BlackRock stays overweight U.S. stocks as AI lifts earnings

First reported September 23, 2026 by Crypto.news · covered by 2 sources

BlackRock stays overweight U.S. stocks as AI lifts earnings

BlackRock's Q4 outlook keeps U.S. equities overweight as AI lifts earnings, while higher yields favor short-term bonds and selective credit.

BlackRockneutral

BlackRockUnited States

Sep 23, 2026 · byCrypto.news

BlackRock Keeps U.S. Equities Overweight on AI Earnings Growth

BlackRock is taking an overweight stance on U.S. equities since AI boosts profits for corporations even amid rising borrowing costs. BlackRock stresses the lack of AI, sustainable earnings, and cross-asset plays. AI development needs an increase in the supply of computing capacity, energy, semiconductors, memory, and data center build-out. BlackRock

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BlackRockUnited States

Sep 23, 2026 · byTheNewsCrypto