Stocks & ETFs to Benefit From Trump's Stargate Project
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2025
0mins
Should l Buy ORCL?
Source: NASDAQ.COM
U.S. AI Infrastructure Initiative: President Donald Trump announced a $500 billion initiative called Stargate to develop AI infrastructure in the U.S., partnering with companies like NVIDIA, Microsoft, and Arm to build data centers, with an immediate investment of $100 billion.
UAE Stargate Collaboration: The UAE is also launching its own AI data center project, supported by major tech firms including Oracle and Cisco, with plans for a large campus in Abu Dhabi, while NVIDIA will supply chips for both U.S. and Saudi data centers.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 155.620
Low
180.00
Averages
309.59
High
400.00
Current: 155.620
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Reset and Cost Optimization: Oracle's layoffs across several divisions to focus on AI and cloud services, despite a 23.1% year-to-date decline in stock price, are viewed by investors as a strategic move to free up resources for high-growth areas, thereby boosting confidence in the company's future.
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- Strong Contract Demand: The company's remaining performance obligations exceed $500 billion, indicating robust long-term demand from enterprise and hyperscale clients, which not only reflects market confidence in its infrastructure but also lays a foundation for future revenue growth.
- Stock Price Recovery: After a more than 24% decline in Q1 2026 due to concerns over infrastructure spending and execution risks, Oracle's stock rebounded over 10% on Monday, demonstrating renewed investor optimism regarding its long-term positioning in enterprise AI.
- Leadership and Cost Control: The appointment of CFO Maxson has been a key catalyst for the stock's recovery, as her experience in operational efficiency will drive a multibillion-dollar restructuring initiative aimed at expanding AI “factories” to meet major client demands.
See More
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- Oil Price Momentum Weakening: Despite the Strait of Hormuz not operating at full capacity and failed negotiations between the U.S. and Iran, the United States Oil Fund (USO) rose less than 3%, suggesting that oil prices may be losing upward momentum, which could raise concerns about inflation risks.
- Bitcoin as a Leading Indicator: Bitcoin's breakout from a multi-month downtrend line suggests that investors may be ready to take on more risk, a trend that typically precedes further stock market gains, especially in the current market environment.
- Rapid Growth in AI Infrastructure: According to Synergy Research, the cloud computing market is expected to approach $400 billion by 2031, with a 58% CAGR, presenting significant market opportunities for GPU-first cloud providers like CoreWeave and Nebius.
See More
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- Economic Blockade Impact: The full implementation of the US blockade on Iranian ports has cut off international sea trade that powers about 90% of Iran's economy, potentially leading to further economic deterioration in Iran while also creating ripple effects in the global energy market.
- International Relations Strain: The US's maximum pressure campaign not only affects Iran but also strains relationships with China and India, particularly as nearly all Iranian oil exports are directed to China, complicating regional dynamics.
- Corporate Developments: European chip manufacturing giant ASML has exceeded first-quarter revenue expectations with sales topping 8.8 billion euros, indicating that the tech sector continues to show robust growth amid global economic uncertainties, likely attracting more investor interest.
See More
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- Technological Advantage: Bloom's solid oxide fuel cells can be deployed rapidly, withstand power fluctuations, and provide on-site power generation, reducing reliance on traditional grids, thus offering reliable and scalable power solutions particularly suited for AI workloads.
- Market Reaction: Following the announcement, Bloom Energy's stock surged by 23.98%, currently trading at $219.03, with a market cap of $50 billion, reflecting strong market confidence in the partnership's prospects with Oracle.
- Investment Returns: Bloom issued a 6-month warrant to Oracle on April 9, allowing Oracle to purchase 3.5 million shares at $113.28 each, with the current stock price yielding over $370 million in gains for Oracle, further solidifying their strategic collaboration.
See More
