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NVIDIA, Microsoft or Oracle: Which stock is among the beneficiaries of the Stargate AI project are the least expensive for possession? – Investco Ai and Gen Software Etf (Arca: IGPT), Microsoft (Nasdaq: MSFT)

After the American President Donald Trump I announced 500 billion dollars ambitious Stargate The project, first stock financiers Softbankfor Openaifor Oracle Corp.And MGX along with technology partners Nafidia Company and Microsoft Corp. It was in focus. We are studying any of the beneficiaries listed in the United States are the least expensive by investors.

What happened: Oracle, Nvidia and Microsoft are the three listed companies in the United States that are directly involved in the Stargate project.

According to the data that has been accumulated from Benzinga ProThe value of Microsoft and Oracle are less than twice their peers based on the price ratio. While the NVIDIA evaluation is slightly lower than its peers.

Depending on the front p/e:

  • Oracle is less expensive 2.72 times than its average manufacture.
  • Microsoft is 2.41 times cheaper compared to its peers.
  • NVIDIA is 1.08 times the lowest compared to the average industry.
Shares Forward P/E Average industry
Nafidia Company Nvda 34.364 37.03
Microsoft Corp. Msft 33.898 81.74
Oracle Corp. Orcl 30.03 81.74
source: Benzinga Pro

Consequently, Oracle is the least expensive stock that must be kept among the direct beneficiaries of Stargate.

See also: Tesla’s competitors, Lucid Fall sharp

Why do it matter: The project, which was announced on Tuesday during the White House briefing with President Trump, represents a cooperation between Openai, SoftBank and Oracle to create an infrastructure for vast artificial intelligence throughout the United States

The main technology partners concerned are ARM, Microsoft, Nvidia, Oracle and Openai. Development is already taking place in Texas, starting from a 500,000 square feet data center in Abylin, with additional sites in the country where final agreements are made for more universities.

The initiative aims to invest $ 100 billion immediately, with plans for nine additional facilities and the possibility of expanding to 20 sites.

Tesla Inc. Timing CEO Elon Musk The project was asked a few hours after its announcement, noting that the leading investor group Softbank has “less than 10 billion dollars guaranteed”.

Musk said in x mail On January 22, “they do not actually have money.”

Price work: The trading box for exchange tracks the shares of artificial intelligence, Investco AI and Gen Software ETF Next IGPT It has increased by 9.72 % over the past six months and 19.08 % over the past year. While MSFT was ETF performance, NVIDIA and Oracle outperformed IGPT in the same period.

Index/etf Six months One year
Nafidia Company 28.86 % 139.93 %
Oracle Corporation 34.37 % 63.13 %
Microsoft Corporation 4.15 % 10.97 %
Investco AI and Gen Software ETF Next 9.72 % 19.08 %

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Compliment image: Shutterstock

Market news and data brought to you benzinga Apis

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