La catena delle opzioni mostra i dati chiave delle opzioni azionarie di BlackRock a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per BlackRock..

BlackRock (NYSE:BLK) Azioni, Catena delle Opzioni

BlackRock

BlackRock is the largest asset manager in the world, with $11.584 trillion in assets under management at the end of March 2025. Its product mix is diverse, with 53% of managed assets in equity strategies, 26% in fixed income, 9% in multi-asset classes, 8% in money market funds, and 4% in alternatives. Passive strategies account for two thirds of long-term AUM, with the company's ETF platform maintaining a leading market share domestically and on a global basis. Product distribution is weighted more toward institutional clients, which by our calculations account for around 80% of AUM. BlackRock is geographically diverse, with clients in more than 100 countries and more than one third of managed assets coming from investors domiciled outside the US and Canada.

Wilkes-barre,,Pa,-,August,2,,2018:,President,Donald,Trump,Portrait

Government

News

Movers

Tech

Media

AVGO

MRVL

NVDA

ORCL

PLTR

SFTBY

Le azioni chip IA, tra cui Nvidia e AMD, balzano grazie a 70 mld $ di investimenti e alla revoca delle restrizioni alle esportazioni cinesi.

Azioni chip IA registrano forte rally dopo nuovi investimenti e revoca restrizioni

Earnings

Large Cap

General

Oltre ai ricavi, BlackRock ha raggiunto un record di AUM a 12.530 mld $, EPS adjusted +16% a 12,05 $ e flussi netti per 68 mld $ nel Q2 2025.

Ricavi BlackRock crescono 13% nel secondo trimestre 2025 a 5,42 miliardi di dollari

Jim Cramer

EXLS

GOOGL

UBER

Il celebre analista finanziario promuove il colosso del risparmio, ma esprime serie preoccupazioni su un altro nome del settore energetico.

Jim Cramer &#34;consiglia&#34; questo big del risparmio, ma lancia anche un allarme

BlackRock Inc

Blackbaud Inc

Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF

GLOBAL GAMING TECHS by Global Gaming Technologies Corp.

Global Gaming Technologies Corp

BUILD KING HLDGS LTD by Build King Holdings, Ltd.

Build King Holdings Ltd

BLACKLINE SAFETY CORP by Blackline Safety Corp

Blackline Safety Corp

BLACKWELL INTELLIGNCE INC by BLACKWELL INTELLIGENCE INC

Blackwell Intelligence Inc

What if the next big story in finance isn&#8217;t about a single stock but the silent surge of a diverse group of S&amp;P 500 members quietly <a href="https://www.benzinga.com/topic/s-p-500">rewriting market records?</a>
On Thursday&#8217;s trading day, 38 S&amp;P 500 members reached new 52-week highs, CNBC pointed out. Notably, many of them reached heights not reached in decades, or even since their initial public offerings. From banking giants like Citigroup&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) to defense titans and even beauty stores, this disparate group heralds more than stock-specific breakthroughs. It&#8217;s working quietly to boost <a href="https://www.benzinga.com/etfs">several ETFs </a>with high concentrations of these soaring stocks.
Check out the current price of&nbsp;<a href="https://archive.ph/o/7OU5N/https://benzinga.com/quote/c" target="_blank" rel="noreferrer noopener">Citigroup stock here</a>.
If you&#8217;ve been holding out for indications of a general market comeback, the tape just provided one. And ETFs, those talented, underappreciated vehicles, are along for the ride. 
Of course, we cannot begin the discussion without mentioning SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), the standard bearer for S&amp;P 500 Index performance. This fund, along with another favorite, Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) are slightly up on Thursday. These funds mirror the performance of the S&amp;P 500 Index.
Also Read: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46610320/this-overlooked-trigger-could-send-stocks-even-higher">This Overlooked Trigger Could Send Stocks Even Higher</a>
<h2 class="wp-block-heading">Bank Stocks: Betting On All-Time Highs</h2>
JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) hovered at record highs, breaking previous levels since its 1983 IPO. Citigroup, on the other hand, hit levels not seen since the pre-crisis time of November 2008. BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) came aboard, achieving its own record high since its 1999 IPO.
All three are top holdings in Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>), which has picked up pace in the wake of good Q2 earnings, increasing net interest margins, and expectations that Fed rate cuts are imminent than they seem. Vanguard Financials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFH#NYSE">VFH</a>) and iShares U.S. Financials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYF#NYSE">IYF</a>) also provide exposure. 
<h2 class="wp-block-heading">Industrial Might: The Defense Trade Is Booming</h2>
Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) broke its new all-time high, dating back to its NYSE listing in 1929. Additionally, General Dynamics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>) and Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) are soaring higher than they have at any point in their public market history.
The industrials sector has quietly been the place to be. Defense budgets remain resilient despite macro worries, and infrastructure plays like CAT are thriving amid robust demand and reshoring trends. Investors can tap into this trend via Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) or iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>), both of which inched up on Thursday.
<h2 class="wp-block-heading">Beauty &amp; Bargains: Consumers Are Still Spending</h2>
Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) and Dollar Tree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) are not only surviving, but they&#8217;re thriving. Ulta hit levels not reached since April 2024, while Dollar Tree regained its June 2024 high. The message? Consumers are still swiping, even in a higher-for-longer rate environment.
VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>) is capitalizing on these areas of unexpected strength in consumer spending. While technology grabs the spotlight, retail is the true dark horse of this earnings season. 
Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) continued its AI-driven rise, reaching new highs since its Avago IPO in 2009. 
These gains are trickling into VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>), and broad tech-oriented funds such as Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) and Vanguard Information Technology Index Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>). Even equal-weight exposure, such as RSP, is experiencing a stealthy boost as mega-cap dominance becomes diluted.
<h2 class="wp-block-heading">The ETF Takeaway</h2>
With 38 S&amp;P 500 stocks hitting 52-week highs in vastly different sectors, the trend no longer appears to be a fluke but rather the beginning of a larger momentum wave. The allure of ETFs is that they allow investors to participate in these trends without having to individually pick winners.
Should momentum persist, these ETFs should continue to rise, not in a flashy fashion but rather in the low-key, slow-burn way to wealth.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/new-etfs/25/07/46613442/pgim-targets-yield-hunters-with-3-new-corporate-bond-etfs-in-the-pipeline">PGIM Targets Yield Hunters With 3 New Corporate Bond ETFs In The Pipeline</a></li>
</ul>
Photo: LookerStudio on Shutterstock.com

