Brookfield Infrastructure Primed for Surge as AI Hype Fades in 2025

As 2025 progresses, Brookfield Infrastructure is poised to emerge from the shadows and potentially see a significant surge in its stock price. Currently, the company's shares are trading at a discount to their historical valuation, with a price-to-operating cash flow ratio of 3.3 compared to a five-year average of 4.

While semiconductor stocks and nuclear energy start-ups are grabbing the lion's share of attention as AI investment opportunities, Brookfield Infrastructure has remained largely out of the limelight. However, this could change in the latter half of 2025 as the hype around these other sectors begins to fade.

In contrast, Whirlpool, the household appliance maker, may face a more challenging road ahead. The company is expected to be compelled to revise its full-year earnings and cash flow expectations, and potentially cut its dividend, as the housing market has not shown meaningful improvement. This is due to mortgage rates remaining close to where they were when the Federal Reserve last started cutting rates in 2024.

Additionally, the fear of further tariff escalation may have encouraged Asian competitors to push forward imports to the U.S., further impacting Whirlpool's business. The setup is not ideal for the company as it heads into its second-quarter earnings report in 2025, and significant near-term risks remain.