AI-Driven Gains Could Boost U.S. Stocks Over Next 6-12 Months, BlackRock Says -- Market Talk

Dow Jones
11 Mar

1410 GMT - Productivity gains linked to AI use are likely to boost U.S. stocks performance and offset the negative effects of policy uncertainty, BlackRock Investment Institute analysts say in a note. "We still think earnings strength can broaden out beyond tech and to other regions as the buildout and adoption of artificial intelligence progresses," they say. BlackRock believes this will offset potential bond yield spikes and uncertainty over U.S. tariffs, which pose risks to growth and stocks near term. It remains positive on U.S. stocks over the coming six to 12 months and has an overweight recommendation. (miriam.mukuru@wsj.com)

 

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March 11, 2025 10:10 ET (14:10 GMT)

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