UBS
European chip stocks rise on AI demand as Infineon gets Warburg buy
Infineon rose nearly 7% after Warburg upgraded it to Buy with a 84-euro target, while UBS lifted memory-chip revenue forecasts to $1.65 trillion by 2027.
DAX slips 0.15% to 26,006 as Brent holds above $97, ECB rate hike expected
Germany's blue‑chip index fell 0.15% to 26,006.53 points, staying just above the 26,000 threshold, while Brent crude traded above $97 per barrel and markets price an ECB rate rise to 2.5%.
Mirabaud sees Swiss equities as global niche leaders, not just defensive
Daniele Scilingo sees Swiss stocks as global niche leaders, warns AI valuations are stretched, and points to compounders, China adaptation, pharma innovation and UBS.
DAX slips below 26,000 as oil prices stay high and markets await ECB decision
The German benchmark index fell 0.24% to 25,983 points, while the MDAX rose 0.23% to 32,429. Brent crude hovered just under $97 a barrel and the ECB is set to raise rates to 2.5% on Thursday.
UBS identifies four European investment themes as earnings rebound gains traction
Strategists flag industrials, banks, quality leaders and Swiss mid-caps as Europe’s earnings cycle shifts from stagnation to growth, with 15% EPS growth forecast for 2026.
US stocks fluctuate as tech gains offset losses; SMI pares declines
Dow futures edge higher while Nasdaq 100 slips; energy price surge fuels inflation concerns ahead of Fed decision. Swiss market pares losses with defensive stocks leading gains.
DAX extends losses as oil prices and bond yields rise
German blue-chip index falls 0.44% to 25,856 amid elevated oil prices and bond yields, while MDax declines 1.04%. Geopolitical tensions in the Middle East further support crude prices.
Credit Exchange CEO on scaling Swiss mortgage platform to $6 bln
Serkan Mirza discusses leading the Credit Exchange’s rapid growth, integrating AI and expanding into pensions as the B2B platform reshapes Switzerland’s mortgage market.
Swiss stocks slip as oil, rate fears weigh on markets
SMI falls 0.4% as Brent crude tops $95, inflation and ECB/Fed policy expectations drive defensive rotation; Roche, Swiss Life gain while Amrize, Holcim lag.
Swiss equities slip as oil, inflation and rate fears weigh
SMI falls 0.4% to 14,280 as defensive shares lag; Amrize drops 2.7% after BofA downgrade, Roche and Swiss Life advance. Brent crude tops $95/bbl after U.S.-Iran strikes.
US stocks slip at week open as oil spikes, geopolitics weigh
Dow Jones falls 0.4% as Brent crude tops $91; Aon shares drop on $17bn KKR deal; GameStop warns on Q2 revenue amid store closures.
Swiss stocks fall as oil surge fuels inflation concerns; UBS upgrades Comet, VAT, Inficon
SMI drops 0.1% as Brent crude tops $95 a barrel after U.S.-Iran tensions escalate; UBS lifts targets on Swiss tech names. Nestlé to sell vitamins unit for $1 billion.
Nvidia lifts premarket U.S. stocks; Salesforce surges on outlook; SMI falls
U.S. futures rise as Nvidia’s results fuel AI optimism; Salesforce jumps 10% on raised revenue guidance. Swiss SMI declines 0.9% as heavyweights Nestlé, Novartis and Roche weigh.
UBS flags commodities as inflation hedge amid Middle East risks
Strategists recommend broad exposure to energy, metals and agriculture as geopolitical tensions and weather patterns reshape supply. Brent crude near $87, European gas at 65 euros/MWh.
HSBC trio launches independent wealth advisory boutique in Zurich
Global Strategic Advisory Group opens Zürich office with former HSBC and Credit Suisse bankers Patrick D'Amico, Thomas Schaad and Christian Hiller.
Raiffeisen posts 18.9% rise in H1 2026 profit, plans job cuts
Swiss lender reports CHF659.3 million net income, up 18.9% year-on-year, as trading and wealth management drive growth. Efficiency measures to include up to 180 job reductions by 2027.
US stocks edge lower on inflation, geopolitical risks; SMI slips 0.24%
Dow futures down 0.3% as investors weigh Fed hawkishness and Middle East tensions. Holcim leads SMI losers; Logitech gains 0.5%. Brent crude rises above $91/barrel.
UBS flags BP, TotalEnergies and Vår Energi as top European energy picks
Swiss bank highlights BP’s oil price leverage, TotalEnergies’ LNG strength and Vår Energi’s 10% yield in its latest equity framework. Production volumes and strategic shifts detailed.
US futures steady as oil climbs; SMI slips, Holcim leads decliners
U.S. stock futures edge lower ahead of Tuesday's session as oil prices rise after U.S. strikes in Iran. Swiss Market Index falls 0.24% with Holcim down 1.5%, while Logitech gains 0.5%.
European stocks slip as Iran tensions, rate hike bets weigh
DAX falls 0.9% after record close as Brent crude jumps 3.8% to $91.45/bbl; investors eye Fed policy signals and oil sector gains.
Swiss equities drift as oil rises, Fed rate bets firm
SMI slips 0.24% as Brent crude tops $91/bbl on Middle East strikes; Holcim leads SMI laggards while Gurit, Kühne+Nagel gain. UBS faces regulatory scrutiny.
Swiss Market Index edges lower as heavyweights weigh amid oil spike
SMI slips 0.24% in narrow trading; Kühne+Nagel leads gains while Holcim, ABB lag. Brent crude rises 3.3% to $90.98 as Middle East tensions escalate.
Swiss equities slip on oil, Fed bets; Roche weighs on SMI
The Swiss Market Index fell 0.1% as Roche dragged, while Kühne+Nagel gained 1.4%. Brent crude rose 3.3% to $90.98 amid Middle East tensions and delayed Hormuz Strait talks.
Swiss stocks flat as oil rises, Fed rate hike bets weigh; Kühne+Nagel leads gains
The SMI traded little changed Monday as defensive stocks offset rising U.S. rate expectations and Brent crude topped $90 a barrel. Roche and Givaudan lagged while logistics firm Kühne+Nagel advanced.