President Donald Trump announced a $500 billion initiative to supercharge the <a href="https://www.benzinga.com/topic/artificial-intelligence">artificial intelligence infrastructure</a> in the United States Tuesday. Flanked by tech titans OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Chairman Larry Ellison, Trump revealed the creation of a new company, Stargate, which he described as "the largest AI infrastructure project in history." 



Naturally, investors wasted no time <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">reacting to the announcement</a>. Oracle, Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Arm Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NYSE">ARM</a>) saw notable gains, while analysts predict the dominance of AI leaders <a href="https://www.benzinga.com/etfs">like those included in</a> the Invesco Top QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QBIG#NASDAQ">QBIG</a>) will continue into 2025.



Invesco Top QQQ, an actively managed ETF tied to the Nasdaq-100 Mega Index, holds stocks from the Magnificent Seven, including AI giants like Nvidia, along with semiconductor leader Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>). This ETF is poised to capitalize on the rising demand for AI infrastructure, as semiconductor companies like Broadcom gain prominence.



Morgan Stanley analyst Ed Stanley notes that companies that strategically adopt AI—particularly those in software and finance—are likely to outperform, creating a fertile ground for ETFs like Invesco Top QQQ to thrive.



Apart from the Invesco Top QQQ ETF, which debuted in December, other notable beneficiaries of this AI boom are existing ETFs like Global X Robotics &amp; AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>) and Roundhill Generative AI &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>). 



Here's a closer look at the potential winners:



Global X Robotics &amp; Artificial Intelligence ETF, known for its focus on automation and robotics companies, holds stocks of companies like Nvidia. The ETF can benefit from increased demand for hardware supporting AI infrastructure.



Roundhill Generative AI &amp; Technology ETF invests particularly in companies developing infrastructure, and software that breathe life into AI. As a fund targeting the generative AI, this ETF&#8217;s holdings in companies like Microsoft and Meta.



Stargate's Ambitious Vision



Stargate plans to invest an initial $100 billion, with a long-term vision of funneling up to $500 billion into building data centers and other critical infrastructure to support AI development. The project, already under construction in Texas, aims to create 100,000 jobs and establish the U.S. as a leader in AI technology.



Ellison noted that the group's first 1 million-square-foot data center is already underway, emphasizing the need for robust infrastructure to power next-generation AI applications. Altman agreed, calling the project "the most important of this era."



Meanwhile, Elon Musk <a href="https://www.benzinga.com/markets/equities/25/01/43121798/elon-musk-says-project-stargate-doesnt-actually-have-the-money-after-trump-announces-500-billion-ai-investment-led-by-softbank-oracle-and-openai">voiced concerns over</a> Project Stargate's funding, suggesting that SoftBank has secured far less than the ambitious $500 billion investment target.



ETFs focused on AI and technology offer a wise entry point for those looking to jump on the bandwagon. With $175 billion reportedly awaiting deployment into AI projects, the U.S. should attract significant global capital.



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Trump's $500 Billion Stargate AI Plan Puts 3 ETFs In Focus

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) analysts call the fourth quarter beat one of the best in company history and changed price targets based on the content slate, price increases and strong advertising momentum.



The Netflix Analysts: Macquarie analyst Tim Nollen reiterated an Outperform rating and raised the price target from $965 to $1,150.



KeyBanc analyst Justin Patterson maintained an Overweight rating and raised the price target from $1,000 to $1,100.



Guggenheim analyst Michael Morris maintained a Buy rating and raised the price target from $950 to $1,100.



Canaccord Genuity analyst Maria Ripps upgraded Netflix from Hold to Buy and raised the price target from $940 to $1,150.



Needham analyst Laura Martin reiterated a Buy rating and raised the price target from $800 to $1,150.



BMO Capital analyst Brian Pitz reiterated an Outperform rating and raised the price target from $1,000 to $1,175.



Raymond James analyst Andrew Marok maintained a Market Perform rating with no price target.



JPMorgan analyst Doug Anmuth reiterated an Overweight rating and raised the price target from $1,000 to $1,150.



Piper Sandler analyst Matt Farrell reiterated an Overweight rating and raised the price target from $950 to $1,100.



Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating and raised the price target from $1,000 to $1,175.



Macquarie on NFLX: The company went "out with a bang," reporting 19 million added paid subscriptions in its last quarter of reporting this key metric, Nollen said in a new investor note.



"Attention now turns to revenue as well as OI and FCF," Nollen said referencing operating income and free cash flow.



The analyst said Netflix saw higher subscribers thanks to the Mike Tyson and Jake Paul boxing match, NFL games on Christmas and could see more growth from its WWE partnership.



"WWE, which began in January, has driven increased engagement with on-demand viewing up 25% from viewers the day after the live event."



KeyBanc on NFLX: Raised guidance for fiscal 2025 could reflect higher subscriber figures and a price increase, Patterson said in a new investor note.



The analyst raised revenue estimates due to higher paid membership figures and higher revenue per member.



"We believe a strong 2025 content slate can continue drive paid membership gains," Patterson said



With the company choosing not to report membership figures going forward, "revenue becomes the primary metric to value Netflix," Patterson added.



"We are increasingly confident Netflix can sustain low-teens revenue growth through 2026E."



Guggenheim on NFLX: A record quarter for subscriber adds could be just the beginning for Netflix's latest round of growth, Morris said in a new note.



"The company announced plan price increases in several markets, including the U.S., and raised full-year financial guidance despite incremental FX headwinds versus the initial 2025 outlook. As good as it gets? We don't think so," Morris said.



The analyst highlighted Netflix's comments on its growing total market size and strong viewer engagement as optimistic items for the company's future.



"We see earlier stage initiatives — led by advertising sales, live content including sports and events, and video game offerings — as incremental contributors to sustained growth in the coming years."



Canaccord on NFLX: Record subscriber growth, price increases and momentum in the advertising business are highlights from the company's earnings report, Ripps said in a new investor note.



"Netflix reported strong fourth quarter results, with paid memberships, revenue, and profitability all coming in ahead of expectations," Ripps said.



The analysts called the 2025 content slate as "very healthy" with new seasons of "Squid Game," Stranger Things" and "Wednesday," along with an increased number of live events.



Ripps said they incorrectly downgraded Netflix stock less than a year ago citing slower growth and a premium valuation.



"That stance clearly turned out to be incorrect."



Needham on NFLX: A strong content slate, live sports and the continued crackdown on paid sharing led to a strong subscriber figure and beat, Martin said in a new note.



Martin said the subscriber growth in the U.S. and Canada was helped by two NFL games on Christmas, with the other subscriber adds being unrelated to the NFL.



"Despite strong viewership of its two Christmas Day NFL games, NFLX reaffirmed its lack of interest in ‘full season' live sports owing to high costs," Martin said.



Failing to disclose subscriber additions or average revenue per member figures could add risks to the stock, the analyst added.



BMO on NFLX: Strong advertising growth could be a key item to watch for Netflix's future, Pitz said in a new note.



"We model ~$3B in ad revenue by 2026E," Pitz said.



The analyst said advertising revenue grew two times in 2024 and is expected to two times again in 2025.



"AVOD monetization potential remains a significant opportunity."



Pitz said the May 2025 upfront season could serve as a key catalyst for Netflix. &nbsp;



"We believe a robust content slate combined with layering in ‘shoulder' live events will result in ongoing subs growth in the U.S. and globally."



Raymond James on NFLX: Netflix's fourth-quarter results and 2025 guidance were strong across all metrics, Marok said in a new note.



"This quarter was as strong as we have seen from the company since the peaks of the pandemic, with execution across various areas including live events, ads, and margins all pointing upward," Marok said.



The analyst said Netflix's live events strategy is "proven out" and more similar big sporting events are likely.



"Netflix is also leaning into event-driven programming in 2025, with a full year of WWE Raw and what will likely be a number of unannounced unique events in the sports and comedy genres."



JPMorgan on NFLX: The streaming giant may have eliminated concerns about high expectations and FX headwinds with a huge subscriber figure and 2025 guidance, Anmuth said in a new note.