Broad U.S. Equity ETFs

ETFs

DLTR

iShares Dow Jones US Aerospace & Defense Index Fund

iShares Dow Jones US Financial Sector Index Fund

Merrill Lynch Retail HOLDRS Trust due 12/31/41

ULTA

S&P 500 Stocks At 52-Week Highs? These ETFs Just Cashed In

Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) and BNY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>) have introduced a blockchain-powered system to issue digital tokens that mirror shares of money market funds, marking a significant step toward the <a href="https://www.benzinga.com/markets/25/07/46420155/the-tokenization-market-has-a-4-000x-growth-potential-according-bitwise-heres-the-cleanest-way-to-in">tokenization of traditional financial assets in the United States</a>.
As part of this <a href="https://www.bny.com/corporate/global/en/about-us/newsroom/company-news/bny-and-goldman-sachs-launch-tokenized-money-market-funds-solution.html">initiative</a>, institutional investors can now subscribe to select money market funds via BNY&#8217;s LiquidityDirect platform, with mirror tokens issued using Goldman Sachs&#8217; GS DAP&#xAE; blockchain infrastructure. 
These digital representations will reflect the corresponding value of investors&#8217; holdings and allow enhanced visibility, programmability, and potential future transferability of fund shares.
The launch includes participation from several prominent fund managers, such as BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>), Fidelity Investments, Goldman Sachs Asset Management, Federated Hermes (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHI#NYSE">FHI</a>), and BNY Investments Dreyfus.
BNY will maintain the official records and settlements, while the tokens are created in parallel using GS DAP&#xAE;, a blockchain platform developed by Goldman Sachs Digital Assets.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46570852/coinbase-strategy-under-the-microscope-in-south-koreas-etf-market-should-you-be-concerned?utm_campaign=Watchlist&amp;utm_source=Benzinga&amp;utm_medium=Email">Coinbase, Strategy Under The Microscope In South Korea&#8217;s ETF Market—Should You Be Concerned?</a>
The goal is to improve fund utility in the long term by enabling the shares to potentially be used as collateral and transferred more seamlessly.
"As the financial system transitions toward a more digital, real-time architecture, BNY is committed to enabling scalable and secure solutions that shape the future of finance," said Laide Majiyagbe, Global Head of Liquidity, Financing and Collateral at BNY.
Mathew McDermott, Global Head of Digital Assets at Goldman Sachs, emphasized the broader implications: "Using tokens representing the value of shares of Money Market Funds on GS DAP&#xAE; would enable us to unlock their utility as a form of collateral."
This marks the first U.S. deployment of mirrored tokenization for MMFs, positioning both financial institutions at the forefront of integrating blockchain into mainstream fund operations.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46567973/ethereum-treasury-company-trend-will-accelerate-says-bitwises-matt-hougan-heres-what-it-means-for-eths-price">Ethereum Treasury Company Trend &#8216;Will Accelerate&#8217;, Says Bitwise&#8217;s Matt Hougan—Here&#8217;s What It Means For ETH&#8217;s Price</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

BNY Taps Goldman Tech To Tokenize Traditional Finance—BlackRock, Fidelity Join In

