AI field. To this end, the Trump administration has proposed a series of regulatory relaxation measures. The plan suggests reforming the permitting process, simplifying environmental standards, and expediting the progress of AI-related infrastructure projects.
Trump and other U.S. government officials also emphasized the critical importance of addressing another core issue in the technology industry: ensuring that the U.S. has sufficient power to support high-energy-consuming AI data centers. They argue that adequate power supply is closely related to national security and is key to maintaining the U.S. lead in the global AI race. The U.S. Department of Energy has already used emergency powers to keep two power plants that were scheduled for closure operational and has hinted that more federal interventions may follow.
Finally, the 'AI Action Plan' explicitly states the goal of making U.S. hardware and software the 'standard' platform for global AI innovation.
The plan also proposes a strategy to curb excessive AI regulation by states: it suggests that federal agencies, when allocating AI-related funds, must consider the AI regulatory environment of each state. If a state's regulatory framework may undermine the effectiveness of the funds or the projects, the allocation should be restricted.
Ask Futubull AI:How should the US AI action plan be interpreted?
Ask Which industries are expected to benefit?
According to MarketWatch, Analyst Raymond James stated that a 'tailwind' is approaching, which will drive the development of large US technology companies, cybersecurity suppliers, semiconductor and energy infrastructure companies, as well as companies focused on AI education and workforce.
Previous article"Trump's 'AI Action Plan' to Be Unveiled! Who Is Likely to Be the Biggest Winner?"Previously suggested that data centers, power infrastructure, and AI chip and software service providers are all likely to benefit from this wave of AI.
Ask Futubull AI:In the US AI Action Plan, which industry benefits the most?
AI data concept stock leader
In terms of chips, investors can focus on $英偉達 (NVDA.US)$ 、 $博通 (AVGO.US)$ 、 $邁威爾科技 (MRVL.US)$ 、$英特爾 (INTC.US)$ 、 $美光科技 (MU.US)$ 、 $美國超微公司 (AMD.US)$ and chip giants.
Regarding IT infrastructure, the focus is on servers.$戴爾科技 (DELL.US)$ 、 $超微電腦 (SMCI.US)$ 、 $慧與科技 (HPE.US)$ ; Network $思科 (CSCO.US)$ 、 $Arista Networks (ANET.US)$ ; Storage $Pure Storage (PSTG.US)$ 、 $美國網存 (NTAP.US)$ etc.
In terms of data centers, the focus is on $微軟 (MSFT.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $亞馬遜 (AMZN.US)$ 、 $Meta Platforms (META.US)$ 、$甲骨文 (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。
Data center developers and operators need to pay attention to $數字房地產信托公司 (DLR.US)$ 、 $易昆尼克斯 (EQIX.US)$ 、 $DigitalBridge Group (DBRG.US)$ 。
Ultra-large enterprises include $微軟 (MSFT.US)$ 、$亞馬遜 (AMZN.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $甲骨文 (ORCL.US)$ ;
AI cloud services can focus on NVIDIA's computing power trio $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $Applied Digital (APLD.US)$ ；
Moreover, electrical equipment $伊頓 (ETN.US)$ 、 $GE Vernova (GEV.US)$ and liquid cooling service providers $Vertiv Holdings (VRT.US)$ 。
The leading AI power sector concept stocks.
The Trump administration believes that a sufficient power supply is closely related to National Security and is key to maintaining the United States' lead in the global AI race.
The plan recommends focusing on stabilizing the existing power grid and implementing measures to improve the efficiency of the transmission system. The document also suggests prioritizing the development of reliable and controllable power sources, such as nuclear and advanced geothermal energy, to address the future surge in electricity demand.
According to Guosheng Securities Research Reports, the SMR nuclear power Industry Chain covers all aspects from upstream fuel uranium mining, midstream research and construction, to downstream operation and waste management.
Upstream: Raw Materials and Processing
The upstream industry chain mainly involves the supply of basic raw materials, key equipment, and nuclear fuel required for nuclear energy development, primarily including uranium mining and uranium enrichment.
Specifically, uranium mining includes $Cameco (CCJ.US)$ 、$Uranium Energy (UEC.US)$ 、$Energy Fuels (UUUU.US)$ 、$丹尼森礦業 (DNN.US)$ 、$NexGen Energy (NXE.US)$ Nuclear fuel processing$Centrus Energy (LEU.US)$ 。
Midstream: Design, R&D, and Construction
The midstream includes design, R&D, and construction. Among these,
$NuScale Power (SMR.US)$ is the first SMR nuclear power company to go public, with its core product being the SMR power module;
$Oklo Inc (OKLO.US)$ The company focuses on developing small modular reactors (SMRs) and has received investment from Sam Altman, the 'father of ChatGPT.'
$NANO Nuclear Energy (NNE.US)$ The company is dedicated to the development of small modular reactors, with its main business covering four areas related to SMRs, including manufacturing, fuel, transportation, and more, aiming to build a diversified and vertically integrated industry chain.
$BWX Technologies (BWXT.US)$ The company specializes in the manufacture of nuclear reactor components and nuclear energy technology. The main difference from SMR/OKLO is that BWXT is a major supplier of large equipment and technical services, primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technology to government and commercial sectors, with clients including the U.S. government (such as supplying nuclear reactors for naval submarines).