"NFLX enters the new year firing on all cylinders — benefiting from an extremely strong content slate, seeing increased engagement per member household and healthy retention, raising prices in key markets including the U.S., and shifting the ad business from the crawl to walk stage," Anmuth said.



The analyst highlighted Netflix's comments that it had broad-based subscriber growth and its record-breaking figures weren't just because of the Paul/Tyson fight, NFL and second season of "Squid Game."



"Combing off what was likely NFLX's strongest content quarter ever and heading into a robust 2025 slate, we expect little pushback to price increases in the US and a few other markets."



Piper Sandler on NFLX: Strong content helped subscriber growth and provides upside for the stock, Farrell said in a new note.



"We remain impressed with the company's execution, as management continues to deliver positive surprises even at industry-leading scale," Farrell said.



The analyst's two biggest takeaways from Netflix's earnings call were tailwinds to subscriber growth and the continued ramp of the advertising tier.



"We see a strong content slate for this year supporting engagement. Netflix remains our top large cap idea."



 Bank of America on NFLX: Fourth-quarter results and record-breaking subscriber figures marked a strong report, Ehrlich said in a new note.



"In our view, this quarter reflects the robust platform Netflix has created as it remains one of the best-positioned companies in media with several growth drivers," Ehrlich said.



NFLX Price Action: Netflix stock is up 10.96% to $965 Wednesday at publication versus a 52-week trading range of $481.40 to $999. The stock hit new all-time highs earlier Wednesday and shares are up almost 100% over the last year.



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Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases

Arabica coffee futures have soared past $3.35 per pound in January 2025, holding near multi-decade highs after peaking at $3.48 in December, the highest <a href="https://www.benzinga.com/markets/commodities">level since April 1977.</a>



In a note shared Wednesday, Bank of America analyst Sara Senatore said, &#8220;Coffee remains inflationary. For Q1 2025, average coffee price inflation is expected to be 75.5%.&#8221; 



She added that prices have surged 120% from 2023 lows, increasing investor concerns about Starbucks Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NYSE">SBUX</a>)&#8217; margins and pressuring the company's valuation multiple.



<h3 class="wp-block-heading">Chart: Coffee Futures Hover At Near 50-Year Highs</h3>



<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="506" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156-1024x506.png" alt="" class="wp-image-744985" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156-1024x506.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156-300x148.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156-768x380.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156-1536x759.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22104158/image-156.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<h3 class="wp-block-heading">What&#8217;s Triggering The Coffee Price Spike? </h3>



The coffee market has seen supply risks materializing on its world&#8217;s top producer. 



Brazil's coffee production forecast have been downwardly revised in recent months amid weather disruptions hitting South America&#8217;s largest country. 



On Monday, Conab, Brazil's national supply agency, estimated the country's 2024 coffee harvest at 54.2 million 60kg bags, a 1.6% decline from the prior year's crop. 



The revision follows adverse weather in Minas Gerais, a key Arabica-producing region, that has constrained supply. Meanwhile, strong demand for Robusta beans, often used in instant coffee, has compounded price pressures.



In Australia, Restaurant and Cafe Association chief executive Wes Lambert said the cost of a coffee &#8220;could reach double digits&#8221; in major cities if bean prices remain elevated.



<h3 class="wp-block-heading">Starbucks' Hedging Strategy: A Safety Net?</h3>



Despite soaring coffee prices, Starbucks may be shielded from immediate cost increases. The Seattle-based company has long-term purchasing strategies as indicated by Bank of America.



As the world&#8217;s largest coffeehouse, Starbucks secures supply agreements more than a year in advance. The chain has a mix of fixed-price and price-to-be-fixed contracts.



Fixed-price contracts lock in costs upfront, while price-to-be-fixed agreements allow pricing flexibility until delivery. 



Starbucks relies on futures contracts and collars, which are derivative instruments that help stabilize price fluctuations, to hedge against volatile coffee costs. 



While Starbucks&#8217; hedging policies provide insulation, the company still supplements its inventory with purchase commitments, some of which remain exposed to the unpredictable swings in commodity prices. 



The question is whether sustained high prices could eventually seep into its cost structure.



Yet, Bank of America remains optimistic about Starbucks&#8217; outlook. &#8220;We believe SBUX&#8217;s brand remains fundamentally strong and there are significant opportunities to reallocate resources,&#8221; Senatore wrote in the note, maintaining a Buy rating with a $117 price target. 



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Coffee Prices Soar To Record Highs: Could Starbucks Face Margin Squeeze?

Despite <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43096311/exclusive-trump-does-not-establish-bitcoin-reserve-crypto-friendly-policies-on-day-1-and-now">no immediate action</a> from freshly-inaugurated president Donald Trump, the odds of a strategic Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) reserve in 2025 have increased on prediction market Kalshi.



A <a href="https://kalshi.com/markets/kxbtcreserve/bitcoin-reserve#kxbtcreserve-26">market</a> shows a 64% probability, up from 55% at the start of 2025 and 61% on inauguration day. Further crypto-related markets have seen movement following the president&#8217;s inauguration.



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><tbody><tr><td>Kalshi Prediction Markets</td><td>Current Odds</td><td>Odds On Inauguration Day</td></tr><tr><td>Federal crypto regulation this year?</td><td>54%</td><td>53%</td></tr><tr><td>Will a new country buy Bitcoin this year?</td><td>85%</td><td>76%</td></tr><tr><td>Wil Bitcoin be legalized in China this year?</td><td>15%</td><td>21%</td></tr></tbody></table></figure>



Trader Notes: Bitcoin investor Fred Krueger has mixed feelings about the plans, calling a Strategic Bitcoin Reserve inevitable but unlikely to reach meaningful levels under the Trump administration, which he views as only partially embracing Bitcoin.



Krueger <a href="https://x.com/dotkrueger/status/1881719585386197338">highlighted</a> World Liberty Financials' $47 million Bitcoin purchase as a key milestone, emphasizing that Bitcoin's rise to $1 million remains unstoppable regardless of government involvement. 



"External factors won't derail Bitcoin's trajectory," he <a href="https://x.com/dotkrueger/status/1882016783726789027">stated</a>, expressing optimism for a bullish market in 2025.



Community News: At the World Economic Forum in Davos, Coinbase CEO Brian Armstrong said Trump is eager to lead the charge on Bitcoin adoption, aiming to become the first "Bitcoin President."



Armstrong also acknowledged Senator Cynthia Lummis's (R-Wyo.) legislative efforts to establish a reserve.



Armstrong <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43105840/coinbase-ceo-brian-armstrong-says-bitcoins-future-is-bright-the-dawn-of-a-new-day-for-crypto">stressed</a> the importance of governments holding Bitcoin alongside gold and other reserves, stating, "Any government holding gold should also hold Bitcoin." He argued that the global shift toward a Bitcoin standard is well underway.



Currently, 12 U.S. states are actively supporting Bitcoin reserve legislation. 



Marathon Digital's CEO is <a href="https://x.com/BTC_Archive/status/1882061965205680235">reportedly</a> working to expand these efforts to all 50 states.



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Strategic Bitcoin Reserve Probability Up To 64% Despite Trump Silence On Crypto

Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) shares soared 15% in premarket trading on Wednesday, hitting $1,000 after the streaming giant reported fourth-quarter earnings that smashed Wall Street expectations on revenue, profitability, <a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations">and subscriber growth. </a>



In a note on Wednesday, Goldman Sachs analyst Eric Sheridan raised the 12-month price target on Netflix stock from $850 to $960, citing expansion into live entertainment, the growing success of its ad-supported tier, and strategic price increases.



Yet, the investment bank opted to maintain a Neutral rating, indicating that the stock's recent gains already reflect much of its future growth potential.



<h3 class="wp-block-heading">Earnings Beat, Subscriber Growth Accelerates</h3>



Netflix reported fourth-quarter revenue of $9.88 billion, beating analyst forecasts even as a stronger U.S. dollar created foreign exchange headwinds. Operating income climbed to $2.63 billion, exceeding expectations and underscoring the company's improving profitability.



