From Yahoo Finance: 2025-04-19 15:16:00

Recent analysis by Morgan Stanley shows that data center power demand will remain strong, despite any potential recession from tariff policies. The firm forecasts a 20-40% increase in US power demand from data centers by 2025, with double-digit growth expected through 2030. Companies like Palantir Technologies Inc. (PLTR) are positioned well in this sector.

While industrial demand may dip, reshoring manufacturing could offset this decline. Policy changes may impact large investments, but electricity consumption from AI is expected to increase tenfold by 2028. Energy stocks historically remain resilient during economic downturns, and utilities are seen as a safe bet in a recession.

Palantir Technologies Inc. (PLTR) recently secured a deal with NATO, enhancing its position in U.S. defense AI. With 63 hedge fund holders, PLTR ranks 9th among the top 10 AI stocks. Despite its potential, there are other AI stocks showing promise for higher returns in a shorter timeframe. Consider exploring options beyond PLTR for investment opportunities.

Read more: Palantir Technologies Inc. (PLTR) Boosts U.S. Defense AI Clout with NATO Deal