As semi-companies continue to hit record highs, some analysts are looking beyond chips to other sectors to find the next wave of possible AI beneficiaries. According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈This includes server rooms, servers, networks, and internet power...
Bank of America Merrill Lynch said in its latest research report that with the rapid development of AI technology, the electricity demand of the US power grid will face unprecedented growth. 📈 From 2023 to 2030, U.S. electricity demand is expected to grow at a compound annual growth rate (CAGR) of 2.8%. Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...
Energy stocks are outpacing the$標普500指數(.SPX.US)$'s 9.1% gain this year to date after the sector emerged as the top performer among the index's 11 sectors in March. So far this year, the sector is the second-best performer after only the megacap-tech-heavy communication-services group. The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
Uranium and uranium stocks are looking increasingly attractive as demand rises for clean and cheap energy. Add in the AI and data centre demand...and supply cannot keep up. Why am I talking about uranium? Uranium stocks are looking increasingly bullish as we have now entered an upgrade cycle for the uranium sector, and companies; with banks, and ratings agencies upgrading the future clean energy sou...
Markets will be tested this week for a trifecta of reasons this week. Firstly, the US economy continues to steam train ahead (just look at the stellar US jobs report), so bets of a Fed rate cut in June continue to be eroded, while bets of those cuts in September in July continue to reduce. This dynamic could continue this week if we see US CPI (released 10 April) blow hotter than expected as well as producer pric...
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Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️
According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈 This includes server rooms, servers, networks, and internet power...
Next AI Trading - Energy?⚡
Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...
專欄The Power Behind Wall Street's 2024 Energy Stocks Rally: Climbing Oil Prices, Geopolitical Risks, AI Boom and More
The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
專欄Uranium, green energy of the future, sees surging demand. Uranium stocks poised for further growth
Why am I talking about uranium? Uranium stocks are looking increasingly bullish as we have now entered an upgrade cycle for the uranium sector, and companies; with banks, and ratings agencies upgrading the future clean energy sou...
專欄The trifecta market tests this week versus this years top-performing S&P500 stocks
Firstly, the US economy continues to steam train ahead (just look at the stellar US jobs report), so bets of a Fed rate cut in June continue to be eroded, while bets of those cuts in September in July continue to reduce. This dynamic could continue this week if we see US CPI (released 10 April) blow hotter than expected as well as producer pric...
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