Here's your summary from BlackRock Says Tech Stocks Not in 'Bubble Territory,' Earnings Are 'Delivering' (https://www.youtube.com/watch?v=JWDw5InIxJw) on the Bloomberg Television channel:

**TLDR:** BlackRock believes tech stocks are not in a bubble and earnings are strong, with a focus on portfolio construction and global flows.

1. The breadth of the rally in tech stocks is key for portfolio construction, with a focus on market weightings and movement.

2. Despite dominance in the US, there has been significant movement in Japan and Europe in the tech sector.

3. Earnings are delivering at a fundamental level, indicating tech stocks are not in bubble territory.

#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro