Barclays
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Barclays Report: OpenAI's safety monitoring requirements will increase the overall computing power costs for the AI industry by approximately 18% starting in 2027, adding over $44 billion in new expenditures.
Barclays' latest research report indicates that OpenAI's safety monitoring requirements for high-capability models, disclosed on August 18, 2026, are expected to increase inference and post-training c
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Hong Kong and mainland stocks fall as AI rebound fails to offset losses, mixed August data points to weak domestic demand
The benchmark Hang Seng Index closed down 1% at 24,667 points, while the Shanghai Composite Index fell 0.54% to 3,864 points. Losses were attributed to persistently weak domestic demand, despite a mil
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Barclays raises Oracle price target to $252 from $250, maintains 'Overweight' rating
Barclays raised its price target for Oracle to $252 from $250, maintaining an 'Overweight' rating on the tech stock, which is currently trading around $154. The adjustment follows Oracle's fiscal firs
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Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
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Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
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ExxonMobil CFO: Guyana Project Recoups Approximately $55 Billion in Costs Two Years Ahead of Schedule, Free Cash Flow Expected to Double from 2025-2030
ExxonMobil CFO Neil Hansen stated at the Barclays Energy-Power Conference that the company recovered approximately $55 billion in costs from its Guyana project about two years ahead of schedule. Despi
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Barclays analysts suggest that the August US non-farm payroll data may be overstated, but it still increases the likelihood of a September rate hike.
Barclays' Marc Giannoni team noted in their research report that the U.S. Bureau of Labor Statistics announced on September 4 that non-farm payrolls increased by 162,000 in August, significantly excee
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Barclays: If Russia-Ukraine ceasefire talks make substantial progress, European energy prices and interest rates are expected to fall, and the German market may see a valuation re-rating.
Barclays reports that the Russia-Ukraine situation is a potential upside catalyst for European markets. Should credible progress be made in ceasefire negotiations, energy prices, inflationary pressure
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Barclays Strategist Reports Only 12% of Companies Quantify AI-Related Gains Despite Nearly Half Discussing AI
Barclays strategist Venu Krishna noted on Thursday that while nearly half of all companies discussed AI on recent earnings calls, only 12% were willing to quantify AI-related value capture. Among thos
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Barclays' Cau Sees Case for Stock Investors to Selectively Reduce Risk as September Unfolds
Barclays Plc's head of European equity strategy, Emmanuel Cau, believes that September seasonality, the midterm elections, rate volatility, and upcoming AI IPOs are building the case for stock investo
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Barclays reports that the expansion of AI hashrate in the US is facing new bottlenecks: "permitting" issues such as community opposition and approval delays are now replacing chips and power as the core obstacles.
A Gallup poll in March indicated that 71% of U.S. respondents oppose the construction of data centers near their communities, a higher percentage than those opposing nuclear power plants, according to
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Barclays maintained its "Underweight" rating and $10 price target for Meituan, stating that while the company returned to profitability in Q2, its profit margins are under pressure.
Barclays noted in its latest report that Meituan's total revenue for Q2 increased by 13.9% year-over-year to RMB 104.6 billion. The operating profit margin for its core local commerce segment turned p
-
Barclays forecasts two Fed rate hikes in September and December, reversing prior view, after Fed Chair Warsh's hawkish Jackson Hole speech
Barclays now expects the Federal Reserve to raise interest rates by 25 basis points at its September and December meetings, reversing its previous forecast of no changes for the rest of the year. This
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Barclays analysts warn: The strongest El Niño on record is approaching, with palm oil, rubber, coffee, and other commodities potentially rising 30%-40% within 18 months.
Craig Rye, a sustainable investment research analyst at Barclays, stated in his latest report that the tropical Pacific El Niño index could peak near 3.2 degrees Celsius by late 2026 to early 2027, ap
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Barclays Analysis: Small-cap and financial stocks underperform after the Federal Reserve's rate hike cycle begins, while energy and value stocks outperform.
Barclays' analysis of the five Federal Reserve tightening cycles since 1994 reveals that within one quarter of the first rate hike, the S&P 500 median fell by 3.9%, and the Russell 2000 small-cap inde
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Barclays Research Report: For every $100 in revenue generated by AI model companies, $35-40 flows to cloud vendors, who then earn an operating profit of $10-20 from this. AI labs' paid inference profit margins have surged to over 50%-65%.
