In their new mid-year outlook report, BlackRock lays out their bullish view on AI. blackrock.com/corporate…

BlackRock’s Tony DiSpirito had a good line on AI at this morning's media roundtable: "The demand is really real... That contrasts what's going on in AI versus the metaverse a year ago or virtual reality... The orders are there."

TKer subscribers might notice it’s pretty similar to what I laid out in last week’s newsletter: