AI capex is providing a strong counterweight to weakening economic growth: Barclays
Corroborated by 2 sources from 2 publishers
TL;DR
Barclays becomes latest brokerage to bet on no Fed rate cuts in 2026.
Sources
1
Investing.com News
https://www.investing.com/news/economy-news/barclays-becomes-latest-brokerage-to-bet-on-no-fed-rate-cuts-in-2026-4655070
2
Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-upgrades-casella-waste-stock-rating-on-synergy-momentum-93CH-4655097
3
Investing.com News
https://www.investing.com/news/economy-news/barclays-sees-bank-of-japan-june-hike-on-middle-east-stability-93CH-4655111
4
Investing.com News
https://www.investing.com/news/economy-news/barclays-pivots-says-no-fed-rate-cuts-in-2026-4655374
5
Investing.com News
https://www.investing.com/news/stock-market-news/barclays-says-shift-to-semiannual-reporting-could-aid-food-companies-93CH-4655573
6
Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-raises-estee-lauder-stock-price-target-on-turnaround-progress-93CH-4655725
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Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-cuts-enphase-energy-stock-price-target-on-lower-shipments-93CH-4657009
8
Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-raises-pinterest-stock-price-target-on-revenue-beat-93CH-4657912
9
Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-raises-diamondback-energy-price-target-on-production-beat-93CH-4658107
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Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-cuts-norwegian-cruise-stock-price-target-on-yield-concerns-93CH-4658108
11
Investing.com News
https://www.investing.com/news/stock-market-news/barclays-upgrades-sandoz-to-overweight-sees-20-upside-on-biosimilar-runway-4658376
12
CNBC 100004038
https://www.cnbc.com/video/2026/05/06/ai-capex-providing-a-strong-counterweight-to-weakening-economic-growth.html
13
Investing.com News
https://www.investing.com/news/stock-market-news/barclays-sees-kospi-rally-continuing-despite-cooling-participation-93CH-4662061
14
Investing.com News
https://www.investing.com/news/analyst-ratings/barclays-cuts-abercrombie--fitch-stock-rating-on-margin-concerns-93CH-4662150