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 ...
Cryptopolitan on MSN
Barclays sees Nvidia jumping 30% more soon as AI deal activity accelerates
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 ...
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 ...
The Manila Times on MSN
Barclays, Deutsche Bank raise S&P 500 forecasts as bull run continues
Barclays and Deutsche Bank raised their year-end targets for the S&P 500 on Wednesday, citing stronger corporate earnings, ...
TipRanks on MSN
Nvidia price target raised to $240 from $200 at Barclays
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 ...
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