UBS
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financeUS Drives Global Credit Impulse with AI Investment Surge
The US accounts for over half of the global credit impulse, propelled by significant AI infrastructure investments, posing risks to broader markets.
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financeUBS Raises S&P 500 Target to 7,900 Citing AI-Driven Trade Stability
UBS projects global trade resilience and raises S&P 500 target to 7,900, driven by AI infrastructure demand and China's shift toward high-value tech exports.
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financeMicron Surpasses $1 Trillion Market Cap Fueled by AI Memory Demand
Micron Technology hits $1T market cap, driven by AI boom and Nvidia partnership, with HBM production sold out through 2026.
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financeUBS Warns: Don't Bet on Imminent Fed Rate Cuts Before Late 2026
UBS Global Wealth Management predicts no Fed rate cuts until December 2026, arguing markets have overpriced hawkishness and are too optimistic.
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financeUBS Predicts Three Fed Rate Cuts by Early 2026
UBS argues markets are mispricing Fed policy, forecasting a December cut and two more by Q1 2026.
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financeWealthy Families Quietly Exit U.S. Markets, UBS Report Reveals
UBS survey shows non-U.S. family offices reducing American exposure due to trade war fears, favoring Western Europe and Asia.
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financeMicron Breaches $1 Trillion Market Cap
Micron Technology closed with a market cap above $1 trillion for the first time, fueled by AI demand for high-bandwidth memory.
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cryptoMicron Joins the $1 Trillion Club as AI Run Supercharges Memory Chip Demand
Micron Technology hits $1 trillion market cap on a 19% surge fueled by AI demand for its high-bandwidth memory chips through 2026.