BlackRock keeps U.S. stocks overweight on AI earnings as it expands tokenized products with Ondo
BlackRock's Q4 2026 outlook stays overweight U.S. equities on AI-driven earnings, while Ondo Finance launched tokenized BlackRock portfolios and BUIDL topped $552 million.
Why it matters
The report combines BlackRock's public market positioning for Q4 2026 with its continued push into tokenized products via Ondo and Securitize, both of which affect how institutional capital is allocated and how crypto markets react to BlackRock-linked announcements.
Key facts
BlackRock kept U.S. equities overweight in its Q4 2026 outlook, citing AI-linked earnings.
Reported by Crypto.News
BlackRock estimates U.S. financing demand tied to AI could exceed $7.5 trillion annually by 2030.
7,500,000,000,000 USDReported by Crypto.News
AI and data-center companies accounted for almost 14% of U.S. investment-grade bond issuance this year, up from 5% in 2025 and 1% historically.
14 %Reported by TheNewsCrypto
Ondo Finance launched three tokenized investment portfolios built on BlackRock-designed strategies for eligible non-U.S. investors.
Reported by U.Today
ONDO token price rose 24.19% over 24 hours to about $0.517 following the BlackRock partnership announcement.
24.19 %Reported by Finbold
BlackRock's BUIDL tokenized fund reached roughly $552.4 million in assets under management as of a September 22 snapshot.
552,400,000 USDReported by Bitcoinist
Ondo Finance's RWA assets surged to more than $3.8 billion, driven largely by its collaboration with BlackRock.
3,800,000,000 USDReported by Finbold
What happened
BlackRock's Investment Institute kept U.S. equities overweight in its Q4 2026 outlook, arguing that AI-linked corporate earnings remain strong enough to offset rising global bond yields driven by government borrowing and AI infrastructure financing, according to Crypto.News and TheNewsCrypto. The firm estimates U.S. financing demand tied to AI could exceed $7.5 trillion annually by 2030 and said it now prefers short-duration bonds to long-dated government debt; TheNewsCrypto added that AI and data-center companies made up almost 14% of U.S. investment-grade bond issuance this year, versus 5% in 2025. Separately, Ondo Finance launched three tokenized portfolios built on BlackRock-designed strategies - Ondo High Income, Ondo Diversified Growth and Ondo High Growth - available to eligible non-U.S. investors, as reported by U.Today and Finbold. Finbold reported that Ondo's ONDO token rose 24.19% to about $0.517 in the 24 hours following the partnership announcement, and that Ondo's RWA assets have surged past $3.8 billion. Bitcoinist reported that BlackRock's separate BUIDL tokenized fund, distributed through Securitize, reached roughly $552.4 million in assets as of a September 22 snapshot.
How the story developed
- First report
First report by Crypto.News
BlackRock stays overweight U.S. stocks as AI lifts earnings
- Update
BlackRock releases Q4 2026 Global Outlook keeping U.S. equities overweight
Crypto.News reports BlackRock's Sept. 15 outlook centers on AI scarcity, durable income and cross-asset opportunities.
- Update
TheNewsCrypto corroborates BlackRock's overweight U.S. equities stance
Adds detail that AI and data-center firms made up almost 14% of U.S. investment-grade bond issuance this year.
- Update
Ondo Finance launches tokenized BlackRock-designed portfolios
Three portfolio tokens - BLKHIon, BLKDIGon, BLKGRWon - go live for eligible non-U.S. investors via Ondo Global Markets and Ondo Finance.
- Independent corroboration
Independently corroborated by Bitcoinist
BlackRock BUIDL Fund Reaches $552M On Securitize
- Update
Bitcoinist reports BUIDL fund AUM near $552 million
September 22 dashboard snapshot shows BlackRock's BUIDL fund, distributed via Securitize, at roughly $552.4 million.
- Update
Finbold reports 24% ONDO price rally tied to BlackRock partnership
ONDO trades near $0.517 after the Ondo Intelligent Portfolios announcement.
How coverage built up
Independent sources over time, counted the way the consensus panel counts them: a republication of a wire story does not move the line.
- 23 Sept 2026, 03:48 UTC: Crypto.News — 1 independent source, 1 reports
- 23 Sept 2026, 08:37 UTC: TheNewsCrypto — 2 independent sources, 2 reports
- 24 Sept 2026, 17:15 UTC: U.Today — 3 independent sources, 3 reports
- 24 Sept 2026, 17:30 UTC: Bitcoinist — 4 independent sources, 4 reports
- 24 Sept 2026, 17:54 UTC: Finbold — 5 independent sources, 5 reports
Affected entities
Also mentioned: Japan
Original sources
| Publisher | Report | Role | Published |
|---|---|---|---|
| Crypto.News Crypto media | BlackRock stays overweight U.S. stocks as AI lifts earnings | Original | |
| Finbold Crypto media | BlackRock partnership sparks 24% rally in this crypto | Independent | |
| Bitcoinist Crypto media | BlackRock BUIDL Fund Reaches $552M On Securitize | Independent | |
| U.Today Crypto media | BlackRock Puts Investment Portfolios on Blockchain | Syndicated | |
| TheNewsCrypto Crypto media | BlackRock Keeps U.S. Equities Overweight on AI Earnings Growth | Syndicated |
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