Santander Analyst Recommendations & Stock Picks

Taiwan Semiconductor just committed another $100 billion to U.S. chip manufacturing - on top of $165 billion already pledged. Louis Navellier, who manages a $1.1 billion portfolio including $358 million in AI stocks, says this isn't about tariffs. Navellier believes TSM's move is smart money positioning ahead of a government AI supercomputing project he calls Golden Dawn - built at the same Tennessee site that housed the Manhattan Project. S&P 500 profits are tracking near 24% growth this quarter, with AI and chip demand leading the way.

Earlier this year, the Trump-backed World Liberty Trust applied for a federal banking charter. Now, new reports suggest approval could be coming much sooner than most investors expected. According to recent reports, approval now appears increasingly likely, which would allow a federally regulated crypto bank with authority to issue, redeem, and custody their stablecoin… which has already hit $3.4 billion in circulation. History shows us what happens when that kind of money floods into crypto. Bitcoin runs, and altcoins detonate. There's one coin sitting at the center of this ecosystem. It plays the same infrastructure role that Uniswap and PancakeSwap played in their early days… but for a system being turbocharged by Trump administration policy.