UBS's proprietary machine-learning market fragility indicator, Turbu-lens, hit 0.8 on a scale topping out at 1.0, its highest reading of 2026, signaling conditions are ripe for a severe selloff even a…
AppLovin Corp. (NASDAQ: APP) trades at $305.77, and UBS analyst Stephen Ju maintains a Buy rating with a $790 price target, implying roughly 158% upside despite a 54.62% year-to-date decline. The stoc…
Nvidia Corp. shares have fallen in response to earnings in six of the past eight quarters, including the last four, according to Yahoo Finance AlphaSpace analysis, as the market braces for the company…
Alibaba Group Holding Ltd. launched a HK$80 billion ($10.2 billion) share placement on Sunday to fund artificial intelligence-related development, marking the largest-ever primary follow-on offering b…
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
Chainlink's native token LINK surged 22.05% to $11.45 on TradingView, driven by the commercial rollout of its new AI platform, Chainlink for Agents, and hearings before a CFTC advisory committee. Comm…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
Barclays is losing senior technology bankers to competitors like UBS just as the AI boom accelerates tech dealmaking, with the bank announcing on August 17, 2026, that Adeel Khan and Mike Joo will bec…
UBS projects the S&P 500 will reach 8,100 by end-2026 and 8,900 by end-2027, driven by broad-based earnings growth across all 11 sectors, with approximately 28% EPS growth in Q2 2026 and 20% for full-…
Longevity tech has evolved from a niche biotech corner into a consumer status symbol, with investment projected to grow from $500 million in 2016 to $8-9 billion in 2026, according to Dealroom data. W…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company'…
Only 38% of banks that have adopted AI report a financial return, while McKinsey estimates generative and agentic AI could add close to $2 trillion annually to banking, according to Gartner and McKins…
Microsoft, Google, and Amazon now rely on two money-losing AI firms for growth, according to a newsletter post by Ed Zitron citing analyst estimates from Wells Fargo, Barclays, UBS, and Deutsche Bank.…
A newsletter by Ed Zitron reports that financial analysts from Wells Fargo, Barclays, and UBS estimate that 70% or more of the AI revenues of Microsoft, Google, and Amazon come from OpenAI or Anthropi…
UBS analysts led by David Vogt upgraded Jabil (JBL) to buy from neutral, citing a 'multiyear growth cycle,' and the stock rose above its 50-day moving average. The analysts now expect fiscal 2027 reve…
UBS upgraded an unnamed printed circuit board manufacturer from neutral to buy, citing the company's potential to benefit from surging demand driven by AI infrastructure buildout. The bank sees PCB ma…
UBS analysis shows OpenAI and Anthropic could account for more than 48% of Google Cloud's revenue by 2027, up from a projected 27% in 2026, raising concerns about Alphabet's infrastructure bet. Google…
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price b…
Europe's established technology groups, including SAP, Capgemini, Sopra Steria, and OVHcloud, are emerging as unexpected winners from the AI boom, reporting stronger demand and faster growth as compan…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix com…