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The “Trump effect” on financial markets just got another boost, this time in AI infrastructure. Today’s topics:

1. $500 Billion AI Investment Explained

2. Top 5 Tech Stocks To Buy

3. Something Fun

Let’s do this!

The Key Story

Trump Invests $500B in AI: Top 5 Tech Stocks to Buy

The “Trump effect” on financial markets just got another boost: a $500 billion initiative called Project Stargate aimed at revolutionizing U.S. AI infrastructure.

Revealed by President Donald Trump, OpenAI’s Sam Altman, Oracle’s Larry Ellison, and SoftBank’s Masayoshi Son, this program starts with a $100 billion deployment in 2025, including a massive data center in Texas.

What does that mean for investors?

AI infrastructure spending—already in the hundreds of billions—seems poised to remain high.

What kind of businesses does that impact?

Chip suppliers play a critical role by providing the essential hardware behind next-generation data centers, while major cloud platforms can capitalize on the growing demand for AI-enabled services.

Meanwhile, software providers may also stand to benefit from integrating advanced AI capabilities into their product offerings, opening new revenue streams and enhancing user productivity.

Still, it’s essential to separate genuine fundamentals from hype. Some large investors have already seen mania around AI stocks—huge rallies but also lofty valuations.

Not every company riding the AI wave will succeed in the long run, so keeping an eye on sustainable earnings and free cash flow is crucial.

After this short break, I’m going to share the Top 5 Tech Stocks To Buy…

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Top 5 Tech Stocks to Buy

1. Nvidia (NVDA):
   Nvidia is the leading AI semiconductor provider, powering massive data center growth across Big Tech. With the Stargate initiative funneling billions into AI infrastructure, demand for Nvidia’s GPUs could keep surging.

2. Broadcom (AVGO):
   Broadcom combines dividend growth with AI-focused networking and chip solutions, though AI remains a smaller segment compared to Nvidia. Despite a high valuation, it should still benefit from increased data center spending spurred by new AI investments.

3. Microsoft (MSFT):
   Microsoft’s Intelligent Cloud and productivity suites stand to gain from AI adoption on both the infrastructure and end-user fronts. It generates substantial free cash flow, fueling steady dividends and ongoing capital investments in AI.

4. Salesforce (CRM):
   Salesforce doesn’t build its own data centers but leverages AI to add value within its enterprise software ecosystem. With significant free cash flow and a new dividend, it’s poised to grow by integrating advanced AI features into its platforms.

5. Oracle (ORCL):
   A direct Stargate partner, Oracle is ramping up capital expenditures for AI data centers and supercomputing. While not always top-of-mind for AI leadership, it generates strong cash flow and aims to power large-scale AI workloads through its cloud services.

Yes, the AI sector may spark investor euphoria, especially under high-profile endorsements and massive spending.

But a careful look at real business fundamentals—earnings, free cash flow, dividends—helps cut through the hype.

In my full video, I go far deeper in stock analysis and even give some bonus stocks worth considering.

If you’d like more insight into these and other potential opportunities, consider trying DividendData.com. We’re currently offering a 7-day free trial for a limited time—just click the link below to explore our powerful stock screener, financial data, and AI-driven analysis tools.

Something Fun…

Thanks for the read! Let me know what you thought by replying back to this email.

— Zach

Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter