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UBS estimates OpenAI and Anthropic will drive 48% of Google Cloud's revenue next year, with an AI skeptic warning of hyperscaler risk
UBS estimates that OpenAI and Anthropic will account for 48% of Google Cloud's revenue next year, up from 27% this year. Ed Zitron, CEO of EZ Primary Research and an AI skeptic, warned on a Bloomberg
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Wall Street analysts project the humanoid robotics market could reach $1.4 trillion to $1.7 trillion annually by 2050, highlighting component suppliers TE Connectivity and Amphenol as key be
Wall Street analysts project the humanoid robotics market could reach $1.4 trillion to $1.7 trillion annually by 2050, highlighting component suppliers TE Connectivity and Amphenol as key beneficiarie
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People's Bank of China (PBOC)'s gold reserves increased to 76.08 million ounces at the end of July, marking the 21st consecutive month of accumulation, with gold purchases accelerating to 640,000 ounces in July.
People's Bank of China (PBOC) data shows that as of the end of July 2026, China's gold reserves reached 76.08 million ounces, an increase of 640,000 ounces from the end of June, marking the 21st conse
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UBS: Gold price is expected to return to $5,000 in the first half of 2027; this week, gold price has broken through the $4,300 mark, rising nearly 6% in a single week.
UBS: Gold price is expected to return to $5,000 in the first half of 2027; this week, gold price has broken through the $4,300 mark, rising nearly 6% in a single week.
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Singapore iron ore futures fell below the $100 mark, hitting a low of $93.65/ton during intraday trading, the lowest since July 2025; UBS warned of continuously deteriorating supply and demand fundamentals, expecting prices to further decline to $95/ton in 2027.
Singapore benchmark iron ore futures fell as much as 2.3% during intraday trading, hitting $93.65 per ton, the lowest intraday price since July 2025; Dalian's most active contract fell by nearly 3% du
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UBS downgraded NXP (NXPI) from Buy to Neutral and lowered its price target from $305 to $270, citing risks of an automotive inventory correction in China and limited AI data center exposure.
UBS noted that NXP derives 17% of its revenue from China and 55% from the automotive market, facing potential risks from a correction in China's automotive inventory. Furthermore, NXP's exposure to AI
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DeItaone forwarded that UBS (UBS) expects food inflation to remain high for longer, mainly driven by climate-related supply shocks, rising labor costs, and strong demand.
UBS believes that while agricultural technology advancements may improve efficiency, they are unlikely to significantly reduce food prices. Persistent food inflation may benefit supermarkets but will
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Berkshire Hathaway Class B shares closed at $512.37, and Class A shares closed at $768,010, both hitting eight-month highs, after UBS raised its price target.
Berkshire Hathaway’s Class B shares closed at $512.37 on Tuesday, while Class A shares closed at $768,010, both hitting their highest levels since November 28 of last year.This followed a report by UB
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UBS CEO: The AI pullback is healthy, but geopolitical volatility poses a greater risk
Sergio Ermotti, CEO of UBS (UBS), said that the pullback in the artificial intelligence (AI) sector is healthy, but geopolitical volatility is a greater risk that investors should be watching. UBS rep
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UBS: Does Not Believe There Is a “Bubble” in China’s AI Industry
Svmuu News UBS Xiong Wei, an analyst covering China’s internet sector at Securities Times, stated that Chinese cloud providers are adopting a more prudent investment strategy, emphasizing ROI and sust
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Analysis: Buying on the dip drives U.S. stocks higher; chip stocks gain momentum as they rebound
Svmuu News: Buying on the dip drove a rebound on Wall Street, with chipmakers rising. Investors are betting that AI-related trades—which have fueled this bull market—still have room to run. UBS’s trad
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UBS: After a historic sell-off, we recommend gradually rebuilding positions in AI and semiconductor stocks
Svmuu News: According to data from UBS, hedge funds have reduced their long positions in momentum and semiconductor stocks by approximately 5% of total market value—one of the largest reductions on re
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AMD's Annual Flagship AI Conference Is Coming; UBS Says CPU/GPU Technology Roadmap Is the Main Focus and Raises Price Target to $700
Svmuu News: AMD’s annual flagship AI conference, “Advancing AI 2026,” will be held in San Francisco, USA, on July 22–23 (local time). UBS A pre-event report suggests the event may focus more on showca
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UBS: Bullish on semiconductor equipment, foundries, and memory chips; the AI boom may boost long-term stock market returns
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
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UBS: Demand for high-bandwidth memory is expected to grow by 90% year-over-year in 2026 and by another 77% in 2027.
Svmuu News UBS reports that as demand for artificial intelligence (AI) continues to grow and negotiations on long-term supply agreements (LTAs) are still underway, the memory chip market cycle is “gai
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UBS: SpaceX has an unparalleled portfolio of assets
Svmuu News UBS Analysts say that Elon Musk’s SpaceX offers a business model that enables it to capitalize on opportunities in the space, connectivity, and artificial intelligence sectors. They initiat
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UBS Raise SK Hynix's target price to 3.2 million won; maintain a "Buy" rating
Svmuu News UBS reported that SK Hynix is continuing to push for the signing of additional revised long-term agreements, focusing on DDR5 and NAND Flash for hyperscale data center customers. These cont
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Citrini Analyst: UBS Raises DRAM and NAND Price Forecasts
Svmuu News: Citrini analyst Jukan posted on X that UBS has raised its price forecasts for DRAM and NAND. It now expects DRAM prices to rise 32% quarter-over-quarter in the third quarter and 18% quarte
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UBS: First Monetary Policy Meeting of the Warsh Era Takes a Hawkish Turn; Expectations for Rate Hikes This Year May Be on the Aggressive Side
Svmuu News UBS noted in its latest report that the first monetary policy meeting following Kevin Warsh’s appointment as Chairman of the Federal Reserve sent a clearly hawkish signal, but market bets o
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UBS Raise the target valuation for TSMC; we are bullish on expectations for capacity expansion and price increases over the next three years
Svmuu News UBS raised its target price for TSMC, the world’s leading wafer foundry, from 3,000 New Taiwan dollars to 3,400 New Taiwan dollars on Monday, while maintaining a “Buy” investment rating.At
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UBS: Micron Long-term contracts are stable enough to weather potential market downturns in the coming years
Svmuu News UBS Analysts stated in a research report that Micron’s long-term contracts with customers are robust enough to weather any market downturns for at least the next few years.Investors may wor
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Miami's ultra-luxury housing market booms with cash transactions, luxury brands like Bugatti and Porsche entering
Miami-Dade County recorded 194 home sales of $10 million or more in the first eight months of 2026, already 14.1% above the 170 transactions in all of last year. Sales are projected to reach about 291
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UBS warns: Yen short-selling window reopens after "washout," USD/JPY approaches 160 again, Japan's 10-year government bond yield hits new high since 1996.
UBS strategists noted that speculative JPY shorts have been "completely flushed out," which precisely creates room for the market to rebuild bearish positions. Previously, USD/JPY quickly rose above 1
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Swiss Finance Minister takes lead in capital dispute with UBS
Swiss Finance Minister takes lead in capital dispute with UBS
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UBS initiated coverage on China's optical fiber and cable industry, stating that the market has overestimated the risk of "overcapacity" by 2027, and raised its price target for Yangtze Optical Fibre and Cable (YOFC) H-shares to HKD 330.
UBS noted that China's optical fiber sector has corrected 37% from its June high, but investors' concerns about overcapacity and peak earnings in 2027 are significantly overestimated. The bank believe
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UBS Rejects Swiss Parliament's New Capital Requirements Decision, Says It's Not a Compromise
UBS Rejects Swiss Parliament's New Capital Requirements Decision, Says It's Not a Compromise
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Swiss Parliament’s Upper House Backs Plan to Ease New Capital Demands on UBS
Under the proposal, the bank would be required to hold 90% in top-tier capital against its foreign subsidiaries, down from 100% the government previously planned.
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UBS has raised its CoWoS industry capacity forecast, expecting it to reach 270,000 wafers per month by the end of 2027, a significant 69% increase from 2026, driven by strong ASIC and CPU demand.
