Morgan Stanley says these are 4 big market themes investors are focused on right now [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
AI data center energy needs and longevity trends are reshaping global economic growth. What are the biggest themes investors are watching right now? That's a question Morgan Stanley sought to answer at its first Thematics Conference earlier this month. The bank hosted business leaders from various industries to talk about key long-term economic drivers and compiled some of the key takeaways in a note to clients on Monday. Here are four of the biggest trends the bank highlighted. It's hard to ignore how dominant a force the AI capex cycle has been in markets. However, if the energy needs of datacenters outpace supply , the AI trade could face some roadblocks ahead. "We believe investors may be under-appreciating the challenges to providing high-quality power to data centers," the bank said in the report. That's why the energy build-out trade could be one of the next AI plays to watch. Bloom Energy (BE) and Solaris Energy (SEI) are "well-positioned to capitalize on this t
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