Barclays raises S&P 500 price target to 7,800 (from 7,650), and now sees FY26 EPS at USD 337 (from USD 321)
- Barclays says that equities remain choppy as peace talks stop and start, and questions linger around AI spend, funding and monetisation, higher for longer rates, and consumer strength
- Barclays says it is focussed on the improving earnings outlook
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