Replay: Positioning for AI Disruption: A Cross-Sector View on Returns and Risks – Replay & Key Takeaways

Research evidence excerpt

Replay: Positioning for AI Disruption: A Cross-Sector View on Returns and Risks – Replay & Key Takeaways

Equity Research

18 June 2026

Replay: Analyst Access

Positioning for AI Disruption: A

Cross-Sector View on Returns and

Risks – Replay & Key Takeaways Thematic Investing

Hannah Greenberg

On June 12, we hosted a virtual call on AI impacts across the +1 212 526 2457

value chain – from the infrastructure build-out to adoption hannah.greenberg@barclays.com

BCI, US

and disruption. We highlight key takeaways from our

discussion, including insights across Power, Semis, Software, U.S. Software Raimo Lenschow, CFA

+1 212 526 2712Consumer, and Healthcare.

raimo.lenschow@barclays.com

Please see below replay information for the event held on U.S. Semiconductors & Semiconductor

Capital Equipment Friday, 12 June 2026 at 11:00am – 12:00pm New York

Tom O'Malley

This replay is strictly and solely for the benefit of the intended recipients. Barclays Events Terms of +1 212 526 0692

Service and the Barclays Events Privacy Notice thomas.omalley@barclays.com

Kyle Bleustein

Watch +1 212 526 7618

kyle.bleustein@barclays.com

BCI, US This transcript/recording is provided in an unedited format. Barclays is not responsible for the

recording quality or any transcription errors or omissions. North America Power & Utilities

Nicholas Campanella

+1 212 526 6123

nicholas.campanella@barclays.com

Bringing together perspectives across the AI value chain highlights how demand, disruption, BCI, US

and constraints are interconnected, shaping both the pace of deployment and the distribution

U.S. Gaming, Leisure & Lodging

of outcomes across sectors.

Brandt Montour, CFA

+1 212 526 9947While the AI infrastructure tailwind remains robust, the path to scaling is increasingly defined by