Svmuu News UBS Global wealth management strategists said in a report that they expect growth in the AI sector to drive long-term returns in the stock market. However, they noted that investors need to adopt a diversified strategy when investing in AI.“We are bullish on semiconductor equipment, foundries, CPU-related computer infrastructure, and memory chips,” they said. These strategists also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks. (Jin Shi)