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This Analyst Just Downgraded Array Technologies. Here's Why.

UBS issues a bearish note on Array Technologies stock. Here’s why analyst Jon Windham cautions against owning ARRY shares.

Barchart · Sep 18

Why UBS Just Turned Bearish on NuScale Power Stock

UBS downgraded NuScale Power to a "Sell" rating, citing multiple factors ranging from increased competition and regulatory hurdles.

Barchart · Sep 15

Dear Corteva Stock Fans, Mark Your Calendars for September 15

Corteva is hosting an Investor Day to discuss its upcoming spinoff. Here's what to know.

Barchart · Sep 15

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Clearance to Climb: Why Allegiant Has Room to Fly

UBS upgraded Allegiant Travel to Buy with a $107 target after shares fell 28%, citing strong asset backing, Sun Country synergies, and contracted cargo revenue.

MarketBeat · Sep 15

'Crazy days' and 'silly season' in the stock market raise the prospect of a 'late-stage' AI bubble finally popping

Wednesday could matter a great deal indeed: will Fed Chair Kevin Warsh hike rates and begin the end of the long AI bull market?

Fortune · Sep 14

Investors Are Feeling Calm At The Moment. UBS' CEO Says They Should Be Worried.

Sergio Ermotti said markets are showing too little volatility even though wars, trade tensions and persistent inflation add to global risks.

International Business Times · Sep 10

US stocks calm ahead of midterm polls, but markets may be underpricing the risk

US stocks remain near record highs ahead of the US midterm elections, but unusually low market volatility is raising concerns that investors may be underestimating risks. With the VIX near 15, analysts warn that crowded positioning and limited demand for protection could leave markets vulnerable to a sudden shock.

The Economic Times · Sep 9

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Greg Abel Says Berkshire Is Bullish on Hyperscaler Stocks as It Doubles Down on Google

Berkshire Hathaway is doubling down on Google while betting that soaring AI data center demand could turn electricity into its next major growth opportunity.

Barchart · Sep 9

Zcash: A Privacy Coin ETF Is Holding Up Crypto While Bitcoin Fights for $79K

Bitcoin trades near $78,900 on September 9, up half a percent after bouncing from $77,600, reclaiming $79,000, and promptly losing it again.

International Business Times · Sep 9

As U.S. Treasury moved to shore up its bond market, the Netherlands rushed 86 tons of gold out of America because of ‘geopolitical unrest’

The move to improve liquidity of gold is “not normal behavior,” said UBS’s Paul Donovan.

Fortune · Sep 3

FTSE 100 falls as higher oil prices add to investor worries

Evening Standard · Sep 2

China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims — Beijing's semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.

Tom’s Hardware · Sep 2

Trump Just Gave SolarEdge Stock a Lift. How You Should Play SEDG Here.

President Donald Trump recently signed an order that could benefit SolarEdge.

Barchart · Sep 1

The Market and UBS Saw Celestica’s $3 Billion Raise Very Differently. Here’s Who I Think Is Right.

Celestica's $3 billion raise scared investors, but it funds the AI capacity driving UBS's upgrade, making the selloff look more like an entry point.

Barchart · Aug 27

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The Economic Times · Aug 27

Captive buyouts: Are IT cos scaling up or skilling up?

Indian IT companies are buying client technology units to secure larger partnerships. This strategy aims to boost contract values as organic growth slows down. TCS, Wipro, and HCLTech have recently made significant acquisitions. These deals involve acquiring intellectual property and engineering talent. This trend revives a past strategy of acquiring…

Barchart · Aug 26

UBS Just Upgraded SolarEdge Stock. Here's Why.

SolarEdge stock rallies on a bullish UBS research note. Here’s why analyst Jon Windham favors owning SEDG shares at current levels.

Barchart · Aug 26

UBS Just Upgraded Argenx Stock. Here's Why.

Argenx shares rally as UBS issues a bullish note. Here’s how high its analyst expects ARGX stock to fly in 2026.

Barchart · Aug 24

BioNTech Moved Higher as the Broader Biotech Sector Hit a Post-Pandemic Peak, but BNTX Stock Needs Stronger Fundamentals to Keep Climbing

BioNTech shares moved higher as the broader biotech sector reached a post-pandemic peak, lifted by positive late-stage cancer vaccine data from peers rather than new clinical results of its own.

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The Economic Times · Aug 24

Apollo Tyres shares jump over 6% after UBS upgrades stock to Buy from Neutral. Here’s why

Apollo Tyres shares surged after UBS upgraded the stock to Buy and raised its target price to Rs 590. The brokerage sees earnings recovery potential, supported by improving India and Europe prospects, despite near-term rubber cost pressures. Strong Q1 revenue growth and reduced exceptional losses also supported the positive outlook.

Barchart · Aug 23

As Cerebras Launches a New, Record-Setting AI Accelerator, Here’s How You Should Play CBRS Stock

Cerebras’ new CS-4 AI accelerator could strengthen its position, but with CBRS shares remaining highly volatile, is this the right entry point?

Barchart · Aug 23

How to Play MRVL Stock Now as Marvell Technology Expands Its Relationship With Google

Google has expanded its partnership with Marvell. Here’s how to play MRVL stock here.

International Business Times · Aug 21

Gold Keeps Climbing Over Concerns About U.S. Debt Levels. UBS Says It Has Plenty Of Room To Run.

Gold is on track to end the week with a 5% gain amid concerns over U.S. debt levels.

The Economic Times · Aug 21

MCX shares jump 8% in 3 days as gold, silver futures rise. What lies ahead for investors?

MCX shares rose in three sessions to Rs 3,211, tracking a third straight session of gains in gold and silver prices amid a weaker US dollar and easing concerns over long-term yields. The stock has gained 15% in a month, 45% so far this year and 101% over the past…

The Economic Times · Aug 20

MCX shares jump 4% as gold, silver futures rise. What lies ahead after a 900% rally in 3 years?

MCX shares jumped over 4% as gold, silver and copper futures rose following a US Treasury liquidity support announcement. The stock has delivered stellar returns of around 900% in three years. UBS upgraded MCX to ‘Buy’ and raised its target to Rs 3,800, while HDFC Securities retained its ‘Buy’ rating,…

Barchart · Aug 19

Google Is Betting a Whopping $94 Billion on SpaceX Stock

What does Google's $94 billion stake in SpaceX really mean?

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