The current momentum in blockchain markets represents a fundamental shift in financial infrastructure rather than another speculative crypto wave, according to Bernstein's latest memo. 
The firm characterizes the ongoing surge, driven by stablecoins, tokenized assets, and Ethereum's (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) growing dominance, as a "blockchain financial services cycle," signaling structural <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46515365/ethereum-roars-to-3800-whats-driving-the-surge">transformation instead of cyclical hype.</a>
What Happened: In a note sent to Benzinga on Monday, the analysts described how recent developments, particularly the bipartisan passage of the U.S. GENIUS Act and the public listing of Circle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NASDAQ">CRCL</a>), have solidified stablecoins as regulated digital cash.
The GENIUS Act, signed into law by President Donald Trump, formally legalizes the use of stablecoins in digital payments, marking a critical turning point in U.S. financial regulation. 
Bernstein emphasizes that this regulatory clarity is helping shift blockchain technology from speculative use cases to core financial infrastructure.
Ethereum has emerged as the principal beneficiary of this transformation. 
With over 60% of USDC (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">USDC</a>), the leading dollar-backed stablecoin issued on Ethereum, and nearly a third of the $25 billion in tokenized assets operating on its network, Ethereum has reasserted its position as the leading blockchain for real-world financial applications.
BlackRock's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) tokenized BUIDL fund, now valued at approximately $2.8 billion, also runs on Ethereum.
"Ethereum is having its moment," the analysts wrote, noting that ETH has risen roughly 45% in just two weeks. 
That surge, they argue, is underpinned not by speculation but by fundamental demand for the blockchain's utility as a financial settlement layer. 
As more capital flows into Ethereum to deploy stablecoins, operate DeFi applications, and facilitate tokenized asset transactions, network fees increase fueling ETH staking yields and reinforcing long-term holding behavior.
Currently, about 30% of ETH supply is staked, up from 24% in January 2024, indicating growing confidence in the protocol's yield-bearing properties. 
Ethereum staking yields, currently around 2.9% in ETH terms, are fueled by transaction fees and validator emissions. 
According to Bernstein, this creates a "positive feedback loop": more transactions drive higher fees, which boost staking yields, thereby increasing the incentive to acquire and stake ETH.
This yield dynamic is also being reflected in institutional investment flows. ETH spot ETFs, once lagging behind their Bitcoin counterparts, are now rapidly catching up. 
Bernstein reported that Ethereum ETFs brought in $2.2 billion last week, nearly matching the $2.4 billion in Bitcoin ETF inflows. 
On one day alone, ETH ETF flows surpassed Bitcoin's for the first time. BlackRock has also filed to amend its (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETHA#NASDAQ">ETHA</a>) ETF to include staking yields, potentially offering around 3% in returns, transforming ETH from a capital gains asset into one with income potential.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46515365/ethereum-roars-to-3800-whats-driving-the-surge">Ethereum Roars To $3,800: What&#8217;s Driving The Surge?</a>
Why It Matters: The firm also highlighted the emergence of &#8220;Ethereum treasury companies, &#8220;firms that hold ETH on their balance sheets to earn yield through staking or decentralized finance protocols, similar to how Strategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) pioneered the Bitcoin treasury model.
In July 2025 alone, companies like SharpLink Gaming (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>), BitMine Immersion Techs (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>), and Bit Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>) have collectively accumulated over 430,000 ETH, amounting to roughly 0.6% of the total supply.
Meanwhile, Ethereum's supply growth has been tightly controlled due to the EIP-1559 upgrade, which permanently removes a portion of transaction fees from circulation. 
The result is a near-flat annual supply increase of just 0.8% over the past four years. 
With over a quarter of ETH locked in staking contracts and growing institutional buying pressure, Bernstein sees a structurally deflationary setup supporting long-term price appreciation.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46516891/the-ether-machine-raises-1-5-billion-for-eth-investments">&#8216;The Ether Machine&#8217; Raises $1.5 Billion For ETH Investments</a></li>
</ul>
Image: Shutterstock

$BTC

$ETH

$USDC

BMNR

BTBT

CRCL

ETHA

MSTR

SBET

Ethereum Is At The Forefront Of The Financial Services Revolution, Bernstein Says

