UBS names 10 high-conviction industrial stocks as capital spending broadens

UBS names 10 top industrial stock picks (LMT, UAL, ETN, URI, more) as manufacturing and capex recover beyond AI.

Palantir Looks Cheap Among AI Software Stocks, UBS Says — Why PLTR Could Have More Room To Run

UBS sees strong AI demand and says Palantir’s valuation looks attractive compared with software peers despite investor concerns over growth.
24/7 Wall St

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened in the bond ...

Start snapping up AI leaders again because tech stocks' slump has made them undervalued, UBS says

"Tech stocks have remained under pressure in September, with rising yields and mixed results weighing on performance," a team led by CIO Mark Haefele wrote in a research note. "The Nasdaq 100 index is ...
Yahoo Finance

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

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AOL

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

Marvell Technology (NASDAQ:MRVL) stock is down 6% Tuesday morning to $219.28, giving back part of a massive 2026 rally as rising Treasury yields pressure the semiconductor group. That drop lands ...