AI stocks, alternatives, and the new market playbook for 2026
...Key Takeaways 2025 showed the importance of staying invested in a diversified portfolio: global stocks delivered strong returns despite several pullbacks. Bonds returned to being a stabilizer, and Fed rate cuts provided additional tailwinds supporting bond returns over cash. Looking to 2026, many of our investors remain constructive on stocks, particularly U.S. and emerging markets, while ......
https://www.blackrock.com/us/financial-professionals/insights/ai-stocks-alternatives-and-the-new-market-playbook-for-2026
Adding AI resilience to equity portfolios - BlackRock
...Equity markets are growing more selective around AI exposure this year. In the process, a rotation toward ?HALO? sectors deemed less sensitive to AI disruption may be opening an opportunity for investors to diversify beyond AI in value and infrastructure equities....
https://www.blackrock.com/us/individual/insights/adding-ai-resilience-to-equity-portfolios
AI stocks | Outlook for 2026 | Fidelity
...?AI is the most powerful and far-reaching of all the cycles of innovation and disruption I?ve seen in my 25 years following tech,? says Adam Benjamin, manager of Fidelity® Select Technology Portfolio (...
https://www.fidelity.com/learning-center/trading-investing/AI-outlook
AI Is Dominating Digital Budgets. Is Your Tech Portfolio at Risk?
...Last year, AI and data emerged as the centerpieces of digital strategy. This year, they?re not just leading?they?re outpacing every other technology, drawing on budgets at a rate that leaves......
https://deloitte.wsj.com/cio/ai-is-dominating-digital-budgets-is-your-tech-portfolio-at-risk-195c5304
Portfolio Insights | iShares - BlackRock
...Industry Portfolio insights Equity Market Outlook: Seeking opportunity beyond AI Jul 02, 2026 | Carrie King Explore the Q3 Equity Market Outlook, including AI investment opportunities, free cash flow investing and equity diversification across sectors....
https://www.ishares.com/us/insights/portfolio-insights
AI Portfolio Insights and the Future of Risk Management - MSCI
...In this paper we describe AI Portfolio Insights, review the underlying methodology and describe MSCI?s approach for using AI-powered tools reliably and safely. Risk officers face the daily problem of distilling analytical reports into a set of prioritized, explainable and actionable insights....
https://www.msci.com/downloads/web/msci-com/research-and-insights/paper/ai-portfolio-insights-and-the-future-of-risk-management/AI-Portfolio-Insights-and-the-Future-of-Risk-Management.pdf
Asset Allocation Outlook 3Q 2026: Staying Pro-Risk in a Broadening AI ...
...An AI-driven capital spending cycle is gaining speed, spreading across the broader economy and creating a supportive environment for risk assets....
https://www.nb.com/insights/aac-staying-pro-risk-in-a-broadening-ai-cycle
AI and tech investment ROI | Deloitte Insights
...Out of the 20 technology capabilities we tracked, AI and generative AI were the clear front-runners, with 74% of surveyed organizations reporting investments in those capabilities over the past year....
https://www.deloitte.com/us/en/insights/topics/digital-transformation/ai-tech-investment-roi.html
Is Your Tech Portfolio Headed for an AI Reality Check?
...Today, we?re going to dive into why the Nasdaq has been underperforming the S&P 500, what?s driving investor concerns around AI?s immediate growth trajectory, and what this means for your tech-heavy portfolio....
https://www.today-insight.com/2026/04/is-your-tech-portfolio-headed-for-ai.html
AI Investment Opportunities: Stocks, Risks & Future Outlook
...This guide explores AI investment opportunities in depth, including growth stocks, sector-specific applications, investment vehicles, risks, and long-term outlooks for investors considering artificial intelligence as part of their portfolio....
https://impactwealth.org/ai-investment-opportunities-stocks-risks-future-outlook/
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