tldrdailynews.com logo
Tag

Ubs

All articles tagged with #ubs

UBS hikes memory price forecast as supply tightness stretches into 2027
technology7 days ago

UBS hikes memory price forecast as supply tightness stretches into 2027

UBS lifts its DRAM and NAND price forecasts amid ongoing memory-supply constraints, predicting DDR contract prices to rise 32% QoQ in Q3 and 18% QoQ in Q4, with NAND up 30% QoQ in Q3 and 12% QoQ in Q4. TrendForce likewise flags persistent shortages, while UBS notes demand growth outpaces supply (roughly 36% vs about 19% for DRAM in 2027), suggesting higher memory prices could persist and drive substantial industry revenue growth into the late 2020s (with price changes varying by product/brand).

via Wccftech|
#dram#memory-prices#nand
Cease-Fire Sparks a Memory-Stock Rally
markets3 months ago

Cease-Fire Sparks a Memory-Stock Rally

Micron Technology and peers jumped on news of a U.S.-Iran cease-fire as UBS analysts forecast memory prices to stay elevated into late 2027. DDR memory rose about 95% and NAND up ~80% in Q1, with further Q2 gains of roughly 37% and 40% expected, supported by potential long-term supply agreements that could stabilize prices amid steady demand for AI infrastructure.

via Barron's|
#cease-fire#markets#memory
Micron Bets on AI-Driven Memory Boom as UBS Lifts Target
market-news3 months ago

Micron Bets on AI-Driven Memory Boom as UBS Lifts Target

UBS analyst Timothy Arcuri raised Micron's price target from $510 to $535, citing a rare memory super-cycle fueled by AI data-center demand for high-bandwidth memory. MU jumped in pre-market trading, with the stock up around 7–11% at publication; Arcuri’s checks suggest DRAM/NAND prices are firming and could keep MU’s elevated valuation multiples longer than usual. The market remains bullish with a Strong Buy consensus and an average target near $543, and MU is up roughly 32% year-to-date as investors bet on memory-cycle tailwinds despite earlier margin pressures.

via TipRanks|
#hbm#market-news#memory-cycle
Markets wobble as S&P 500 tests key levels and UBS downgrades US equities
markets4 months ago

Markets wobble as S&P 500 tests key levels and UBS downgrades US equities

U.S. stocks opened lower as the S&P 500 slipped below its 50-day moving average and a key Fibonacci level near 6,850, with the VIX above 20 as tech downside and sticky inflation pressure persist. UBS downgraded U.S. equities due to dollar risk and policy volatility. Premarket movers included Netflix, Block and Dollar Tree, with Netflix later jumping after backing away from Warner Bros. Discovery’s bid; Paramount Skydance meanwhile lifted its bid for Warner’s assets. OpenAI’s $110 billion funding round boosted its valuation, adding to Big Tech focus. The PPI rose 0.5% in January, while the 10-year yield dipped back under 4% ahead of the data release. Other headlines noted Block layoffs, a Live Nation upgrade, and fading AAII bullish sentiment.

via CNBC|
#markets#netflix#openai
UBS Upgrades Rivian on Rally, but Sees Limited Upside Ahead
markets4 months ago

UBS Upgrades Rivian on Rally, but Sees Limited Upside Ahead

UBS analyst Joseph Spak upgrades Rivian (RIVN) to Neutral after a ~27% Friday surge driven by a Q4 beat and bets on the mass‑market R2 to lift 2026 deliveries to about 62k–67k. However, upside is seen as limited if R1/RCV demand falters, EV tax-credit headwinds persist, and production/ADAS execution risk remains, leaving the stock volatile and range‑bound despite UBS raising its target to $16.

via TipRanks|
#markets#rivian#rivian-r2
Gold climbs to record as Trump signals dollar weakness, UBS warns of U.S. decline
economy5 months ago

Gold climbs to record as Trump signals dollar weakness, UBS warns of U.S. decline

Gold surged to a fresh record above $5,300 as the dollar weakened after Trump suggested a weaker greenback could help exports; UBS and other analysts warn the dollar’s decline could fuel a narrative of relative U.S. decline and shift capital away from dollar assets, while some expect further weakness. The move comes as stocks hover around records and gold remains a hedge, with Bitcoin retreating over the past year.

via Fortune|
#dollar#economy#gold