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UBS gains after a report it is weighing options, including potential deals with banks in other jurisdictions, as the lender faces the possibility of stricter Swiss capital rules
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UBS forecasts that global optical fiber demand will grow at a CAGR of approximately 11% from 2026 to 2030, with data center demand growing at a high CAGR of 37%, while telecommunications demand will grow at only 5%. The share of data centers in global optical fiber demand is expected to rise from slightly over 10% in 2025 to more than 45% by 2030.
Industry capacity utilization will remain above 90%, with tight supply-demand conditions persisting at least through 2027–2028.
$GLW
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UBS: TSMC's advanced packaging could sustain 65-70% share by 2030E, even if Intel ramps EMIB-T to support 24mn XPU dies or 6mn chipsets.
$TSM $INTC
Uber's strategy is to invest in competitors to fragment the AV industry so power shifts from the self-driving companies to Uber as an aggregator.
UBS rejects the latest decision by the Swiss parliament which would impose substantial new capital requirements
UBS: Nvidia's CoWoS allocation forecasted to drop from 60% in 2026E to 49% in 2027E. Google and AMD to see the largest increase.
$NVDA $GOOGL $AMD $TSM
UBS SAYS PROPOSED 90% PLAN IS EXCESSIVE, "NOT A COMPROMISE"
UBS initiated $CRWV at Buy with a $120 price target citing “outstanding AI compute demand signals” and saying revenue per GW will march higher.
The firm also says leverage and credit concerns may be peaking while the stock still trades at just ~3x 2027 revenue.
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UBS FACES $17B EXTRA CAPITAL AFTER PARLIAMENT VOTE, GOLDMAN SAYS - BBG
UBS initiated $CIFR at Buy with a $23 PT after 493MW of signed leases with $GOOGL Fluidstack and $AMZN with near-term leasing alone worth ~$12/share.
UBS also says the stock reflects “little-to-no value” for remaining 4.6GW pipeline as Cipher adds 2.5GW of onsite generation.
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