Trump Administration Unveils AI Action Plan to Propel U.S. Leadership
This week, the Trump administration released its AI Action Plan aimed at establishing U.S. global leadership in artificial intelligence (AI). Key components of the plan include reducing regulatory obstacles to foster innovation, fast-tracking essential domestic infrastructure, and enhancing AI security standards. These efforts align with the ongoing race against China for supremacy in the AI sector.
The plan emphasizes a “try-first, regulate later” approach to accelerate AI development. It highlights the critical need for increased resources dedicated to data centers, semiconductor production, and workforce development. Concurrently, stocks associated with these technologies, particularly in the semiconductor sector, have shown significant gains, such as Advanced Micro Devices (AMD) which increased over 60% following recommendations from investor analysts.
As the market shifts, investors can benefit from understanding seasonal trading trends. Tools like TradeSmith’s seasonality tracker show optimal trading windows, particularly for AI-related stocks like Nvidia (NVDA), which has historically risen by an average of 14.4% between late May and August, with current gains nearing 30% over the last two months.
