0921 GMT - Stock markets will continue to rise due to resilient economic growth and accelerating adoption of artificial intelligence, UBS strategist Matthew Carter writes. Geopolitical concerns and AI jitters shouldn't put investors off stocks, Carter says. A stronger-than-expected earnings season added to the strategist's bullish view on stocks. Though AI-related equities should underpin stock market gains, broader earnings growth means returns will come from other corners of the market, including industrials and financials, Carter says. UBS upgrades its earnings growth expectations for the S&P 500 from 20% to 25% for 2026, and to around 15% from around 10% for the Eurozone.