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Top related persons:
Sundeep Gantori - 1 Gantori - 1 Needham - 1 Goldman Sachs - 1 Goldman - 1 Michael Ng - 1 Raymond James - 1 Josh Beck - 1
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UBS - 2 Apple - 1 Uber - 1 Microsoft - 1 Nvidia - 1 Devices - 1 Broadcom - 1 Marvell Technology - 1

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2 mentions found


☆ UBS sees AI trade still in the 'early innings' and these stocks as the best way to play it
  + stars: | 2024-09-25 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +3 min
UBS named "Magnificent Seven" member Apple as an AI stock to watch out for. In all, 75% of analysts covering the stock rate it buy or strong buy, according to LSEG, with consensus price targets suggesting nearly 6% upside. Nearly 9 out of 10 analysts covering the stock rate it a buy or strong buy. Raymond James recently resumed coverage of Uber as a "strong buy," citing its "Robo Rides" thesis. Other names on the list include AI darling Nvidia, alongside fellow Magnificent Seven stocks Microsoft , Alphabet , Amazon and Meta Platforms .
Persons: Sundeep Gantori, Gantori, Needham, Goldman Sachs, Goldman, Michael Ng, Raymond James, Josh Beck, Uber Organizations: UBS, Apple, Uber, Microsoft
☆ UBS boosts AI revenue forecast by 40%, calls industry the ‘tech theme of the decade’
  + stars: | 2024-01-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
UBS is getting more bullish on the outlook for artificial intelligence and bracing for another prosperous year for the "tech theme of the decade." The firm lifted its revenue forecast for AI by 40%. In comparison, it took the smart devices industry more than 10 years for its revenues to grow by 15 times. "Meanwhile, software, with broadening AI demand trends from applications and models, is a defensive play, thanks to its strong recurring revenue base." Within the semiconductor industry, UBS favors logic, memory, capital equipment and foundry names, while companies exposed to office productivity, cloud and models appear best situated in software.
Persons: — CNBC's Michael Bloom Organizations: UBS, Nvidia, Devices, Broadcom, Marvell Technology, VanEck Semiconductor, Semiconductors
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