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BlackRock Upgrades U.S. Equities on Strong Earnings Outlook

4/13/2026

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Summary

Story summary

BlackRock upgraded its outlook for U.S. equities to overweight from neutral, citing strong corporate earnings and limited damage from the Middle East conflict.
The firm noted that technology sector earnings are expected to grow by 43% in 2026.
This optimism follows a nearly 8% rise in the Standard & Poor's 500 Index (S&P 500) since late March, despite ongoing geopolitical tensions.

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Story summary

BlackRock upgraded its outlook for U.S. equities to overweight from neutral, citing strong corporate earnings and limited damage from the Middle East conflict.
The firm noted that technology sector earnings are expected to grow by 43% in 2026.
This optimism follows a nearly 8% rise in the Standard & Poor's 500 Index (S&P 500) since late March, despite ongoing geopolitical tensions.