Global investment firm BlackRock is staying risk-on and overweight U.S. equities as AI leads market forces heading into 2026.
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 ...
By Davide Barbuscia NEW YORK, Dec 2 (Reuters) - The BlackRock Investment Institute said on Tuesday it is turning bearish on ...
AI spending demands are occurring alongside record high federal leverage. US government debt has surged to post-war highs, ...
BlackRock shifts to negative view on long-term U.S. Treasuries, citing AI-related borrowing concerns. Tech companies planning ...
At the DealBook Summit, Larry Fink, Dario Amodei, and other business leaders predicted that AI is here to stay — but not all ...
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 ...
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