From Yahoo Finance: 2025-04-20 09:19:00

Meta Platforms, Inc. (META) is a global tech firm. Truist lowered its price target to $700 from $770 but maintained a “Buy” rating ahead of Q1 results. Despite growth estimate reductions due to tariffs, Meta’s AI investments drive improved user/advertiser rankings. META ranks 2nd in top 10 AI stocks this week.

Morgan Stanley predicts resilient electricity demand due to data centers, unaffected by Trump’s tariff policies. US power demand from data centers may increase by 20-40% in 2025. AI stocks like Meta, Amazon, and Alphabet are expected to invest heavily in AI infrastructure and GPUs for product pipelines.

Bloomberg forecasts a 20-40% surge in US power demand from data centers by 2025. Morgan Stanley expects AI electricity consumption to grow tenfold by 2028. Despite potential policy changes affecting capital investments, utilities are seen as favorable in recessions for their defensive nature.

Historically, energy stocks remain steady during economic downturns, with demand falling by just 0.2% on average since 1960. AI infrastructure spending by tech giants like Meta, Amazon, and Alphabet is expected to rise due to the need for GPUs and a lead in AI technology. Hedge funds are investing in popular AI stocks.

The research found that hedge funds’ top stock picks outperform the market. A quarterly newsletter strategy selecting 14 small-cap and large-cap stocks since 2014 has returned 373.4%, surpassing its benchmark by 218 percentage points. Hedge fund data is as of Q4 2024. Meta Platforms, Inc. (META) ranks 2nd among top 10 AI stocks.

Read more: Meta Platforms, Inc. (META) Leans on AI Strength as Growth Forecast Slips