Barclays’ Lafargue Says Nvidia Turmoil Doesn’t Derail AI Trade

Barclays Private Bank chief market strategist Julien Lafargue said investors should stay exposed to the AI boom despite financing risks and Nvidia Corp.'s leadership turmoil testing the trade's resilience. His comments come amid concerns over Nvidia's stability, but Lafargue advises maintaining positions in AI-related assets, suggesting the long-term growth story remains intact.