According to Bloomberg, Barclays chief market strategist Julien Lafargue said investors should maintain exposure to artificial intelligence investments despite recent funding risks and leadership turbulence at Nvidia. Lafargue noted the bank's upcoming 2027 outlook report, titled "Until the Music Stops," reiterates Barclays' view that continued AI investment remains justified. "For us, this is not a bubble, but a technological revolution that will impact every industry," Lafargue said, adding that such transformation will not happen overnight.

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