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UBS Group Stock Discussion

ehttrader

Sep 29 01:39

UBS forecasts a 25% increase in 2025 CapEx from tech giants like $AMZN, $MSFT, $AAPL, $GOOGL, $META & $TSLA -- which is expected to significantly advance the AI sector.

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment 🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

NVIDIA's market value surpasses $3T: Is there a new trend in AI stocks?

Stock_Drift

Sep 10 22:25

$AMA Group Ltd (AMA.AU)$ $Spotify Technology (SPOT.US)$ $AT&T (T.US)$ $UBS Group (UBS.US)$
📊⚡️📊

UBS: AT&T (T.US), Amazon (AMZN.US) and Spotify (SPOT.US) are preferred TMT stocks for 2024

Stock_Drift

Sep 9 12:39

$JPMorgan (JPM.US)$ $UBS Group (UBS.US)$ $Five Below (FIVE.US)$
📊⚡️📊

Andreva

Aug 14 07:59

Here We Go

$UBS Group (UBS.US)$ Long and Short.. Go!

Movers and Shakers

Aug 14 07:08

Columns Today's Morning Movers and Top Ratings | GOOG, UBS, PTON, MDT and More

Morning Movers
Gapping up
$Intel (INTC.US)$ stock rose 0.4% after showing it sold its stake in Arm Holdings, which was also up 1.8%, in the second quarter. This followed Intel's announcement of workforce reductions exceeding 15% and a suspension of its dividend due to decreased spending.
$Kellanova (K.US)$ stock increased by 8% following a report by the Wall Street Journal that Mars is considering purchasing shares at a 12% pr...

Moomoo Breakfast US

Aug 14 06:19

Columns US Morning News Call | All Eyes on CPI as Data to Show Another Modest Increase, Cementing Fed Cut

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Moomoo Breakfast US

Aug 11 00:55

Columns What to Expect in the Week Ahead (HD, NU, WMT and CSCO Earnings; July Inflation Data)

We waited more than 360 days for a 2% daily pullback in the $S&P 500 Index (.SPX.US)$, and it finally happened a week ago. Last week, we saw another significant drop as volatility surged, driven by the busiest week of earnings and a Federal Reserve decision to keep rates unchanged," noted Jay Woods, Chief Global Strategist at Freedom Capital Markets.
This week is expected to be calmer, with a lighter economic cal...

UBS Raises Price Target on Nvidia to $150 from $120

$NVIDIA (NVDA.US)$ $UBS Group (UBS.US)$
Analyst Comments: "Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust.
"We now believe EPS of ~$5 could be doable for C2025 as the order pipeline for NVL72/36 systems is materially larger than just two months ago as hyperscaler budgets for C2025 firm up.
"This comes as sentiment on the stock - though still strong - has...

Pelosi loads up on NVDA and AVGO: Copy or caution?

Brianjh

Jul 8 07:14

World's Top Investment Banks

The World's Top Investment Banks For M&A 1H 2024
Here's the top 10 by deal volume:
1) $Goldman Sachs (GS.US)$ - $508.1bn
2) $JPMorgan (JPM.US)$ - $426.2bn
3) $Morgan Stanley (MS.US)$ - $408.4bn
4) $Citigroup (C.US)$ - $259.0bn
5) $Bank of America (BAC.US)$ - $238.5bn
6) $Evercore (EVR.US)$ - $199.9bn
7) $Barclays (BCS.US)$ - $156.0bn
8) $UBS Group (UBS.US)$ - $155.0bn
9) $Jefferies Financial (JEF.US)$ - $137.5bn
10)Centerview Partners- $136.5bn

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