BlackRock forecasts AI will drive U.S. stock growth, but warns of risks from rising debt.

BlackRock predicts the AI boom will boost U.S. stocks and economic growth, though rising government debt may threaten this optimism by 2025. The firm sees U.S. stocks benefiting more from AI than European ones, with private markets key for AI infrastructure funding. BlackRock prefers U.S. corporate debt over Treasuries and sees tech and healthcare as strong sectors. It also plans to acquire HPS Investment Partners for about $12 billion to expand private credit offerings.

3 months ago
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