AI Likely to Continue Driving Long-Term Equity Performance, UBS Says -- Market Talk

Dow Jones

2025/05/30

0400 GMT - AI could continue to drive long-term equity performance despite near-term volatility, UBS global wealth management chief investment office says in a research note. UBS expects global AI spending to reach $360 billion in 2025, up 60%, and further grow to $480 billion in 2026. Recent results from the four leading global cloud platforms showed a solid 24% on-year growth in combined revenue, they note, adding that robust cloud growth should narrow the gap between AI spending and monetization, which is also supported by rising AI adoption rates across industries and company sizes. Despite being bullish on the long-term trend, UBS favors a more balanced exposure between semiconductor and software names in the near term to navigate volatility. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

May 30, 2025 00:00 ET (04:00 GMT)

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