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.