News — AI supercycle headlines

Moneywise2h agoneutral

Larry Fink says there's the 'opposite' of an AI bubble, and the world isn't 'moving fast enough' on AI infrastructure

You may be more closely invested in the success of AI than you know.

Simply Wall St.2d agoneutral

BlackRock (BLK) Valuation Check As New Aladdin Private Credit Features With Preqin Draw Focus

BlackRock (BLK) has rolled out new private credit features on its Aladdin platform in partnership with Preqin, giving investors unified access to data, benchmarks, and analytics across multiple private credit structures. See our latest analysis for BlackRock. The new Aladdin private credit rollout lands as BlackRock shares trade at US$1,073.57, with a 1-month share price return of 11.90% and a 1-year total shareholder return of 19.05%. This suggests recent momentum after a softer year to...

Zacks2d agoneutral

Zacks Industry Outlook Highlights BlackRock, Ameriprise and SEI Investments

BlackRock, Ameriprise and SEI Investments remain in focus as asset managers navigate fee pressure, rising costs and industry consolidation.

BLK

Bloomberg2d agoneutral

BlackRock Fund Faces Test in Recovering Defaulted China Loan

(Bloomberg) -- BlackRock Inc. is trying to recoup money it’s owed on a private credit loan in China, setting up a test for how Asia’s burgeoning reputation as a comparatively safer market for such deals will play out in reality.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Ir

BLK

Zacks2d agoneutral

3 Investment Management Stocks to Watch Despite Industry Woes

Despite industry woes, investment management stocks like BLK, AMP and SEIC are expected to benefit from continued asset inflows and digital transformation.

BLK

Yahoo Finance Video4d agoneutralVIDEO

What is Jevons Paradox and why does more AI mean more labor?

Jevons Paradox outlines that increased efficiency in resource usage often leads to higher — rather than lower — total consumption. So what does that mean for the big push into AI for industries outside of Big Tech? Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer relate this economic theory to the AI Boom and what the pivot toward the "everything is AI now" philosophy has meant for AI consumption and labor demands.

BLK

Simply Wall St.7d agoneutral

Is It Time To Reassess BlackRock (BLK) After Its Recent Share Price Climb?

If you are wondering whether BlackRock's share price still makes sense after its recent moves, a good starting point is understanding what the current market price is really implying about the business. The stock last closed at US$1,061.68, with returns of 1.6% over 7 days, 10.9% over 30 days, a 2.2% decline year to date, and 16.6% over the last year. This provides a mix of shorter term momentum and longer term context. Over recent months, investors have focused on BlackRock's role as a...

BLK

Barrons.com7d agoneutral

Not So Fast, Texas. This City Manages Just as Much Money—and It’s Not New York.

There is no satellite money-management center more significant than Boston—and that includes Texas and Florida. One of its secrets: adapting to change.

BLK

Zacks7d agoneutral

OWL Q1 Earnings Meet on Revenue & AUM Growth, Stock Gains 9.8%

Blue Owl shares jump 9.8% after Q1 earnings meet estimates, as rising revenues, strong fundraising and higher AUM offset pressure from increased expenses.

BLK