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Is Trump casting a 'Midas touch' on the U.S. stock market? These four core sectors may present strategic opportunities.

Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market.
Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market:
First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares.
Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation.
Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era.
In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$ and nearly a 9% increase. Fellow investors have also compiled a list of related concept stocks for reference by investors.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
By this point, many investors may already be curious: Why are these four industries poised to become focal points? And which specific companies within them are worth paying attention to? Don’t worry—fellow investors will now provide an in-depth analysis packed with valuable insights!
Resource lifelines—critical minerals and materials
As a recent hotspot in global markets, overseas markets continue to witness frenzied speculation in resource stocks.
Previously,Trump Accelerates Mineral Purchases! Which US Resource Stocks Are Worth Watching?A previous article noted that,The U.S. Department of Defense is seeking to procure critical minerals worth up to $1 billion. This marks an acceleration in the Trump administration's efforts to strengthen the supply chain for critical minerals.
Reports indicate that this initiative, led by the Pentagon's Defense Logistics Agency (DLA), has been disclosed in recently released documents, signaling the Trump administration’s increased efforts to expand the national strategic reserves.
Industry insiders noted thatFor the U.S. government, stockpiling critical minerals is still in its very early stages, but attention is rising rapidly.Speculators are betting that the U.S. government, which has been frequently acquiring stakes in mining companies, may take equity positions in some of these firms.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Specifically:
Rare Earth CompanyYou may follow $MP Materials (MP.US)$ 、 $TMC the metals (TMC.US)$ 、 $USA Rare Earth (USAR.US)$ 、 $Critical Metals (CRML.US)$ and others;
Lithium mining companyYou may follow $Rio Tinto (RIO.US)$ 、 $Sociedad Quimica Y Minera De Chile (SQM.US)$ 、 $Albemarle (ALB.US)$ 、 $Lithium Americas (LAC.US)$ and others;
Uranium Mining CompanyYou may follow $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Centrus Energy (LEU.US)$ 、 $Energy Fuels (UUUU.US)$ and others;
Copper Mining CompanyYou may follow $Southern Copper (SCCO.US)$ 、 $Freeport-McMoRan (FCX.US)$ and others;
GraphiteYou may follow $NOVONIX (NVX.US)$ 、 $Nouveau Monde Graphite (NMG.US)$ 、 $Westwater Resources (WWR.US)$ ；
antimony,You may pay attention to $Nova Minerals (NVA.US)$ 、 $United States Antimony (UAMY.US)$ ；
BerylliumYou may pay attention to $Materion (MTRN.US)$ 。
To understand the investment rationale behind these concepts, click here >>Trump Accelerates Mineral Purchases! Which US Resource Stocks Are Worth Watching?、Trump Administration’s Equity Stake Becomes Profit Signal! Who Might Be the Next "Lucky One"?、Up Over 360% This Year! Rare Earths Leader MP Receives Additional Investment from the U.S. Department of Defense and Apple; What Other Investment Opportunities Exist in This Sector?
Energy Cornerstone: Nuclear Power, Batteries, Grids, and Energy Storage
In mid-September,The U.S. Department of Energy announced the launch of the 'Speed to Power' initiative,aiming to mobilize its technical expertise and billions of dollars in funding support to address this significant rise in energy demand, the first in two decades.
The core of the 'Power Acceleration' plan lies in information gathering and resource mobilization. The Trump administration aims to leverage various tools at its disposal to address the growing electricity demand driven by AI, data centers, and electric vehicles.
Even more importantly,The latest development from the U.S. militaryis the announcement of a plan to deploy small modular reactors at Army bases across the United States where power supply is under strain and struggling to meet rising energy demands.deploy small modular reactors,，marking one of its most significant advancements in modern nuclear energy to date.
Goldman Sachs has also previously warned that aging power grids have become a "vulnerable link" in the energy security of Western countries, as demand for AI surges and geopolitical tensions intensify. The bank further believes thatthe power grid has become a "critical link" for both AI and national defense, with the three being interdependent. Investing in this weak link of the energy supply chain has become increasingly urgent.
Previously,The Second Half of the AI Race — Electricity! Four Key Investment Themes in U.S. Stocks You Must KnowIt has repeatedly been pointed out that the second half of the AI race will be a competition for electricity, and attention should be paid to companies related to nuclear power, batteries, power grids, and energy storage.
