UBS names 10 top industrial stock picks (LMT, UAL, ETN, URI, more) as manufacturing and capex recover beyond AI.
In a research note released Tuesday, UBS tagged Palantir Technologies PLTR as a leading enterprise AI enabler after attending ...
UBS sees strong AI demand and says Palantir’s valuation looks attractive compared with software peers despite investor concerns over growth.
"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 ...
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 ...
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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 ...
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