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

Why Uranium Royalty (UROY) Is One of the Best Canadian Penny Stocks to Buy According to Analysts?

Yahoo FinanceJan 7 21:25

Altman "launching a Satellite": will demonstrate nuclear fusion breakthrough "soon".

Altman predicts that his invested company Helion will soon demonstrate net energy gain nuclear fusion. Net energy gain nuclear fusion is regarded as an important milestone in achieving controllable nuclear fusion power generation. Despite breakthroughs in the scientific community, the Industry generally believes that the goal of generating Energy through fusion is still far away.

wallstreetcnJan 7 10:25

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

Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?

① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...

cls.cnDec 26, 2024 11:18