CNBC. UBS discusses the outlook for AI and the semiconductor industry. Posted: January 7, 2025 | Last updated: June 18, 2025. Nicolas Gaudois, head of Asia-Pacific technology research at UBS ...

Investing.com -- UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, better valuations, and continued growth in AI computing ...

As artificial intelligence transforms from buzzword to business reality, two major investment brokers have tackled the ...

UBS expects global AI capital spending to rise 33% in 2026 to $480 billion after surging 60% this year. The bank forecasts 12 ...

The Biden administration is reportedly set to unveil new curbs on sales of semiconductor equipment and artificial intelligence (AI) chips to China as soon as next week. Tech shares in Europe rose in a ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best American Semiconductor Stocks to Buy Now. On June 13, UBS kept its “Buy” rating with a price target of $150 for Advanced Micro ...

Despite macro uncertainty, UBS remains optimistic, advising investors to “buy the dip in quality AI names” and favor large-cap AI leaders, cloud platforms, and semiconductor companies globally.

Robust Revenue Projections: UBS projects overall AI semiconductor industry revenues to reach USD 245 billion by the end of 2025, up from USD 58 billion in 2023.

REHOVOT, Israel, Nov. 19, 2024 /PRNewswire/ -- Nova (Nasdaq: NVMI), a leading innovator and a key provider of metrology solutions for advanced process control used in semiconductor manufacturing ...

In this piece, we’ll take a look at the best stocks in the era of AI, growth, and low interest rates according to investment bank UBS. The stock market at the tail end of 2024 is an evolution of ...

On June 13, UBS kept its “Buy” rating with a price target of $150 for Advanced Micro Devices, Inc. (NASDAQ:AMD) after the company’s AI event. The firm noted that the event met expectations.