12 Assets To Buy in 2026 To Profit From a Trump Presidency, According to Jaspreet Singh
Yahoo Finance·2025-12-09 22:07

Investment Opportunities - The Trump administration is expected to alter approximately $7 trillion in government spending, creating new investment opportunities [2] - The U.S. government is committed to investing heavily in artificial intelligence (AI), as indicated by the document "Winning the Race: America's AI Action Plan" [3] - Singh identifies AI-related asset classes, including data centers, semiconductors, and infrastructure, as key areas for investment [4] Recommended ETFs - First Trust Cloud Computing ETF (SKYY) is recommended for exposure to cloud computing infrastructure [4] - Global X's Data Center and Digital Infrastructure ETF (DTCR) is suggested for those interested in U.S. data centers [4] - iShares Semiconductor ETF (SOXX) provides broad access to semiconductor investments [4] - Additional AI application ETFs include Global X's Robotics and Artificial Intelligence ETF (BOTZ) and Roundhill's Generative AI and Technology ETF (CHAT) [5] Rare Earths Investment - The U.S. government is showing significant interest in rare earths due to China's export restrictions [6] - Recommended ETFs for rare earth investments include VanEck Rare Earth and Strategic Metal ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [6] - Specific companies highlighted for investment in rare earths are Lynas Rare Earths Limited (LYSDY) and MP Materials Corp. (MP) [7] American Industry and Defense - Investment picks in American industry include SPDR's Industrial Select Sector SPDR FUND (XLI), which focuses on aerospace and defense [8] - Global X U.S. Infrastructure Development ETF (PAVE) specializes in infrastructure and development companies [8] - Vanguard Energy ETF (VDE) is noted as a conservative investment option in the energy sector [8]