BlackRock: Markets calm on top line, but volatility under the hood
Helen Jewell, CIO for fundamental equities at BlackRock tells CNBC she sees signs that volatility in the bond market is spilling over into equities, particularly in the big AI names. Jewell stresses the importance of hands-on, active fund management during volatile periods in the markets. She highlights European banks, U.K. healthcare and sustainable energy as compelling investment opportunities.
CNBC15 gün önceBLK
AES Corporation: Spread Plus Dividend Still Pays 10.7% Annualized
The AES Corporation trades at $14.75 vs. $15.00 take-private offer. FERC is the last hurdle; close likely mid-Dec. Click for an AES stock update; see why I downgrade it.
SeekingAlpha16 gün önceBLK
Bitcoin, Ethereum, XRP Investors Aren't Keeping Pace With the Market, Bitwise's Matt Hougan Says: Beware These 3 Mistakes
Investors may be underestimating crypto's potential as it expands into traditional markets. Crypto-native firms offer unique advantages over TradFi giants.
Benzinga16 gün önceBLK
Institutional Investors Added Over 70 Million RIVN Shares as AMZN, UBER Remain Key Holders
In Q2 of 2026, institutional investors added 70M shares of EV maker Rivian, with Amazon, Uber among top holders.
Benzinga16 gün önceBLK
Tom Lee Says Ethereum Is the 'Downstream Story' for AI's New 'Hive Mind'
Tom Lee calls Ethereum the key Layer 1 for the AI era, saying blockchain will help govern AI, robots and on-chain settlement.
Benzinga16 gün önceBLK
Bitcoin's Investment Case Hasn't Changed, BlackRock Says, Backs up to 2% Portfolio Allocation
Bitcoin's 50% decline from all-time high likely due to leverage, institutional outflows, and AI focus. Still viable as diversification option.
Benzinga17 gün önceBLK
Meta Has $27 Billion That Isn't On Its Balance Sheet
Meta Platforms, Inc. stock update: Strong Buy case with WhatsApp monetization, AI ad upside, and capex risksâclick for key drivers and see if META is right for you.
SeekingAlpha21 gün önceBLK
Bitcoin Price Risks Another Drop Below $63K as Futures Rally Lacks Spot Demand
Bitcoin is hovering near $63,000, with CryptoQuant data showing spot demand weakening while futures demand remains positive. The gap raises the risk that recent BTC ...
Yahoo21 gün önceBLK
Securitize Q2 Earnings Call Highlights
Securitize (NYSE:SECZ) reported second-quarter 2026 revenue of $14.4 million, down 5% from a year earlier, as lower tokenization revenue offset continued growth in asset-servicing revenue. The company, which recently became publicly traded, also reduced its full-year revenue outlook to $70 million t
Yahoo21 gün önceBLK
Fast Money Bets on November RBA Hike in Fight Against Inflation
Speculative investors are increasingly betting the Reserve Bank of Australia will raise interest rates again in November as inflation remains above the central bank’s target.
Yahoo21 gün önceBLK
At 64, He Moved His 401(k) Away From Stocks. Wall Street May Bring AI Risk Back Through the Bond Side.
Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not tell you what you actually own.
Yahoo21 gün önceBLK
How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors
Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and “AI factories.” This move effectively recasts Nvidia GPUs and systems as long‑lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about...
Yahoo21 gün önceBLK