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Forget Meta And Microsoft — 'Pick And Shovel' Stocks Are The AI 'Capex Super Boom' Play
Monday, December 8, 2025 - 1:18pm | 781Read More...The AI infrastructure build-out has not yet peaked. In fact, AI cap ex spending is accelerating, said Ben Powell, chief investment strategist for APAC at the BlackRock Investment Institute. AVGO stock is moving. See the real-time price action here. Speaking at Abu Dhabi Finance...
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BlackRock Is Bullish On Asia Ex-Japan
Monday, April 6, 2020 - 7:55am | 115Read More...Ben Powell of BlackRock Investment Institute said on CNBC's "Street Signs Asia" that BlackRock Investment Institute is overweight Asia ex-Japan equities and fixed income. The critical component of that call is the resilience of China. Powell explained PMI and other data are suggesting...
