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Barclays

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Last Updated: Just Now
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Global Economy & Central Banks 15 Oct 2026, 01:17 PM IST

Dell Slides 11% as Barclays Warns Enterprise AI Demand Is Arriving Later Than Expected

Dell Technologies shares fell sharply after Barclays downgraded the company, alongside Hewlett Packard Enterprise and NetApp, on growing concern that enterprise AI spending is not materializing as quickly as investors had hoped. The sell-off rippled across data-center and infrastructure names, underscoring how heavily the sector’s valuation has become tied to the timing of corporate AI adoption.

By RDU Global Wire5 min read
Global Markets & Equities15 Oct 2026, 06:27 AM IST

Dell Slides 11% as Barclays Warning Sparks Broad Data Center Sell-Off

Dell Technologies shares fell sharply after Barclays downgraded the stock, intensifying investor concern that enterprise AI spending is taking longer to convert into revenue than the market had expected. The decline rippled across the data center and infrastructure complex, with peers also pressured as traders reassessed the timing of corporate AI demand.

6 min readRead →
Frontier AI & Machine Learning05 Oct 2026, 01:54 AM IST

Wall Street’s AI Rally Faces a Yield Shock as Long Bonds Climb

Wall Street’s artificial intelligence trade is holding up for now, but the surge in long-term Treasury yields is sharpening the risks beneath the surface. With the U.S. 30-year yield pushing above 5.6% and strategists warning it could rise further, investors are reassessing whether richly valued AI stocks can keep outperforming if borrowing costs stay elevated.

5 min readRead →
National Governance & Policy04 Oct 2026, 10:24 PM IST

APNRTS Chief Calls for Stronger Port Operations to Boost Andhra Pradesh’s Export Ecosystem

Andhra Pradesh Non-Resident Telugu Society president Vemuru Ravi Kumar has said the State must improve the functioning of its ports if it wants to become more attractive to exporters and traders. His remarks underscore a broader policy challenge: turning Andhra Pradesh’s coastal advantage into a more efficient, reliable logistics platform for trade-led growth.

6 min readRead →
Markets, IPOs & WealthJust now (10:14 PM IST)

Kotak Warns Small- and Midcap Euphoria May Sour as Investors Chase Quick Returns

Kotak Institutional Equities has cautioned that the current rush into small- and midcap stocks may be driven more by price momentum and popular growth narratives than by fundamentals. The brokerage said stretched valuations in these segments contrast sharply with the relatively more attractive pricing in largecaps, raising the risk of a sharp reversal if sentiment cools.

5 min readRead →
Banking, Fintech & Insurance17 Oct 2026, 02:00 PM IST

Barclays India names Bank of America veteran Sonali Sharma as legal head

Barclays India has appointed Sonali Sharma as managing director and head of legal, bringing in a seasoned banking lawyer with deep experience across capital markets and risk management. Sharma joins from Bank of America, where she served as head of legal and general counsel, at a time when lenders are reinforcing compliance and legal functions amid a shifting regulatory environment.

5 min readRead →
Markets, IPOs & Wealth14 Oct 2026, 08:28 PM IST

Barclays Plans India Equity Advisory Return After Nearly a Decade

Barclays is preparing to restart its equity capital markets business in India, marking a return to a market it exited nearly a decade ago as the country’s IPO pipeline accelerates. The move reflects renewed confidence in India’s fundraising environment, supported by strong retail participation, startup expansion and a deep queue of companies seeking public listings.

5 min readRead →
Banking, Fintech & Insurance12 Oct 2026, 09:53 AM IST

Rupee Jumps 1% to 95.76 as RBI Steps In to Cool Dollar Demand

The Indian rupee opened sharply higher on Monday, rising 1% to 95.76 against the US dollar after the Reserve Bank of India moved to curb dollar demand and speculative activity in the currency market. The measures, including tighter rules on derivative rebooking and higher hedging costs, are aimed at easing pressure on the currency, though analysts warn the impact on pricing and liquidity could be mixed.

5 min readRead →

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