UBS upgrades global equities outlook on AI optimism
UBS raised its global equities stance from “neutral” to “attractive,” citing strength in AI investments and a potential capital expenditure cycle. The firm expects tech and productivity sectors to drive long-term returns and bumped its S&P 500 year-end target. While valuations remain high, UBS says broader policy tailwinds and earnings dives support the upgrade.
positive
2 days ago
UBS upgrades global equities outlook on AI optimism
UBS raised its global equities stance from “neutral” to “attractive,” citing strength in AI investments and a potential capital expenditure cycle. The firm expects tech and productivity sectors to drive long-term returns and bumped its S&P 500 year-end target. While valuations remain high, UBS says broader policy tailwinds and earnings dives support the upgrade.
positive
UBS upgrades global equities outlook on AI optimism
2 days ago
1 min read
54 words
UBS outlook turns bullish on global equities, citing AI tailwinds.
UBS raised its global equities stance from “neutral” to “attractive,” citing strength in AI investments and a potential capital expenditure cycle. The firm expects tech and productivity sectors to drive long-term returns and bumped its S&P 500 year-end target. While valuations remain high, UBS says broader policy tailwinds and earnings dives support the upgrade.
UBS raised its global equities stance from “neutral” to “attractive,” citing strength in AI investments and a potential capital expenditure cycle. The firm expects tech and productivity sectors to drive long-term returns and bumped its S&P 500 year-end target. While valuations remain high, UBS says broader policy tailwinds and earnings dives support the upgrade.