BlackRock has downgraded its outlook on U.S. equities, citing growing concerns over volatility in the artificial intelligence sector. The world’s largest asset manager flagged uncertainty surrounding AI-driven market valuations as a primary factor behind the revised forecast. The move signals caution for investors heavily exposed to tech and AI-related stocks, which have driven much of the recent U.S. market rally. BlackRock’s adjustment reflects broader institutional scrutiny of sustainability in current AI market momentum.