BlackRock bets on ‘pick and shovel’ trade, singling out clear winners in AI spending spree

Thread starter Tech
Start date Dec 8, 2025

Tech

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Dec 8, 2025

Powell noted that leading tech firms have only begun to tap debt markets to fund the next phase of AI expansion, suggesting additional capital is on the way.

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Title: BlackRock bets on ‘pick and shovel’ trade, singling out clear winners in AI spending spree

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Forum: Tech News

Start date: Dec 8, 2025

Last reply date: Dec 8, 2025

Replies: 0

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Created: Tech, Dec 8, 2025

Replies: 0

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