Barclays says the global bull market still has room to run despite signs of overheating in AI and semiconductor stocks. The bank believes strong corporate earnings, ample liquidity, and ongoing share buybacks continue to support equities.
While risks such as crowded AI trades, rising yields, and inflation remain, Barclays sees potential for a broader market rally if geopolitical tensions ease. The bank remains overweight on U.S., Japanese, and emerging-market equities, citing continued strength from the AI investment cycle and resilient earnings growth.
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