Barclays PLC ADR (BCS)

Barclays PLC has submitted an amended Form 8.3 disclosure regarding its interests and dealings in the relevant securities of DNO IRAQ AS (a wholly-owned subsidiary of DNO ASA) and Genel Energy PLC. The filing, dated August 26, 2026, details Barclays' positions, including owned and controlled securities, cash-settled derivatives, and stock-settled derivatives. It also provides an extensive list of purchases and sales of NOK 0.25 Ordinary shares and various cash-settled derivative transactions on August 24, 2026.

Barclays strategists warn that the extensive buildout of AI infrastructure is generating bipartisan backlash in the US, posing political risks to the AI market ahead of the midterm elections. Voters are concerned about rising electricity bills, water consumption, and the construction of industrial facilities, making AI a tangible cost-of-living issue. This voter discontent could lead to increased scrutiny and policy pressure on data center regulations, potentially dampening the AI trade regardless of election outcomes.

Barclays analysts warn that the rapid expansion of AI infrastructure is generating bipartisan voter backlash, posing a political risk to the AI market ahead of the US midterm election. The bank's equities tactical strategies team suggests that increased scrutiny and policy pressure, particularly around data center regulation, are potential market oversights. This could impact the beloved AI trade as voter sentiment translates into regulatory action.

This document is a Form 8.3 disclosure from Barclays PLC regarding its interests and dealings in the relevant securities of SEGRO PLC, an offeror/offeree, as of August 24, 2026. Barclays PLC disclosed significant interests in SEGRO PLC's 10p ordinary shares, holding 1.71% in relevant securities owned/controlled and cash-settled derivatives. The disclosure also details numerous purchase and sale transactions, as well as cash-settled derivative dealings, primarily involving SWAPs and CFDs related to SEGRO PLC shares, and indicates disclosure is also being made in respect of PROLOGIS INC.

James Hardie Industries plc (AU:JHX) announced that Barclays PLC subsidiaries have reduced their beneficial interest in the company's common stock to 12,518,471 shares. This change reflects ongoing institutional trading activity and ensures regulatory transparency. James Hardie is a global building materials manufacturer specializing in fiber cement products, listed on the Australian Securities Exchange.