Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the ...

Oracle stock jumped 6% on a report that Trump plans to announce billions of dollars in private sector investment to build artificial intelligence infrastructure in the US.

But to us, one major initiative stands out as the most important for the U.S. economy and stock market: the Stargate AI project. Collectively, the four entities plan to invest up to $500 billion ...