5 days ago
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Reuters
Tue, January 13, 2026 astatine 2:02 AM CST 1 min read
LONDON, Jan 13 (Reuters) - BlackRock, the world's largest plus manager, inactive believes successful the concern lawsuit for artificial quality successful the twelvemonth up but will beryllium focusing connected broader opportunities, it said connected Tuesday.
Investors seeking to play the AI taxable into 2026 favour vigor and infrastructure providers implicit Wall Street large tech, BlackRock said successful its Investment Directions report, citing a caller capitalist survey it conducted.
AI and big tech dominated markets and satellite equity returns successful 2025, but arsenic the multitrillion-dollar race betwixt the likes of Microsoft, Meta and Alphabet to physique caller information centres generates worries astir uncertain returns connected superior and higher borrowing, investors were looking for caller ideas, the BlackRock survey showed.
Among the 732 companies successful BlackRock's survey of clients based successful the EMEA region, lone a 5th said that the largest U.S. tech groups represented the astir compelling concern accidental successful AI.
More than half said they backed providers of powerfulness needed by information centres and 37% enactment infrastructure arsenic their apical AI concern choice.
"It’s progressively important to risk-manage megacap and AI vulnerability portion also capturing differentiated upside opportunities," BlackRock's caput of halfway U.S. equity, Ibrahim Kanan, said successful a study accompanying the survey data.
Only 7% of respondents said they believed that the AI taxable was a marketplace bubble.
(Reporting by Naomi RovnickEditing by David Goodman)
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