Two Stocks for the $500 Billion AI Opportunity

Group 1: AI Infrastructure Investment - The U.S. is projected to need $500 billion by 2030 to enhance electrical grid capacity and data centers for AI growth, aligning with Trump's Project Stargate initiative [3][5] - Project Stargate aims to create over 100,000 jobs in the U.S. and involves partnerships with OpenAI, SoftBank, and Oracle [3] - The AI market is expected to exceed$1.8 trillion, with China identified as the primary competitor [5][6] Group 2: Market Reactions and Earnings - Nearly 50% of S&P 500 companies have reported fourth-quarter results, with 77% showing positive earnings surprises, leading to an average earnings growth of 13.2% [8] - Companies like Vistra Corp. and Vertiv Holdings, which are involved in expanding the electricity grid, faced stock price declines following the DeepSeek news but have shown significant long-term growth [9][10] Group 3: Autonomous Vehicles and Regulatory Changes - The global transportation services market is valued at over $7 trillion, with autonomous vehicles poised to disrupt this industry significantly [16] - President Trump is expected to ease federal regulations on self-driving vehicles, facilitating broader deployment by companies like Waymo and Tesla [15] - Investment opportunities are emerging not only in major players like Waymo and Tesla but also in smaller companies providing essential technology for autonomous vehicles [17]