Trump’s AI and Energy Claims: Potential Boost for U.S. Tech and Energy Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“The Wall Street Journal has another ridiculous story today that China is dominating us, and the World, on the production of Electricity having to do with AI. They’re WRONG, as usual! Every AI plant being built in the United States is building its own Electric Generating Facilities. The approvals are being given carefully, but very quickly, a matter of weeks. Any excess Electricity being produced is going to our Electric Grid, which is being strengthened, and expanded, for other purposes than AI, like never before. In other words, AI has far more Electricity than they will ever need because, they are building the facilities that produce it, themselves. We are leading the World in AI, BY FAR, because of a gentleman named DONALD J. TRUMP!”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Donald Trump’s statement could potentially boost investor confidence in U.S. technology and energy sectors, positively impacting stocks like Alphabet Inc. Class A, Microsoft, Tesla, Inc., and ETFs such as the Technology Select Sector SPDR Fund and the Energy Select Sector SPDR Fund. His emphasis on U.S. leadership in AI and energy infrastructure might lead to increased investment in these areas, while possibly diminishing investor interest in the iShares MSCI China ETF due to perceived U.S. dominance. The Vanguard Information Technology ETF could also see positive effects as a reflection of broader market confidence in U.S. tech advancements.

Here are some of the stocks that might be affected:
Alphabet Inc. Class A ((GOOGL)),
Microsoft ((MSFT)),
Tesla, Inc. ((TSLA)),
Technology Select Sector SPDR Fund ((XLK)),
Energy Select Sector SPDR Fund ((XLE)),
iShares MSCI China ETF ((MCHI)),
Vanguard Information Technology ETF ((VGT)).