📊 Investors Favor Energy & Infrastructure Over Big Tech for 2026 AI Bets

BlackRock’s latest Investment Directions report shows a shift in investor sentiment — energy providers and infrastructure are now preferred over big tech firms for playing the AI theme in 2026.

Key Facts:

🔋 >50% of surveyed investors favored energy companies as the top AI-related investment opportunity.

🏗️ 37% picked infrastructure firms next best positioned for AI growth.

🧠 Only ~20% backed big U.S. tech companies like Microsoft, Meta or Alphabet for AI exposure.

🧪 Just 7% see AI as a market bubble, so confidence remains broad but strategies are evolving.

Expert Insight:

Investors are re-allocating toward sectors that power and support AI infrastructure, not just those that build AI software, to balance growth with risk.

#AI #Investing #EnergyStocks #Infrastructure #BigTech $FIL $AKT

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