Here are the stocks that could get a boost from Trump's ‘AI Action Plan'

President Trump is slated to unveil an 'AI Action Plan' and new executive orders on Wednesday, a move Raymond James analysts expect will generate tailwinds for large-cap U.S. tech, cybersecurity, advanced semiconductor, and AI-focused education/workforce firms. Specific beneficiaries cited include Alphabet, Nvidia, CrowdStrike, and Coursera. The plan is anticipated to expand federal AI research, accelerate workforce upskilling, and improve AI infrastructure, with one executive order also targeting perceived 'woke AI' biases.

Analysis

The upcoming announcement of President Trump's 'AI Action Plan' and associated executive orders is poised to create a significant policy-driven catalyst for specific segments of the technology market. According to analysis from Raymond James, the plan is expected to generate tailwinds for a broad range of industries, including large-cap U.S. tech, cybersecurity, advanced semiconductors, and AI-focused education and workforce firms. The policy's key pillars—expanding federal AI research, implementing a national data strategy, and accelerating workforce upskilling—are expected to directly benefit established players. Named potential beneficiaries include large-cap tech firms like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN); semiconductor companies such as Nvidia (NVDA) and Intel (INTC); cybersecurity providers like CrowdStrike (CRWD) and Palo Alto Networks (PANW); and education technology companies including Coursera (COUR) and Duolingo (DUOL). While the overall sentiment is strongly positive, the plan also introduces a unique regulatory angle by targeting 'woke AI', a response to perceived biases in models like Google's Gemini, which could create specific compliance and reputational considerations for firms in the AI development space.

Key Decisions for Investors

• Investors should review portfolios for exposure to the identified beneficiary sectors, particularly large-cap tech, semiconductors, and cybersecurity, ahead of the anticipated policy announcement.
• Consider overweighting specific names with strong positive sentiment signals that are directly aligned with the plan's pillars, such as Microsoft (MSFT) for enterprise AI, Nvidia (NVDA) for infrastructure, and Coursera (COUR) for workforce upskilling.
• Monitor the specific language of the executive orders upon release, especially the directive targeting 'woke AI', as it may introduce headline risk or new compliance burdens for firms like Alphabet (GOOGL).
• Given the speculative nature of the event, treat any initial stock movement as a reaction to sentiment, while assessing the long-term investment thesis based on the actual funding and implementation details of the national AI strategy.