Intel aligns with Trump's "America First" agenda, what sectors might benefit from increased US investment?
8/8/2025 10:44pm
Intel's alignment with Trump's "America First" agenda suggests a focus on sectors that enhance domestic capabilities, promote industrial resurgence, and ensure national security. The sectors likely to benefit from increased US investment and policy focus include:
1. **Manufacturing and Industrials**: Trump's emphasis on infrastructure and domestic manufacturing is expected to boost the industrial sector. Companies like General Electric and U.S. Steel could see positive impacts from protectionist trade policies and increased government spending on infrastructure projects.
2. **Defense**: With Trump's advocacy for increased military spending, the defense sector is poised for growth. Defense contractors such as Lockheed Martin and Raytheon are likely to benefit from heightened government contracts and spending.
3. **Semiconductors and Technology**: The semiconductor and technology sectors are likely to receive a boost from Trump's policies aimed at reshoring manufacturing and reducing reliance on foreign suppliers. This could lead to increased investment in domestic chip-making facilities and other technology industries.
4. **Pharmaceuticals**: Trump has demanded that pharmaceutical companies lower prescription drug prices, which could lead to increased investment in the sector as companies seek to reduce costs and meet the demands of the administration.
5. **Energy and Utilities**: Increased investment in domestic energy production, particularly in fossil fuels, could benefit sectors such as oil and gas, as well as renewable energy, in line with Trump's "America First" agenda.
These sectors are expected to see favorable policies and increased investment due to Intel's alignment with Trump's "America First" agenda.