# BlackRock raised its outlook for U.S. stocks, reasoning that contained impacts from the Iran war and strong corporate earnings will create a favorable backdrop.

*business · news · 2026-04-13 · CNBC*

## Key points

- BlackRock upgraded U.S. stocks to overweight from neutral, citing contained Iran war impacts.
- The firm sees a high threshold for renewed U.S.-Iran conflict, reducing perceived market risk.
- Information technology sector valuations are at their lowest relative level since mid-2020.
- BlackRock's only equity portfolio overweights are now U.S. and emerging markets stocks.

**Companies:** BlackRock
**Countries:** United States, Iran

[Read the full story on CNBC](https://www.cnbc.com/2026/04/13/blackrock-raises-view-on-us-stocks-on-belief-that-war-is-over-profits-are-up.html)

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