The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays.

What happened: Barclays said the best of the AI trade may be behind, and recommends holding big tech stocks ahead of their earnings while favoring companies with strong business models. Why it matters: The bank's view suggests investors should stay positioned in large tech through upcoming results but be selective, leaning toward firms with durable business models rather than the broader AI trade.

Barclays said the best of the AI trade may be behind, and recommends holding big tech stocks ahead of their earnings while favoring companies with strong business models.

The bank's view suggests investors should stay positioned in large tech through upcoming results but be selective, leaning toward firms with durable business models rather than the broader AI trade.