Google, Microsoft Consume More Power Than Nations!
#MarketTrends
Google, Microsoft Consume More Power Than Nations!
Big Tech's data centers consume immense electricity, surpassing countries like Jordan and Ghana. Google and Microsoft each use 24 TWh, driven by AI demands. Electricity use has doubled in four years, highlighting the energy-intensive nature of AI training compared to traditional data storage and processing.
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Opportunity
Invest in companies developing energy-efficient data centers or renewable energy solutions. Consider stocks in AI and data infrastructure firms like Google, Microsoft, Meta, and Apple. These companies' expanding electricity needs suggest long-term growth opportunities in AI and green tech sectors.
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#QuoteOfTheWeek
"Many energy companies will use models to value assets with lifetimes of 20 years or longer—things like power plants, pipelines, and natural gas wells. Even if the model was sufficient when first developed, it can still fail before its lifetime is up. Assumptions made 15 years earlier are often invalidated due to regulatory changes, population shifts, and technological changes" by Davis W. Edwards
Investing in energy companies requires vigilance and adaptability.
While long-term models provide initial value, stay updated on regulatory changes, population shifts, and technological advancements.
Diversify investments to mitigate risks associated with outdated assumptions, and prioritize companies with flexible strategies and innovative approaches to evolving market conditions.
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ASX 200 Faces Worst Day in Four Years!
Australia's markets faced a rough patch as the ASX 200 had its worst day in four years, closing down by 3.3% last Monday. The Reserve Bank of Australia's decision to keep interest rates steady at 4.35% provided some relief, but ongoing concerns about high inflation maintained a cautious outlook. With the Australian reporting season beginning, major companies like JB Hi-Fi, CSL, and Telstra will be under scrutiny, providing valuable insights into the economy's health.
Nikkei’s Biggest Drop Since 1987—Here’s Why!
On the global stage, markets were rattled by a significant selloff in Japan, where the Nikkei experienced its largest one-day points drop, surpassing the losses seen on "Black Monday" in 1987. This was fueled by the unwinding of the global yen carry trade, causing a ripple effect that impacted other markets, including the US, where volatility spiked to levels unseen since March 2020. Despite these challenges, the situation has begun to stabilize, with the VIX moderating and markets regaining their footing.
Google Loses Landmark Antitrust Case—Impacts Revealed!
Google has lost a landmark US antitrust case concerning its dominance in search. This could make it harder for Google to strike deals with companies like Apple if the Department of Justice has its way. While no penalties or remedies have been determined yet, Google may be blocked from making agreements with manufacturers, browser developers, and wireless carriers to be the default search engine. This could impact Google's reach and dominance in online search, although customers might still prefer Google due to its superior search capabilities. Apple might have some concerns, given that Google paid them approximately $20 billion in 2022, accounting for 25% of Apple's services revenue. Google plans to appeal the ruling.
Palantir Shares Soar on AI Revenue Boost!
Palantir's shares surged after the company raised its annual revenue forecast, boosted by the strength of its AI offerings. Unlike some companies that may take years to see returns on their large AI investments, Palantir stands to benefit sooner and with less expenditure. The company assists others in developing AI application prototypes and deploying finished products to their customers. The generative AI boom is driving demand for Palantir's services, positioning it well in the market. Moreover, investors were pleased to see a decline in the company's reliance on government contracts, which now constitute 54% of total sales.
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James Lim, SFA Founder
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