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German Equities Are up Despite Country's Turbulent Economy in 2023, 2024
Trending Industry Today: NaaS Technology Leads Losses In EV Charging Stocks
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.
Report: In 2024, investors find value in certain green Energy stocks.
The performance of Energy Stocks last year was mixed, but some green energy stocks offered value to investors. From January 2024 to February 2025, the S&P Global Clean Energy Transition Index dropped by 28%, while the Bloomberg Goldman Sachs Global Clean Energy Index rose by 6%. These two indices track publicly listed companies that benefit from the transition to low-carbon energy. At the same time, a broader indicator led by integrated oil companies—the Bloomberg World Energy Index—fell by 7% during the same period. This indicates that in certain areas of the Industry, clean energy stocks were even able to outperform fossil fuel stocks. The performance of the clean energy stock index was mixed and different.
European electrification stocks fell due to concerns about Microsoft's capital expenditures.
European electrification stocks declined after an Analyst report stated that Microsoft has started canceling Datacenter capacity leases in the USA. TD Cowen cited channel checks or inquiries to supply chain vendors on Friday, indicating that OpenAI's largest supporter has canceled a total of "hundreds of megawatts" of leases. Schneider Electric fell by 6.5%, Prysmian dropped by 4.2%, Legrand declined by 3.3%, and Siemens Energy decreased by 5.9%.
Why Germany's Election Sets Up a Showdown With Trump -- Barrons.com