Barclays said that fears of an AI “bubble” are overstated, arguing that hyperscalers’ strong cash generation supports continued investment in artificial intelligence.

The wave of AI data-center announcements in recent months has Barclays analysts feeling more positive about Nvidia and other ...

However, the report warned the bigger threat is to valuations, projecting a 10-13% de-rating for the index, with hyperscalers ...

Barclays raised its target for Nvidia stock to $240, up from $200. That means a possible upside of 35.6%, based on where the ...

Leaders of small and medium-sized businesses (SMBs) are concerned about a lack of sufficient time to focus on growth, and ...

On September 15, 2025, Microsoft Corporation (NASDAQ:MSFT) announced that it plans to invest $30 billion over four years to ...

The euro area, meanwhile, has proven more resilient than expected, with growth holding near trend and inflation pressures ...

Mitul Kotecha, Head of FX & EM Macro Strategy, Asia at Barclays, says that Beijing's anti-involution campaign has helped ease deflation pressures, but notes that the policy has also led to concerns ...

Barclays and Deutsche Bank raised their year-end targets for the S&P 500 on Wednesday, citing stronger corporate earnings, ...

Barclays analyst Tom O’Malley raised the firm’s price target on Nvidia (NVDA) to $240 from $200 and keeps an Overweight rating on the shares. The ...

The arms race in artificial intelligence has increased the likelihood of a $100 billion-plus M&A deal by this time next year, according to the top dealmaker at Barclays Plc.

However, businesses continue to face the same challenges, with 39% indicating that AI and digital skills are their biggest shortages. (Background: According to the UK government's "2023 Digital Skills ...