Micron could repurchase over 40% of shares by 2028, UBS says
UBS projects Micron will generate over $400 billion in free cash flow from 2027-2029, funding a buyback of more than 40% of shares outstanding by 2028.
CryptoBriefing•Editorial Team20 JulUBS — page 4
Organization · 81 articlesCoverage, page 4
page 4 of 5CryptoBriefing•Editorial Team20 Jul
UBS Asset Management’s Kevin Zhao plans to short US Treasuries as strong economy dims bond appeal
UBS Asset Management's Kevin Zhao is shorting US Treasuries, targeting entry below 4.3% yields while his fund outperforms 90% of peers in 2026.
CryptoBriefing•Editorial Team17 Jul
Banking Giants Predict a 8% Rally for This European Stock
UBS forecast about 8% upside for the Stoxx Europe 600 by year-end, raising its target to 690 points from 630. It reflects confidence that Europe’s earnings growth and stock rally can hold through geopolitical strain. Why Banks Raised Their European Stock Target European stocks have climbed back to record territory this year after a volatile
BeInCrypto•Kamina Bashir17 Jul
UBS raises NVIDIA price target to $275 as AI chip demand shows no signs of slowing
NVIDIA's growth underscores the transformative impact of AI on the semiconductor industry, driving significant market expansion and innovation.
CryptoBriefing•Editorial Team15 Jul
UBS proprietary market fragility index reaches all-time high, signaling potential for violent corrections
The heightened market fragility suggests increased risk of severe market corrections, potentially impacting both equity and crypto markets.
CryptoBriefing•Editorial Team10 Jul
UBS triggers exodus from Blue Owl private credit fund
UBS's warning highlights systemic risks in private credit, prompting scrutiny of sector concentration and redemption mechanisms industry-wide.
CryptoBriefing•Editorial Team10 Jul
Memory sales hit record $74.6B as AI demand surges, UBS reports
The surge in memory sales driven by AI demand highlights the growing strategic importance of semiconductor innovation and supply chain resilience.
CryptoBriefing•Editorial Team9 Jul
SWIFT launches blockchain ledger pilot with 17 global banks
SWIFT has moved its blockchain-based ledger into initial deployment, with 17 global banks preparing to test tokenized deposit payments for round-the-clock cross-border settlements. Announcing the development on July 9, SWIFT said HSBC, Citi, BNP Paribas, UBS, ANZ, DBS, and Standard…
US SEC clears legal hurdle for UBS’ crisis-resolution plan
UBS's cleared hurdle enhances global financial stability, emphasizing the importance of robust crisis-resolution frameworks post-merger.
CryptoBriefing•Editorial Team8 Jul
UBS Told Clients to Sell SK Hynix in One Market and Buy in Another: What is Happening?
UBS Group AG has told clients to buy SK Hynix’s planned US depositary receipts and sell its Seoul-traded stock, betting the new securities will command a premium. The call came as the memory-chip maker began formally marketing its US listing on Monday amid surging investor demand for exposure to AI hardware. Why UBS Favors the
BeInCrypto•Kamina Bashir7 Jul
UBS advises investors to buy SK Hynix ADRs, sell Korean shares ahead of historic Nasdaq listing
The Nasdaq listing could enhance SK Hynix's global visibility and liquidity, attracting US capital but exposing it to market cyclicality risks.
CryptoBriefing•Editorial Team7 Jul
Syntiant Corp taps Citigroup, BofA Securities, UBS, and others to underwrite its edge AI IPO
Syntiant's IPO strategy, involving diverse underwriters, signals a robust market entry, potentially reshaping edge AI investment dynamics.
CryptoBriefing•Editorial Team6 Jul
60% of firms cut AI spending, shift to cheaper models: UBS
The shift to cheaper AI models may reshape tech market dynamics, potentially affecting major players' growth and market cap standings.
CryptoBriefing•Estefano Gomez1 Jul
UBS report reveals Chinese AI models are 50 times cheaper than US counterparts
The shift to cost-effective Chinese AI models could reshape global AI market dynamics, challenging US dominance and altering investment strategies.
CryptoBriefing•Editorial Team27 JunAI
Data Confirms Wall Street’s Bullish Re-Rating
The Banks’ View Five major banks — UBS, Deutsche Bank, Morgan Stanley, Bank of America, and Jefferies — all lifted
Air Insight•Addison Schonland26 Jun
UBS lowers Brent price forecasts amid rising Middle East oil supply
Lower Brent forecasts suggest easing inflation pressures, potentially benefiting risk assets and crypto markets while reducing mining costs.
CryptoBriefing•Editorial Team25 Jun
Apple iPhone sales drop 19% in China as Huawei eats into market share, UBS estimates
Apple's declining market share in China signals increased competition and potential challenges for sustaining growth in key markets.
CryptoBriefing•Editorial Team25 Jun
Swiss government’s capital plan for UBS Group receives IMF praise
Switzerland's capital plan for UBS, praised by the IMF, highlights the need for robust financial safeguards to mitigate systemic risks.
CryptoBriefing•Editorial Team25 Jun
Caplight raises $16M in Series A round co-led by BlackRock and UBS
Caplight's funding highlights the growing importance of private market data, enhancing liquidity and transparency for institutional investors.
CryptoBriefing•Editorial Team24 Jun
UBS and Nethermind complete proofs of concept for bank compliance on Ethereum
UBS's Ethereum compliance PoCs could pave the way for broader institutional adoption, aligning blockchain with regulatory frameworks.
CryptoBriefing•Editorial Team23 Jun