**[Betting on U.S. Stocks and AI: BlackRock's $185 Billion Portfolio Reshuffle]** Golden Finance reports that an investment outlook report reveals the world's largest asset management company, BlackRock (BLK.N), is "increasing risk allocation"—significantly boosting its holdings in U.S. stocks and expanding exposure to the artificial intelligence (AI) sector within its $185 billion model portfolio platform. The outlook report highlights that, leveraging the "outstanding earnings performance" of the U.S. stock market, BlackRock has increased its allocation to U.S. equities in its series of model portfolios at the expense of reducing holdings in stocks from international developed markets. After the adjustment, the overall equity allocation in these portfolios is overweight by 2%. Data shows that on Tuesday (the day of the adjustment), as BlackRock completed its asset allocation reshuffle, billions of dollars in fund flows occurred between its corresponding exchange-traded funds (ETFs). This portfolio adjustment by BlackRock represents a "vote of confidence" in the rally of U.S. stocks: so far this year, driven by the investment boom in the AI sector and market bets on the Federal Reserve entering a rate-cutting cycle, the S&P 500 Index has reached a historic high. In its investment report, BlackRock stated that the relatively strong earnings performance of U.S. companies will continue to drive U.S. stocks higher. It also pointed out that since the third quarter of 2024, U.S. corporate earnings growth has reached 11%, while similar companies in other developed markets have seen earnings growth of less than 2%.