UBS Group AG Registered Ordinary Shares (UBS)

UBS analyst Gavin Parsons raised the firm's price target on Boeing to $217 from $208 while keeping a ‘Buy’ rating on the shares. JPMorgan analyst Seth Seifman raised Boeing's price target to $200 from $190 while maintaining an ‘Overweight’ rating.

If the DoJ blocks HPE's acquisition of Juniper Networks, expect a change in the company's capital structure, a UBS analyst says.

Analysts at Jefferies note that the efficiency improvements brought about by DeepSeek will also improve the return of interest from artificial intelligence (AI) systems.

A Bloomberg report said the current round impacts higher management levels and lower ranks.

Shares of tech giant Microsoft (NASDAQMSFT) jumped 4% in the afternoon session after President Trump announced a $500 billion Stargate project (Joint Venture with OpenAI, Oracle and SoftBank) to develop artificial intelligence infrastructure in the United States. UBS analyst Timothy Arcuri thinks players such as Nvidia would significantly benefit, likely as the supplier of critical semiconductor chips powering some of the anticipated infrastructure requirements, including data centers. As a result, it is not hard to project the anticipated gains from hyperscalers such as Oracle, Microsoft and other cloud platforms. Overall, the deal should accelerate demand for builders and innovators within the AI space. 

Nvidia rival AMD is notably missing from all announcements and blog posts, which leads UBS analysts to believe that at least initially, the Stargate project will rely heavily on Nvidia to provide compute and hardware solutions.

Shares of iPhone and iPad maker Apple (NASDAQAAPL) fell 3.2% in the afternoon session after data from research firm Canalys revealed the company (AAPL) is losing dominance in China. The data revealed that iPhone shipments in China fell 17% to 42.9 million units in 2024, pushing Apple down to third place in market share. The decline was partly blamed on the lack of artificial intelligence features in new iPhones. This weak print is significant for Apple since China accounted for roughly 17% of its total sales in fiscal year 2024.

UBS analysts said they see a more limited catalyst path for SentinelOne through fiscal year 2026.

PLTR stock is down 14% for the year, but before you make any decisions about PLTR stock here's more detail about what factors are weighing on the stock

UBS is reportedly preparing to settle claims related to violations by Credit Suisse, over tax evasion by American clients. The potential settlement could reach hundreds of millions and be finalized soon

Adding to Wednesday's bearishness, UBS analysts reportedly lowered Moderna's price target to $96 from $108.

Trump has issued a controversial threat to impose "very high" tariffs on Denmark if it refuses to relinquish sovereignty over Greenland.

Meanwhile, UBS analyst Thomas Wadewitz raised the firm's price target on Southwest to $29 from $27 while keeping a ‘Sell’ rating, according to TheFly.

UBS analysts said Dell will likely be an AI server market winner compared to peer HP Enterprises, across Tier 2 cloud and enterprise markets.

Bank of America received an upgrade ahead of earnings. UBS expects $18M in buybacks this year. Robinhood gets its flowers.

TKO Group Holdings Inc (NYSETKO) shares are trading higher Tuesday. The stock initially popped late Monday after Meta Platforms Inc NASDAQ:METANASDAQMETA)

Last month, UBS raised Papa John's price target to $56 from $47 with a ‘Neutral’ rating

UBS estimates that in the December quarter, Apple App Store’s reported revenue growth was 15%, but on a forex-neutral basis, the growth may have been a more modest 13.3%.