Ethereum's (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) most recent breakout isn't just a product <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46463794/1-5-billion-in-one-day-why-bitcoin-and-ethereum-etfs-are-running-wild">of ETF hype</a>, it's backed by a surge in DeFi activity and a rising structural shift, according to a 10x Research report.
What Happened: With total value locked (TVL) in Ethereum-based DeFi protocols reaching $84 billion, the highest since January 2022, the report argues Ethereum is entering a new growth phase powered by real usage, not short-term hype.
The report emphasizes that "internal smart contract calls," a less visible but crucial on-chain metric have increased sharply, reflecting deeper interaction between DeFi protocols. 
This growth points to rising composability and utility on Ethereum, extending far beyond speculative trading.
"DeFi activity is quietly laying the groundwork for Ethereum's next phase," the report states. "ETF flows may catch headlines, but smart contract calls and long-term positioning tell the real story."
Ethereum's recent rally has been reinforced by $3 billion in ETF inflows this July, $2.2 billion of which arrived in just the past week. 
The GENIUS Act, set to introduce regulatory clarity later this year, is seen as another catalyst supporting Ethereum's momentum.
Meanwhile, institutional adoption is mirroring the Bitcoin playbook. 
Companies like Bitmine (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>) and Sharplink (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>) now hold over $1.1 billion in ETH each on their balance sheets, with Bit Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>) holding another $380 million.
These firms have seen their market capitalizations surge as they pursue Strategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)-style accumulation strategies raising capital by issuing equity above net asset value to acquire more ETH.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46500914/charles-schwab-to-launch-bitcoin-ethereum-trading-services">Charles Schwab To Launch Bitcoin, Ethereum Trading Services</a>
Why It Matters: One striking insight from the report: Ethereum's price action is increasingly driven by Asian markets. 
Over the past month, 66% of Ethereum's gains occurred during Asian trading hours, with activity lagging during European sessions.
Korean exchanges like Upbit have reported XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) and ETH trading volumes exceeding billions daily.
"Ethereum isn't just riding macro tailwinds," said the report's authors. "It's gaining strength through structural changes: a broader user base, real-world interaction, and growing institutional commitment."
With $3.1 billion now held on corporate balance sheets, Ethereum's positioning mirrors the early stages of Bitcoin's institutional phase only this time, with an active, composable ecosystem built on top.
As Treasury Secretary Scott Bessent projects stablecoins could grow from $250 billion to $3.7 trillion by 2030, and BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) continues to push for staking integration into its Ethereum ETF, Ethereum's infrastructure role seems increasingly central to global financial rails.
Whether or not Ethereum sees further explosive price action in the near term, the data suggest its long-term foundation is strengthening and the market may just be waking up to it.
Read Next: 
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<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46497183/first-strategy-now-mei-pharma-litecoin-joins-bitcoin-as-treasury-asset">First Strategy, Now MEI Pharma: Litecoin Joins Bitcoin As Treasury Asset</a></li>
</ul>
Image: Shutterstock

$XRP

Ethereum Roars To $3,800: What's Driving The Surge?

<a href="https://www.reuters.com/business/energy/blackrock-led-group-set-invest-10-billion-aramco-jafurah-infrastructure-deal-2025-07-17/">https://www.reuters.com/business/energy/blackrock-led-group-set-invest-10-billion-aramco-jafurah-infrastructure-deal-2025-07-17/</a>

'BlackRock-led group set to invest in $10 billion Aramco Jafurah infrastructure deal'- Reuters

<a href="https://www.bloomberg.com/news/articles/2025-07-17/eni-deal-with-blackrock-s-gip-said-to-value-carbon-unit-at-1-billion?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-07-17/eni-deal-with-blackrock-s-gip-said-to-value-carbon-unit-at-1-billion?embedded-checkout=true</a>

'Eni Deal With BlackRock's GIP Said to Value Carbon Unit at €1 Billion'- Bloomberg

U.S. spot Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) ETFs recorded a daily net inflow of <a href="https://www.benzinga.com/etfs/sector-etfs/25/07/46372447/the-bitcoin-etf-boom-is-here-but-is-it-built-to-last">$799.4 million on July 16</a>, extending a ten-day streak of consistent institutional inflows and pushing cumulative inflows past $53.8 billion, according to data from SoSoValue.
The inflows come amid surging prices and a broader industry push for regulatory clarity during the ongoing "Crypto Week" in Washington.
The ten-day run of inflows into spot Bitcoin ETFs has now brought cumulative inflows to over $53.8 billion, a sign of mounting institutional interest as crypto assets rebound sharply in 2025. 
Data shows BlackRock's iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) leading with a daily inflow of $763.8 million, pushing its net assets to $86.7 billion.
Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) also witnessed record-breaking activity, with U.S. spot ETH ETFs drawing in $726.7 million on the same day, its highest single-day net inflow to date, lifting total ETH ETF net assets to $16.4 billion.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46449521/donald-trump-to-fire-jerome-powell-polymarket-traders-say-no-but">Donald Trump To Fire Jerome Powell? Polymarket Traders Say &#8216;No, But&#8230;&#8217;</a>
What Experts Are Saying: In a note sent to Benzinga, Dom Harz, co-founder of hybrid Layer-2 network BOB, attributed the surge to "the convergence of increased institutional inflows, growing confidence in digital assets as foundational infrastructure, and importantly, a call for regulatory clarity."
He added that "Crypto Week is a historic moment for both Bitcoin and crypto," emphasizing that Bitcoin DeFi is becoming a viable gateway for institutions to not only hold BTC but also deploy it in decentralized applications.
This period of momentum coincides with the legislative activity surrounding the proposed GENIUS Act, a digital asset bill aimed at establishing a clearer U.S. regulatory framework. 
However, some voices from within the industry believe the U.S. is playing catch-up.
"The GENIUS Act signals overdue progress, but it can't pretend to lead when it's clearly playing catch-up," said Manthan Davé, co-founder of Ripple (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>)-backed custodian Palisade. 
Davé highlighted that Europe's MiCA legislation has already laid a blueprint by proving "regulation doesn't have to strangle innovation—it can stabilize it."
Davé also raised concerns about siloed regulation: "If the Act merely establishes a U.S.-only stablecoin ecosystem, it risks stifling on-chain finance instead of enabling it." 
For the U.S. to remain competitive, he argues, regulation must accommodate composability and interoperability with DeFi systems, particularly in the emerging tokenized treasury and RWA segments.
Despite concerns, the current ETF data indicates strong momentum. 
Fidelity's (CBOE: FBTC) and Grayscale's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GBTC#NYSE">GBTC</a>) followed BlackRock (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NASDAQ">BLK</a>) in flows, though GBTC reported no net inflow, maintaining $21.8 billion in net assets. 
Meanwhile, Ethereum ETFs by BlackRock (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETHA#NASDAQ">ETHA</a>) and Grayscale (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETHE#NYSE">ETHE</a>) led ETH-based activity, with 11.19% and 11.23% daily gains in price, respectively.
Read Next: 
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<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46448779/inside-trumps-oval-office-crypto-push-why-did-11-republicans-suddenly-change-their-vote">Inside Trump&#8217;s Oval Office Crypto Push: Why Did 11 Republicans Suddenly Change Their Vote?</a></li>
</ul>
Image: Shutterstock

