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BlackRock Says AI Value Is Shifting Beyond Software, Flags ‘Physical AI’: Why MU, VRT And CEG Are in Focus

Sep 29, 2026 · 04:53 AM ET· updated 38m ago
BlackRock Says AI Value Is Shifting Beyond Software, Flags ‘Physical AI’: Why MU, VRT And CEG Are in Focus

BlackRock targets 'physical AI' over software. Discover why AI bottleneck stocks like MU, VRT, and CEG are in the spotlight for investors.

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Why It Matters

Big investors think real world AI machines need special parts more than software. Watch chip and power companies because they might help build this new tech.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

Disclosure: Educational and informational purposes only. Not financial advice. We educate, not advise. Market data may be delayed up to 15 minutes unless marked real-time. Past performance is not indicative of future results.