Why NXT Is Jumping for a Second Straight Day
Nextracker (NXT) is climbing for a second straight day after reporting much better-than-expected fiscal third-quarter results on Tuesday after the market closed. Additionally, yesterday the shares were upgraded to Overweight by British bank Barclays.
Barclays Europe CEO: No single entity can fund AI infrastructure and energy needs
In this episode of The Big Question, Barclays Europe CEO, Francesco Ceccato, joins Euronews’ business editor, Angela Barnes, at the World Economic Forum in Davos, Switzerland. The bank boss shares his views on financing the AI boom and the “fragmented” capital markets in Europe.
Public Service Enterprise Group Incorporated (PEG) Shares Drop After Barclays Downgrade and AI Data Center Concerns
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In this article, we are going to take a look at where Public Service Enterprise Group Incorporated (NYSE:PEG) stands against the other stocks Jim Cramer recently talked about.
AI stock shock could spark broader gains in US market
A development in the field of artificial intelligence that staggered asset prices could help set the stage for broader stock strength beyond the narrow group of technology shares that has propelled the market higher.
Barclays research estimates that AI could drive US data centre usage to triple by 2030
Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.”
The tech industry is in a frenzy over DeepSeek. Here's who could win and lose from China's AI progress.
DeepSeek's ability to build powerful models more efficiently has put a giant question mark over the US tech industry's approach to AI
Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are Closing the Gap
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.
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Barclays Upgrades Lumentum Holdings Inc. (LITE) to Overweight, Forecasting Strong Growth in 2025 Driven by U.S. Supply Chain Shifts
Lumentum Holdings Inc. (NASDAQ:LITE) produces optical and photonic technologies used in cloud data centers, AI/ML applications, and industrial technologies. Barclays upgraded Lumentum (NASDAQ:LITE) to Overweight from Underweight and raised the price target ...
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Analysis-AI Stock Shock Could Spark Broader Gains in US Market
A development in the field of artificial intelligence that staggered asset prices could help set the stage for broader stock strength beyond the narrow group of technology shares that has propelled the market higher.
Microsoft shares slide on dour cloud outlook, Meta rises on revenue beat
The chief executives of Microsoft and Meta defended their hefty investments on artificial intelligence, days after Chinese upstart DeepSeek revealed a breakthrough in low-cost AI computing that shook the U.
Nancy Pelosi's Stock Pick Broadcom Jumps Nearly 5% In Thursday Premarket As Meta Expands Use Of Custom AI Chips
Broadcom rose 5% on Thursday as Meta Platforms announced plans to increase use of chips designed with Broadcom.
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
The chief executives of Microsoft and Meta defended their hefty investments on artificial intelligence, days after Chinese upstart DeepSeek revealed a breakthrough in low-cost AI computing that shook the U.