At the Frontier: Insight on AI and Technology Stocks

Published on September 15, 2025

Artificial intelligence (AI) continues to defy the norms of linear progress and present a type of exponential growth unlike no technology before, according to BlackRock’s Tony Kim. This fast evolution has brought us to what Mr. Kim calls “AI at the frontier,” a characterization that was confirmed on his recent tour of 25 public and private technology companies across Silicon Valley.

Continue reading on website
Other news

Macro Matters:U.S. Rate Cuts Coming—How Many and How Much?

September 15, 2025
Investor and consumer surveys indicate that confidence is stabilizing following the initial tariff agreements, and consumers’ spending and income remain robust.

Margins, Mid-Caps and Market Resilience

September 15, 2025
In a recent LinkedIn newsletter, we highlighted how mid-caps have historically delivered a compelling mix of growth and resilience, the "sweet spot" between innovation and maturity.