Green Projects, Semis & Star Power

President Trump’s policies are regrading industry playing fields across economic sectors. Jackie discusses some of the ramifications for the companies hurt and helped. … If Trump 2.0’s attempts to dismantle Biden’s Inflation Reduction Act succeed, they would pose existential challenges to many green energy projects—$8 billion of which were already canceled during Q1. … But semiconductor makers are beneficiaries of Trump’s trip to Saudi Arabia: Several just got a windfall of new orders from the Middle East. … Also: To power the AI systems of the future, new energy sources will have to be developed, says OpenAI’s Sam Altman. He’s reaching for the stars.