The Latest Breaking News from UBS

Micron Stock Could Soon Join the $2 Trillion Club, According to This Analyst

Micron is rapidly emerging as one of Wall Street’s biggest AI winners, with UBS now seeing a path toward a staggering $1.8 trillion valuation.

Barchart · May 27

Hong Kong overtakes Switzerland as world's top cross-border wealth hub on China ties

ZURICH — Hong Kong has overtaken Switzerland as the top global booking centre for cross-border wealth, a first that is unlikely to be reversed as hubs in Asia grow faster than the European safe-haven, Boston Consulting Group (BCG) said on Wednesday.

Bangkok Post · May 27

Hong Kong overtakes Switzerland as world's top cross-border wealth hub on China ties, report shows

Hong Kong has surpassed Switzerland as the world's top global booking center for cross-border wealth, reaching $2.95 trillion. This shift is attributed to wealth from China and an IPO boom, with Asian hubs projected to grow faster than European ones. Despite this, Switzerland's diversification and geopolitical stability continue to attract…

The Economic Times · May 27

UBS sets $5,600 target for gold in 2026, but says the easy money may already have been made

Gold's strong performance continues. UBS sees a structural shift driving gold as a core portfolio asset. This trend is expected to persist despite current market challenges. Investors are advised to be patient for the next upward move. Silver may outperform gold. The gold bull run is in its later stages…

The Economic Times · May 26

Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

Barchart · May 25

Why UBS Says ASML Is the Best Bet Among European Chip Stocks

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

Barchart · May 22

Why did Nvidia’s strong earnings fail to spark NVDA stock rally? Here's what investors are worried about

NVDA stock analysis​ after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition.

The Economic Times · May 21

Rupee can hit 100, balance of payments already under stress: Diviya Nagarajan, UBS

India faces mounting economic challenges, with UBS warning of a potential rupee slide to 100 and a $50 billion balance of payments stress. GDP growth could dip to 5.5% in a worst-case scenario, while earnings outlook remains uncertain. Banks are better positioned, but power and renewables offer a bright spot.

The Economic Times · May 21

M&S in fashion as stocks climb amid fresh hopes of US-Iran peace deal

Investors in London were also digesting better-than-forecast UK inflation figures.

Evening Standard · May 20

AMD’s AI CPU Opportunity Is Getting Bigger and So Is the AI-Driven ‘Boom’ for AMD Stock

AMD is gaining server CPU market share as AI-driven inference demand grows. Can its expanding CPU opportunity support further upside?

Barchart · May 20