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-…
Analysts at Bank of America and UBS advise investors to stick with AI hardware stocks despite a volatile July that briefly pushed chip stocks into a bear market. BofA says new open-source models like …
Moonshot AI's launch of Kimi K3 has revived debate over whether China can match US frontier AI performance despite limited access to advanced chips, with analysts warning that trillions of dollars in …
UBS's trading desk says the selloff in momentum stocks is nearing an end, creating an opportunity to buy artificial intelligence and semiconductor shares. Hedge funds have unwound long positions in mo…
AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblat…
UBS projects Micron Technology will generate over $400 billion in cumulative free cash flow between 2027 and 2029, driven by AI memory demand, enabling the company to repurchase more than 40% of its o…
ASML reported Q2 2026 net sales of €9.3 billion and net income of €2.9 billion, exceeding its own guidance, and raised its full-year outlook. The company plans to increase capacity for Low-NA EUV and …