A key driver of growth has been Netflix's ad-supported tier, which saw a 30% quarter-over-quarter rise in subscribers and accounted for more than 55% of new sign-ups in markets where it is available. The trend signals a strategic shift, with the company focusing less on sheer subscriber numbers and more on revenue diversification.



Netflix also ramped up capital returns, buying back $1 billion in shares in the fourth quarter. Its board approved an additional $15 billion in share repurchases, reinforcing management's confidence in the company's long-term trajectory.



<h3 class="wp-block-heading">Goldman Sachs: Valuation Now a Concern</h3>



Netflix&#8217;s ability to &#8220;sustain double-digit revenue growth with room to expand margins in the coming years,&#8221; led Sheridan to raise his price target on Netflix to $960.



Yet, he stopped short of upgrading the stock, warning that Netflix's rapid price appreciation, up by over 35% since the third quarter&#8217;s earnings report, has made risk-reward less compelling.



Sheridan indicated that while Netflix is executing well, the stock has already surged sharply since its last earnings report, far outpacing the broader market. 



With the latest rally pushing shares to $1,000, Goldman believes much of the company's long-term growth potential is already reflected in the price.



<h3 class="wp-block-heading">What's Next for Netflix?</h3>



The company expects first-quarter 2025 revenue of $10.42 billion, slightly below analyst estimates, and projected free cash flow of about $8 billion for the full year, lower than Goldman's previous estimate of $8.7 billion.



Investors now face a key decision: Is Netflix's stock still an attractive buy after its meteoric rise, or has the rally outpaced its fundamentals? Goldman Sachs appears to lean toward the latter, even as Wall Street cheers the latest earnings win.



Read now: 



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<li><a href="https://www.benzinga.com/25/01/43122112/us-stocks-likely-to-open-higher-as-president-trump-announces-500-billion-ai-project-oracle-netflix-nvidia-among-stocks-in-focus">US Stocks Likely To Open Higher As President Trump Announces $500 Billion AI Project: Oracle, Netflix, Nvidia Among Top Stocks To Watch</a></li>
</ul>



Photo by Kaspars Grinvalds on Shutterstock.

Netflix Stock Breaks $1,000 Post-Earnings: Goldman Flags Valuation Stretch

President Donald Trump told reporters late Tuesday that he is considering a 10% tariff on goods from China that could take effect <a href="https://www.benzinga.com/markets/forex/25/01/43122779/asia-mixed-europe-up-as-trumps-tariff-plans-sparks-market-caution-gold-hits-11-week-high-global-markets-today-while-us-slept">as soon as Feb.1.&nbsp;</a>



&nbsp;"We're talking about a tariff of 10% on China based on the fact that they're sending fentanyl to Mexico and Canada," the president said on Tuesday evening, per CNBC.&nbsp;



"Probably Feb. 1 is the date we're looking at," he added.



Read Next: <a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">Trump Reverses Biden&#8217;s AI Policies On Day 1: What It Means For Tech Giants Nvidia, AMD, Alphabet&nbsp;</a>



What To Know: The potential 10% tariff on Chinese imports is much lower than levies of up to 60% Trump had threatened while campaigning for office.&nbsp;



The potentially reduced levies come after Trump revealed on Friday that<a href="https://www.benzinga.com/markets/asia/25/01/43060607/trump-xi-talk-trade-tiktok-peace-in-first-call-since-2021"> he had spoken</a> with Chinese President Xi Jinping over the phone about trade, fentanyl, TikTok and other topics.&nbsp;



He shared some details and expressed optimism regarding the relationship with China on his social media platform, Truth Social.&nbsp;&nbsp;



"It is my expectation that we will solve many problems together, and starting immediately," Trump said.&nbsp;



Why It Matters: U.S.-listed Chinese stocks climbed Tuesday after Trump neither targeted China in his inauguration speech nor did he instantly impose tariffs on Day 1.&nbsp;



However, following Trump's comments on Tuesday evening, U.S.-listed Chinese stocks are dipping Wednesday with Alibaba Group Holdings, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) both down in early trading. Share of Chinese EV makers XPeng, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and Li Auto, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) are also moving lower at the time of publication Wednesday. 



Investors can also monitor effects of proposed tariffs on China through the KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>) which consists of China-based companies focused on internet-related technology. 



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Trump 'Looking At' 10% Tariff On China Starting Feb. 1

Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) just got its <a href="https://www.benzinga.com/topic/artificial-intelligence">golden AI ticket</a>. The stock surged as much as 8.51% in pre-market trading Wednesday after President Donald Trump unveiled Project Stargate, a massive $500 billion AI infrastructure initiative featuring Oracle, OpenAI, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and SoftBank Capital.



With $100 billion committed in the first year alone, this project cements Oracle's role as a key AI backbone. But is this just a short-term pop, or does it signal a deeper bull case for Oracle stock?



<h2 class="wp-block-heading">Oracle's AI Advantage Just Got Supercharged</h2>



Oracle has been aggressively expanding its AI and cloud offerings, positioning itself as a critical infrastructure provider for generative AI workloads. Project Stargate validates that strategy, giving Oracle direct government-backed investment and integration with AI giants like OpenAI.



For investors, this means Oracle is no longer just competing in the AI arms race—it's helping build the battlefield. Expect increased cloud demand, long-term government contracts, and a higher revenue ceiling.



Read Also: <a href="https://www.benzinga.com/markets/equities/25/01/43121798/elon-musk-says-project-stargate-doesnt-actually-have-the-money-after-trump-announces-500-billion-ai-investment-led-by-softbank-oracle-and-openai">Elon Musk Says Project Stargate Doesn&#8217;t &#8216;Actually Have The Money&#8217; After Trump Announces $500 Billion AI Investment Led By SoftBank, Oracle And OpenAI</a>



<h2 class="wp-block-heading">Ellison's Billionaire Flex: Confidence In Oracle's Future</h2>



Oracle&#8217;s CEO Larry Ellison's $12 billion windfall from the stock surge speaks volumes. His 41% stake in Oracle makes him the biggest beneficiary of this AI momentum, and the fact that he <a href="https://www.forbes.com/sites/dereksaul/2025/01/21/oracle-stock-surges-ahead-of-500-billion-stargate-openai-trump-deal/">overtook</a> Meta Platforms Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg to become the world's third-richest person highlights just how much value the market sees in Oracle's future. 



When insiders win big, long-term investors take notice.



<h2 class="wp-block-heading">ORCL Stock Chart: The Bullish Case</h2>



<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012225&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="638" height="493" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22073338/Screenshot-2025-01-22-at-5.55.52-PM.png" alt="" class="wp-image-744604" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22073338/Screenshot-2025-01-22-at-5.55.52-PM.png 638w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22073338/Screenshot-2025-01-22-at-5.55.52-PM-300x232.png 300w" sizes="(max-width: 638px) 100vw, 638px" /></a></figure>



<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012225&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>



ORCL stock is trading above its eight, 20 and 200-day simple moving averages, signaling strong buying pressure. While the 50-day moving average sits slightly higher at $176.33 (vs. ORCL stock at $172.57), the broader trend remains bullish. 



The RSI (relative strength index) at 57.50 suggests room to run before hitting overbought levels. Although, the MACD (moving average convergence/divergence) indicator at a negative 3.72, signals bearish momentum.



<h2 class="wp-block-heading">Investor Takeaway: More Than Just A Hype Rally</h2>



AI narratives have driven short-term pops before, but Project Stargate gives Oracle something tangible—a direct capital infusion, AI partnerships, and potential long-term infrastructure dominance.



With strong technicals and institutional backing, ORCL stock's momentum could be more than just a momentary surge. Investors betting on the AI boom now have a compelling reason to keep Oracle on their radar.



