
BlackRock Inc. (NYSE:BLK) is doubling down on its core message for 2026: artificial intelligence isn't just a tech trend, it's becoming the macro story that will define growth, inflation and market leadership for years.
In its new global outlook, the world's largest asset manager argues that the U.S. economy is entering a capital-intensive regime driven by massive AI investment, one that keeps growth resilient even as traditional business-cycle signals cool.