What stocks will be the effect of trump's speech
7/24/2025 06:59am
Trump's speech and AI Action Plan are expected to have a significant impact on the stock market, particularly on companies related to artificial intelligence, cybersecurity, and the chip industry. Here are the stocks that are likely to be affected:
1. **Alphabet (GOOG)**: As a leader in AI and cloud computing, Alphabet is poised to benefit from the AI Action Plan. The company's strong financial performance and growth in AI-driven segments, such as Google Cloud and Google Ads, position it well for potential growth.
2. **Amazon (AMZN)**: Amazon's extensive use of AI in its e-commerce and cloud computing services makes it a potential beneficiary of the AI Action Plan. The company's strong financials and dominant market position could lead to increased investor confidence.
3. **Atlassian (TEAM)**: As a provider of software development and IT operations management tools, Atlassian may see benefits from the AI Action Plan's focus on workforce upskilling and enhancing global talent acquisition. The company's strong financials and growth in AI-powered products could drive stock appreciation.
4. **Meta Platforms (META)**: With its significant investment in AI and metaverse technologies, Meta is likely to be influenced by the AI Action Plan. The company's strong financials and growth in AI-driven advertising could lead to positive stock performance.
5. **Microsoft (MSFT)**: As a leader in AI and cloud computing, Microsoft is well-positioned to benefit from the AI Action Plan. The company's strong financials and diverse revenue streams could lead to increased investor confidence.
6. **Salesforce (CRM)**: Salesforce's focus on AI-powered customer relationship management software could lead to benefits from the AI Action Plan. The company's strong financials and growth in AI-driven products could drive stock appreciation.
7. **ServiceNow (NOW)**: ServiceNow's strong performance in AI integration and its recent guidance raise position it well for potential growth. The company's focus on enhancing AI capabilities could lead to increased investor confidence.
8. **Applied Materials (AMAT)**: As a key player in the chip industry, Applied Materials is likely to benefit from the AI Action Plan's focus on chip-industry companies. The company's strong financials and position in the semiconductor supply chain could lead to positive stock performance.
9. **Intel (INTC)**: Intel's role in the chip industry and its recent upskilling initiatives could position it well for benefits from the AI Action Plan. The company's strong financials and position in the semiconductor market could lead to increased investor confidence.
10. **Lam Research (LRCX)**: Lam Research's position in the chip industry and its focus on semiconductor manufacturing could lead to benefits from the AI Action Plan. The company's strong financials and position in the semiconductor supply chain could drive stock appreciation.
11. **Nvidia (NVDA)**: Nvidia's leadership in AI and GPU technologies makes it a potential beneficiary of the AI Action Plan. The company's strong financials and growth in AI-driven products could lead to positive stock performance.
12. **CrowdStrike (CRWD)**: As a leading cybersecurity company, CrowdStrike could see benefits from the AI Action Plan's focus on cybersecurity stocks. The company's strong financials and growth in AI-powered cybersecurity solutions could drive stock appreciation.
13. **Palo Alto Networks (PANW)**: Palo Alto Networks' position in the cybersecurity industry and its focus on AI-powered security solutions could lead to benefits from the AI Action Plan. The company's strong financials and position in the cybersecurity market could drive stock appreciation.
14. **SentinelOne (S)**: SentinelOne's focus on AI-powered cybersecurity solutions could lead to benefits from the AI Action Plan. The company's strong financials and growth in AI-driven security products could drive stock appreciation.
These companies are likely to be influenced by Trump's AI Action Plan, which aims to expand federal AI research programs, implement a national data strategy, accelerate workforce upskilling, and enhance global talent acquisition. The AI Action Plan is expected to create a favorable environment for AI-related businesses and could lead to increased investor confidence and stock appreciation in these companies.