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The Latest Breaking News from UBS

Wall Street Sees More Upside for Dell and HPE

Dell and HPE got a slew of Wall Street upgrades after earnings. But, shares have barely budged since. Is there untapped opportunity in these AI server makers?

MarketBeat

Apple iPhone Purchase Intent Falls To 5-Year Low

U.S. consumer plans to buy new Apple iPhones have fallen to their lowest level in five years, according to a semiannual survey.

Investors Business Daily

Lex Greensill says SoftBank managers ‘felt threatened’ by his links to founder

Financier tells court he travelled to Tokyo ‘often weekly’ for mentoring sessions with Masayoshi Son

The Guardian - UK

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Chewy Stock Is Up Big This Year. Earnings Due Soon Could Be 'Meaningful Catalyst.'

Chewy stock has rallied more than 100% over past 12 months, prompting Wall Street analysts to debate the online pet store's upside.

Investors Business Daily

Constellation Energy Just Landed a Major Meta Platforms Deal. How Should You Play the Nuclear Energy Stock Here?

Meta announced a 20-year power purchase agreement with Constellation Energy. UBS says it’s reason enough to load up on CEG shares.

Barchart

Dollar Stores Dole Out Earnings Beats, Lifted Outlooks. Two Jump.

This week's reports come as dollar stores are enjoying a revival of sorts.

Investors Business Daily

Tesla Knocked Off Top Spot in China: What the Rise of BYD Means for the Future of Cars

China's EV market now has a new frontrunner: BYD. UBS's global EV outlook suggests BYD has surpassed Tesla as the top choice for Chinese consumers.

International Business Times UK

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Audi Went To China To Build Cars. China Rebuilt Audi Instead

Today on Critical Materials: Audi learns some lessons in China, Tesla loses its tech crown and Nissan looks to stop the bleed by offering buyouts to employees.

InsideEVs

Chinese EV buyers no longer consider Tesla a technology leader, warns UBS

BYD blew past Tesla in the first quarter and remains on track to exceed Musk’s own as the largest EV brand worldwide by vehicles sold.

Fortune

Do Wall Street Analysts Like TransDigm Group Stock?

While TransDigm has underperformed the broader market over the past year, it has observed notable gains in 2025, and analysts maintain a bullish outlook on the stock’s prospects.

Barchart

Tesla Sales Just Plunged 49% in Europe. How Should You Play TSLA Stock Here?

Tesla stock climbs despite reports of a 49% decline in monthly sales in Europe. UBS warns of potential downside in TSLA shares to $190.

Barchart

Wall Street’s massive swings signal investors are now ‘too optimistic’ about Trump’s tariff agenda, warns UBS

“These retreats are so frequent that investors should rationally expect them. So why do markets still react to the initial announcements?” UBS’s Paul Donovan asked.

Fortune

Zebra Technologies Stock Outlook: Is Wall Street Bullish or Bearish?

Zebra Technologies has significantly underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s prospects.

Barchart

What Are Wall Street Analysts' Target Price for Mettler-Toledo International Stock?

Mettler-Toledo International has underperformed the broader market over the past year, and analysts remain moderately bullish about the stock’s growth prospects.

Barchart

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Fortune

Trump’s ‘Robin Hood in reverse’ tax bill is driving up the cost of buying a home, Democrats say

“Trump and Republicans are directly responsible for the spike in the 30-year Treasury bond yield and mortgage rates,” said the fourth-highest-ranking House Democrat.

Barchart

Is Wall Street Bullish or Bearish on General Dynamics Stock?

General Dynamics has significantly underperformed the broader market over the past year and observed a notable drop in backlogs, yet analysts remain moderately optimistic about the stock’s prospects.

Fortune

Family offices keep 'strong bias to the U.S.' amid market turmoil, UBS survey finds

'I think it's too early to believe that U.S. exceptionalism has ended,' said one executive.

Fortune

U.S. economy is experiencing 'death by a thousand cuts', says Deutsche Bank

Deutsche Bank's Jim Reid says Moody's recent debt downgrade continues a drip of bad fiscal news for the American economic outlook.

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Fortune

European bank UBS is seeing strong demand for AI-generated video avatars of its analysts

UBS' video endeavor is still new—but the bank plans to roll out the use of AI to generate analyst videos globally, a spokesperson told Fortune.

Barchart

Do Wall Street Analysts Like Chubb Stock?

Despite underperforming the broader market over the past year, Chubb has outperformed in 2025, and analysts remain moderately optimistic about the stock’s prospects.

Fortune

Jamie Dimon says it would be a 'mistake' to think deescalation from Trump's White House means volatility is over

JPMorgan Chase CEO Jamie Dimon remains bullish on America despite concerns that volatility may continue.

Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for May 28

Nvidia is set to report its highly anticipated Q1 earnings on May 28, a key event for investors to watch.

Fortune

Don't be fooled by deescalation, says UBS, Trump's 'surgical increases' on specific sectors are yet to come

UBS's chief investment officer, Mark Haefele, wrote the White House may still make some cutting moves.

Barchart

Do Wall Street Analysts Like General Mills Stock?

General Mills has consistently lagged behind the broader market over the past year, and analysts maintain a cautious outlook.

Barchart

Dear NVDA Stock Fans, a Major Relief Catalyst Could Be Coming in July

Nvidia is reportedly downgrading its H20 chip to make it eligible for export to China. Is that a reason enough to load up on NVDA shares today?

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