BlackRock’s AI infrastructure bet this wave is holding up pretty well—the logic of selling shovels is never out of date.

CoinWorld News reports that BlackRock Investment Research Institute states that structural changes such as AI and geopolitical shifts are reshaping the market, and investors may need to re-examine the fundamental principles of portfolio management. BlackRock remains confident in assets related to the AI boom, especially infrastructure and equipment supporting AI development, such as semiconductors, power systems, and data centers. Regardless of which company ultimately prevails, these sectors will benefit. The firm maintains an overweight stance on U.S. stocks, believing that profit growth is resilient and that AI will continue to boost corporate earnings. In emerging markets, BlackRock favors countries manufacturing key AI components and commodity-exporting nations that are expected to benefit from rising energy and raw material prices. BlackRock also recommends that investment decisions should not only consider the company's listing location but should focus more on its business model and revenue drivers.