ETHE

Fidelity Wise Origin Bitcoin Fund Fidelity Wise Origin Bitcoin Fund

FBTC

GBTC

IBIT

$1.5 Billion In One Day: Why Bitcoin And Ethereum ETFs Are Running Wild

<a href="https://www.wsj.com/business/logistics/china-threatens-to-block-panama-ports-deal-unless-its-shipping-giant-is-part-of-it-a88fd77d#:~:text=China%20threatens%20to%20block%20the,ports%20at%20the%20Panama%20Canal" title="https://www.wsj.com/business/logistics/china-threatens-to-block-panama-ports-deal-unless-its-shipping-giant-is-part-of-it-a88fd77d#:~:text=China%20threatens%20to%20block%20the,ports%20at%20the%20Panama%20Canal">https://www.wsj.com/business/logistics/china-threatens-to-block-panama-ports-deal-unless-its-shipping-giant-is-part-of-it-a88fd77d#:~:text=China%20threatens%20to%20block%20the,ports%20at%20the%20Panama%20Canal</a>.

The Wall Street Journal Reported China Pushing for Cosco to Be Equal Partner, Shareholder With BlackRock, MSC; China Threatens to Block Sale of More than 40 Ports to BlackRock, MSC if Cosco Doesn't Get Stake

WIIM

Shares of private-equity and private market asset managers are trading higher following reports that President Trump will sign an executive order enabling easier U.S. retirement plan investment into private assets.

BlackRock, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) on Tuesday reported&nbsp;that second-quarter 2025 revenue grew&nbsp;13%&nbsp;year-over-year to&nbsp;$5.42 billion, beating the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46412039/blackrocks-aum-jumps-to-12-53-trillion-revenue-up-13" rel="noreferrer noopener">consensus of&nbsp;$5.34 billion</a>.&nbsp;
Adjusted operating income rose&nbsp;12% to&nbsp;$2.09 billion. Adjusted EPS increased&nbsp;16% to&nbsp;$12.05,&nbsp;beating the consensus of&nbsp;$10.80.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46420414/bank-earnings-performance-q2-citigroup-jpmorgan-blackrock-wells-fargo" target="_blank" rel="noreferrer noopener">Big Banks Smash Earnings Expectations But Rally Fails To Produce New Fuel</a>
Goldman Sachs maintains the Buy rating on BlackRock, revising the <a target="_blank" href="https://www.benzinga.com/quote/BLK/analyst-ratings" rel="noreferrer noopener">price forecast $1,163 from $1,115</a>.
Analyst Alexander Blostein on Wednesday wrote the investors grappled with margin commentary that pointed to ~44.5% margin in the second half of 2025, weaker than buyside expectations following the integration of HPS
&#8220;We remain constructive on BLK&#8217;s ability to generate 6%-7% organic base fee growth, as the revenue base continues to mix towards private markets and see a meaningful ramp in performance fees over the coming quarters. As the business scales, we think BLK is on track to achieve high-40%&#8217;s operating income margins, which coupled with reasonable capital returns supports a mid-teen EPS growth algo for the stock,&#8221; Goldman Sachs said in an investor note.
Keefe, Bruyette &amp; Woods wrote, &#8220;&#8230;the beat was lower quality as it was primarily driven by higher non-operating income.&#8221;
&#8220;BLK remains in the early stages of its transformation story, and despite the 2Q results, we remain constructive on the firm&#8217;s various growth initiatives,&#8221; said Kyle Voigt in an investor note on Tuesday.
Keefe analyst lowered forward estimates mainly on lower investment advisory base fees and higher compensation expense, offset slightly by higher performance fees. The analyst reiterates the Outperform rating, while lowering the price target from $1,260 to $1,215.
JPMorgan also lowered the price forecast for BlackRock from $1,018 to $1,093.
Analyst Kenneth Worthington wrote on Tuesday, &#8220;With the closing of the HPS acquisition, BlackRock looks to execute against its private market ambitions over the medium term, with alts being a key growth driver for the organization.&#8221;
&#8220;We see alternatives helping to mitigate what we see as a maturing equity ETF business,&#8221; the JP Morgan analyst added.
BLK Price Action: BlackRock stock is up 2.95% at $1,078.40 at publication on Wednesday.
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Photo courtesy: Tada Images via Shutterstock

Price Target

Analyst Ratings

Trading Ideas

Analysts React To BlackRock's Q2 Earnings Beat Amid Margin Pressures

JP Morgan analyst Kenneth Worthington maintains BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) with a Neutral and raises the price target from $1018 to $1093.

