UBS
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techUBS Hikes DRAM, NAND Price Forecasts Citing AI Demand Surge
Investment bank UBS sharply raises memory chip price forecasts for 2026, projecting a record supply-demand gap by 2027 due to AI-driven reallocation.
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financeUBS: 60% of Enterprises Slash AI Spending, Pivot to Cheaper Models
A UBS report reveals a major corporate shift away from premium AI solutions toward low-cost and open-source Chinese alternatives, threatening NVIDIA's growth prospects.
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financeQuant Funds Endure Worst Rout of 2026 as Momentum Trades Unwind
Systematic hedge funds suffered their worst 10-day performance since October 2025, driven by crowded positioning and a short squeeze in lower-quality stocks.
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financeAI Build-Out Sparks New Inflation Wave for American Consumers
Memory chip prices doubled as hyperscaler spending on AI data centers surpasses $600 billion, raising power bills and adding 0.4% to core PCE inflation, says 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.