Barclays downgraded Dell and other hardware firms, arguing that revenue growth is driven by memory prices rather than enterprise AI spending.
Dell Technologies shares fell 11.6% following a Barclays downgrade and broader market concerns over rising inflation and the sustainability of AI infrastructure spending.
Barclays raised its price target for Strategy Inc. to $175, citing the company's position in the fintech sector alongside major payment processors.
Barclays is expanding its partnership with Anthropic to integrate Claude Opus 5.5 and Sonnet 5.5 models into its global operations.
Barclays predicts 30-year US Treasury yields could hit 6% if AI-driven capital spending leads to sustained productivity gains.
Barclays warns that U.S. Treasury yields exceeding 5 percent are pressuring global equities and increasing market volatility.
Barclays has set a $160 price target for Strategy Inc., reclassifying the former MicroStrategy as a fintech peer to Visa and Mastercard.
Barclays' internal risk management platform Beowulf has been suffering from recurring outages for years, leaving traders without real-time data during critical market events.
