Squawk on the Street Tech Rebounds on Taiwan Semi/AI Trade, BlackRock CEO Larry Fink Exclusive, Big Bank Earnings Wrap-up 1/15/26
20 snips
Jan 15, 2026 
Larry Fink, the Chairman and CEO of BlackRock, shares insights into the firm's impressive $14 trillion in assets and record inflows. He discusses the impact of AI on investing strategies and the importance of democratizing access to financial opportunities. Fink explains how BlackRock leverages technology with its Aladdin platform and explores global investment themes, including opportunities outside the U.S. He also touches on government policies, fiscal discipline, and the necessity for CEOs to engage in global dialogues, especially around issues like Ukraine's reconstruction.
AI Snips
Chapters
Books
Transcript
Episode notes
TSMC's CapEx Confirms Broad AI Chip Demand
- Taiwan Semiconductor's aggressive $52–$56B 2026 capex signals broad, multi-customer AI-driven chip demand.
- That spending lifts semiconductor equipment and related supply chains, benefiting ASML, LAM, KLA, and Applied Materials.
Real-World Scarcity Beats Bubble Narrative
- Jim Cramer highlights customers begging for equipment and possibly diverting GPU supply, underlining real-world scarcity.
- That practical demand narrative contrasts with bubble talk and supports durable industry investment.
Scale And Tech Power BlackRock's Momentum
- BlackRock reported record inflows and surpassed $14 trillion AUM, showing scale-driven market share gains.
- Larry Fink credits integrated public, private markets and tech (Aladdin) for differentiated momentum and client stickiness.
