Published Nov 12, 2026, 5:26 AM ET · Updated a day ago · 1 source

Barclays’ Lafargue Says Nvidia Turmoil Doesn’t Derail AI Trade

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Original Report

Investors should stay exposed to the AI boom, even as financing risks and Nvidia Corp.’s leadership turmoil test the trade’s resilience, said Julien Lafargue, chief market strategist at Barclays Private Bank.