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The Latest Breaking News from UBS

Micron Has Been on an Explosive 557% Run Higher. It’s Still 1 of the Cheapest Semiconductor Stocks to Buy Now.

Micron’s stock has gained 557% over the past year on AI demand for memory chips, but it’s still trading at a reasonable valuation.

Barchart

3 European Bank Stocks Nearing New 52-Week Highs

UBS, Banco Santander, and Erste Group are rebounding toward 52-week highs after war-related selloffs, with all three reporting Q1 2026 earnings on April 29.

MarketBeat

Trump's big housing market solution is dead on arrival, UBS says—its model is Texas from 25 years ago

"There isn't a magic wand that will all of a sudden return housing affordability to its historic average tomorrow," ResiClub's Lance Lambert told Fortune.

Fortune

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Analysts Are Divided Over Tesla Ahead of Q1 Earnings, but TSLA Stock Is a Buy Anyway

Tesla is set to release its Q1 2026 earnings next week. The stock looks like a buy on the physical AI story and stabilization in its EV business.

Barchart

Tesla Is Still a ‘Leader in Physical AI’ and You Should Buy TSLA Stock Now, Says UBS

According to the investment bank, Tesla shares may be under pressure now, but its leadership in physical AI keeps the long-term bull case alive.

Barchart

Investors are writing off any move from the Fed this month. Collapsing talks in Iran have sealed the deal

“It is too soon to identify potential second-round effects in inflation or labor markets,” cautioned UBS’s Paul Donovan.

Fortune

Micron Is Investing in SiMa.ai. What Does That Mean for MU Stock?

As Micron leans deeper into Physical AI with its SiMa.ai investment, is MU stock gearing up for its next big leg of growth?

Barchart

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UBS Says Memory Prices Could Still Gain 40%. Does That Make Western Digital Stock a Buy Here?

Investors are favoring memory chip stocks like Western Digital after the ceasefire deal.

Barchart

China's car exports surge as expectations grow for EV pivot on Iran war energy shock

The China Association of Automobile Manufacturers says Chinese exports of passenger cars have accelerated in March

The Independent UK

Should You Buy the Dip in Apple Stock Today?

Apple shares are sinking on reports of a foldable iPhone delay, a patent dispute in China, and signs of an App Store slowdown. UBS analysts explain how you should play AAPL stock here.

Barchart

‘No one’s raising their hand’: Japan’s labor crisis is making the case for robots taking the jobs you don’t want

Japan is looking to become the dominant source of robotics by 2040, expedited by an aging population and a growing need for labor.

Fortune

UBS Loves This ‘AI Moat’ at Palantir. Why Analysts Still Think You Should Buy PLTR Stock

PLTR stock probably will not outperform the market, at least until the company reports its Q1 results.

Barchart

I took over 200 photos with Galaxy S26 Ultra vs. Galaxy S25 Ultra — here’s the winner

I captured over 200 photos with the Galaxy S26 Ultra vs. Galaxy S25 Ultra to find out what improvements Samsung makes with its latest flagship device.

Tom’s Guide

IHOP revamps its menu with added emphasis on value meals

IHOP launched its first proprietary coffee blend in 20 years and updated its iced coffee with flavors like vanilla, chocolate and Dulce de Leche

The Independent UK

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The Independent UK

Chances of a Federal Reserve rate hike fade as inflation worsens

The jump in gas prices stemming from the war in Iran has had another impact that may also affect many Americans’ finances: Higher interest rates

Fortune

Wall Street is 'bewitched' by positive news on Iran, says UBS, with investors wanting to believe the war is over as opposed to verifiable information

"Markets are not reacting to information; they are generally reacting to social media posts and headlines—even if those posts or headlines are fake news or contradictory," UBS's Donovan noted this morning.

Barchart

1 Stock to Buy Now to Bet on Physical AI the Nvidia Way

Hesai Group has joined a Nvidia inspection lab for physical AI.

Barchart

The S&P 500 Just Broke Below Its 200-Day Moving Average. Why Are Stocks Falling Today?

S&P 500 index opened in the red today as the Ras Laffan incident and Fed’s hawkish hold weigh on US stock prices. UBS still sees the benchmark index hitting 7,700 in 2026.

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Barchart

Should You Buy the Dip in Ulta Stock?

Considering the post-earnings selloff, does the pullback in Ulta Beauty stock represents a compelling buying opportunity or an early signal of slowing growth?

Evening Standard

Tom Hayes has suffered enough, his former SFO prosecutor should back off

Hayes fought a long battle to clear his name, finally succeeding in the UK Supreme Court last year.

Fortune

Iran’s new supreme leader is injured but reportedly ‘safe' as traders sour on war exit strategy

Sentiment sours on war exit strategy.

Fortune

63% of U.S. entrepreneurs are planning to exit their businesses. A new UBS report explains why

Nobody's more optimistic than the Swiss, according to the UBS Global Entrepreneur Report.

Barchart

Dear Lockheed Martin Stock Fans, Mark Your Calendars for March 6

Lockheed Martin has a meeting at the White House on March 6 as the situation in the Middle East escalates.

Fortune

Trump’s action against Iran is yet another wobble for government debt, warns UBS

“President Trump indicated attacks could go on for four or five weeks, and there are already reports of a need to urgently replenish weapons stockpiles. That potentially adds to the fiscal deficit,” noted Paul Donovan of UBS.

Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

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