Downstream: Operation, Sales, and Waste Management
The downstream sector mainly involves the operation and energy supply of nuclear power plants, with participants including $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $美國電力 (AEP.US)$ 、 $美國南方公司 (SO.US)$ 、 $愛克斯龍電力 (EXC.US)$ 、 $杜克能源 (DUK.US)$ 、 $安特吉 (ETR.US)$ 、 $公務集團 (PEG.US)$ .
In addition, electrical equipment includes $GE Vernova (GEV.US)$ 、 $伊頓 (ETN.US)$ 、 $霍尼韋爾 (HON.US)$ 、 $艾默生電氣 (EMR.US)$ 、 $Graham (GHM.US)$ .
Goldman Sachs' latest Research Reports on the nuclear energy Industry indicate that the global uranium market is heading towards an era of structural shortage. This trend will accelerate starting in 2025, with a global uranium deficit reaching 130 million pounds by 2040. Meanwhile, the demand for nuclear power is surging in the AI era, leading to a full-scale boom in global nuclear power installations.
The analysis points out that the imbalance between uranium supply and demand, the surge in nuclear power demand, and other electrification trends will collectively drive the investment value of the nuclear energy Industry Chain. Zerohedge states that the nuclear power theme will consistently outperform the market in the 2030s and is likely to continue into the 2040s.
AI software concept stock leader
By 2025, investors will shift from AI infrastructure to broader 'third stage' AI application promotion and monetization.
The US stock market includes many 'AI+' software stocks, including:
AI+Advertising: $Applovin (APP.US)$ 、 $Meta Platforms (META.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $Twilio (TWLO.US)$ 、 $Klaviyo (KVYO.US)$ ；
AI + Enterprise Services: $Zoom通訊 (ZM.US)$ 、 $Palantir (PLTR.US)$ 、 $UiPath (PATH.US)$ 、 $Workday (WDAY.US)$、 $賽富時 (CRM.US)$ 、 $monday.com (MNDY.US)$ 、 $SAP SE (SAP.US)$ 、 $C3.ai (AI.US)$ 、 $ServiceNow (NOW.US)$ 、 $HubSpot (HUBS.US)$ 、 $Gitlab (GTLB.US)$ ；
AI + Big Data: $Snowflake (SNOW.US)$ $ 、 $MongoDB (MDB.US)$ 、 $Confluent (CFLT.US)$ 、 $甲骨文 (ORCL.US)$ ；
AI + Security: $Palo Alto Networks (PANW.US)$ 、 $CrowdStrike (CRWD.US)$ 、 $飛塔信息 (FTNT.US)$ 、 $Datadog (DDOG.US)$ 、 $Cloudflare (NET.US)$ ；
AI + Search: $Elastic (ESTC.US)$ AI + Office: $Freshworks (FRSH.US)$ AI + Education: $多鄰國 (DUOL.US)$
AI + E-commerce: $Shopify (SHOP.US)$ 、 $亞馬遜 (AMZN.US)$ AI + Finance: $財捷 (INTU.US)$ 、 $Intapp (INTA.US)$ ；
AI + Multimedia: $Adobe (ADBE.US)$ AI + Data Engineering: $Innodata (INOD.US)$ AI + Speech: $SoundHound AI (SOUN.US)$ ；
AI + Medical: $Tempus AI (TEM.US)$ 、 $Doximity (DOCS.US)$ AI + Social: $Reddit (RDDT.US)$ AI + Website: $GoDaddy (GDDY.US)$ 。
AI cybersecurity concept stock leader
As the focus of AI development shifts from chips and infrastructure to the software layer, cybersecurity is becoming a critical battlefield. According to relevant analysis, the global cybersecurity industry is expected to achieve a compound annual growth rate of 14% over the next few years, reaching a value of $563 billion by 2032.
Specifically, threat detection includes $CrowdStrike (CRWD.US)$ 、 $SentinelOne (S.US)$ 、 $Palo Alto Networks (PANW.US)$ 、 $阿克邁 (AKAM.US)$ 。
Cloud security includes $Cloudflare (NET.US)$ 、 $Zscaler (ZS.US)$ 、 $Okta (OKTA.US)$ 、 $Rubrik (RBRK.US)$ 、 $Datadog (DDOG.US)$ . Among them, Rubrik is invested in by Microsoft.
Network security providers include $思科 (CSCO.US)$ 、 $F5 Inc (FFIV.US)$ 、 $飛塔信息 (FTNT.US)$ 、 $Gen Digital (GEN.US)$ 、 $A10 Networks (ATEN.US)$ 、 $Check Point軟件 (CHKP.US)$ 。
Identity and access management companies include $CyberArk (CYBR.US)$ data security and analysis companies include $Varonis系統 (VRNS.US)$ as well as biometric authentication companies $Clear Secure (YOU.US)$ 。
vulnerability management companies include $Tenable Holdings (TENB.US)$ 、 $Rapid7 (RPD.US)$ IT services and consulting include $印孚瑟斯 (INFY.US)$ 、 $博思艾倫諮詢公司 (BAH.US)$ 、 $Leidos (LDOS.US)$ 、 $Parsons (PSN.US)$ 。
Overall, the core logic driving the US stock market revolves around four main themes: 'computing infrastructure—energy support—application scenarios—cybersecurity', forming the primary investment thread that spans the upstream and downstream of the industry chain.