Barclays, in its August 28 research report on AI industry unit economics, noted that AI labs' paid inference profit margins have surged from low double-digits in 2025 to over 50%-65% in 2026, with adj
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Barclays strategists expect the S&P 500 to reach fresh highs this year, but warn of risks
The bank's strategists cite rising macroeconomic volatility, capital-supply concerns related to artificial intelligence, and uncertainty over the U.S. midterm elections as key risks.
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Multiple institutions have lowered their price targets for Dick's Sporting Goods (DKS), with Barclays cutting its target from $280 to $150.
Multiple institutions, including Barclays, BTIG, D.A. Davidson, Jefferies, JPMorgan Chase, and Wells Fargo, have lowered their price targets for DICK'S Sporting Goods (DKS). Among them, Barclays reduc
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Bond yields reach multi-year highs, but Barclays finds bonds at fair value and not yet cheap
Bond yields have climbed to their highest levels in years. However, Barclays strategists assess that bonds are currently at fair value, indicating they are not yet considered cheap enough to buy.
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Barclays Report: Historically, energy stocks have been the only sector to close with gains against the trend after the Federal Reserve's rate hike cycle began, while the S&P 500 index saw a median decline of 3.9%.
Barclays strategists Venu Krishna, Riddhiman Dass, and others pointed out in their latest report that in the past five rate hike cycles, energy stocks were the only sector to record positive returns w
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Barclays: Latest Stock Rally Energizes Equity Bulls But Leaves Credit Market Wary
Barclays' global equity derivatives strategy team noted that option markets suggest “a divergence of downside opinions” for traders of stocks and bonds.
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Coupang's stock price has fallen 31% year-to-date, but Barclays analysts expect its stock price to rise by approximately 85%, with a target price of $30.
Coupang's stock price has fallen 31% year-to-date, with Q2 seeing an operating loss of $556 million due to a $410 million administrative fine in Korea and currency headwinds. However, Barclays analyst
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Barclays downgraded Under Armour from "Equal Weight" to "Underweight," maintaining its price target at $5, citing "delayed brand recovery" in the highly competitive sportswear industry.
Barclays downgraded Under Armour from "Equal Weight" to "Underweight," maintaining its price target at $5, citing "delayed brand recovery" in the highly competitive sportswear industry.
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Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
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Barclays Report: OpenAI's safety monitoring requirements will increase the overall computing power costs for the AI industry by approximately 18% starting in 2027, adding over $44 billion in new expenditures.
Barclays' latest research report indicates that OpenAI's safety monitoring requirements for high-capability models, disclosed on August 18, 2026, are expected to increase inference and post-training c
-
Hong Kong and mainland stocks fall as AI rebound fails to offset losses, mixed August data points to weak domestic demand
The benchmark Hang Seng Index closed down 1% at 24,667 points, while the Shanghai Composite Index fell 0.54% to 3,864 points. Losses were attributed to persistently weak domestic demand, despite a mil
-
Barclays raises Oracle price target to $252 from $250, maintains 'Overweight' rating
Barclays raised its price target for Oracle to $252 from $250, maintaining an 'Overweight' rating on the tech stock, which is currently trading around $154. The adjustment follows Oracle's fiscal firs
-
Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
-
Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
-
ExxonMobil CFO: Guyana Project Recoups Approximately $55 Billion in Costs Two Years Ahead of Schedule, Free Cash Flow Expected to Double from 2025-2030
ExxonMobil CFO Neil Hansen stated at the Barclays Energy-Power Conference that the company recovered approximately $55 billion in costs from its Guyana project about two years ahead of schedule. Despi
-
Barclays analysts suggest that the August US non-farm payroll data may be overstated, but it still increases the likelihood of a September rate hike.
Barclays' Marc Giannoni team noted in their research report that the U.S. Bureau of Labor Statistics announced on September 4 that non-farm payrolls increased by 162,000 in August, significantly excee
-
Barclays: If Russia-Ukraine ceasefire talks make substantial progress, European energy prices and interest rates are expected to fall, and the German market may see a valuation re-rating.
Barclays reports that the Russia-Ukraine situation is a potential upside catalyst for European markets. Should credible progress be made in ceasefire negotiations, energy prices, inflationary pressure
-
Barclays Strategist Reports Only 12% of Companies Quantify AI-Related Gains Despite Nearly Half Discussing AI
Barclays strategist Venu Krishna noted on Thursday that while nearly half of all companies discussed AI on recent earnings calls, only 12% were willing to quantify AI-related value capture. Among thos
-
Barclays' Cau Sees Case for Stock Investors to Selectively Reduce Risk as September Unfolds
Barclays Plc's head of European equity strategy, Emmanuel Cau, believes that September seasonality, the midterm elections, rate volatility, and upcoming AI IPOs are building the case for stock investo
-
Barclays reports that the expansion of AI hashrate in the US is facing new bottlenecks: "permitting" issues such as community opposition and approval delays are now replacing chips and power as the core obstacles.
