The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
The concentration of the US stock market in the "Magnificent Seven" tech and AI companies is unprecedented, with the top 10 stocks comprising 40% of the S&P 500. Ibrahim Kanan, head of the US Core Equity Team at BlackRock, joins Oscar Pulido to discuss this phenomenon, noting that while market concentration isn't new, ...
The global infrastructure build-out, spurred by AI and energy demands, faces a critical labor shortage in skilled trades. Sandra Lawson and Claire Chamberlain highlight the $85 trillion investment needed over the next 15 years and a projected 5% growth in skilled trade jobs. These jobs, acquired through paid apprentice...
The AI industrial revolution's growing energy demands are explored, focusing on the increasing need for power to fuel AI development and implementation. Will Su from BlackRock's Fundamental Equities Group, highlights the shift from knowledge being power to power being knowledge, noting the exponential increase in power...
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