---
title: "Earnings strength keeps markets risk-on as AI drives growth, BlackRock says"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285181769.md"
description: "Strong corporate earnings momentum has supported equity markets, with U.S. stocks reaching record levels, according to BlackRock. The S&P 500 saw its best month since 2020, driven by technology stocks and improved earnings expectations. Earnings growth is concentrated in large tech firms, which account for a significant portion of the index's market cap. BlackRock maintains a pro-risk stance, favoring U.S. and emerging market equities linked to AI growth, while cautioning about geopolitical risks and potential impacts on the economy from rising oil prices."
datetime: "2026-05-05T09:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285181769.md)
  - [en](https://longbridge.com/en/news/285181769.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285181769.md)
---

# Earnings strength keeps markets risk-on as AI drives growth, BlackRock says

Strong corporate earnings momentum kept equity markets supported, with U.S. stocks hitting record levels as profits were revised higher, according to BlackRock Investment Institute. The S&P 500 (SP500) capped its best month since 2020 in April, rising about 10%, driven largely by mega-cap technology stocks and improving earnings expectations. Earni...

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