利雅得，2025年《财富》全球论坛现场。 巴克莱首席执行官文卡塔克里斯南 巴克莱首席执行官文卡塔克里斯南在2025年《财富》全球论坛圆桌对话中，承认关于AI基础设施存在 泡沫的可能性。 "世界各地正在发生的巨额投资，即使没有数万亿美元，也有数千亿美元。"这家英国金融巨头的掌门人 指出，资本充足是好现象，人们看到了投资AI基础设施的回报潜力，并且这个回报是可以被预测的。 文卡塔克里斯南认为，无论最终需求是某个预测值的1倍还是5倍，投资基础设施——进而投资于建设和 运营这些基础设施的技工——都是一个明智的选择。 但他也提醒，在所有大规模资本投资周期中，总会出现一些资源错配和投资失误，这是难免的，人们需 要警惕这一点。 文卡塔克里希南补充说，重大的资本周期还需要值得信赖的合作伙伴，这些伙伴"致力于长期合作，并 会帮助你度过起步阶段的困难"。 文卡塔克里斯南对AI基础设施泡沫的警示并非孤例。当前AI领域尤其是基础设施层面，资本过度集中 与"循环交易"的迹象引发关注。摩根大通CEO杰米·戴蒙近期告诉《财富》，他对当前市场状况持一定 的谨慎态度，"某些资产价格偏高，已处于某种泡沫区间"。但戴蒙敦促人们不要简单地将所有人工 ...

Core Viewpoint - Despite a 33% decline in the past year, SentinelOne (NYSE: S) is not considered a buy at this time, although there are positive trends in Purple AI monetization and platform consolidation [1]. Company Analysis - SentinelOne has experienced a significant drop of approximately 33% in its stock price over the past year [1]. - The company shows encouraging signals regarding platform consolidation and cash management, which may indicate potential for future growth [1]. Industry Trends - There is a notable interest in AI monetization trends within the industry, particularly related to Purple AI, which could influence investment decisions [1].

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BCS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This writing is for informational purposes only. All opinions expressed herein are not investment recommendations, and are not meant to be relie ...

巴克莱预计，第四季度将降息25个基点，2026年第一季度将再降息25个基点，最终利率为4.25%。然 而，"降息时机的不确定性很高，因为现在降息似乎更多地取决于美元兑印尼卢比的汇率水平。"Tan补 充道。（新华财经） 巴克莱经济学家Brian Tan在一份报告中说，印尼央行在周三出人意料地维持利率不变后，可能会放慢降 息速度。尽管印尼央行指出还有进一步降息的空间，但其最新决定可能表明，央行对当前美元兑印尼卢 比的汇率水平感到不安。 ...

Key Takeaways Barclays' Q3 net income fell 6.8% y/y.Higher expenses and a 69% y/y rise in credit impairment charges weighed on the results.Total income rose 9.5% y/y, supported by a stronger balance sheet.Barclays (BCS) reported third-quarter 2025 net income attributable to ordinary equity holders of £1.46 billion ($1.97 billion), down 6.8% from the prior-year quarter.Results were hurt by an increase in expenses and higher credit impairment charges. However, an increase in revenues and a solid balance sheet ...

● Take a Trial Today BREAKING: Gold Prices, Stocks Continue To Slide Shares of Barclays (BCS) gapped up Wednesday after the British banking giant beat third-quarter earnings expectations, gave a positive outlook and announced a share buyback. The UK-based bank reported late Tuesday that revenue increased 11% to 7.2 billion British pounds (or about $9.6 billion) vear over year. Earnings in U.S. currency were 56 cents a share, a fractional increase from… Related news Deutsche Bank And Largest French Lender To ...

Barclays reported earnings per share of $0.55, beating the estimated $0.54, and revenue of approximately $9.59 billion, exceeding forecasts.The bank announced a £500 million share buyback as part of its strategy to enhance shareholder value and indicated a robust capital generation.Barclays' tangible net asset value per share increased to 392p, and its common equity tier 1 capital ratio is at 14.1%, showcasing a solid financial foundation.Barclays PLC, listed as NYSE:BCS, is a major player in the global ban ...

盘前市场动向 1. 10月22日(周三)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.00%，标普500指数期货跌0.04%，纳指期货跌 0.27%。 | = US 30 | 46,924.60 | 47,027.50 | 46,890.00 | -0.10 | 0.00% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,732.40 | 6,752.90 | 6,728.40 | -2.90 | -0.04% | | 트 US Tech 100 | 25,059.30 | 25,178.10 | 25,048.40 | -67.80 | -0.27% | 2. 截至发稿，德国DAX指数跌0.21%，英国富时100指数涨0.90%，法国CAC40指数跌0.33%，欧洲斯托克50指数跌0.21%。 | 德国DAX30 | 24,297.27 | 24,362.45 | 24,228.71 | -51.51 | -0.21% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9,512.2 ...

The CEO of Barclays said the bank wasn't stuck with exposure to fallen auto-parts company First Brands because of its own due diligence, but it was lumbered with Tricolor exposure. ...

London stocks rose for a third consecutive day on Wednesday as investors ramped up bets on interest rate cuts from the Bank of England after data showed inflation unexpectedly held steady, while lende... ...