Firstly, First, looking at the nuclear power industry,at the beginning of this year"Tech Giants Compete for Deployment! Nuclear Power Stocks Expected to Break Through by 2025, Potentially Becoming the Next Battlefield for AI?"曾提示過，AI data centers are set to become the next generation 'electric tigers,' with the proportion of power consumption by data centers expected to further increase, positioning nuclear power as the next battlefield for AI.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
According to a research report by Guosheng Securities, the SMR nuclear power industry chain encompasses all stages from upstream uranium mining, midstream research and construction, to downstream operation and waste management.
The upstream supply chain primarily involves the essential raw materials, key equipment, and nuclear fuel required for nuclear energy development, which mainly includes uranium mining and uranium enrichment.Specifically, uranium mining includes $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $Denison Mines (DNN.US)$ 、 $NexGen Energy (NXE.US)$ ; nuclear fuel processing $Centrus Energy (LEU.US)$ 。
The midstream sector includes design, research and development, and construction.Among them,$NuScale Power (SMR.US)$ is the first publicly listed SMR nuclear power company, with its core product being the SMR power module.
$Oklo Inc (OKLO.US)$ focuses on the development of small modular reactors (SMRs). The company has received investment from Sam Altman, the 'father of ChatGPT';
$NANO Nuclear Energy (NNE.US)$ Focused on the development of small modular reactors, the main business covers four areas related to SMRs, encompassing multiple stages such as manufacturing, fuel, and transportation, with the aim of building a diversified vertically integrated industrial chain;
$BWX Technologies (BWXT.US)$ focuses on the manufacturing of nuclear reactor components and nuclear energy technology. The main difference between BWXT and SMR/Oklo is that BWXT is a major supplier of large equipment and technical services, primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technologies to the government and commercial sectors, with clients including the U.S. government (such as providing nuclear reactors for naval submarines).
The downstream primarily involves the operation of nuclear power plants and energy supply, with participants including $Constellation Energy (CEG.US)$  、 $Vistra Energy (VST.US)$ 、 $American Electric Power (AEP.US)$ 、 $Southern (SO.US)$ 、 $Exelon (EXC.US)$ 、 $Duke Energy (DUK.US)$ 、 $Entergy (ETR.US)$ 、  $Public Service Enterprise Group (PEG.US)$ among others.
Furthermore, electrical equipment includes $GE Vernova (GEV.US)$  、 $Eaton (ETN.US)$ 、  $Honeywell (HON.US)$ 、  $Emerson Electric (EMR.US)$ 、 $Graham (GHM.US)$ among others.
The latest Goldman Sachs report on the nuclear energy industry indicates that the global uranium market is heading towards a period of structural shortage. This trend will accelerate starting in 2025, with a projected global uranium shortfall of 130 million pounds by 2040.Simultaneously, nuclear power demand is surging in the AI era, leading to a comprehensive boom in global nuclear power installations.
Next,In terms of batteries and energy storage,The Second Half of the AI Race — Electricity! Four Key Investment Themes in U.S. Stocks You Must Knowit has been noted that the construction cycle for traditional power sources is lengthy, making it difficult to quickly meet electricity demand, whereasenergy storage systems can be deployed within just 1 to 1.5 years,offering a much-needed solution akin to 'distant water cannot quench an immediate fire,' but acting as a vital lifeline.This underappreciated solution is becoming a critical component in ensuring reliable power supply.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
BatteryYou may pay attention to $Tesla (TSLA.US)$ 、 $Bloom Energy (BE.US)$ 、 $QuantumScape (QS.US)$ 、 $Eos Energy (EOSE.US)$ and others;
Power Grid and Energy Storageincludes $GE Vernova (GEV.US)$ 、 $Vistra Energy (VST.US)$ 、 $The AES Corp (AES.US)$、 $Fluence Energy (FLNC.US)$ and others;
Among them,Recently, leading players in the global SOFC (Solid Oxide Fuel Cell) industry $Bloom Energy (BE.US)$ , along with U.S.-based zinc battery energy storage provider Eos Energy,$Eos Energy (EOSE.US)$ and global energy storage giant $Fluence Energy (FLNC.US)$ have exhibited exceptionally strong performance.
Specifically:
Bloom Energy – the global leader in SOFC technology
According to a research report by China Merchants Securities, $Bloom Energy (BE.US)$is the global leader in SOFC technology, holding approximately 40% market share in the stationary fuel cell sector,Through its breakthrough applications in the U.S. power grid and data center sectors, Bloom Energy has secured significant orders for data center power supply systems from industry giants such as Oracle, Equinix, and American Electric Power.
