Investors back energy providers over big tech for 2026 AI bets, says BlackRock
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BlackRock's recent survey indicates that investors are shifting their focus from big tech to energy and infrastructure providers for AI investments through 2026. Despite AI's prominence in 2025, concerns over uncertain returns from major tech companies have led to this change. Only 20% of surveyed clients view large U.S. tech firms as the best AI investment, while over half prefer energy providers and 37% favor infrastructure. BlackRock emphasizes the need to manage risks associated with megacap and AI exposure while seeking new opportunities.
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