UBS
NYSE · Financial Services
Ubs Group Ag-Reg
$50.29
-0.85 (-1.66%)
UBS News30 articles
HPQ Rises on AI-PC Growth but Faces Margin Squeeze from Higher Memory Costs
HP shares rallied on AI-PC momentum and solid earnings, but warnings of margin compression from higher memory-chip costs tempered optimism.
Micron Joins Trillion-Dollar Club on AI Memory Demand
Micron shares surged 19.3% to $895.88, pushing its market cap past $1 trillion for the first time, fueled by a UBS price target hike and strong AI memory demand.
UBS Maintains Sell on Ambev Despite Record Brazil Beer Volumes
Ambev shares edged down 0.25% after UBS raised its price target but maintained a Sell rating, as record Brazil beer volumes and strong cash flow were offset by rising costs and competitive pressures.
Dell Shares Hit Record High as UBS Warns AI Optimism May Be Fully Priced In
Dell shares surged to an all-time high, but UBS downgraded the stock to Neutral, arguing the 170% rally already prices in AI server momentum.
Gold Surges on Ceasefire Hopes, Rate Outlook Shift
Spot gold climbed 2.4% to $4,582.18 an ounce Wednesday, fueled by a sharp drop in oil prices on hopes for U.S.-Iran diplomatic talks. The rally eased pressure from inflation concerns, pushing down expectations for a Federal Reserve rate hike.
Palantir Gains on AI Mortgage Deal and UBS Target Boost Amid Market Weakness
Palantir shares advanced 1.9% to $155.68 on Thursday, defying a down market after unveiling an AI-powered mortgage venture and a bullish target revision from UBS.
UBS Upgrades Nu Holdings on Brazil Rate Cut and Profit Momentum
Nu Holdings shares advanced after UBS upgraded the stock to Buy, highlighting robust profit growth and improved loan metrics. The move follows Brazil's first interest rate cut in over a year.
UBS: CTAs Slash Equity Stakes, Sage AI Pricing in Focus, Desk Revamp
UBS states commodity trading advisers have reduced global equity holdings by 75% since the Middle East conflict began. The bank maintains a buy rating on Sage, highlighting AI-driven pricing strength, and is reorganizing its European high-yield trading desk.
Goldman Offers Hedge Funds Swap to Short Software Loans as AI Risks Mount
Goldman Sachs is marketing a total return swap allowing hedge funds to bet against corporate loans in the software sector, fueled by concerns that artificial intelligence could disrupt credit markets. No trades have been executed yet.
U.S. Art Auction Sales Surge 23% in 2025, Led by Established Artists
U.S. art auction sales at top houses rose 23% to $3.17 billion in 2025, the first annual gain since 2022, according to Bank of America. The rebound was fueled by historical artists and a focus on quality.
Tesco Staff to Share £134 Million in Share Scheme Payout Amid Rising Grocery Inflation
Tesco's Save As You Earn scheme will distribute up to £134 million to more than 22,000 staff, with average payouts between £5,000 and £8,000. The news comes as UK grocery inflation increased to 4.3% in late February.
Chevron Shares Retreat Despite Soaring Oil Prices, Hormuz Blockade Sparks Supply Fears
Chevron shares declined alongside the broader energy sector, even as crude prices held near multi-month highs due to a critical shipping chokepoint remaining closed. Major banks have increased their oil price projections.
Brent Crude Holds Above $81 Amid Hormuz Shipping Disruption
Brent crude futures edged higher, holding above $81 per barrel as sustained shipping disruptions in the Strait of Hormuz fueled supply concerns. Major financial institutions have revised their oil price forecasts upward in response to the ongoing tensions.
Swiss Market Index Breaks 14,000 as Earnings and Regulation Drive Focus
The Swiss Market Index surpassed the 14,000-point threshold to close February at a record high. Investor attention shifts to corporate earnings from Swiss Re and Holcim, alongside regulatory pressures on UBS.
Goldman Sachs Legal Chief Exits Amid Epstein Scandal Fallout
Goldman Sachs' top lawyer Kathy Ruemmler steps down following disclosures about her past interactions with Jeffrey Epstein, as the bank's shares face volatility.
