UBSG UBS Group AG

The Swiss bank fell after top-20 shareholder Artisan Partners urged it to leave Switzerland rather than accept tougher post-Credit Suisse capital rules.

U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules.

UBS Group AG (NYSE:UBS) has attracted interest from several major foreign banks in a possible merger or combination, according to a Swiss newspaper report on September 27. The report ties the discussions to tougher capital rules being imposed on Switzerland’s largest bank. The shares closed at $48.62 on September 28, down 2.11%, which is not […]

UBS Group has delivered a powerful share price run over the past few years, which naturally puts a spotlight on whether the underlying business is earning enough on its capital to support the current valuation. With fresh headlines about tighter Swiss capital requirements and potential structural shifts for the bank, the key issue for investors is how those changes intersect with the returns UBS Group generates on the equity it employs. Over the past 5 years the stock has returned about...

Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.

SpaceX Corp (NASDAQ:SPCX) is expected to post third-quarter revenue of $13.8 billion, 7% above consensus, with its AI business leading growth, according to UBS. The broker also forecasts adjusted EBITDA of $7.5 billion, up 9% from a consensus of $6.9 billion, alongside growth across all three...

Investing.com -- UBS has identified the leading U.S. hardlines retail stocks as the industry confronts the emergence of AI-powered shopping agents, which may represent one of the most consequential developments in retail since the rise of e-commerce.

UBS expects strong growth in SpaceX’s AI and connectivity businesses to help Q3 revenue climb 7% above Wall Street estimates.

Find insight on Swiss banks, ethereum and more in the latest Market Talks covering Financial Services.

Morgan Stanley, Deutsche Bank, and Standard Chartered among the names reportedly being discussed by financial portals.

Investing.com -- UBS raised its price target on House Foods (TYO:2810) to ¥5,000 from ¥3,900, citing the potential sale of its Japanese curry restaurant chain Ichibanya and broader reforms aimed at improving capital efficiency.

Investing.com -- With the United States 10-Year up from 3.94% at the end of February to over 5% currently, UBS is out with a note weighing the effects in European equities, while pointing out that yields are rising for the right reason.

ZURICH, Sept 27 (Reuters) - Several major foreign banks have expressed their interest in a possible merger or combination with Switzerland's UBS, a Swiss newspaper said on Sunday.

UBS expects silver prices to remain closely linked to gold and forecasts the metal reaching $80 per ounce by September 2027, citing investment demand, industrial consumption and constraints on supply growth. Strategist Dominic Schnider said silver has continued to move in line with gold, with the correlation between the two precious metals near multi-year highs.

Key Stats for Morgan Stanley StockCurrent Price: $196. 31Target Price (Mid): ~$263Street Target: ~$236Potential Total Return: ~34%Annualized IRR: ~7% / yearWhat Happened?Morgan Stanley (MS) fell 1.

Investing.com -- The adoption of AI shopping agents could reshape U.S. retail by giving consumers greater control over purchasing decisions and shifting profit pools away from retailers that rely heavily on product discovery and advertising, UBS analysts said.

UBS challenges Wall Street’s biggest CoreWeave concern.

Investing.com-- Emerging market assets can withstand a more hawkish U.S. Federal Reserve because stronger economic fundamentals and resilient global growth have reduced their vulnerability to tighter U.S. monetary policy, UBS analysts said in a research note.

On September 22, UBS cut its price target on UiPath, Inc. (NYSE:PATH) from $19 to $15 and kept its Neutral rating on the stock. This update comes after the company’s investor day and investor reception in Las Vegas. UBS noted that the company did not provide preliminary fiscal 2028 annual recurring revenue (ARR) guidance. The […]

Costco Wholesale (COST) Q4 results reinforced the notion that its growth story is evolving rather th

UBS Group weighs a potential move outside Switzerland through a foreign-bank merger as tougher capital rules could require $16 billion in additional CET1 capital.

UBS (UBS) has restarted talks about ways to move the bank out from under Swiss regulators' jurisdict

Inflation is stubbornly high, but not in home broadband service. There, telecom operators are making fiberoptic inroads in a business long dominated by cable television companies. The result has been discounting: UBS reports that prices for various broadband service tiers are down 7% to 14% for fiber over the past year, and 17% to 27% for cable.

UBS remains cautious on Oklo’s valuation but sees its U.S. government-backed nuclear projects as important steps toward demonstrating future deployment opportunities.