UBS noted in its latest research report that the demand for cloud AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. The report raised its f
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UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
UBS's latest estimates indicate that global AI capital expenditure will reach $998 billion in 2026, nearly doubling from $506 billion in 2025, and further rising to $1.447 trillion in 2027. This signi
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UBS analysts name Amazon, Palantir among 14 top tech stock picks, citing early AI data-center buildout
UBS analysts believe the artificial-intelligence spending cycle is still early, presenting compelling opportunities across the technology, media, and telecommunications sectors. The firm shared 14 of
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UBS Strategists: Federal Reserve's "Hawkish Rate Hike" Does Not Alter Gold's Long-Term Bullish Logic, Phased Target Sees Highest at $5,400
UBS strategist Giovanni Staunovo believes that despite the Federal Reserve's decision on September 16 to raise the federal funds rate target range by 25 basis points to 3.75%-4.00% and signal a potent
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UBS warns: US midterm elections approaching, stock market may face sharp fluctuations, historical data shows pre-election dips and post-election rallies
UBS Chief Economist Arend Kapteyn noted in a research report on Wednesday that with the US midterm elections approaching, this period has historically seen significantly amplified stock market volatil
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UBS: A substantial shift in Federal Reserve Chairman Warsh's policy reaction function, becoming more sensitive to financial conditions and less sensitive to the labor market.
UBS's report assesses a substantial shift in Federal Reserve Chair Warsh's policy reaction function compared to his predecessors: greater sensitivity to financial conditions, less sensitivity to labor
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UBS projects China's inbound tourism revenue to reach US$470 billion by 2040
The Swiss investment bank estimates that inbound travel revenue to China will more than double its current share of the economy, expanding to 1.5% of GDP with an 8.9% compound annual growth rate from
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UBS Buys $7.9 Billion of Credit Suisse Bonds, Its Biggest Move Yet to Shrink Inherited Debt Load
UBS Buys $7.9 Billion of Credit Suisse Bonds, Its Biggest Move Yet to Shrink Inherited Debt Load
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UBS CEO warns against market complacency, expects stubborn inflation to force major central banks to continue hiking rates, potentially leading to "higher for longer" interest rates.
UBS Group CEO Sergio Ermotti told CNBC on Thursday that financial markets have bred a dangerous complacency while geopolitical and economic risks continue to accumulate. He expects persistent inflatio
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Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
Federal Reserve insider Nick Timiraos: After Warsh's Jackson Hole speech, only three banks—UBS, Barclays, and Société Générale—shifted their Federal Reserve September rate hike expectations to a hike.
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UBS's Reiman Expects Two Fed Rate Hikes This Year, Says US Economy Can Withstand Them
Kurt Reiman, head of fixed income at UBS Global Wealth Management, expects two interest-rate hikes from the Federal Reserve this year, stating that the US economy can withstand them. He attributes ris
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UBS to cease fund sales on China wealth platform by end of September amid stiff competition
UBS Fund Distribution (Shenzhen), known as UBSFS, will cease its fund sales business, including fund subscription and fund switching, by the end of September. The Swiss bank stated it remains committe
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UBS CEO Sergio Ermotti warned investors against complacency, citing increasing geopolitical and economic risks, and predicted that major central banks would raise interest rates in the coming months.
UBS CEO Sergio Ermotti stated on Thursday that financial markets have become complacent over the past few years despite increasing geopolitical and economic risks. He pointed out that new problems are
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UBS: Gold price has fully priced in Federal Reserve policy; a September rate hike would lead to a small dip, while no hike would trigger a significant rally.
UBS noted in its "Global Precious Metals Comment" published on September 9 that the gold market's sensitivity to the Federal Reserve's next moves has significantly decreased, with tightening expectati
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UBS expects Bank of England to hold rates at 3.75% on Sept 17, but strike a more hawkish tone due to Middle East escalation and rising energy prices
UBS forecasts the Monetary Policy Committee will repeat July's 6-3 vote split, with Huw Pill, Megan Greene, and Catherine Mann again pushing for a quarter-point hike. The bank also expects the pace of
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Analysis: US Stocks Show "Fearlessness" Ahead of Midterm Elections, But Analysts Warn Market May Be Unprepared for Potential Shocks
Reuters analysis suggests that with two months until the US midterm elections, the options market presents a complex picture of "fragility and fearlessness." Despite recent bond market volatility, the
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Lockheed Martin (LMT) shares rose 2.5% intraday after UBS upgraded the stock to "buy" with a price target of $674.
UBS believes that Lockheed Martin's F-35 fighter jet franchise and missile sales will deliver "stronger and more sustained earnings growth than investors currently anticipate," projecting a 9% annual
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UBS upgraded Eaton to "Buy" with a price target of $515, sending Eaton's pre-market shares up 3.1%.
UBS upgraded power management company Eaton (NYSE:ETN) from "Neutral" to "Buy" and raised its price target from $450 to $515. Following this news, Eaton's pre-market share price rose by 3.1%. UBS's up
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