BlackRock believes that AI will be a powerful long-term driver of economic growth. However, it is currently constrained by shortages of chips, data centers, electricity, and other critical infrastructure. According to BlackRock, companies that are building or providing this infrastructure could offer attractive investment opportunities.
AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints.
In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing.
Check out the latest BlackRock Bottom Line: https://t.co/BSjlQkk3Gd
I enjoy creating visual dashboards like this because they help me focus on the bigger picture instead of the daily market noise.
What stands out to you most about SpaceX’s price action since its IPO?
#spaceX#investor
@D_Tarczynski ☹️ It’s sad that we let them in. Many are bringing the same problems that devastated their own countries, and now Europe is facing them too.
@D_Tarczynski ☹️ It’s sad that we let them in. Many are bringing the same problems that devastated their own countries, and now Europe is facing them too.
I only see positives here👏🏼 Fewer cars in cities as people begin sharing vehicles instead of owning them. Fewer accidents if autonomous driving proves to be safer than the average human driver.
🌊 Greater freedom and independence for elderly people and people with disabilities who can no longer drive.
“Tesla FSD is still really buggy! Why isn’t it going after this light turned green?!”
*ambulance drives by*
I’ve really learned to not doubt FSD. If it does something “weird” it’s typically for a very good reason.
@pubity Giving is powerful. But building a fund that keeps growing and using only the returns to support single mothers could help families for generations.
@mayemusk@elonmusk Happy 55th Birthday, Elon! Wishing you good health, bold ideas, successful missions, and the determination to keep pushing humanity forward. May your next year be your most exciting one yet. 🚀