JP Morgan Maintains Neutral on BlackRock, Raises Price Target to $1093

BlackRock, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) reported better-than-expected earnings for the second <a href="https://www.benzinga.com/quote/BLK/earnings">quarter on Tuesday</a>.
The company reported that second-quarter 2025 revenue grew 13% year-over-year to $5.42 billion, beating the consensus of $5.34 billion. Adjusted EPS increased 16% to $12.05, beating the consensus of $10.80.
Laurence Fink, Chairman and CEO, commented, "Our expanding client relationships are resonating in higher, more diversified organic base fee growth. We generated 6% organic base fee growth for the second quarter and the first half of 2025, and 7% over the last twelve months."
BlackRock shares gained 2.5% to trade at $1,072.52 on Wednesday.
These analysts made changes to their price targets on BlackRock following earnings announcement.
<ul class="wp-block-list">
<li>B of A Securities analyst Craig Siegenthaler maintained BlackRock with a Buy and raised the price target from $1,214 to $1,224.</li>
<li>Keefe, Bruyette &amp; Woods analyst Aidan Hall maintained the stock with an Outperform rating and lowered the price target from $1,260 to $1,215.</li>
<li>Morgan Stanley analyst Mike Cyprys maintained BlackRock with an Overweight rating and lowered the price target from $1,247 to $1,224.</li>
<li>Wells Fargo analyst Michael Brown maintained BlackRock with an Overweight rating and lowered the price target from $1,180 to $1,170.</li>
</ul>
Considering buying BLK stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/blk/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="550" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16135002/image-202-1024x550.png" alt="" class="wp-image-988361" style="width:600px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16135002/image-202-1024x550.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16135002/image-202-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16135002/image-202-768x412.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16135002/image-202.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46447307/abbott-earnings-are-imminent-these-most-accurate-analysts-revise-forecasts-ahead-of-earnings-call">Abbott Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call</a></li>
</ul>
Photo via Shutterstock

Markets

These Analysts Revise Their Forecasts On BlackRock After Q2 Earnings

Wells Fargo analyst Michael Brown maintains BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) with a Overweight and lowers the price target from $1180 to $1170.

Wells Fargo Maintains Overweight on BlackRock, Lowers Price Target to $1170

Morgan Stanley analyst Mike Cyprys maintains BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) with a Overweight and lowers the price target from $1247 to $1224.

Morgan Stanley Maintains Overweight on BlackRock, Lowers Price Target to $1224

Keefe, Bruyette &amp; Woods analyst Aidan Hall maintains BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) with a Outperform and lowers the price target from $1260 to $1215.

Keefe, Bruyette & Woods Maintains Outperform on BlackRock, Lowers Price Target to $1215

B of A Securities analyst Craig Siegenthaler maintains BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) with a Buy and raises the price target from $1214 to $1224.

B of A Securities Maintains Buy on BlackRock, Raises Price Target to $1224

The Nasdaq 100 surged to fresh record highs on Tuesday, breaking above the 23,000 mark as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other chipmakers powered a sharp rally. Investors cheered the news that Nvidia and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) would resume certain chip sales to China, even as they parsed quarterly results <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46420414/bank-earnings-performance-q2-citigroup-jpmorgan-blackrock-wells-fargo">from major U.S. banks.</a>
The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) climbed 1.6% to a new all-time high, extending its rally to 67% since the April lows.
Meanwhile, the White House confirmed that trade negotiations are ongoing with the EU, Japan, and South Korea, following the imposition of steep tariffs on imports from all three regions—measures that could trigger price surges starting in August.
On the macro front, U.S. inflation accelerated for a second straight month. The headline consumer price index rose 2.7% year-over-year in June, the highest since February and in line with expectations. However, core inflation, which strips out food and energy, came in slightly below forecasts at 2.9%, versus 3.0% expected.
The softer core reading reinforced market expectations for monetary easing, with futures now pricing in two rate cuts from the Federal Reserve by year-end.
Elsewhere in markets, the U.S. dollar index rose 0.44%, on track for a fourth consecutive daily gain. Gold dipped 0.7% to $3,325 per ounce, while silver slid 1.2%. 
In crypto, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell 2.8%, on pace for its worst daily loss since late May.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,974.53</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,266.49</td>
<td>0.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,173.53</td>
<td>-0.6%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,224.92</td>
<td>-1.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) flattened at $574.00.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) dropped 0.6% to $441.81.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.5% to $559.98.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) tumbled 1.1% to $220.65.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 1.2%; the&nbsp;Materials&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) lagged, down 1.7%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>BlackRock Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) slid 5.8% after its second-quarter revenue came in just below Wall Street estimates.</li>
<li>Other stocks reacting to earnings included JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), down 0.6%, Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), up 2.3%, Wells Fargo Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>), down 5%, State Street Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>), down 3%. </li>
<li>Newmont Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) dropped 8.1% after CFO Karyn Ovelmen resigned, effective July 11, 2025, with Peter Wexler named interim CFO.</li>
<li>MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) soared 25% after Apple announced a $500 million deal to purchase rare-earth magnets from the company.</li>
</ul>
Now read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46416888/jpmorgan-q2-earnings-dimon-warns-tariffs-risks">JPMorgan Q2 Highlights: Investment Banking Revenue Jumps, Dimon Warns Of Tariffs And Geopolitical Risk</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Equities

