From Yahoo Finance: 2025-04-20 09:18:00

• Salesforce Inc (CRM) is ranked 6th among the top 10 AI stocks this week, despite recent analyst downgrades. BNP Paribas Exane and Morgan Stanley both lowered price targets due to tariff uncertainty. CRM unveiled AI platform Agentforce, but other AI stocks may offer better returns in the short term.
• Data center power demand is expected to remain strong, with a 20-40% increase projected by 2025. Morgan Stanley predicts a tenfold growth in electricity consumption from AI by 2028. Despite potential short-term shocks, energy stocks have historically shown resilience during economic downturns.
• Tech giants like Meta, Amazon, and Alphabet are expected to invest heavily in AI infrastructure. Hyper-scalers aim to lead in AI with large product pipelines requiring GPUs. Hedge funds favor AI stocks, with the potential to outperform the market. Quarterly newsletter strategy has returned 373.4% since May 2014.

Read more at Yahoo Finance: Salesforce, Inc. (CRM) Pushes AI Agentforce Despite Analyst Downgrades