Just Hours Into His Second Term, President Launches 'Manhattan Project' Executive Order to Challenge China's AI Dominance
Given tonight's breaking developments and what they could mean for the tech sector in 2025, I thought you might find this timely. One of our trusted partners just put together an excellent presentation breaking down these emerging opportunities Trump’s Manhattan Project. With everything moving so quickly in the AI space, I definitely recommend taking a look while it's still relevant.
"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump
Here's why nuclear stocks are expected to skyrocket under Trump's second term.
In his first major act as president, Donald Trump signed Executive Order 001 yesterday, committing over $113 billion to what his administration calls a "new Manhattan Project" for artificial intelligence. Markets responded immediately, with key tech and energy stocks surging on the news. Unlike traditional infrastructure initiatives, this order specifically targets the intersection of computing power and energy independence - two sectors critical to maintaining America's technological edge over China.
The plan calls for an unprecedented investment in domestic energy infrastructure, particularly focusing on nuclear power and advanced computing facilities. "We have to produce massive electricity that we don't have. Nuclear has become very safe, very good," Trump stated during the signing ceremony, acknowledging the urgent need to address America's growing energy demands.
The initiative has already garnered support from both sides of the aisle. Yesterday's Senate session saw leaders from both parties praising the move, with key Democrats acknowledging the necessity of addressing America's AI infrastructure needs. "This isn't about politics - it's about national security," said Senate Majority Leader Chuck Schumer, who attended the signing ceremony.
Early market reactions suggest investors are taking the initiative seriously. Several key defense and energy stocks jumped 5-10% in early trading today, with some smaller nuclear technology firms seeing gains of over 15%. Analysts expect more movement as specific contract details emerge in the coming weeks.
For investors watching the political landscape, several sectors saw immediate benefits from yesterday's announcement:
The administration's focus on domestic production and energy independence has already triggered a wave of new contract announcements, with more expected in the coming days.
Donald Trump has a problem.
As his close advisor Elon Musk points out, new AI is growing by a factor of 10 every six months.
We've never seen any tech grow this fast.
The Washington Post writes that "artificial intelligence, data centers and the boom in clean-tech manufacturing are pushing America's aging power grid to the brink."
Sincerely,
Marc Lichtenfeld
Author of Get Rich with Dividends and Chief Income Strategist of The Oxford Club
P.S. One of these American companies has already seen operating income jump 10X from where it was three years ago.
These are very fast moving.
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