Barclays
May 21, 2026
Americas Morning Research Summary
Market ReportEquitiesDerivativesMacro Economic IndicatorsInformation TechnologyConsumer Discretionary
A comprehensive daily digest of Barclays equity research updates, featuring target price changes and earnings model adjustments for major global corporations.
Key Takeaways
- 1.NVIDIA numbers remain excellent with focus on the upcoming 'Rubin' platform despite potential for some investor caution.
- 2.China's property market is showing initial signs of recovery after a multi-year downturn, with price recoveries noted in Shanghai and Beijing.
- 3.Corporate buyback execution remains near cycle highs, providing potential market support as blackout constraints ease.
Table of Contents
- Summary of Changes
- Publications Summary
- Basic Industries
- Consumer
- Energy
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
- Equity Strategy
- Derivatives
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Authors
Pallav MittalBrandt Montour
Securities
NVDAADIBEKEBALY
Themes
Model Updates post-Q1AI and Technological InfrastructureChina Economic Recovery
Regions
North AmericaAsia PacificEuropeUnited StatesChinaGermany