Investors have already poured billions into AI — but a new government incentive could take things to the next level.
MarketBeat’s Bridget Bennett sits down with Pete Carmasino of Chaikin Analytics to break down the “big, beautiful bill” — a massive package of tax incentives that could fuel the next wave of AI infrastructure growth.
He shares the one AI stock that stands to benefit the most from these incentives, plus the other sectors that could ride the momentum.
With data centers now averaging $43 billion to build and brand-new tax breaks offering 100% deductions on equipment, the ripple effects could be huge.
Watch now to find out which companies could be the biggest winners from this unprecedented AI buildout.
Stocks Mentioned in This Episode
Add This Stock to My Watchlist Pete Carmasino, Guest
Chief Market Strategist, Chaikin Analytics
Pete Carmasino is the chief market strategist at Chaikin Analytics. He has more than 25 years in the financial-services industry. Pete's years of knowledge in many different strategies help thousands of our subscribers to decipher the markets... His ability to take complex concepts and break them down into digestible information is a true asset.
Prior to joining Chaikin Analytics, Pete owned and operated a registered investment advisory ("RIA") firm where he managed his clients' portfolios using his proprietary methodologies. And he spent the bulk of his career as a portfolio manager for high-net-worth families, individuals, and institutions.
Pete brings portfolio-management experience to Chaikin Analytics from some of the largest names in finance – including Prudential Securities, Lehman Brothers, Wachovia Securities, and PNC Investments.
Bridget Bennett, Host
Digital Media Producer, MarketBeat
Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.
Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.
When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.
