One of the closest and most contentious elections in American history is now in the books, and Donald J. Trump has emerged as president-elect. A lot is expected to change, and investors are turning over every stone to find the stocks that are best positioned to profit over the next four years.
Astute investors will note that one of the biggest catalysts in recent years has been the rapid adoption of artificial intelligence (AI) and the implications of that technology in ushering in the fourth industrial revolution. Generative AI, while still experiencing growing pains, has the potential to automate many mundane tasks, ultimately increasing productivity and increasing profits.
While adoption of the technology is still in the early stages, many experts predict that trillions of dollars will be added to the global economy, resulting in a windfall for leaders in the field.
Let’s take a look at the supercharged growth stocks that could benefit from a Trump presidency, according to certain Wall Street analysts.
An example provided by management was the implementation of Microsoft 365 Copilot for 68,000 employees at one company, which saved three hours of time per person, per week, on average.
Success stories like these are also helping drive adoption of Azure, Microsoft’s cloud infrastructure service, which grew 33% year over year. He said Azure’s growth included 12 percentage points as a result of demand for artificial intelligence services. The company also offers a long list of the world’s most popular AI models to its cloud customers.
Microsoft shares are up 74% since the beginning of last year (at the time of writing), which coincides with the dawn of AI. However, analysts USB We believe the rapid adoption of AI is ongoing and will be driven by the Trump presidency, and Microsoft will continue to benefit from this trend. Analysts cited the company’s cloud revenue growth and strong adoption of Copilot as drivers.
I have no doubt that the combination of leveraging the cloud and Copilot will form the foundation of Microsoft’s robust AI efforts and generate tens of billions in incremental revenue, and that trend will continue under the incoming administration.
Palantir Technologies (NYSE: PLTR) has been at the forefront of AI for more than 20 years, but it’s the company’s foray into generative AI that investors are most excited about. The company used its decades of experience in the field to rapidly develop its Artificial Intelligence Platform (AIP), which helps companies develop AI-powered solutions to solve everyday problems. That has helped drive share price gains of 765% since the beginning of last year.
Perhaps just as important, the company offered a novel way to help businesses get the most out of AI, offering “boot camp” sessions that paired customers with Palantir engineers to optimize their AI solutions. Management highlighted numerous seven-figure deals that were signed within weeks of training camp attendance. During the third quarter, it signed 104 deals worth at least $1 million, 36 worth $5 million and 16 worth $10 million.
There is no discussion about the results. In the third quarter, Palantir says, its U.S. business revenue increased 54% year over year, while customer numbers for the segment increased 77% and the value of its remaining deals increased 73%.
Wedbush analyst Dan Ives also believes AI adoption will continue to gain steam, specifically pointing to Palantir as a major beneficiary. In a note to clients, Ives wrote (emphasis mine): “Under a Trump administration, we would expect that major AI initiatives within the US government, including the Department of Defense, would also be a important tailwind from AI players like Palantir.”
I’ve long been intrigued by Palantir’s approach to AI and have been adding shares this year.
While tesla (NASDAQ:TSLA) is widely considered an electric vehicle stock (it is), it is also one of the leading authorities on artificial intelligence. The popularity of its market-leading electric vehicles has driven impressive share price gains since early 2023.
The company has amassed an unrivaled cache of data thanks to the millions of its vehicles on the road collecting information, which it plans to one day use to power its fleet of autonomous Robotaxis. Cathie Wood’s ARK Invest estimates that the company currently has a significant data advantage amounting to 1.3 billion cumulative miles of autonomous driving.
CEO Elon Musk was a fixture of Trump’s campaign, appearing at events and donating heavily to his re-election bid, which the president-elect acknowledged in his acceptance speech. Trump called Musk a “super genius” and promised him a position in his administration.
Some believe the incoming administration will look more favorably on Musk’s self-driving and Robotaxi ambitions, which would benefit Tesla. In fact, shares rose nearly 15% on Wednesday following Trump’s victory.
Immediately after the election, Wedbush analyst Dan Ives said, “The biggest positive from a Trump victory will be for Tesla.” Ives suggested that a Trump presidency will be “negative overall for the electric vehicle industry,” as it will likely mark the end of rebates and tax incentives for future customers.
That said, Tesla has established itself as a leader, with “unparalleled scale and reach in the electric vehicle industry… [giving] “Tesla is a clear competitive advantage,” Ives added. And Trump has promised higher tariffs on imports, which would make rival Chinese electric vehicles less competitive.
It stands to reason that a more positive regulatory and political environment would be a boon for Tesla… and its investors.
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Danny Vena has positions at Microsoft, Palantir Technologies and Tesla. The Motley Fool positions and recommends Microsoft, Palantir Technologies, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Meet Three Supercharged Growth Stocks That Could Benefit from a Trump Presidency, According to Certain Wall Street Analysts originally published by The Motley Fool
