Barclays
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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
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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 says the "Sell America" trade is resurfacing in dollar and US bond markets
Barclays attributes the return of this trade to uncertainty over Fed policy, a potential yen carry-trade unwind, and concerns over AI spending, which are driving volatility. Despite this, US equities
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Barclays, HSBC: Concerns about the Federal Reserve's slow response to inflation increase the appeal of inflation-linked bonds
Barclays and HSBC Holdings said investor concerns about the Federal Reserve being slow to respond to inflation are providing more reasons to buy bonds that can withstand accelerating price increases.
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Barclays strategists expect Group-of-10 currency volatility to rise and remain elevated as the dollar strengthens and interest-rate swings increase.
Barclays strategists expect Group-of-10 currency volatility to rise and remain elevated as the dollar strengthens and interest-rate swings increase.
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Barclays states that the relative increase in trading frequency of corporate bonds from more blue-chip companies indicates growing liquidity in the US and European corporate bond markets.
Barclays states that the relative increase in trading frequency of corporate bonds from more blue-chip companies indicates growing liquidity in the US and European corporate bond markets.
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The call will take place on Thursday, October 29, at 5:00 PM ET
Saylor retweeted a MicroStrategy post stating that the company has invited equity analysts from major Wall Street research firms to participate in a live Q&A session during its Q3 2026 earnings call.
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Barclays, Fidera seek payout from bankrupt UAE firm
Barclays Plc and London-based hedge fund Fidera Ltd are among dozens of creditors seeking to recover money owed by Dubai’s United Arab Emirates Exchange Center LLC, a collapsed remittance provider wit
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Barclays PLC (BCS) Q3 Earnings: EPS $0.66 Misses Estimates
Earnings Per Share (EPS): $0.66, Market Expectation $0.67 Reporting Period: FY2026 Q3 (as of 2026-09-30) Release Date: 2026-10-22
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Barclays raises Space Exploration Technologies Corp. (SPCX) target price to $300 from $254
Barclays raises Space Exploration Technologies Corp. (SPCX) target price to $300 from $254
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U.S. Treasury Expected to Keep Auction Sizes Unchanged, Barclays Says
Barclays said the U.S. Treasury is expected to keep auction sizes unchanged at the upcoming quarterly refunding announcement, but make its guidance less restrictive.
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Barclays: CoreWeave Bond Yield Spike Is Localized Risk, AI Investment Cycle Not Facing Systemic Crisis
Unsecured bond yields for AI data center company CoreWeave have surged to 15%, raising market concerns about the sustainability of AI infrastructure investment cycles. According to the Financial Times
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Barclays analysts say data center equipment suppliers face price compression risk from top AI labs as the industry cycle peaks.
Barclays analysts say data center equipment suppliers face price compression risk from top AI labs as the industry cycle peaks.
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Barclays: French Political Risk Makes Its Stock Market the Largest Short Position in Europe and the U.S. for Some Investors
Barclays strategists said political risk in France has become so elevated that its stock market has become the largest short position in Europe and the U.S. for some investors.
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Wall Street giants collectively "extinguish the fire" for CoreWeave, with Barclays, Goldman Sachs, and JPMorgan Chase all believing that market concerns about the AI capital expenditure cycle are overblown.
Previously, CoreWeave's unsecured bond yields surged to approximately 15%, CDS spreads exceeded 1000 basis points, and its stock price fell over 24% in a single week, sparking systemic concerns in the
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Barclays: Global data center new capacity growth will slow from over 100% in 2026 to approximately 35% in 2027, affected by physical bottlenecks and financing pressure.
Barclays' latest research report indicates that the year-over-year growth rate of new data center capacity globally (excluding China) will sharply decline from over 100% in 2026 to approximately 35% i
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Barclays: Tesla-SpaceX merger announcement possible before December
Barclays: Tesla-SpaceX merger announcement possible before December
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Barclays Plans India Advisory Return After a Decade as IPOs Boom
Barclays Plc is preparing to restart its investment banking business in India after nearly a decade, capitalizing on a surge in share sales in one of the world’s busiest markets for fundraising.
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Barclays' latest estimates: Even if semiconductor EPS is revised down by 15% in fiscal year 2027, the S&P 500 is still expected to achieve double-digit growth.
Barclays noted in its latest report that S&P 500 earnings growth is increasingly reliant on the semiconductor industry. Its stress test showed that if semiconductor EPS were revised down by 15% in fis
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The UK Treasury has selected six banks, including Barclays, Morgan Stanley, and HSBC, to lead the issuance of digital gilt.
The UK Treasury has appointed six banks, including Barclays, Morgan Stanley, and HSBC, as joint lead managers for the country's pilot issuance of digital gilts, expected in early 2027. This move aims
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Barclays Says US 30-Year Yield Can Reach 6% in Productivity Boom
The US 30-year yield has scope to reach 6% as this month’s Treasury market selloff has yet to price in the risk of a sustained increase in productivity growth, the head of US rates research at Barclay
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Barclays Report: AI Replacement Wave Overestimated, Only 20% of Core Workplace Skills Highly Replicable, but Amplification Effect Has Spread
Barclays released a research report on September 22, stating that AI's impact on the labor market is much milder than the market narrative suggests, yet more profound. The report indicates that core w
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Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
Barclays' research report suggests that fully autonomous general-purpose humanoid robots are still a long way off, while specialized forms such as collaborative robots and AMRs are already being appli
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Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
Barclays Research states that the inference stage for humanoid robots needs to be completed on edge processors within the robots themselves. Data center computing power is primarily used for simulatio
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Barclays: Mass Deployment of General-Purpose Humanoid Robots May Be Delayed Until Around 2035, with Intelligence, Not Hardware, Being the Bottleneck
Barclays noted in its latest research report that current humanoid robot capabilities rely on pre-programming or remote control, with a significant gap from general autonomy. The firm believes the cor
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Barclays: Bank of England's plan to slow bond sales will ease repo pressure and provide tailwind for long-end gilts
Barclays: Bank of England's plan to slow bond sales will ease repo pressure and provide tailwind for long-end gilts
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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
24H Trending
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The Nikkei 225 index is down 2.72% from its previous close, currently at 62,903.43.
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Samsung Electronics fell 4.31% from its previous close, now trading at ₩222,000.
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South Korea's KOSPI index is down 4.77% from its previous close, currently at 5,654.61.
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Taiwan's TAIEX fell 2.68% from its previous close, currently at 45,125.33.
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Binance hacker finishes dumping UNI, ENA, PEPE, LINK, AAVE, ONDO, WLD for 70,480 ETH ($158.25M)
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Samsung Electronics is down 5.82% from its previous close, now trading at ₩218,500.
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SK Hynix is down 8.06% from its previous close, now trading at ₩1,403,000.
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The Shanghai Composite Index fell 1.16% from its previous close to 3,609.01.
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Analysts: Middle East Conflict Supports Energy Storage Demand, CATL, BYD, and Gotion High-tech Expected to Benefit
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CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
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