AI a key driver of the power outlook
BlackRock Investment Institute’s latest report explores how artificial intelligence (AI) is driving power demand and shaping investment opportunities.
- AI-related infrastructure and utilities are experiencing strong growth.
- U.S. mega-cap tech stocks lead Q4 earnings, despite bond yield fluctuations.
- The AI-driven energy transition could rival the scale of the Industrial Revolution.
With AI reshaping markets, investors should consider positioning portfolios accordingly. Read the full report for a deeper dive into these trends and strategic insights.
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