Recently,Asset management giant Brookfield will invest up to $5 billion to collaborate with Bloom Energy on deploying on-site fuel cell power generation technology for AI data centers constrained by electricity supply.This move aims to bypass bottlenecks in aging power grids and is expected to address the challenge of meeting the 10-gigawatt-level electricity demand driven by the expansion of AI computing power. Following this news, Bloom Energy's stock price surged significantly, rising over 400% year-to-date.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Bloom Energy currently has a production capacity of 1GW, which is expected to double to 2GW by 2026 to meet the rapidly growing demand in the IDC market. As economies of scale take effect in the future, system costs are anticipated to continue declining. The company emphasizes the advantages of fuel flexibility and modular deployment, believing that solid oxide fuel cells (SOFC) will gradually replace traditional diesel engines and gas turbines over the next few years, becoming a core power solution for data centers.
Eos Energy — A U.S.-based zinc battery energy storage supplier
$Eos Energy (EOSE.US)$ Founded in 2008, Eos Energy is a U.S.-based energy storage solutions provider headquartered in Edison, New Jersey. The company specializes in the design, manufacturing, and sales of zinc-based battery systems. Its flagship product, the Znyth® aqueous zinc battery, has established a unique competitive advantage in the energy storage market due to its safe, non-flammable, and highly scalable differentiated features.
Eos Energy is demonstrating strong momentum in commercialization acceleration. In the first half of 2025, the company’s revenue reached USD 25.7 million, surging 243% year-over-year.Of this, the second quarter set a new quarterly record with revenue of USD 15.2 million, marking the entry into a new phase of growth.This performance is underpinned by substantial capacity expansion: the advanced automated production line located in Turtle Creek, Pennsylvania, has commenced operations and is steadily progressing toward its planned capacity target of 2GWh, which is expected to support annual revenue potential of USD 400-500 million.This progress has also been validated by Stifel analysts during on-site visits, who noted the production line operates efficiently with smooth sub-assembly processes.However, it is worth noting that the company remains in a state of significant loss. In the first half of 2025, the loss widened to USD 55.9 million.
The company has surged over 240% year-to-date.This company is a typical "story stock," characterized by high growth and high risk coexisting.The core of its investment narrative lies in its unique zinc battery technology, explosive revenue growth, vast potential market, and favorable policy support.
However, the other side of this "coin" presents serious challenges: the company has yet to achieve profitability, faces intensifying competition, encounters valuation disputes, and experiences high stock price volatility as a result. Its investment opportunities and risks are two sides of the same coin.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Fluence Energy – Global energy storage giant
$Fluence Energy (FLNC.US)$ As a joint venture between Siemens and AES, Fluence Energy is a leading global provider of Battery Energy Storage System (BESS) solutions.
By integrating energy storage products, specialized services, and digital applications, the company is committed to promoting large-scale deployment of renewable energy. Amid the wave of energy transition, Fluence’s BESS solutions demonstrate core value as an alternative to traditional gas-fired power generation, thanks to their lower capital expenditure, rapid deployment capability, and flexible peak-shaving performance.
The company recently stated that with the acceleration of electrification and the expansion of data centers driving a surge in electricity demand,the company anticipates that U.S. orders will account for a significant portion of its backlog next year.The company's CEO stated that by 2026, approximately half of its global demand is expected to come from the United States.
However, he also noted thatU.S. orders slowed earlier this year due to tariff uncertainties, but a major tax bill pushed by Trump — which retained tax incentives for battery storage — has helped restore some market confidence.
Although abrupt changes in the external policy environment have created short-term headwinds for Fluence Energy, its core fundamentals remain solid. However, investors should be mindful of risks, as the company’s valuation has doubled since September.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Space Exploration: Rocket Launches, Satellite Communications, Aerospace, and Defense
The space domain has been a key focus for Trump, who has consistently aimed to establish a space force from his first term to the present. Earlier this year,Trump announced at the White House that he had selected a design for the $175 billion 'Iron Dome' missile defense system,and appointed Michael Guetlein, Deputy Chief of Space Operations for the U.S. Space Force, to oversee the program.
In early August, Acting NASA Administrator Sean Duffy is set to unveil a major space energy initiative this week: the construction of a nuclear reactor on the lunar surface.A senior NASA official stated, "This is about winning the second space race."
