Exclusive: What Industry Experts Are Saying About OpenAI-Oracle-Nvidia's $100-Billion Stargate Project & ETFs That Stand To Gain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 14 2025
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Source: Benzinga
OpenAI and Oracle Partnership: The collaboration between OpenAI and Oracle Corp. aims to revolutionize AI infrastructure with the $100 billion Stargate project, which will significantly impact semiconductor demand and high-performance AI computing, particularly through Nvidia's GB200 chips.
Investment Opportunities and Risks: Investors are encouraged to consider ETFs focused on AI infrastructure and semiconductors, as these sectors are expected to benefit from the growth of AI technologies; however, they should remain cautious of regulatory and geopolitical risks that could affect investment flows.
Analyst Views on SMH
Wall Street analysts forecast SMH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMH is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 402.820
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Current: 402.820
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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.