SPDR Dow Jones Industrial Average ETF Trust

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Tech Stocks Hit New Highs As AI Momentum Builds: What's Moving Markets Tuesday?

The second-quarter earnings season for banks kicked off with blowout numbers from the biggest names on Wall Street, but investors weren't in <a href="https://www.benzinga.com/markets">the mood to celebrate.</a>
Despite a string of upside surprises in profit and trading performance, investors focused sharply on guidance and margin pressure, sending several top bank stocks lower.
The Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>), which tracks major U.S. banks, slid 1.1% by 10:15 a.m. in New York.
<h2 class="wp-block-heading">JPMorgan: Strong Results, But Higher Costs Hit Sentiment 

</h2>
JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) kicked off earnings season with second-quarter earnings per share of $5.24, blowing past the $4.47 consensus estimate by 17%. 
Revenues also came in strong at $45.68 billion, versus the expected $44.05 billion.
The standout driver: investment banking and trading, where equities and FICC (fixed income, currencies and commodities) revenues beat forecasts by $50 million and $470 million, respectively.
Despite a modest miss on net interest income (NII)—$23.31 billion vs. $23.59 billion expected—the bank lifted its full-year NII forecast to $95.5 billion from $94.5 billion. 
Return on equity jumped to 18%, well above the 15.1% estimate, and loan growth surged past expectations with $1.41 trillion in total loans.
"JPM delivered on strong fees and raised guidance, even as core NII came in light," Goldman Sachs analyst Richard Ramsden said in a client note, adding that the bank's 20.6% return on tangible equity was 360 basis points above its long-term guidance.
Yet, shares slipped 1.1% as investors zeroed in on higher expense projections and softening net interest margins.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46416888/jpmorgan-q2-earnings-dimon-warns-tariffs-risks">JPMorgan Q2 Highlights: Investment Banking Revenue Jumps, Dimon Warns Of Tariffs And Geopolitical Risk</a>
<h2 class="wp-block-heading">Citigroup: Clean Beat Drives Record High</h2>
Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) posted one of its strongest quarters in years, with EPS of $1.96 versus the $1.60 consensus. Revenue rose to $21.67 billion, topping estimates thanks to a robust trading environment. FICC revenue hit $4.27 billion, nearly 9% above expectations, while equities trading delivered $1.61 billion.
Trading was a bright spot: FICC sales and trading revenue came in at $4.27 billion, beating expectations by nearly 9%, while equities revenue rose to $1.61 billion. Net interest income also surprised on the upside at $15.18 billion, compared to the $14.05 billion forecast.
Citi now expects full-year adjusted revenue to be near $84 billion, reaffirming the upper end of its previous guidance. The strong report supports recent bullish analyst calls highlighting Citigroup as a top money center bank pick for the remainder of the year.
The market responded positively, with Citigroup shares rising 1% to set a new record high.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46417779/citigroup-q2-revenue-and-profit-jumps-cfo-says-recession-risk-has-fallen">Citigroup Q2 Revenue And Profit Jumps, CFO Says Recession Risk Has Fallen</a> 
<h2 class="wp-block-heading">Wells Fargo: Guidance Cut Overshadows Earnings Beat</h2>
Wells Fargo &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) also beat expectations with second-quarter EPS of $1.60 versus the $1.41 estimate. Revenues landed at $20.82 billion, essentially in line. 
Yet, management trimmed its 2025 net interest income guidance to $47.7 billion, now expected to be flat year over year, citing lower market-related income. That modest disappointment was softened by solid fee income growth and stronger-than-expected loan performance.
"Wells delivered a mixed bag," Ramsden said, noting that while core EPS was slightly below Goldman estimates, loan growth and capital markets fees were encouraging.
Wells Fargo stock declined 4.7% on the news, making it the worst-performing large-cap bank on Tuesday.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46414749/wells-fargos-net-interest-income-shrinks-in-q2-bank-trims-outlook">Wells Fargo&#8217;s Net Interest Income Shrinks In Q2, Bank Trims Outlook</a> 
<h2 class="wp-block-heading">BlackRock: Record AUM Fails To Impress Investors</h2>
BlackRock Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) posted adjusted EPS of $12.05, easily beating the $10.87 estimate. While net inflows came in light at $67.74 billion—well below the $84.72 billion forecast—the firm's assets under management rose to $12.53 trillion, driven by strong equity flows and favorable market performance. 
Base fee revenue hit $4.45 billion, marginally above estimates, and the asset manager enters the second half of 2025 with a stronger fee base thanks to the closing of its HPS acquisition.
Despite the record AUM, BlackRock shares plunged 6.5%, as softer flows and rising expenses overshadowed the earnings beat.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46412039/blackrocks-aum-jumps-to-12-53-trillion-revenue-up-13">BlackRock&#8217;s Q2 Net Inflows, Performance Fees Take A Hit</a>
Photo: Shutterstock

Sector ETFs

Big Banks Smash Earnings Expectations But Rally Fails To Produce New Fuel

BlackRock shares are trading lower following Q2 reported financial results.