A Gallup poll in March indicated that 71% of U.S. respondents oppose the construction of data centers near their communities, a higher percentage than those opposing nuclear power plants, according to
-
Barclays maintained its "Underweight" rating and $10 price target for Meituan, stating that while the company returned to profitability in Q2, its profit margins are under pressure.
Barclays noted in its latest report that Meituan's total revenue for Q2 increased by 13.9% year-over-year to RMB 104.6 billion. The operating profit margin for its core local commerce segment turned p
-
Barclays forecasts two Fed rate hikes in September and December, reversing prior view, after Fed Chair Warsh's hawkish Jackson Hole speech
Barclays now expects the Federal Reserve to raise interest rates by 25 basis points at its September and December meetings, reversing its previous forecast of no changes for the rest of the year. This
-
Barclays analysts warn: The strongest El Niño on record is approaching, with palm oil, rubber, coffee, and other commodities potentially rising 30%-40% within 18 months.
Craig Rye, a sustainable investment research analyst at Barclays, stated in his latest report that the tropical Pacific El Niño index could peak near 3.2 degrees Celsius by late 2026 to early 2027, ap
-
Barclays Analysis: Small-cap and financial stocks underperform after the Federal Reserve's rate hike cycle begins, while energy and value stocks outperform.
Barclays' analysis of the five Federal Reserve tightening cycles since 1994 reveals that within one quarter of the first rate hike, the S&P 500 median fell by 3.9%, and the Russell 2000 small-cap inde
-
Barclays Research Report: For every $100 in revenue generated by AI model companies, $35-40 flows to cloud vendors, who then earn an operating profit of $10-20 from this. AI labs' paid inference profit margins have surged to over 50%-65%.
Barclays, in its August 28 research report on AI industry unit economics, noted that AI labs' paid inference profit margins have surged from low double-digits in 2025 to over 50%-65% in 2026, with adj
-
Barclays strategists expect the S&P 500 to reach fresh highs this year, but warn of risks
The bank's strategists cite rising macroeconomic volatility, capital-supply concerns related to artificial intelligence, and uncertainty over the U.S. midterm elections as key risks.
-
Multiple institutions have lowered their price targets for Dick's Sporting Goods (DKS), with Barclays cutting its target from $280 to $150.
Multiple institutions, including Barclays, BTIG, D.A. Davidson, Jefferies, JPMorgan Chase, and Wells Fargo, have lowered their price targets for DICK'S Sporting Goods (DKS). Among them, Barclays reduc
-
Bond yields reach multi-year highs, but Barclays finds bonds at fair value and not yet cheap
Bond yields have climbed to their highest levels in years. However, Barclays strategists assess that bonds are currently at fair value, indicating they are not yet considered cheap enough to buy.
-
Barclays Report: Historically, energy stocks have been the only sector to close with gains against the trend after the Federal Reserve's rate hike cycle began, while the S&P 500 index saw a median decline of 3.9%.
Barclays strategists Venu Krishna, Riddhiman Dass, and others pointed out in their latest report that in the past five rate hike cycles, energy stocks were the only sector to record positive returns w
-
Barclays: Latest Stock Rally Energizes Equity Bulls But Leaves Credit Market Wary
Barclays' global equity derivatives strategy team noted that option markets suggest “a divergence of downside opinions” for traders of stocks and bonds.
-
Coupang's stock price has fallen 31% year-to-date, but Barclays analysts expect its stock price to rise by approximately 85%, with a target price of $30.
Coupang's stock price has fallen 31% year-to-date, with Q2 seeing an operating loss of $556 million due to a $410 million administrative fine in Korea and currency headwinds. However, Barclays analyst
-
Barclays downgraded Under Armour from "Equal Weight" to "Underweight," maintaining its price target at $5, citing "delayed brand recovery" in the highly competitive sportswear industry.
Barclays downgraded Under Armour from "Equal Weight" to "Underweight," maintaining its price target at $5, citing "delayed brand recovery" in the highly competitive sportswear industry.
-
Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
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Barclays
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