This year,Is the Trump 2.0 Era Imminent, and Could It Ignite U.S. Space Stocks?、Are Space AI Data Centers on the Horizon? In the Trump 2.0 Era, Which Space Stocks Stand to Benefit?、The Second Space Race? NASA to Accelerate Lunar Nuclear Reactor Construction, Two Key Investment Themes Poised for Growth!Multiple reports have previously highlighted that,In the era of Trump 2.0, the space sector is expected to witness significant opportunities. Amid recent sharp pullbacks in U.S. equities, several space stocks have demonstrated resilience.
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Specifically:
Launch service provider
American small commercial rocket company $Rocket Lab (RKLB.US)$ is a commercial space company that specializes in small and medium-sized rocket launch services and holds a leading position globally, second only to SpaceX.
The 'First Space Tourism Stock', $Virgin Galactic (SPCE.US)$ is the world's first publicly listed human spaceflight company, offering suborbital flights. The company has completed two test flights to the edge of space and has received nearly $80 million in deposits from 603 people across 60 countries and regions.
The newly prominent space company $Firefly Aerospace (FLY.US)$ is the first privately owned company in U.S. history to successfully and steadily land a spacecraft on the moon. On March 2, 2025, Firefly's self-developed Blue Ghost spacecraft successfully landed on the moon.This is the first time a commercial company has successfully landed on the moon.
According to Firefly's prospectus,Firefly is committed to building a full-stack ecosystem of "small-to-medium rockets + lunar cargo delivery + in-orbit tugs,"which forms a differentiated competitive strategy against SpaceX's large-thrust rockets and Starlink advantages.
2. Space Infrastructure and Services
The 'First Lunar Infrastructure Stock', U.S. space exploration company $Intuitive Machines (LUNR.US)$ : This company, as an emerging player in lunar exploration, plans to launch its IM-2 mission to the moon by the end of 2024 or early 2025.The company also announced that it has signed additional contracts with NASA's Near Space Network (NSN) program,which will enable the company to fully leverage the maximum potential value of the $4.82 billion Near Space Network program.。
The Pillar of Space Infrastructure $Redwire (RDW.US)$ Unlike other space companies with flashy packaging, Redwire positions itself as 'pragmatic,' acting as the 'nuts and bolts' of the space infrastructure. As a leading company in space infrastructure, Redwire's business scope covers multiple critical areas, from space manufacturing to advanced space exploration robotics. Its core technologies are crucial for future space missions and commercialization beyond Earth.
In addition, it includes commercial space companies $Momentus (MNTS.US)$ and space infrastructure pioneers $Sidus Space (SIDU.US)$ , space and defense technology companies $Voyager Technologies (VOYG.US)$，Voyager is collaborating with NASA and has secured a $217.5 million R&D grant to design the "Starlab" commercial space station, which is expected to replace the retiring International Space Station by 2030.
3. Satellite Communications
First U.S. Low-Earth Orbit Satellite Stock $AST SpaceMobile (ASTS.US)$ Committed to building a global low Earth orbit (LEO) satellite internet, leveraging existing 4G/5G communication bands and standards, to enable direct satellite connectivity for mobile terminals without modifications.
Additionally, high-orbit satellite (GEO) broadband services in North America are provided by two major operators— $EchoStar (SATS.US)$ and $Viasat (VSAT.US)$ 。            
satellite communication service providers $Iridium Communications (IRDM.US)$ The company provides global voice and data services through 66 satellites and is expected to achieve stable growth by expanding its user base and securing government contracts.
U.S. LEO satellite communications company $Globalstar (GSAT.US)$ One of the earliest companies to enter the LEO satellite communications sector and achieve commercial success, it has been operating for over two decades and remains a significant player in the industry. However, user growth is limited, and profitability is insufficient, leading to significant operational pressures.
4. Earth Observation and Imaging
$Planet Labs PBC (PL.US)$ It is an Earth imaging company with over 13 years of history. The company has a significant and intriguing mission: to capture images of the Earth every day. It operates the world's largest constellation of remote sensing satellites, collecting high-frequency Earth surface imagery data and using advanced AI analysis to provide change monitoring and geospatial insights to government and commercial clients globally.
$BlackSky Technology (BKSY.US)$ is a leading provider of real-time geospatial intelligence services. The company operates a small constellation of high-resolution remote sensing satellites and, based on this, offers high-frequency imagery, analysis, and monitoring services for key targets or regions. Notably, the company also collaborates with  $Palantir (PLTR.US)$ Palantir, integrating its imagery and data into Palantir's platform.
