This report provides a morning summary of Barclays' equity research across Americas markets, covering ratings changes, company specific developments, and equity strategy updates for June 23, 2026.
Key Takeaways
- 1.U.S. Equity Strategy outlook has been upgraded, with the S&P 500 price target raised to 7800 and FY26 EPS target to $337.
- 2.Chevron Corp signed a 20-year BTM gas-powered data center project contract, estimated to generate over 30% levered returns.
Table of Contents
- Company Research
- Industry Research
- Equity Strategy
- Publications Summary
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Authors
Amos FletcherIan Rossouw
Securities
VCCVX
Themes
AI-driven infrastructure spendEnergy power supply constraints
Regions
North AmericaEuropeUnited StatesChina