This is the 12-month return potential of some of your favourite AI-related stocks calculated based on spread between consensus price target and current share price.
Consensus seems to be missing the Palantir story, at least for now (this is a partial list) Source: David Ingles, Bloomberg
GOOGLE’S $GOOGL GEMINI GROWING MUCH FASTER THAN CHATGPT CURRENTLY…
Source: Dividend Dude @DividendDude_X
We have not seen anything yet, and it won’t be only tech jobs.
Source: Michel A.Arouet
XAI, the artificia lintelligence startup run by Elon Musk, raised a combined $10 billion in debt and equity, Morgan Stanley said.
Half of that sum was clinched through secured notes and term loans, while a separate $5 billion was secured through strategic equity investment, the bank said on Monday. The funding gives xAI more firepower to build out infrastructure and develop its Grok AI chatbot as it looks to compete with bitter rival OpenAI, as well as with a swathe of other players including Amazon -backed Anthropic.
This chart comparing AI leaders and AI laggards highlights how artificial intelligence is reshaping companies and business models.
As the chart below shows, the pace of disruption has accelerated significantly in recent weeks. (HT Goldman Sachs) Source: HolgerZ, Bloomberg
This graphic visualizes unicorns valued at $2 billion or more that became unicorns ($1 billion+ in valuation) in 2025.
Data comes from PitchBook, as of May 1, 2025. PitchBook defines unicorns as venture-backed companies valued at $1 billion or more after a funding round, until it goes public, gets acquired, or drops below that valuation. Yangtze Memory, a Chinese flash memory chip developer, is 2025’s biggest unicorn so far with a $22.1 billion valuation. The company became a unicorn, by PitchBook’s definition, in April 2025 after it secured a $222 million investment from Quanhong Investment. Even if a company’s internal or market valuation exceeds $1 billion, PitchBook’s definition requires a qualifying funding event for official unicorn status. Abridge, an American healthcare AI startup that summarizes clinician-patient conversations into documentation, is the second-most valuable unicorn in the class of 2025. AI-driven companies dominate the list of the biggest unicorns of 2025—such as Synthesia (AI video generation), AnySphere (AI programming assistants), and The Bot Company (AI agents)—and have attracted significant investment in recent years. There have been 43 new unicorns created in 2025, as of May. The largest share (65%) of new unicorns in 2025 are from North America, followed by Europe (23%). Currently, the most valuable unicorns in the world are ByteDance, the creator of TikTok, and Elon Musk’s SpaceX. Source: Visual Capitalist
OPENAI STRIKES UNPRECEDENTED CLOUD DEAL WITH $GOOGL -- REDUCES DEPENDENCY ON $MSFT 👀
OpenAI will use Google Cloud to meet its growing compute needs, marking a move to diversify beyond Microsoft. The deal, finalized in May, also ties into its Stargate data center project. – Reuters
The @AI boom means the world’s datacenters use more electricity than almost every country.
As the chart below shows, electricity used by data centers alone, already as much as that of Germany or France, would by 2030 be comparable to that of India, the world's third-largest electricity user. This would also leapfrog over the projected consumption by electric vehicles, using 1.5 times as much power than EVs by the decade’s end. Data center energy consumption is growing fastest in the United States, home to the world’s largest concentration of centers. Power needed for US server farms is likely to more than triple, exceeding 600 terawatt-hours by 2030, according to a medium-demand scenario projection by McKinsey & Co. The boom in building new warehouses for data stored in the cloud and answering AI queries underscores the urgency for policymakers, who need effective energy strategies to ensure adequate supplies can meet surging demands. Increasing electricity demand from the technology sector will stimulate overall supply, which, if responsive enough, will lead to only a small increase in power prices. More sluggish supply responses, however, will spur much steeper cost increases that hurt consumers and businesses and possibly curb growth of the AI industry itself. Source: IMF
