Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Equity Bottom-Up

BlackRock, Inc. provides diversified investment management services to institutional clients and to retail investors through various investment vehicles. The Company offers the BlackRock Funds and Blackrock Liquidity Funds, and also provides risk management services to fixed income institutional investors.

<ul><li>Infrastructure is crucial for the transition to a low carbon economy and the advancement of the economy, requiring urgent repairs to aging infrastructure such as roads, bridges, and airports.</li><li>Private capital plays a key role in investing in infrastructure assets, with a focus on operational improvements and creating value for investors.</li><li>The growing demand for investment in infrastructure, especially in the areas of AI and data centers, presents significant opportunities for private sector funding and operational enhancements.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure is crucial for the transition to a low carbon economy and the advancement of the economy, requiring urgent repairs to aging infrastructure such as roads, bridges, and airports.Private capital plays a key role in investing in infrastructure assets, with a focus on operational improvements and creating value for investors.The growing demand for investment in infrastructure, especially in the areas of AI and data centers, presents significant opportunities for private sector funding and operational enhancements.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment

Thematic (Sector/Industry)

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectors</li><li>Investors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI development</li><li>The AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectorsInvestors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI developmentThe AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How To Invest In AI vs Tech In A Portfolio

<ul><li>AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past year</li><li>Investment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutions</li><li>Tony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past yearInvestment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutionsTony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and AI Investing Trends: A Stock Picker’s Take

<ul><li>Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spending</li><li>It will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take years</li><li>There are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estate</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spendingIt will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take yearsThere are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estateThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market take: Patience needed in the AI buildout

The Bid
Podcast from BlackRock
• The Bid

Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment

Infrastructure is essential for economic advancements, including the transition to a low carbon economy, with private capital, operational...

The Bid

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

How To Invest In AI vs Tech In A Portfolio

Various investing approaches to AI and specific sectors within the AI ecosystem are discussed, highlighting its significant impact on the global...

The Bid

Tech and AI Investing Trends: A Stock Picker’s Take

Tony's 11th annual tech tour focused on AI as the dominant topic of discussion, reflecting its evolution from a background tool to a primary focus...

The Bid

Market take: Patience needed in the AI buildout

The market is experiencing concerns about top tech and cloud firms delivering on artificial intelligence as investment capital spending on AI...

The Bid