$Spire Global (SPIR.US)$ is a provider of space data, analytics, and space services. The company announced this year that it will collaborate with NVIDIA to develop AI-driven weather forecasting. It stated that it will be able to provide rapidly updated global forecasts and other features that traditional numerical weather prediction models cannot achieve.
5, Scientific Instruments
$Teledyne Technologies (TDY.US)$ Focused on advanced aerospace systems and solutions, such as aircraft electronics, defense systems, and satellite technology, while also serving markets like factory automation, environmental tracking, and pharmaceutical research.
6. Space Batteries
$KULR Technology (KULR.US)$ is a battery technology company that primarily provides cutting-edge energy storage solutions for space, aerospace, and defense.The National Aeronautics and Space Administration (NASA) is also one of its clients.
7. Aerospace and Defense Companies
including $RTX Corp (RTX.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$ 、 $AAR Corp (AIR.US)$ 、  $Kratos Defense & Security Solutions (KTOS.US)$ 、  $Howmet Aerospace (HWM.US)$ 。
Among them,LuoLockheed Martin has provided NASA with various technical support and projects, including the development of supersonic aircraft and participation in other space exploration initiatives.
8. Space component manufacturers include $Heico (HEI.US)$ 、 $Astronics (ATRO.US)$ 。
Additionally, closed-end funds heavily invested in SpaceX$Destiny Tech100 (DXYZ.US)$ Also deserves attention.
Fellow investors interested in the space sector can click to view >>The New Space Powerhouse Firefly Set to Go Public! In the Era of Trump 2.0, Which Other Space Stocks Could Take Off?
AI Engine: Semiconductors and Key Materials/Equipment
On August 22, the Trump administration confirmed that it would acquire a 9.9% stake in Intel Corporation, one of the leading chip giants, in exchange for accelerating the disbursement of $9 billion in subsidies promised under the 2022 CHIPS and Science Act.
This news sent shockwaves through Wall Street, with the market widely speculating that other subsidized chip companies, such as Micron Technology, Texas Instruments, Applied Materials, and GlobalFoundries, may also face similar "equity-for-cash" requirements in the future.
Currently, enterprises and organizations across various industries are extensively integrating AI technologies to significantly enhance the speed and efficiency of their business operations.Semiconductors, as a core pillar, consistently play a central role in technological iterations.
Previously,"Trump Releases the 'American AI Initiative'! Four Major Investment Themes You Must Know"曾提示過，Trump released the "Artificial Intelligence Action Plan," which will promote the development of semiconductors and other sectors.Niu Niu has also compiled a list of the top ten semiconductor stocks in the U.S., which includes $NVIDIA (NVDA.US)$ 、 $Broadcom (AVGO.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Micron Technology (MU.US)$ 、 $Qualcomm (QCOM.US)$ 、 $Lam Research (LRCX.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Intel (INTC.US)$ 、 $Texas Instruments (TXN.US)$ and $KLA Corp (KLAC.US)$ For reference by fellow investors:
Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Overall, through a series of direct investments in key areas, the Trump administration is driving a strategy akin to state-led capital allocation, with an "invisible" U.S. sovereign wealth fund model beginning to take shape. The market may continue to monitor this trend closely and reassess its value implications.However, investors need to remain vigilant and carefully evaluate small-cap companies that lack fundamental support.
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Since taking office, every word and action of Donald Trump has significantly impacted the U.S. stock market. Especially his four major deals this year, which have directly caused upheaval in the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ A plan involving 10% of the company's shares. Previously, Trump had indicated that he would continue to promote and expand direct investment in private enterprises.For investors, understanding and following the logic behind government investment decisions is not only a way to seize opportunities but also a necessary strategy for risk mitigation. Market consensus generally holds that the following four sectors—resources, power and energy, space exploration, and semiconductors—are expected to benefit from the Trump 2.0 era. In fact, recent TACO transactions indicate that most of these companies have not declined; instead, they have shown strong upward momentum, such as rare earths, $MP Materials (MP.US)$ which has surged over 36% since October 10th, $Bloom Energy (BE.US)$ with an increase of over 30%. $Oklo Inc (OKLO.US)$ Having risen cumulatively by over 26%, $AST SpaceMobile (ASTS.US)$Rising nearly 9%. Niu Niu also...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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