Read Next: 



<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/43122667/oracle-unveils-ai-powered-sales-tools-to-boost-customer-engagements-details">Oracle Unveils AI-Powered Sales Tools To Boost Customer Engagements: Details</a></li>
</ul>



Photo: Shutterstock

Long Ideas

Technicals

Oracle's AI Moonshot: Why Project Stargate Could Propel ORCL Stock Higher

Procter &amp; Gamble Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) shares are trading higher in premarket on Wednesday after the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43123269/p-g-announces-fiscal-year-2025-second-quarter-results" rel="noreferrer noopener">second-quarter earnings results</a>.



The company reported second-quarter sales growth of 2% year-on-year to $21.9 billion, beating the analyst consensus estimate of $21.542 billion.



Organic sales increased 3%, driven by a 2% increase in organic volume and a 1% increase from the favorable geographic mix.



Sales in the Beauty segment remained flat, the Grooming segment gained 1%, and Health Care increased 2%.



Adjusted EPS of $1.88 <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">beat the consensus estimate of $1.86.</a>



Gross profit increased 1% Y/Y to $11.46 billion. The reported gross margin decreased by 30 basis points to 52.4%.



Operating margin expanded 550 basis points to 26.2%, while operating income for the quarter jumped 30% to $5.7 billion.



P&amp;G held $10.23 billion in cash and equivalents at December-end. Operating cash flow for the quarter was $4.8 billion.



&#8220;The P&amp;G team delivered an acceleration in organic sales growth, core EPS growth and strong cash return to shareowners in the second quarter,&#8221; said Board Chairman, President, and CEO Jon Moeller.



&#8220;Our first-half results keep us on track to deliver within our guidance ranges on all key financial metrics for the fiscal year.&#8221;



Outlook: P&amp;G maintained its guidance range for FY25 organic sales growth of 3%-5% and all-in sales growth of 2%-4%. P&amp;G maintained its FY25 EPS growth outlook of 10%-12% versus an EPS of $6.02 in FY24.



P&amp;G reiterated its adjusted EPS outlook of $6.91 &#8211; $7.05 versus the $6.93 estimate. P&amp;G continues to expect a commodity cost headwind of approximately <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$200 million after tax for fiscal 2025.</a>



P&amp;G expects unfavorable foreign exchange rates will be a headwind of approximately $300 million after tax.



P&amp;G continues to expect adjusted free cash flow productivity of&nbsp;90%&nbsp;and expects to pay around&nbsp;$10 billion&nbsp;in dividends and repurchase&nbsp;$6&nbsp;billion&nbsp;to&nbsp;$7 billion&nbsp;of common shares in fiscal 2025.



Price Action: PG shares are trading higher by 3.44% at $167.29 in premarket at the last check Wednesday. 



Photo via Shutterstock.

Guidance

Dividends

Buybacks

Movers

General

Gillette Parent Procter & Gamble Q2 Earnings: Navigates Commodity And Forex Challenges, Maintains Core FY25 Outlook

Shares of AI-related tech companies are trading higher Wednesday after U.S. President Donald Trump announced a $500 billion AI infrastructure investment <a href="https://www.benzinga.com/markets/equities/25/01/43121798/elon-musk-says-project-stargate-doesnt-actually-have-the-money-after-trump-announces-500-billion-ai-investment-led-by-softbank-oracle-and-openai">called Project Stargate</a>.



What To Know: Trump on Tuesday announced that OpenAI, SoftBank and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) are planning a joint venture that will result in more data centers being built, creating more than 100,000 jobs in the United States, per Reuters. 



Project Stargate and its backers have committed $100 billion for immediate investment, with up to $400 billion in additional investments expected to take place over the next four years. 



OpenAI&#8217;s Sam Altman, SoftBank&#8217;s Masayoshi Son and Oracle&#8217;s Larry Ellison stood alongside Trump at the White House for the launch announcement on Tuesday. 



Ellison noted that twenty data centers are expected to be built under Stargate, the first of which is already under construction in Texas. 



Several AI-related names got a lift on the news. Oracle shares were up 10%, while shares of Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which maintains an investment in OpenAI, were up about 1.7% at last check. 



Other big movers on Wednesday include NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) and Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>). Nvidia shares were up about 3% at the time of writing, while Arm Holdings shares were up about 6.5% and Dell shares were up approximately 5%. 



Check This Out: <a href="https://www.benzinga.com/markets/equities/25/01/43121798/elon-musk-says-project-stargate-doesnt-actually-have-the-money-after-trump-announces-500-billion-ai-investment-led-by-softbank-oracle-and-openai">Elon Musk Says Project Stargate Doesn&#8217;t &#8216;Actually Have The Money&#8217; After Trump Announces $500 Billion AI Investment Led By SoftBank, Oracle And OpenAI</a>



Photo: courtesy of U.S. Department of Energy.

DELL

MSFT

Tech Stocks Rise After Trump Announces AI Infrastructure Investment

U.S. stocks could open on a positive note on Wednesday, continuing to rally after <a href="https://www.benzinga.com/government/regulations/25/01/43085323/trump-sworn-in-as-47th-president-declares-golden-age-of-america-begins-right-now">Donald Trump's inauguration</a> as the 47th President of the U.S. on Monday. Futures point to a second consecutive day of positive start to the Trump presidency.



As the new administration settles in, President Trump announced an ambitious $500 billion artificial intelligence project dubbed Stargate. This venture includes Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Microsoft Corp.-backed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) OpenAI, and SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>).



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><tbody><tr><td>Futures</td><td>Change (+/-)</td></tr><tr><td>Nasdaq 100</td><td>0.84%</td></tr><tr><td>S&amp;P 500</td><td>0.40%</td></tr><tr><td>Dow Jones</td><td>0.17%</td></tr><tr><td>R2K</td><td>0.17%</td></tr></tbody></table></figure>



In premarket trading on Wednesday, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) gained 0.37% to $605.24 and the Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 0.77% to $528.86, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga Pro data</a>.



Cues From Last Session:



U.S. stocks ended Tuesday on a positive note, with Dow Jones and S&amp;P 500 ending the day with major gains, while the Nasdaq closed 0.64% in the green.



Crude oil prices edged lower as traders await clarity about the new Trump administration's agenda.



Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) and Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) were among the top gainers on Tuesday, surging 8.48% and 7.17% during the session respectively.



On the economic data front, U.S. industrial production rose by 0.9% in December, ahead of estimates of a 0.3% increase. Housing starts rose by 15.8% from the previous month to an annualized rate of 1.499 million units in December.



Most sectors on the S&amp;P 500 closed on a positive note, with industrials, real estate, and healthcare stocks recording gains on Tuesday.



However, energy stocks bucked the overall market trend, closing the session lower.



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><tbody><tr><td>Index</td><td>Performance (+/-)</td><td>Value</td></tr><tr><td>Nasdaq Composite</td><td>0.64%</td><td>19,756.78</td></tr><tr><td>S&amp;P 500</td><td>0.88%</td><td>6,049.24</td></tr><tr><td>Dow Jones</td><td>1.24%</td><td>44,025.81</td></tr><tr><td>Russell 2000</td><td>1.85%</td><td>2,317.97</td></tr></tbody></table></figure>



Insights From Analysts:



Ryan Detrick, chief market strategist at Carson Global, underscored that there is a high possibility that 2025 could be a good year as far as equity markets are concerned.



"The year after an election year has been quite strong lately, with stocks higher 9 of the past 10 times going back to Reagan&#8217;s second term," he said.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The year after an election year has been quite strong lately, with stocks higher 9 of the past 10 times going back to Reagan&#39;s second term. <a href="https://t.co/Nkx8DDehQ8">pic.twitter.com/Nkx8DDehQ8</a>&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1881724906460868653?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



In 2017, the first year of Trump's previous term, the Dow and S&amp;P 500 delivered a return of 19.4%. Likewise, in Biden's first year in office, the return stood at 26.9%.



Jeremy Siegel, Wharton professor and senior economist at WisdomTree, underscored the resilient U.S. economy and positive indicators going into 2025.



"The outlook for Q4 GDP growth is strong, with estimates ranging between 2.5% and 3%, a testament to the underlying strength of the economy as we transition into 2025," he said.



He also has a word of caution about the impact of Trump's tariff plans, but noted that they are "likely months away."



