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Investors seeking to play the ai theme into 2026 favour energy and infrastructure providers over wall street big tech, blackrock said in its investment directions report, citing a recent investor. This is projected to change for the positive in 2026 and 2027, potentially broadening market breadth.

News_5 Jan 11, 2026

However, there are many potential sources for the trigger that eventually pops the ai bubble. Visible alpha ai monitor aggregates publicly traded us technology companies, providing a comprehensive measure of current state & projected growth of the core ai industry. Asml , the world's biggest maker of equipment used to manufacture computer chips, crossed $500 billion in market value for the first time on thursday, after top customer tsmc.

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