According to @CNBC, BlackRock is betting on a pick-and-shovel trade in artificial intelligence, emphasizing exposure to suppliers that benefit directly from AI capital expenditures. According to @CNBC, the asset manager has singled out clear winners in the ongoing AI spending spree, highlighting priority positioning in infrastructure-related equities.

According to @StockMKTNewz, a post titled The AI spending spree featuring an image was shared on X on November 22, 2025, spotlighting escalating AI-related spending as a key market theme; source: @StockMKTNewz on X, November 22, 2025. The post centers trader attention on AI investment trends and can serve as a timely reference for monitoring sentiment shifts in AI-focused equities and AI-linked crypto narratives; source: @StockMKTNewz on X, November 22, 2025.

According to @business, OpenAI's move to a for-profit structure clears the way for the ChatGPT maker to pursue an IPO and continue its AI spending spree.