<a target="_blank" href="https://www.benzinga.com/topic/ai-stocks" rel="noreferrer noopener">Artificial intelligence (AI) chip stocks</a>, including industry giants like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), alongside key players such as Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), saw a significant surge in their stock prices on Tuesday.
This market uptick was primarily driven by two major developments: reports indicating the Trump administration&#8217;s plans to announce substantial AI and energy investments in Pennsylvania, and the U.S. government&#8217;s decision to lift certain chip export restrictions to China.
President Donald Trump is set to unveil a major initiative on Tuesday near Pittsburgh, detailing plans for approximately $70 billion in new investments in artificial intelligence and energy infrastructure.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth" rel="noreferrer noopener">Nvidia Outpaces Market With AI-Powered Growth, Nears Record Highs</a>
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-07-14/trump-to-unveil-70-billion-in-ai-and-energy-investments?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Monday that this comprehensive plan encompasses the development of new AI data centers, the expansion of power generation capabilities, critical upgrades to grid infrastructure, and the introduction of new training programs and apprenticeships.
This announcement represents a pivotal move in Trump&#8217;s broader strategy to bolster America&#8217;s leadership in AI by actively encouraging private investment, streamlining regulatory processes, and expediting permits for both technology and energy projects.
The event, hosted by Senator David McCormick at Carnegie Mellon University, is expected to draw a distinguished gathering of around 60 top executives from various sectors, including leaders from BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>), Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Anthropic, ExxonMobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), and Chevron (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>).
Further underscoring the magnitude of these investments, Blackstone President Jon Gray is anticipated to announce a $25 billion initiative specifically targeting data center and energy infrastructure expansion.
This project is projected to generate thousands of construction and permanent jobs, contributing significantly to the economy. This follows earlier announcements made under Trump&#8217;s second term, notably a staggering $100 billion AI investment pledge from a consortium including SoftBank (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), OpenAI, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
These strategic moves, alongside the recent rollback of Biden-era AI chip restrictions, are explicitly aimed at counteracting China&#8217;s aggressive advancements in AI and maintaining the United States&#8217; technological superiority on the global stage.
Adding to the positive momentum for Nvidia and other chip stocks was the U.S. government&#8217;s recent decision to ease chip <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026" rel="noreferrer noopener">export restrictions to China</a>. This move is particularly impactful for companies like Nvidia, which had faced significant revenue setbacks due to previous bans.
Gene Munster, managing partner at Deepwater Asset Management, expressed optimism, stating that Wall Street analysts are likely to raise Nvidia&#8217;s growth estimates by approximately 10% following this development.
While acknowledging that some analysts might have already factored in the return of Nvidia&#8217;s H20 chips to the Chinese market, Munster still anticipates a boost to overall forecasts, emphasizing that, &#8220;Either way you look at it, great news for $NVDA.&#8221;
This is especially relevant given that Nvidia had previously incurred a substantial $4.5 billion charge in the first quarter of this year, directly attributable to the export ban on its H20 products to China, which was enforced on April 9.
NVDA Price Action: NVDA stock is trading higher by 4.69% to $171.75 premarket at last check Tuesday.
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SFTBF

Trump's Latest Move On AI And China Propels Chip Stocks

Press Releases

BlackRock® Canada Announces Risk Rating Changes, Annual Management Fee Reductions and Commencement of Securities Lending Transactions

BlackRock to Report Second Quarter 2025 Earnings on July 15th

BlackRock Completes Acquisition of HPS Investment Partners

JLens and ADL Condemn UN Report Targeting Companies for Israel Ties

BlackRock to Acquire ElmTree Funds

BlackRock Launches Industry's First S&P 500 ex Top 100 ETF for More Precise U.S. Large-cap Exposure

Chart Shows Bitcoin Could Rise Another 30% After Hitting All-Time High

BlackRock Reports Second Quarter 2025 Earnings

Dividends

BlackRock® Canada Announces July Cash Distributions for the iShares® ETFs

BlackRock Declares Quarterly Dividend of $5.21 on Common Stock

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Northern Trust

Blue Owl Capital Corporation Common Stock

Blue Owl Capital

Blue Owl Capital Inc. Class A Common Stock

SEI Investments

StepStone Group Inc. - Class A Common Stock

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BlackRock

BlackRock (BLK) Opzioni

BlackRock (NYSE:BLK) Azioni, Catena delle Opzioni

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