Morgan Stanley says these are 4 big market themes investors are focused on right now

Group 1: AI Capital Expenditure and Energy Bottleneck - The AI capital expenditure cycle is a dominant force in markets, but energy supply challenges for data centers could hinder this trend [2][3] - The energy build-out trade is identified as a potential opportunity related to AI, with companies like Bloom Energy and Solaris Energy positioned to benefit [4] Group 2: Longevity - The trend of increasing longevity is creating significant market opportunities, as the population aged 60 and above holds one-third of global buying power [5] - Older demographics are becoming more tech-savvy and are increasing their spending on lifestyle products, which can help mitigate growth pressures from retirements [6] Group 3: Tokenized Finance - Tokenization is seen as a way to modernize financial systems by allowing assets to be digitalized and traded on blockchain, enhancing ownership verification [8] - There is ongoing experimentation in the tokenization space, with asset managers launching digital money funds and exploring private market fund distribution on blockchains [8]