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

Dow Jones

May 30, 2025

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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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) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 30, 2025 00:00 ET (04:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Likely to Continue Driving Long-Term Equity Performance, UBS Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Likely to Continue Driving Long-Term Equity Performance, UBS Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-30 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 30, 2025 00:00 ET (04:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2539211725","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2539211725","pubTimestamp":1748577600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","EQR":"资产住宅公司","BK4215":"住宅房地产投资信托","BK4588":"碎股"},"translate_title":"瑞银表示，人工智能可能会继续推动长期股票表现——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EQR":1},"content_text":"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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 30, 2025 00:00 ET (04:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}