"The S&amp;P 500 thus far remains resilient, but I maintain my call for a correction this year as bond yields rise further, which could pressure valuations. This presents opportunities for less richly priced stocks, sectors, and strategies."



See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures" target="_blank" rel="noreferrer noopener">How To Trade Futures</a>



Upcoming Economic Data



Here's what investors will keep an eye on for Wednesday and the rest of the week:



<ul>
<li>On Wednesday, leading economic indicator data will be released at 10:00 a.m., ET.</li>



<li>On Thursday, initial jobless claims data will be released at 8:30 a.m. ET.</li>



<li>On Friday, S&amp;P flash services PMI and manufacturing PMI will be released at 9:45 a.m. ET.</li>



<li>Existing home sales and consumer sentiment data will be released at 10 a.m., ET.</li>
</ul>



Stocks In Focus:



<ul>
<li>Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stock gained over 8% in premarket trade on Wednesday after President Trump announced the Stargate AI joint venture, comprising Oracle, OpenAI, and SoftBank.</li>



<li>Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) surged over 14% after stunning the Street with 20 million new subscribers and a price hike amid its best quarterly performance ever.</li>



<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Arm Holdings Plc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) and other chip stocks gained in pre-market after Trump's AI announcement.</li>



<li>Investors are awaiting earnings results from Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>), The Procter &amp; Gamble Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) today.</li>
</ul>



Commodities, Bonds And Global Equity Markets:



Crude oil futures fell in the early New York session, declining by 0.42% to hover around $75.51 per barrel.



The 10-year Treasury note yield edged higher to 4.585%.



Most of the major Asian markets were mixed on Wednesday, while European markets were in the green in early trading.



Read Next:



<ul>
<li><a href="https://www.benzinga.com/25/01/43118541/bitcoin-ethereum-dogecoin-rally-amid-secs-plans-to-establish-crypto-regulations-top-trader-issues-bold-3000-target-for-btc-this-cycle">Bitcoin, Ethereum Rally Amid SEC&#8217;s Plans To Establish Crypto Regulations: Top Trader Issues $300,000 Target For BTC This Cycle</a></li>
</ul>



Photo courtesy: Shutterstock

Futures

Federal Reserve

Pre-Market Outlook

SFTBY

US Stocks Likely To Open Higher As Trump Announces $500 Billion AI Project: Oracle, Netflix, Nvidia Among Top Stocks To Watch

Shares of Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) experienced a 15% surge in premarket trading on Wednesday on the heels of the company announcing a 16%<a href="https://www.benzinga.com/markets/equities/25/01/43119464/netflix-raises-prices-16-peter-schiff-warns-of-escalating-inflation-risks-ahead-of-trump-policies" target="_blank" rel="noreferrer noopener"> price hike for its standard streaming plan.</a>



What Happened: Netflix&#8217;s shares saw an increase of $128.14 in the premarket, following a 1.35% rise at the close of the previous day, ending at $869.68. 



The price increase, which took the&nbsp;ad-free standard plan from $15.49&nbsp;to $17.99 per month, was announced in conjunction with Netflix&#8217;s impressive fourth-quarter earnings report.



See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/01/43118941/oracles-larry-ellison-says-cancer-vaccine-tailored-in-48-hours-could-soon-be-a-reality-as-trump-announces-500-billion-ai-investment" target="_blank" rel="noreferrer noopener">Oracle's Larry Ellison Says Cancer Vaccine Tailored In 48 Hours Could Soon Be A Reality As Trump Announces $500 Billion AI Investment</a>



The earnings report highlighted a 16% year-over-year revenue growth, reaching $10.25 billion, and a subscriber increase of 18.91 million. This surge in subscribers brought the total number of paid memberships to a staggering 301.63 million. The price increase also impacted the premium tier, now priced at $24.99, and the ad-supported option, which rose to $7.99.



Netflix&#8217;s robust performance, marked by a <a href="https://www.benzinga.com/25/01/43114866/netflix-q4-earnings-highlights-nfl-squid-game-power-best-subscriber-growth-in-company-history">record operating income surpassing</a>&nbsp;$10 billion for fiscal 2024,&nbsp;suggests a promising future for the company. Netflix anticipates its 2025 revenue to fall&nbsp;between $43.5 billion and $44.5&nbsp;billion, indicating a 12-14% growth. This projection underscores Netflix&#8217;s relatively&nbsp;small current share of the&nbsp;estimated $650 billion market opportunity&nbsp;across its key regions.



The company&#8217;s strong performance, driven by popular shows like &#8216;Squid Game&#8217; and its NFL content, has led to a significant <a href="https://www.benzinga.com/25/01/43104552/youtube-vs-netflix-streamers-top-usage-leaderboard-in-december-sector-makes-more-gains-on-broadcast-and-cable">increase in its subscriber base.</a> The price hike, which is the largest in the company&#8217;s history, is a bold move that reflects Netflix&#8217;s confidence in its future growth and content offerings.



Read Next:



<ul>
<li><a href="https://www.benzinga.com/markets/25/01/43118598/warren-buffetts-pilot-co-exits-global-oil-trading-refocuses-on-us-operations-report" target="_blank" rel="noreferrer noopener">Warren Buffett's Pilot Co Exits Global Oil Trading, Refocuses On US Operations: Report</a></li>
</ul>



Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.



Image via Shutterstock

Netflix Rises 15% In Wednesday Premarket As Streaming Giant Hikes Prices Following Record Subscriber Growth

A trader&#8217;s actions planted doubts on Tuesday after they bought over $5 million worth of Official Trump (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">TRUMP</a>) memecoin at the bottom just minutes after President Donald Trump said he knows little about it.



What Happened: In an X post, capital markets commentator The Kobeissi Letter drew attention to suspicious dealings shortly after Trump made his first public statement on his official coin.



The post noted that TRUMP fell over 33% three minutes after Trump&#8217;s remarks. At the exact bottom, a wallet scooped $5.09 million of the coin, which The Kobeissi Letter deemed as &#8220;one of the biggest single purchases&#8221; since the coin&#8217;s launch.



The subsequent purchase led to a quick recovery in the coin&#8217;s value, netting the trader $2.4 million in profits in just 14 minutes later. 



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is unusual: At 6:00 PM ET, President Trump says &quot;I don&#39;t know very much about it&quot; regarding his memecoin, <a href="https://twitter.com/search?q=%24TRUMP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TRUMP</a>. 3 minutes later, at 6:03 PM ET, <a href="https://twitter.com/search?q=%24TRUMP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TRUMP</a> fell over -33% and a wallet purchased $5.09 MILLION worth of it at the EXACT bottom. This is one of the biggest single… <a href="https://t.co/N1d7opCuga">https://t.co/N1d7opCuga</a> <a href="https://t.co/t5SSu7a1bI">pic.twitter.com/t5SSu7a1bI</a>&mdash; The Kobeissi Letter (@KobeissiLetter) <a href="https://twitter.com/KobeissiLetter/status/1881844856039125287?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



The Kobeissi Letter called this development unusual. &#8220;Did someone know?&#8221; it said, alluding to insider training.



The findings were <a href="https://dexscreener.com/solana/a8nphpcjqtqhdquk35uj9hy2ysgxfkczgunwvkd3k7vc">drawn </a>from analytics platform DEX Screener and independently verified by Benzinga. The team behind Trump&#8217;s memecoin didn&#8217;t immediately return a request for comment.



See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/25/01/43087038/trump-names-uyeda-acting-sec-chair-as-crypto-regulations-get-set-for-a-makeover">Trump Names Uyeda Acting SEC Chair, Regulators Get Ready For Crypto Makeover</a>



Why It Matters: Trump <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43118779/trump-memecoin-regains-momentum-rallies-22-as-the-president-calls-billions-earned-through-the-venture-as-peanuts">appeared nonchalant </a>when he was asked about the Solana (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/sol/usd">SOL</a>)-based memecoin&nbsp;during his first White House news conference.



"I&nbsp;don't&nbsp;know much about it other&nbsp;than I launched it. I&nbsp;heard it was very successful. I haven't&nbsp;checked where is it&nbsp;today,&#8221; he said.



