BlackRock Investment Institute said it remains bullish on AI-related assets and
maintains an overweight position in US equities. The firm favors infrastructure
and equipment that support AI buildout—semiconductors, power systems and data
centers—saying these areas will benefit regardless of which companies prevail.
It cited resilient earnings growth and expects AI to continue lifting corporate
profits. In emerging markets, BlackRock favors countries that make critical AI
components and commodity exporters likely to gain from higher energy and
raw-material prices. It urged investors to focus on companies’ business models
and revenue drivers rather than the location of their stock listings.
