UBS's chief US equity strategist, Jonathan Golub, maintains a bullish outlook on the market, adjusting year-end S&P 500 targets to 5850 and 6400, supported by anticipated rate cuts and improved financial conditions. Among the recommended stocks is Allegro MicroSystems, a fabless semiconductor company specializing in integrated circuits for automotive and industrial applications, boasting over 10,000 enterprise customers and more than 650 US patents.