However, when a journalist suggested that Trump had made "several billion dollars" from the venture, the president called it &#8220;peanuts.&#8221;



According to the coin's official website, entities linked to Trump&#8217;s family-owned conglomerate, The&nbsp;Trump Organization, <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43080060/donald-trump-and-melania-memecoins-combined-market-value-is-now-higher-than-that-of-warren-buffetts-hot-pick">control </a>80% of the coin&#8217;s supply. 



Price Action: At the time of writing, TRUMP was exchanging hands at $43.13, surging 20.53% in the last 24 hours, according to&nbsp;DEX Screener.



Read Next:



<ul>
<li><a href="https://www.benzinga.com/25/01/43086309/trumps-doge-committee-faces-lawsuit-over-alleged-federal-advisory-violations-and-lack-of-transparency">Trump&#8217;s DOGE Committee Faces Lawsuits Over Alleged Federal Advisory Violations, Lack Of Transparency</a></li>
</ul>



Image via Shutterstock

$SOL

Whale Investor Snaps Up $5 Million In Official Trump Coin Minutes After President Says, 'I Don't Know Much About It,' Marking One Of The Largest Purchases Since Launch

The CNN Money Fear and Greed index showed further improvement in overall market sentiment, but the index remained in the &#8220;Fear&#8221; zone on Tuesday.



U.S. stocks settled higher on Tuesday, with the Dow Jones index gaining more than 500 points during the session as investors bet on more domestic-friendly policies following Donald Trump&#8217;s inauguration on Jan. 20 as the 47th U.S. President.



All three major indices also recorded their first weekly gain of 2025. The Dow jumped 3.7%, while the S&amp;P 500 added 2.9% last week. The Nasdaq, meanwhile, surged 2.5% during the week to notch its strongest weekly performance since December.



D.R. Horton Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) reported better-than-expected first-quarter results. 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) reported upbeat fourth-quarter 2024 results and initiated 2025 guidance.



Most sectors on the S&amp;P 500 closed on a positive note, with industrials, real estate, and health care stocks recording gains on Tuesday. However, energy stocks bucked the overall market trend, closing the session lower.



The Dow Jones closed higher by around 538 points to 44,025.81 on Tuesday. The S&amp;P 500 rose 0.88% to 6,049.24, while the Nasdaq Composite climbed 0.64% at 19,756.78 during Tuesday's session.



Investors are awaiting earnings results from Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>), The Procter &amp; Gamble Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) today.



What is CNN Business Fear &amp; Greed Index?



At a current reading of 40.8, the index remained in the &#8220;Fear&#8221; zone on Tuesday, versus a prior reading of 37.6.



The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.



Read Next:



<ul>
<li><a href="https://www.benzinga.com/25/01/43096091/jim-cramer-this-tech-stock-is-a-buy-louisiana-pacific-has-been-a-great-stock"> Jim Cramer: This Tech Stock Is A Buy, Louisiana-Pacific Has Been A &#8216;Great Stock&#8217;</a></li>
</ul>



Photo courtesy: Shutterstock

Dow Jumps Over 500 Points As Trump Takes Office: Investor Sentiment Improves, But Greed Index Remains In 'Fear' Zone

Leading cryptocurrencies surged Tuesday after the SEC under President Donald Trump launched a dedicated cryptocurrency task force.



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><tbody><tr><td>Cryptocurrency</td><td>Gains +/-</td><td>Price (Recorded at 8:00 p.m. ET)</td></tr><tr><td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td><td>+4.61%</td><td>$105,950.10</td></tr><tr><td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+3.83%</td><td>$3,353.90</td></tr><tr><td>Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+3.45%</td><td>$0.3707</td></tr></tbody></table></figure>



What Happened: Bitcoin sailed above $107,000 during U.S. afternoon hours, following Day 1 of Trump's presidency, which made no mention of cryptocurrencies.



Profit-taking pulled the apex digital asset to the $105,000 zone in overnight trading.



Ethereum also made strides, rising to an intraday high of $3,360.



The recovery coincided with the formation of a dedicated task force by SEC's Acting Chair, Mark Uyeda, intending to develop a clear regulatory framework for the cryptocurrency industry.



The uptick hit traders betting on price declines in futures markets, with about $133 million in short positions getting liquidated.



Bitcoin's Open Interest jumped 4.71% in the last 24 hours. An increase in Open Interest, coinciding with an increase in the spot price, indicated an influx of new money into the derivatives.



That said, the number of traders shorting Bitcoin rose in comparison to those betting on a price increase, according to the Long/Short Ratio.



The "Extreme Greed" sentiment in the market intensified, according to the Crypto Fear &amp; Greed Index.



Top Gainers (24-Hours)



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><tbody><tr><td>Cryptocurrency</td><td>Gains +/-</td><td>Price (Recorded at 8:00 p.m. ET)</td></tr><tr><td>ai16z (AI16Z)</td><td>+22.01%</td><td>$1.13</td></tr><tr><td>Official Trump (TRUMP)</td><td>+18.77%</td><td>$42.97</td></tr><tr><td>Sonic (prev. FTM (S)</td><td>+17.69%</td><td>$0.608</td></tr></tbody></table></figure>



The global cryptocurrency market capitalization stood at $3.63 trillion, rising by 2.02% in the last 24 hours.



Stocks rallied a day after Trump was sworn in as U.S. president. The Dow Jones Industrial Average lifted 537.98 points, or 1.24%, to close at 44,025.81. The S&amp;P 500 rose 0.88%, ending at 6,049.24, while the tech-focused Nasdaq Composite gained 0.64% to close at 19,756.78.



The rally came as the<a href="https://www.benzinga.com/government/regulations/25/01/43084601/trump-day-1-executive-order-tsunami-incoming-energy-inflation-immigration-in-focus-but-what-about-tariffs"> president stopped short</a> of imposing new import tariffs on his first day in office, providing temporary relief for the market.



See More: <a href="https://www.benzinga.com/money/best-crypto-scanners">Best Cryptocurrency Scanners</a>



Analyst Notes: Widely followed cryptocurrency analyst Ali Martinez noted that Bitcoin's network activity was robust, with growth in daily active addresses and whale transactions.



"This trend signals a positive outlook for potential price appreciation," the analyst remarked.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/hashtag/Bitcoin?src=hash&amp;ref_src=twsrc%5Etfw">#Bitcoin</a> network activity remains strong, with daily active addresses and whale transactions increasing simultaneously. This trend signals a positive outlook for potential price appreciation. <a href="https://t.co/EMf8uyv3SB">pic.twitter.com/EMf8uyv3SB</a>&mdash; Ali (@ali_charts) <a href="https://twitter.com/ali_charts/status/1881806474050941315?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Martinez highlighted whale interest in his other post, showing that over $2.24 billion worth of Bitcoin was snapped by large investors over the last 3 days.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Whales have bought over 22,000 <a href="https://twitter.com/hashtag/Bitcoin?src=hash&amp;ref_src=twsrc%5Etfw">#Bitcoin</a> <a href="https://twitter.com/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$BTC</a> in the last 72 hours, worth more than $2.24 billion! <a href="https://t.co/bl87JcROKU">pic.twitter.com/bl87JcROKU</a>&mdash; Ali (@ali_charts) <a href="https://twitter.com/ali_charts/status/1881853030582395093?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Popular cryptocurrency trader Michaël van de Poppe issued bold predictions for Bitcoin and altcoins in the ongoing cycle.



