Marvell Technology, Inc.

NASDAQ Global Select
Back to all articles
Bullish +75

Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026

AI-generated analysis

📈 Marvell Technology (MRVL) is highlighted as a favorite of Donald Trump, showing an 180% gain since his February 2026 purchase.

🤝 Nvidia CEO Jensen Huang publicly endorsed Marvell as a potential trillion-dollar company, triggering a 45% stock surge in one week.

💰 Nvidia made a $2 billion strategic investment in Marvell to collaborate on NVLink Fusion technology.

⚡ Marvell unveiled a new switch operating at 102.4 Tbps, delivering up to 25% energy savings compared to competitors.

🔋 Bloom Energy (BE) saw its stock rise 113% following a $2.6 billion, ten-year agreement with Nebius for 328 MW of fuel cell capacity.

⚡ Bloom Energy's solid oxide fuel cells achieve 65% electrical efficiency versus 35% for traditional combustion turbines.

🇺🇸 Intel (INTC) stock gained 135% after the U.S. government converted CHIPS Act grants into a 9.9% equity stake.

🔄 Intel's Data Center and AI segment grew 22% year-over-year in Q1 2026, reaching $5.1 billion in revenue.

💾 SanDisk (SNDK) stock surged 364%, with projected full-year 2026 revenue rising 168% to $19.7 billion.

📈 NAND flash prices are growing 70-75% sequentially, marking the first time they have outpaced DRAM in the AI supercycle.

💾 Micron (MU) stock rose 132.7%, with fiscal Q2 2026 revenue tripling year-over-year to $19.7 billion.

🧠 Micron has begun volume shipments of HBM4 products, which are critical for NVIDIA's Blackwell GPUs.

📉 Heartland Mid Cap Value Fund warns that despite AI-driven growth, Micron remains a cyclical and capital-intensive company.

🏆 Mizuho raised SanDisk's price target to $2,200 from $1,825 with an Outperform rating following strong results.

Bullish Signals
  • Marvell Technology stock surged 45% in a single week after Nvidia CEO Jensen Huang endorsed it as a potential trillion-dollar company.
  • Nvidia made a $2 billion strategic investment in Marvell, and the companies are collaborating on NVLink Fusion to integrate custom XPUs with Nvidia's infrastructure.
  • Marvell unveiled a new switch operating at 102.4 Tbps, delivering up to 25% energy savings compared to competitors.
  • Bloom Energy secured a $2.6 billion, ten-year agreement with Nebius to deliver fuel cells totaling 328 MW of installed capacity for data centers.
  • Intel's Data Center and AI segment grew 22% year-over-year in Q1 2026, reaching $5.1 billion in revenue with operating margins hitting 30.5%.
  • SanDisk projected full-year 2026 revenue to rise 168% year-over-year to $19.7 billion driven by AI-driven NAND flash demand.
  • NAND flash prices are growing 70-75% sequentially, marking the first time NAND has outpaced DRAM in the current AI memory supercycle.
  • Micron Technology reported that fiscal Q2 2026 revenue tripled year-over-year, with DRAM revenue growing 207% and NAND revenue growing 169%.
  • Micron has begun volume shipments of HBM4 products, which are essential for NVIDIA's latest Blackwell GPUs.
  • Mizuho raised SanDisk's price target to $2,200 from $1,825 and maintained an Outperform rating citing tight supply-demand balance.
Risk Factors
  • SanDisk stock recently wavered amid concerns over the durability of the AI-driven demand supercycle, amplified by Broadcom's weaker-than-expected AI semiconductor outlook.
Full Analysis
This article outlines five technology and AI stocks favored by Donald Trump's investment portfolio for 2026, highlighting Marvell Technology (MRVL), Bloom Energy (BE), Intel (INTC), SanDisk (SNDK), and Micron (MU). The piece emphasizes significant stock performance gains since specific trade dates in early-to-mid 2026, with MRVL up 180%, BE up 113%, INTC up 135%, SNDK up 364%, and MU up 132%. It frames these selections within the context of AI infrastructure buildouts, noting endorsements from figures like Nvidia CEO Jensen Huang and strategic investments totaling billions. The article details specific corporate developments driving these valuations. Marvell is noted for a $2 billion investment from Nvidia and a new high-speed switch operating at 102.4 Tbps. Bloom Energy secured a major $2.6 billion, ten-year agreement with Nebius to power data centers. Intel highlights a structural shift in AI workloads toward inference, growing its Data Center segment by 22% year-over-year in Q1 2026, and securing government backing via the CHIPS Act. SanDisk reports projected revenue growth of 168% for full year 2026 driven by NAND flash demand, while Micron sees DRAM revenue triple year-over-year due to HBM4 shipments. Investment fund letters are cited to provide further bullish context. The Sound Shore Fund praises Marvell's custom silicon division and expects earnings to double over three years. Polen 5Perspectives highlights Bloom Energy's role in providing decentralized power for AI. Alpha Wealth Insiders Fund views Intel as 'too big to fail' despite poor fundamentals, while Heartland Mid Cap Value Fund notes Micron's extreme valuation expansion but warns of its cyclical nature. The article concludes with promotional links to other stock reports and subscription offers.