BlackRock Investment Institute reaffirms its overweight US equities stance, citing $610B in projected AI hyperscaler spending and resilient earnings ahead

'I think you gotta stay in,' says the top BlackRock investing official, as earnings growth and cash to be reinvested in stocks support the AI bull market.

BlackRock Investment Institute reaffirms its overweight US equities stance, citing $610B in projected AI hyperscaler spending and resilient earnings ahead