"I&#8217;d rather look at valuations similar to the Dot.com bubble. $15-25 trillion of cryptocurrency market valuations. Bitcoin to $300,000+," the trader projected.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I think that this cycle we&#39;ll see <a href="https://twitter.com/hashtag/Bitcoin?src=hash&amp;ref_src=twsrc%5Etfw">#Bitcoin</a> and <a href="https://twitter.com/hashtag/Altcoins?src=hash&amp;ref_src=twsrc%5Etfw">#Altcoins</a> tend to have a 2017-type of cycle. In that sense, $150K isn&#39;t a target for me. I&#39;d rather look at valuations similar to the <a href="https://t.co/GoodB359DI">https://t.co/GoodB359DI</a> bubble. $15-25T of crypto market valuations. Bitcoin to $300K+.&mdash; Michaël van de Poppe (@CryptoMichNL) <a href="https://twitter.com/CryptoMichNL/status/1881792381017874591?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



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<li><a href="https://www.benzinga.com/25/01/43090399/top-crypto-analyst-disappointed-by-ethereums-weak-performance-but-doesnt-rule-out-a-rally-to-7000-heres-why">Ethereum&#8217;s &#8216;Weak&#8217; Momentum Disappoints Top Analyst, But He Doesn&#8217;t Rule Out A Rally To $7,000: Here&#8217;s Why</a></li>
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Photo courtesy: Shutterstock

$DOGE

$ETH

Bitcoin, Ethereum Rally Amid SEC's Plans To Establish Crypto Regulations: Top Trader Issues $300,000 Target For BTC This Cycle

MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) shareholders on Tuesday approved a proposal to increase the company&#8217;s authorized Class A shares by 30 times to support future Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) acquisitions.



What happened: About 56% of votes were cast in favor of increasing the shares from the current 330 million to 10.33 billion, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-21/microstrategy-share-increase-approved-to-fund-bitcoin-purchases">reported</a>, citing the meeting's recording.&nbsp;



Investors also approved the proposal to increase the number of authorized shares of preferred stock from 5 million to 1.005 billion, reflecting a 201x increase. <a href="https://www.benzinga.com/money/how-to-buy-preferred-stock#:~:text=Preferred%20stocks%20usually%20offer%20fixed%20dividends%20and%20rank%20higher%20than,health%20of%20the%20issuing%20company.">Preferred stocks</a> usually offer fixed dividends and rank higher than common stocks during asset liquidation.



Notably, the proposals were <a href="https://www.benzinga.com/24/12/42665877/microstrategy-to-hold-special-shareholder-vote-to-support-the-42-billion-bitcoin-acquisition-strategy">put forward</a> by the firm&#8217;s co-founder and executive chairman, Michael Saylor, who controls 47% of the voting power.



See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/25/01/43087038/trump-names-uyeda-acting-sec-chair-as-crypto-regulations-get-set-for-a-makeover">Trump Names Uyeda Acting SEC Chair, Regulators Get Ready For Crypto Makeover</a>



Why It Matters: These proposals were intended to support MicroStarategy's ambitious <a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41646462/michael-saylor-says-bitcoin-remedy-to-fix-unhealthy-balance-sheets-as-microstrategy-unveil">21/21 plan</a>, a capital-raising operation that seeks to generate $21 billion in equity financing and $21 billion in fixed-income securities to fund Bitcoin purchases.



As of this writing, the firm has $5.42 billion remaining under its equity offerings plan.



MicroStrategy has front-run corporate Bitcoin adoption, with the company&#8217;s stockpile growing to 461,000 BTC, worth $48.67 billion, after a <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43104549/microstrategy-buys-11000-bitcoin-total-holdings-reach-461000-btc">fresh purchase</a> of 11,000 BTC on Tuesday. The firm was sitting on unrealized Bitcoin gains of nearly 66%, <a href="https://bitcointreasuries.net/">according </a>to BitcoinTresuries.net.



Price Action: At the time of writing, Bitcoin was exchanging hands at $105,605.91, up 4.04% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.



Shares of MicroStrategy closed 1.87% lower at $389.10 during Tuesday's regular trading session.



The stock has a <a href="https://www.benzinga.com/quote/MSTR/analyst-ratings">consensus price target</a> of $449.5 based on 12 analyst ratings, with an average price target of $546.67 from Bernstein, TD Cowen, and Barclays.



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<li><a href="https://www.benzinga.com/25/01/43086309/trumps-doge-committee-faces-lawsuit-over-alleged-federal-advisory-violations-and-lack-of-transparency">Trump&#8217;s DOGE Committee Faces Lawsuits Over Alleged Federal Advisory Violations, Lack Of Transparency</a></li>
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Photo courtesy: Shutterstock

MSTR

Michael Saylor's Proposal To Increase MicroStratagy's Share Count Approved By Shareholders — More Bitcoin Purchases On The Cards?

Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) announced a 16% price increase for its standard streaming plan on Tuesday, prompting economist Peter Schiff to warn of persistent inflation risks ahead of potential policy shifts under President Donald Trump&#8216;s administration.



What Happened: The streaming giant raised its ad-free standard plan from $15.49 to $17.99 monthly while increasing its premium tier to $24.99 and the ad-supported option to $7.99. 



The price hikes coincided with Netflix&#8217;s robust <a href="https://www.benzinga.com/25/01/43114866/netflix-q4-earnings-highlights-nfl-squid-game-power-best-subscriber-growth-in-company-history">fourth-quarter earnings report</a>, which showed revenue climbing 16% year-over-year to $10.25 billion and subscriber growth of 18.91 million, bringing total paid memberships to 301.63 million.



Schiff, a vocal critic of current monetary policy, cautioned on X that the Netflix price increase signals broader inflationary pressures. &#8220;The lull in the inflation storm is over. The consequences of inflationary monetary policy that finally showed up under Biden will kick into a higher gear under Trump,&#8221; he wrote.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Today, Netflix announced a 16% price increase. Those expecting lower inflation under Trump will be disappointed. The lull in the inflation storm is over. The consequences of inflationary monetary policy that finally showed up under Biden will kick into a higher gear under Trump.&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1881915137327845422?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43118941/oracles-larry-ellison-says-cancer-vaccine-tailored-in-48-hours-could-soon-be-a-reality-as-trump-announces-500-billion-ai-investment">Oracle&#8217;s Larry Ellison Says Cancer Vaccine Tailored In 48 Hours Could Soon Be A Reality As Trump Announces $500 Billion AI Investment</a>



Why It Matters: The economist&#8217;s warning comes amid broader market discussions about potential economic policies under a Trump presidency. A survey in October found 68% of economists <a href="https://www.benzinga.com/news/24/10/41312782/trumps-economic-policies-expected-to-drive-inflation-and-deficits-higher-than-harris-economists-say">expecting higher inflation under</a> Trump compared to alternative policies, with particular attention to proposed tax cuts without corresponding spending reductions.



Netflix&#8217;s strong performance, including record operating income exceeding $10 billion for fiscal 2024, suggests continued growth potential. The company projects 2025 revenue between $43.5 billion and $44.5 billion, representing 12-14% growth while emphasizing its small current share of the estimated $650 billion market <a href="https://www.benzinga.com/25/01/43114866/netflix-q4-earnings-highlights-nfl-squid-game-power-best-subscriber-growth-in-company-history">opportunity across its key regions</a>.



Price Action: NFLX shares surged 14.39% to $994.89 in after-hours trading, setting new 52-week highs following the earnings announcement, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.



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Image Via Shutterstock



Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Netflix Raises Prices 16%, Peter Schiff Warns Of Escalating Inflation Risks Ahead Of Trump Policies

Editor&#8217;s Note: This article was updated to include details on Netflix's share repurchase activity



Streaming leader Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) reported fourth-quarter financial results after <a href="https://www.benzinga.com/earnings">market close Tuesday.</a>



Here are the key highlights.



What Happened: Netflix reported fourth-quarter revenue of $10.25 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $10.11 billion according to data<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"> from Benzinga Pro.</a>



The company reported earnings per share of $4.27 for the quarter, beating a Street consensus estimate of $4.19.



Netflix reported it added 18.91 million paid subscribers in the fiscal quarter, up 15.9% year-over-year. The company ended the quarter with 301.63 million paid subscribers.



Average revenue per member was a up 1% year-over-year in the quarter.



"Our Q4 slate outperformed even our highest expectations," the company said.



Highlights cited by the company included a second season of "Squid Game," "Carry-On," the Jake Paul vs. Mike Tyson boxing match and the NFL Christmas Day games.



