From Yahoo Finance: 2025-04-19 16:16:00

1. Investment firm Morgan Stanley predicts resilient electricity demand due to data center needs, despite potential recessions from Trump’s tariff policies. Industrial demand may temporarily dip, but reshoring manufacturing could counter this trend.
2. Bloomberg forecasts a 20-40% increase in US power demand from data centers by 2025, with continued strong growth through 2030. Electricity consumption from AI expected to grow tenfold by 2028.
3. History shows energy stocks remain sturdy during economic downturns, with just a 0.2% demand decrease on average since 1960.
4. Morgan Stanley anticipates strong AI infrastructure spending from tech giants like Meta, Amazon, and Alphabet, driven by the need for GPUs and a desire to lead in artificial intelligence.
5. Bloom Energy Corporation (BE) faces AI spending concerns and tariff uncertainties but maintains optimism in the data center market. Analysts lowered the price target but believe BE can sustain momentum despite macroeconomic challenges and efficiency improvements in AI models. BE ranks 10th among top AI stocks.

Read more at Yahoo Finance: Bloom Energy (BE) Battles AI Headwinds Amid Tariff Turmoil