Stocks
August 31, 2026
Samsung Stock Gains as Nvidia, Microsoft and Google Lock In 70% of Memory Capacity
- Bloom Energy is the key new addition to Pelosi’s disclosed trades, with the purchase giving the portfolio more exposure to AI data-center power demand
- Intel stock also features in the filing, alongside 50 call options, adding another semiconductor angle to the latest trades
- Pelosi’s portfolio remains closely watched because of its strong technology tilt, while the latest disclosure adds another layer to the broader AI infrastructure investment theme
Nancy Pelosi’s latest financial disclosure is currently the trending debate of the domain. The filing shows Pelosi has purchased Bloom Energy and Intel stocks, with the combined value of both reaching as high as $13.5M. This number has drawn a sharp contrast against her congressional salary. Per Benzinga, her stock investments are 77.6x higher than her salary. These trades were actively made by Pelosi’s husband, Paul Pelosi, emphasising how the couple is focusing towards increasing its exposure to the rising AI and data centre narrative.
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Bloom Energy Takes The Spotlight
Nancy Pelosi is once again back in the headlines due to her recent stock explorations. Pelosi has currently purchased two new stock, buying stakes in Bloom Energy and Intel. The latest filing shows Pelosi purchasing Bloom Energy alongside long-dated call options carrying a $100 strike price and a June 2027 expiry. The combined investment value disclosed through the filing is up to $13.5M. However, the timing is the leading element at play here.
Bloom energy has been under pressure through July, reporting much stronger Q2 results. The company delivered well, with earnings above expectations, and raised its outlook. The growing demand for data centres and artificial intelligence compute continues to fuel its growth. The bloom energy stock later jumped 30% over the following sessions. Pelosi is also exploring Intel, as demand for the rising AI narrative and angles continues to fuel the growth of these two stocks. The filing shows roughly $750,000 to $1.5M worth of Intel stock purchases made on July 24, along with 50 Intel call options.
Nancy Pelosi’s Current Stock Portfolio
These trades made by Pelosi point to another interesting mix of financial decisions and domains. Pelosi is keeping her vision fixed on AI infrastructure, energy demand and semiconductors, laying emphasis on the rising AI trends. Bloom Energy gives her the exposure towards the surging need for AI data centre expansion. At the same time, Intel’s offerings expand to the broader semiconductor domain. However, the filings do not reveal the exact investment reasoning, so the purchases should not be treated as direct signals to future stock performance.
Nancy Pelosi’s current stock portfolio is a mix of many intresting trends. The majority of her stock portfolio comprises Nvidia, Broadcom and Google.
Her stock majorly covers AI infrastructure and cloud security, with zero exposure towards old economy stocks per the Milk Road.
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Why Her Portfolio Matters?
Nancy Pelosi’s portfolio has been heavily scrutinized due to a number of reasons. Her stock purchases have always been closely watched, getting her into the middle of debates around potential conflicts of interest and congressional stock trading rules. Over the past decade, her portfolio has managed to generate strong returns, with several trackers estimating that it has beaten the S&P 500 and other major indices. However, the exact returns can vary depending on how the portfolio is tracked and calculated.
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