Operating income topped $10 billion for the first time in company history for the full fiscal year.



Netflix said it bought back 9.9 million shares valued at $6.2 billion in 2024. The company has bought back $12.9 billion in shares since the buyback plan was introduced. The company announced its board approved an &#8220;incremental $15B for the program,&#8221; which makes the total buyback authorization a new total of $17.1 billion.



The company said it enters 2025 with strong momentum, coming off a year with record net additions (41M) and having re-accelerated growth (16% increase in revenue).



Read Also: <a href="https://www.benzinga.com/general/sports/25/01/42882919/netflix-q4-to-show-advertising-live-sports-strength-analyst-says-multiyear-narrative-of-compounded-growth">Netflix Q4 To Show Advertising, Live Sports Strength, Analyst Says: &#8216;Multiyear Narrative Of Compounded Growth&#8217;</a>



What's Next: Netflix is guiding for first-quarter revenue to be $10.42 billion, which would be up 11.2% year-over-year. The company is guiding for operating income of $2.94 billion in the first quarter and earnings per share of $5.58.



Full-year guidance for revenue in 2025 is now listed as a range of $43.5 billion to $44.5 billion, up $0.5 billion from the company's previous range. This guidance represents year-over-year revenue growth of 12% to 14%.



Netflix will no longer break out membership growth going forward in fiscal 2025. The company said its guidance reflects "continued healthy member growth."



The company said its priorities for 2025 include improving the core business with more series and films, developing new initiatives like live programming and games and sustaining healthy growth.



"We maintain a leadership position in engagement, revenue and profit. We're focused on improving all aspects of our service and, combined with the return in 2025 of our biggest shows (Squid Game, Wednesday and Stranger Things), we're optimistic heading into the new year," the company said.



Hitting on future growth, Netflix said there are an estimated 750 million+ broadband households excluding China and Russia. The company said it has captured around 6% of the $650 billion revenue opportunity in its four key geographical markets.



"Similarly, we believe we account for less than 10% of TV viewing in every country in which we operate, all of which suggests a long runway for growth as streaming continues to expand around the world."



NFLX Price Action: Netflix stock is up 11% to $962.49 in after-hours trading Tuesday versus a previous 52-week trading range of $479.90 to $941.75. The company's earnings report has helped set a new 52-week high Tuesday. &nbsp;



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<li><a href="http://YouTube Vs. Netflix: Streamers Top Usage Leaderboard In December, Sector Makes More Gains On Broadcast And Cable">YouTube Vs. Netflix: Streamers Top Usage Leaderboard In December, Sector Makes More Gains On Broadcast And Cable</a></li>
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<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="&#x1f534; WATCH LIVE: Netflix Q4 2024 Earnings Call &#x7C; $NFLX" width="500" height="281" src="https://www.youtube.com/embed/WTo_TXHWTrw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



Photo: Shutterstock

Netflix Q4 Earnings: Record Subscribers, NFL, 'Squid Game' Push Past 'Highest Expectations' (UPDATED)

Trump's first day in office brought a wave of executive orders targeting immigration, energy, social policies, and announcing the withdrawal from global agreements like the Paris Climate Accord and <a href="https://www.benzinga.com/topic/donald-trump">the World Health Organization. </a>



Trump also pledged to raise tariffs up to 25% on both Canada and Mexico starting Feb. 1, but fell short of announcing universal tariffs on all imports.



Following Monday&#8217;s market closure for Martin Luther King Jr. Day, investors began assessing how Trump's new policy measures could impact sectors across the board. 



Gold miners and defense stocks outperformed, while solar energy companies were among the hardest hit.



<h3 class="wp-block-heading">Wall Street&#8217;s Winners And Losers After Trump&#8217;s Day 1</h3>



Gold miners were among the standout performers, amid rising trade fears between the U.S. and Canada. 



The VanEck Gold Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>) climbed 2.6% by 1:30 p.m. ET Tuesday. Leading gains were Harmony Gold Mining Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMY#NYSE">HMY</a>), up 4.3% and Endeavour Silver Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXK#NYSE">EXK</a>), up 3.1%.



&#8220;While President Trump's Inauguration Day policy announcements on tariffs were more benign than expected, we continue to expect the White House to increase tariff rates on autos and imports from China, and we see other tariff proposals as a risk,&#8221; Goldman Sach&#8217;s analyst Elsie Peng wrote in a note Tuesday.



Defense stocks also surged as Trump's policies emphasized national security and border protection declaring a &#8220;national emergency&#8221; at the southern border with Mexico. The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) rose 3.3%.



Other notable movers included the U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>), up 2%, and the SPDR S&amp;P Metals &amp; Mining ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XME#NYSE">XME</a>), which rose 1.6% as investors bet on increased demand for industrial materials.



Oil and gas exploration companies saw declines despite <a href="https://www.benzinga.com/government/regulations/25/01/43097430/trumps-drill-baby-drill-era-begins-oil-prices-tumble-us-energy-stocks-edge-up">Trump's "Drill, Baby, Drill"</a> push to unleash U.S. energy resources. The SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOP#NYSE">XOP</a>) dropped 1.1%, signaling concerns about potential oversupply.



Clean energy and solar stocks, however, suffered from Trump's decision to halt offshore wind leasing and withdraw the U.S. from the Paris Climate Accord. 



The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) fell 3.1%, with losses from Daqo New Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DQ#NYSE">DQ</a>), down 6.7%, and First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), which dropped 5.4%. The Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) slipped 1%.



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<li><a href="https://www.benzinga.com/25/01/43103527/mexican-peso-canadian-dollar-slide-as-trump-threatens-25-tariffs-expert-eyes-price-hikes-on-typical-us-breakfast">Mexican Peso, Canadian Dollar Slide As Trump Threatens 25% Tariffs, Economist Eyes Price Hikes On &#8216;Typical US Breakfast&#8217;</a></li>
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Photo: Shutterstock

Mid Cap

Regulations

FSLR

JETS

Trump's First Day Sends Gold Miners, Defense Stocks Soaring, Solar Sliding

Shares of NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other AI stocks such as Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) are trading higher Tuesday buoyed by reports of a major private sector investment in artificial intelligence infrastructure from President Trump.



What To Know: <a href="https://www.cbsnews.com/news/trump-announces-private-sector-ai-infrastructure-investment/">According to CBS News</a>, the joint venture, called Stargate, involves OpenAI, SoftBank and Oracle. The collaboration is set to commit an initial $100 billion to U.S.-based AI infrastructure projects, with a total investment of up to $500 billion over the next four years.



Stargate's first project will reportedly focus on building a large-scale data center in Texas, with plans to expand to other states as the venture progresses. The investment potentially underscores a growing commitment to establishing the United States as a leader in AI technology and infrastructure, attracting additional interest from other potential investors.



NVIDIA's stock rose on the news, as the company's hardware and GPUs are critical to AI applications and data center operations. The prospect of a significant expansion in AI infrastructure may further position NVIDIA to capitalize on increased demand for its products.



This announcement also drove gains in other tech and AI-related stocks, reflecting optimism about the private sector's role in advancing artificial intelligence capabilities. Industry leaders Masayoshi Son of SoftBank, Sam Altman of OpenAI and Larry Ellison of Oracle are expected to provide more details about the initiative during a meeting at the White House later today.



Price Action: Nvidia shares were up 2.42% at $141.09, Dell shares were up 1.37% at $111.11, Oracle shares were up 5.87% at $170.53 and Arm shares were up 4.03% at $155.24 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga pro.</a>



Read next:



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<li><a href="https://www.benzinga.com/markets/futures/25/01/43093520/us-stocks-set-to-open-on-a-positive-note-as-trumps-second-white-house-term-kicks-off-tesla-apple-netflix-among-stocks-in-focus">US Stocks Set To Open On A Positive Note As Trump&#8217;s Second White House Term Kicks Off: Tesla, Apple, Netflix Among Stocks In Focus</a></li>
</ul>



 Image via Shutterstock.

Nvidia, AI Stocks Rise As Trump Announces $500 Billion Stargate AI Infrastructure Venture

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