We recently published a list of Top 10 AI actions in the spotlight this week. In this article, we are going to examine where Marvell Technology, Inc. (Nasdaq: MRVL) stands against other titles of the Top 10 in the spotlight this week.
According to the investment company Morgan Stanley, the request for electricity will prove to be resilient, whatever the recession that could come into play from Trump’s pricing policies. Indeed, data centers need a lot of power and that demand will not decrease despite a slowdown or due to the efficiency gains of Ant Group, Deepseek and others. If it is true that industrial demand can drop in the short term, bringing manufacturing back to the United States will help solve this problem.
“We believe that trends in electricity demand are more sustainable than in previous cycles, partly due to the inelasticity of data centers. Industrial demand could decrease in the short term, but the relocation of manufacturing is a long -term rear wind. ”
Read also: 10 AI actions are increasing on the news today And 10 stocks that you should not neglect now.
A similar analysis by a Bloomberg The report provides that the demand for American energy from data centers could swell from 20 to 40% in 2025, with strong two-digit growth likely to persist in 2026-30.
While Morgan Stanley acknowledges that rapid policy changes can have deep implications for significant capital investments, he also provides that electricity consumption from growing artificial intelligence by 2028.
“In this spirit, we do not want to minimize the risk of a short -term” shock “.
History has shown that energy stocks remain resilient despite economic slowdowns. The company noted how, since 1960, demand has dropped only 0.2% on average during these periods.
“Public services exceed favorable in a recession given their defensive nature”, “
That said, it is optimistic about the heavy expenditure in IA infrastructure of technology giants such as Meta, Amazon and Alphabet. Indeed
For this article, we have selected AI actions, including press articles, the analysis of actions and press releases. These actions are also popular among hedge funds. Hell fund data is at T4 2024.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (See more details here).
