Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...

Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.

wallstreetcnJan 10 16:47

USA nuclear energy companies are competing to develop micro-reactors that are small enough to fit into shipping containers.

① Westinghouse is developing heat pipe cooling eVinci micro-reactors to provide Energy for remote areas, mining operations, Datacenters, etc., as a replacement for diesel Generators; ② The micro-reactor market is still emerging but faces challenges regarding safe construction, Transportation, and running, and the International Atomic Energy Institutions may release brand new safety standards.

cls.cnJan 9 18:57

AI consumes more electricity? Current forecasts are too conservative! The US Energy Department predicts that the electrical utilities demand from datacenters will grow approximately 2-3 times by 2028.

Considering the growing demand for AI Servers, the US Energy Department predicts that from 2023 to 2028, the Electrical Utilities demand of Datacenters in the United States is expected to grow by 13-27% each year, higher than the 15% forecasted by many Institutions.

wallstreetcnJan 6 16:40

Biden Eases Rules for Hydrogen Tax Credits Worth Billions

Seeking AlphaJan 3 23:52

SA Sentiment: This Energy Sector Is a Popular Choice for 2025

Seeking AlphaDec 30, 2024 21:04

Global X Uranium ETF To Go Ex-Dividend On December 30th, 2024 With 0.7414 USD Dividend Per Share

December 27th (Eastern Time) - $Global X Uranium ETF(URA.US)$ is trading ex-dividend on December 30th, 2024.Shareholders of record on December 30th, 2024 will receive 0.7414 USD dividend per share

Futu NewsDec 28, 2024 08:45