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UBS GLOBAL RESEARCH
US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...11 Jun, 2026, 08.17 PM IST- LSEG slowly sheds 'AI risk' tag with drive to show growthLSEG shares tumbled nearly 13% in one day in February as worries about the threat posed by large language artificial intelligence models li...11 Jun, 2026, 11.00 AM IST
- Cerebras shares climb as Wall Street brokerages back AI chip strategyCerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...08 Jun, 2026, 06.23 PM IST
- Rupee can hit 100, balance of payments already under stress: Diviya Nagarajan, UBSIndia faces mounting economic challenges, with UBS warning of a potential rupee slide to 100 and a $50 billion balance of payments stress. ...21 May, 2026, 09.10 AM IST
- Amazon primes a Blinkit showdown; New insurance models prop upHappy Tuesday! Amazon's late but strong push into quick commerce is unsettling market leader Blinkit. This and more in today's ETtech Morni...12 May, 2026, 07.24 AM IST
- The great Bengal disconnect for Nifty bulls: 3 massive worries that are overshadowing the BJP election winDespite the BJP's electoral victory in West Bengal, the Indian stock market experienced a significant downturn. Surging crude oil prices an...05 May, 2026, 03.37 PM IST
- Cerebras targets $26.6 billion valuation in US IPO as AI chip demand surgesChipmaker Cerebras is aiming for a significant valuation in its US initial public offering. The company's advanced AI chips are in high dem...04 May, 2026, 05.45 PM IST
- AI chipmaker Cerebras is said to target up to $4 billion in IPOAI chipmaker Cerebras Systems is preparing for a massive initial public offering. The company aims to raise up to four billion dollars, val...02 May, 2026, 08.58 PM IST
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the current phase of market volatility, the only solace to be derived is from market history. And history tells us that, just like good ...01 May, 2026, 11.01 PM IST
- Global Markets | European markets dip as investors eye earnings, Iran conflict continues to weighEuropean shares dipped on Wednesday, as investors turned their focus to a packed day of corporate earnings, while a continuing U.S.-Iran im...29 Apr, 2026, 02.54 PM IST
- Liquor stocks have macro tailwinds, but will FTAs become a problem? 6 liquor stocks with an upside potential of up to 26%Supply chain disruptions caused by the US-Israel-Iran conflict have a second-order impact on several industries. The liquor sector is no ex...25 Apr, 2026, 12.18 PM IST
- A $176 billion reality check for Europe’s luxury brands as Middle East tensions hit shoppersA distant war is impacting global luxury sales. Europe's top luxury firms have lost billions in market value. The Middle East, a key growth...18 Apr, 2026, 11.09 AM IST
- Eternal vs Swiggy: Quick commerce giants crash up to 32% in 2026 so far. Should you buy now?Shares of Eternal and Swiggy have fallen sharply in 2026 so far, down about 17% and 32%, amid inflation concerns, potential AI-led job loss...15 Apr, 2026, 01.59 PM IST
- Investors not quite sure markets have passed the Strait of HormuzMarkets are cautiously optimistic after a US-Iran ceasefire. Investors are watching fourth-quarter earnings and crude oil prices closely. F...09 Apr, 2026, 05.34 AM IST
- Amazon's Now pivot; Anthropic's revenue surgeAmazon is shuttering its Fresh service in major cities to focus on its quick commerce platform. This and more in today's ETtech Top 5.07 Apr, 2026, 07.58 PM IST
- Amazon India likely to shut down Fresh in top cities amid quick commerce push: UBS reportAmazon’s move comes at a time when ecommerce majors are expanding their quick commerce services to meet the growing demand. Amazon Now is c...07 Apr, 2026, 10.24 AM IST
- UBS pushes back its BoE rate cut forecast to August from MayUBS Global Research said on Monday it now expects the Bank of England to begin easing interest rates, with a 25-basis-point (bps) cut, in A...11 Mar, 2024, 03.26 PM IST
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