Network Stocks Are a Winner From Stargate AI News - Barron's
1. Nvidia will play a key role in Trump's $500 billion AI project. 2. The Stargate AI initiative requires hundreds of thousands of Nvidia processors. 3. Nvidia stock rose 4% following the project announcement and data center demand. 4. High-value Nvidia chips dominate AI data center hardware spending. 5. Arista Networks and Broadcom also expected to benefit significantly from new projects.