BlackRock Urges Investors To Eye Semiconductors, Real Estate Amid AI Growth

Benzinga

BlackRock forecasts infrastructure and cybersecurity sectors will thrive in 2025, driven by the AI boom. BlackRock's U.S. head of thematic and active ETFs, Jay Jacobs, highlighted the growing need for data centers and robust cybersecurity as AI adoption accelerates. Jacobs also emphasized the importance of physical infrastructure supporting AI, such as energy, materials, chips, and real estate. He encouraged investors to consider sectors beyond megacap tech, including semiconductors, software, and data centers.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02BlackRock forecasts infrastructure and cybersecurity sectors will thrive in 2025.

00:07Driven by the AI boom, BlackRock's US head of thematic and active ETFs, Jay Jacobs,

00:12highlighted the growing need for data centers and robust cybersecurity as AI adoption accelerates.

00:18Jacobs also emphasized the importance of physical infrastructure supporting AI,

00:22such as energy, materials, chips, and real estate.

00:26He encouraged investors to consider sectors beyond megacap tech,

00:30including semiconductors, software, and data centers.

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