Broadcom Inc.

Marvell Technology, Inc.

Micron Technology, Inc.

NVIDIA Corporation

Alphabet Inc.

BlackRock strategist expects 'positive surprises' from infrastructure provider stocks in 2026

BlackRock has bet on "picks and shovels" for the AI marketplace

Siemens Energy AG

Speculative trading and gambling on debt raise the risks of a repeat of the November sell-off, the investment giant has warned

The topic of AI will dominate in 2026, says BlackRock. Which stocks is it betting on?

BlackRock, Inc.

The head of the world's largest investment firm used to call cryptocurrency a "money laundering index" but now sees it as a huge potential for application

"The Fear Asset: why did Larry Fink dramatically change his mind about bitcoin?  

Bank of America will provide investment recommendations on four bitcoin ETFs starting in January

BofA has urged clients to think about including cryptocurrencies in portfolios. What proportion are we talking about?

Investors on November 18 withdrew a record $523 million from BlackRock's bitcoin exchange-traded fund - iShares Bitcoin Trust, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-19/bitcoin-btc-slide-spurs-record-withdrawals-from-blackrock-s-ibit">calculated</a>. This is the largest outflow in a day since the fund's launch, the agency notes. Investors withdrew money from ETFs for the fifth day in a row.

A record amount of money has been withdrawn from the BlackRock bitcoin-ETF. What happens next?

Betting on technology has increased the U.S. gap from the rest of the world, says Larry Fink

Head of Blackrock named the main investment trend for the next year and a half

Microsoft Corporation

World leader in artificial intelligence processors Nvidia, one of the leading AI companies Microsoft and Elon Musk's AI startup xAI were among a group of investors who will spend $40 billion to buy 100% of data center owner Aligned Data Centers. This follows the <a href="https://www.businesswire.com/news/home/20251015016099/en/Macquarie-Asset-Management-to-Lead-Sale-of-Aligned-Data-Centers-at-an-Enterprise-Value-of-%24US40-Billion">announcement</a> of the deal. It involves, among others, the AI Infrastructure Partnership (AIP) consortium, which <a href="https://news.microsoft.com/source/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/">was formed in</a> September 2024 with participation from Microsoft, BlackRock and UAE-based investment firm MGX. Nvidia and xAI <a href="https://www.reuters.com/technology/artificial-intelligence/nvidia-xai-join-microsoft-blackrock-develop-ai-infrastructure-2025-03-19/">joined</a> it in March 2025.

Nvidia and Microsoft are part of the "largest data center deal ever" at $40 billion

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>. The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Alibaba Group Holding Limited

Hitachi, Ltd.

Hitachi's stock price soared by almost 10% after the announcement of its partnership with OpenAI. OpenAI's Sora 2 app instantly broke into the top of the App Store and reignited the debate about the safety of AI innovations. Stock managers see potential for a further Alibaba rally. These and other topics are covered in our review of key events on the morning of October 3.

Highlights for the morning: Alibaba rally, Hitachi's partnership with OpenAI and a $40 billion deal

Analysts of the world's largest investment company propose new diversification rules

BlackRock believes the 60/40 era is over. How should investors mitigate risks now?

Freedom Holdings Corp.

U.S. giant BlackRock is Freedom Holding's second largest investor by number of shares

The world's largest investment company increased its stake in Freedom Holding

Orsted A/S

The world's largest wind farm operator will try to convince investors on August 26 that the situation is under control