Barclays: 'Single biggest story' driving U.S. stock market in 2025 is the 'AI dividend'

  • Ajay Rajadhyaksha of Barclays says Mexico, Canada, China, Europe are the 4 main economies that 'matter' from a trade standpoint, and that barring any breakdown in tariff talks, he has a year-end S&P target of 6050, driven by the AI dividend.