DXC Technology Shares Slide Amid Sector Downgrade, AI Initiatives in Focus
DXC Technology shares fell 4.5% as IT services stocks retreated following a UBS sector downgrade. The company reported a 1% revenue decline and launched new AI initiatives in London and via Amazon Quick.
Microsoft Shares Slide 2.3% Amid Tech Sector Downgrade, AI Spending Concerns
Microsoft stock reversed early gains to fall over 2% after UBS downgraded the U.S. tech sector, citing software demand uncertainty and heavy AI capital expenditures. Traders are eyeing upcoming inflation data for interest rate signals.
JPMorgan Gains on Upbeat Dealmaking Outlook Ahead of Key Economic Data
JPMorgan Chase shares advanced 1.1% as executives highlighted strong M&A and IPO pipelines for 2026 at a UBS conference. Investors are bracing for delayed U.S. jobs and inflation reports this week.
Linde Shares Face Pressure After JPMorgan Downgrade, Focus Turns to Pricing Outlook
Linde stock fell 2.53% to $448.07 Friday after JPMorgan cut its rating to Neutral, citing valuation and flat sequential pricing. Investors await U.S. jobs data and company conferences this week.
EV Stocks Rally on UBS Lucid Bet; Stellantis Takes $26.5B Charge
Lucid surged 14% after UBS disclosed a major stake, leading a rebound in EV shares. Stellantis plunged up to 30% in Europe after booking a massive $26.5 billion charge related to its electric vehicle strategy.
Micron Rises on UBS Target Hike Amid HBM4 Supply Concerns
Micron shares gained 3% to $394.69 after UBS raised its price target to $450, citing prolonged memory shortages. However, a separate report suggests Micron may miss out on Nvidia's next-generation HBM4 orders.
Substack Expands into Brand Sponsorships, Hires Ex-Roku Executive
Substack hires Dan Robbins as first head of brand sponsorships, with Uber, T-Mobile, Balenciaga, and Yahoo Scout investing millions in creator deals, marking a shift from subscription-only revenue.
Alibaba Shares Tumble 5.4% After Beijing Questions 618 Subsidy Claims
Alibaba's Hong Kong shares plunged 5.4% after Beijing regulators questioned Taobao and Tmall's 618 festival subsidy claims, intensifying regulatory risk and margin worries.
SpaceX IPO Oversubscribed by $175 Billion as AI Orbital Compute Hype Grows
SpaceX's $75 billion IPO has attracted over $250 billion in investor demand, but Morningstar values the stock 53% below the offer price, highlighting risks tied to Starship and orbital AI compute.
Euro Tech Holdings Drops 11.7% on Unsubstantiated Ballast-Water Launch
Shares of Euro Tech Holdings (CLWT) plunged 11.7% to $1.13 on heavy volume following the launch of a new ballast-water treatment system, but the company provided no customer details or commercial commitments.
Cummins Shares Surge After UBS Upgrade on AI Data Center Demand
UBS upgraded Cummins to Buy and raised its target to $850, citing surging AI data center backup power demand and a stronger North American truck cycle.
Ford Recall Overshadows CFO's UBS Conference Appearance
Ford recalls 420,000 SUVs over seat-belt issue, shares slide 2.89% ahead of CFO Sherry House's UBS conference appearance.
Meta's Subscription Launch Drives Stock Rally
Meta shares jumped 3.74% to $635.25 on Wednesday after introducing paid subscription plans across its apps and AI tools, while raising its 2026 capital spending forecast to $125-$145 billion.
Nu Holdings Stock Recovers After UBS Price Target Cut
Nu Holdings shares rose 4.1% in early trading after UBS lowered its price target to $16.90 but maintained a Buy rating, as investors assess record Q1 results against increased credit loss reserves.
Citadel's Hong Kong Quant Shakeup Spurs Rival Firms to Reassess Data and Talent Hubs
Citadel shifts quant researchers from Hong Kong to Singapore or Miami after a relocate-or-leave ultimatum, sparking industry debate over data security and talent strategy.