Browsing: overweight

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BlackRock stays overweight U.S. stocks as AI lifts earnings

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BlackRock has kept U.S. equities overweight in its Q4 2026 outlook as AI-linked earnings remain firm even while government borrowing and data-center financing push capital costs higher. BlackRock stays overweight U.S. equities as AI-linked earnings support stocks despite higher global bond yields. BlackRock estimates U.S. financing demand could exceed $7.5 trillion annually by 2030, led…