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

Nvidia is a big tech stock that remains at the epicenter of the artificial intelligence megatrend. Is NVDA stock still a good buy right now?

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

Proposed artificial intelligence capacity additions continue to mount, and Nvidia (NVDA) appears poised to benefit the most ...

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

Global equity funds recorded net inflows for the first time in three weeks in the week to September 24, as optimism around ...

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

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

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

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 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 ...

Barclays raised its price target on Nvidia (NASDAQ:NVDA) to $240 from $200, citing accelerating demand for AI infrastructure and the company’s central role in the buildout. The bank reiterated its ...