The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays

Barclays suggests that the peak of the AI trade might have already passed. Despite this outlook, the London-headquartered bank advises investors to maintain their holdings in big tech stocks before upcoming earnings reports. However, the institution expresses a clear preference for companies that possess strong business models. This perspective, shared by Barclays' Cau, indicates a strategic shift toward quality and stability within the technology sector as the initial AI surge potentially stabilizes.