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UBS remains optimistic about the US AI sector despite a significant sell-off in the S&P 500 following the launch of DeepSeek's R1 Large Learning Model. The bank highlights that while the equity market faced turbulence, the credit market showed resilience, with limited short-term default risk in technology debt. UBS notes that improved efficiency in AI could have a deflationary effect, supporting credit yields as long as equity volatility is contained.
UBS has indicated that the US AI sector is likely to experience limited downside potential, even in the face of increasing competition. This perspective suggests a resilient outlook for the industry amidst evolving market dynamics.
Barclays suggests that market broadening could be the pain trade of 2025, as US tech dominance faces pressure. With US funds heavily invested in tech, a rotation away from AI winners could impact US portfolios, while European equities may benefit from this shift. Despite a recent short squeeze, European markets remain underexposed, presenting opportunities for active managers as positioning in key sectors like China-exposed stocks and exporters remains light.
UBS has upgraded Volvo B shares to 'Neutral'. The information provided is for informational purposes only and does not constitute a recommendation to buy or sell. Investors are cautioned about the risks involved in purchasing securities, which may lead to total capital loss.
UBS has rated ASML as 'Neutral', indicating a cautious stance on the stock. The information provided is for informational purposes only and does not constitute a recommendation to buy or sell. Investors are reminded of the risks involved in purchasing securities, which may lead to total capital loss.
Barclays has upgraded Brighthouse Financial to Overweight, setting a new price target of $85.00, supported by a risk-to-reward ratio of nearly 1:3 and a comprehensive valuation analysis. The firm has also increased P/E multiples across various segments, reflecting improved growth potential. Meanwhile, Brighthouse is exploring a sale and reported a decline in Q3 2024 adjusted earnings, despite strong capital position and sales growth in annuities and life insurance products.
Analysts remain optimistic about Amazon shares, with a consensus buy rating and an average price target of USD 255.47, indicating potential for upward adjustments following upcoming quarterly results. Despite expected seasonal headwinds in February, historical trends suggest a strong recovery from March to July, with average gains of around 25%. Technically, the stock is poised for a breakout, needing a close above USD 245.00 to signal further upward movement, with initial targets set at USD 255.58 and a psychological level of USD 300.00 in sight.
UBS maintains a "Buy" rating for SAP following recent results, as reported by Cercle Finance. BOURSORAMA, acting solely as a distribution channel, emphasizes that it has no involvement in the analysis preparation and holds no conflicts of interest affecting objectivity. The content is provided for informational purposes only, without any contractual value.
UBS maintains a Buy recommendation for ArcelorMittal ahead of its Q4 results, with a target price of €27.1, indicating a potential upside of 14%. The firm anticipates stable EBITDA for the quarter, while highlighting concerns over customs duties. The company expects its strategic growth projects to enhance EBITDA and investable cash flow in the future.
Raiffeisen Bank International (RBI) has started 2025 strongly, with shares priced at EUR 21.58, reflecting a 9.49% monthly increase and a market capitalization of EUR 7.1 billion. Investors are anticipating the bank's fourth-quarter results for 2024, set to be released on February 4, 2025, which will provide insights into its business performance. A recent analysis indicates that shareholders may need to consider urgent actions regarding their investments.
Global Financial Events
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs confident in us ai sector despite recent market turbulence
12:46 29.01.2025
ubs forecasts minimal risks for us ai sector amid competition
12:46 29.01.2025
market broadening may reshape investment landscape in 2025 according to barclays
12:44 29.01.2025
ubs upgrades volvo b rating to neutral amid market considerations
12:31 29.01.2025
ubs assigns neutral rating to asml amid investment risks
12:31 29.01.2025
barclays upgrades brighthouse financial to overweight with new price target
11:52 29.01.2025
analysts optimistic on amazon shares despite short term seasonal headwinds
11:44 29.01.2025
ubs maintains buy rating following recent financial results
11:31 29.01.2025
ubs maintains buy rating for arcelormittal ahead of quarterly results
11:05 29.01.2025
Raiffeisen Bank shares rise as investors await fourth quarter results
10:52 29.01.2025
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