Global investment firm BlackRock is staying risk-on and overweight U.S. equities as AI leads market forces heading into 2026.
6hon MSN
Not a 'bubble,' but maybe an 'air pocket': Wall Street says it's time to reset the AI narrative
Two of Wall Street’s biggest firms say the AI boom isn’t a bubble, arguing real spending and earnings support the stock ...
The asset manager's AI report says that because the U.S. bond market structure is fragile this set an optimistic path for ...
The BlackRock Investment Institute said on Tuesday it is turning bearish on long-term U.S. Treasuries, warning a coming wave ...
AI spending demands are occurring alongside record high federal leverage. US government debt has surged to post-war highs, ...
Cryptopolitan on MSN
AI boom could send U.S. borrowing costs through the roof, says BlackRock
BlackRock shifts to negative view on long-term U.S. Treasuries, citing AI-related borrowing concerns. Tech companies planning ...
The unprecedented AI boom is catalysing a mega structural change that impacts investing., the institute says Read more at The ...
Despite widespread talk of an artificial intelligence (AI) bubble, both major asset managers remain committed to backing the ...
Is this 2000? Are we in a bubble? No,” BofA’s strategy chief Savita Subramanian said. “Will AI continue in unfettered ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results
Feedback