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…
UBS downgraded NXP Semiconductors from Buy to Neutral on August 3, cutting its 12-month price target from $305 to $270, citing a looming inventory correction in China's automotive sector and NXP's lim…
UBS and Euroclear are collaborating with Chainlink to address a $58 billion annual inefficiency in corporate actions processing, aiming to reduce AI hallucination risks and enhance operational trust. …
Loan investors are pushing back against borrower-friendly terms, widening credit spreads and delaying debt deals, which signals higher borrowing costs for private equity and AI firms. UBS models show …
Chainlink announced on September 29, 2025, that a coalition of 24 financial institutions, including Swift, DTCC, Euroclear, UBS, DBS Bank, and BNP Paribas Securities Services, achieved near-100% data …
India's Nifty IT index surged 16.7% in July 2026, its best monthly showing in years, as global investors rotated away from AI-heavy stocks, while the Philadelphia Semiconductor Index tumbled 21% over …
Microsoft CEO Satya Nadella told Wall Street analysts Wednesday that enterprises should use multiple AI models and not rely on frontier labs like OpenAI and Anthropic, positioning Microsoft's own home…
The combined debt of Microsoft, Alphabet, Amazon, Meta, and Oracle has ballooned to roughly $350 billion over the past five years, with collective interest expenses topping $10 billion in the last yea…
A potential slowdown in the AI investment boom is emerging as capital spending shifts, with UBS estimating global AI investments will reach $500 billion in 2026. CNBC reported that investors are rotat…
Chinese AI models cost roughly one-tenth as much to train as comparable overseas systems, with API prices at 10% to 20% of foreign alternatives, according to a new analysis from UBS. The cost advantag…
Chinese AI models cost roughly one-tenth as much to train as comparable overseas systems and have API prices at 10% to 20% of foreign alternatives, according to UBS estimates. This cost advantage, bui…
Alphabet booked its most profitable quarter in history with $112 billion in profit, but its shares fell nearly 7% after the company reported negative free cash flow of $5.9 billion for the first time,…
George Sivulka, the 27-year-old Stanford grad who founded AI enterprise startup Hebbia, argues that companies raced to deploy AI workforces without building management infrastructure, warning that 'yo…
Alphabet reported its first-ever cash flow negative quarter and a record $112 billion quarterly profit, 69% of which came from unrealized paper gains, sending shares down nearly 7% as Wall Street reac…
AMD CEO Lisa Su announced a partnership with chip startup Cerebras to pursue disaggregated inference, splitting AI workloads across different hardware types, as AMD claims its Helios server system del…
Harbor Capital has coined the term "Memi" (memory semiconductors) to describe a new $3 trillion sector dominated by Micron, SK Hynix, and Samsung, which are essential to AI infrastructure due to high-…