BlackRock Maintains Overweight Rating on US Equities, Bullish on AI Infrastructure on June 9

According to BlackRock Investment Institute on June 9, structural transformations driven by artificial intelligence and geopolitical shifts are reshaping markets. BlackRock maintained its overweight stance on US equities, citing resilient earnings growth and AI's potential to boost corporate profits. The firm remains bullish on AI-related assets, particularly infrastructure and equipment supporting AI development, including semiconductors, power systems, and data centers. BlackRock believes these sectors will benefit regardless of which companies ultimately prevail in the AI race.
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