UBS Predicts AI-Driven Stock Market Rally to 2026

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Recorded10 Nov 2025

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UBS Global Research predicts a continued AI-driven stock market rally until 2026, setting a year-end target of 7500 for the S&P 500. This growth is driven by strong earnings, tech sector strength, and falling interest rates. Big tech companies like Nvidia, Microsoft, and Alphabet are leading the surge. UBS expects 14.4% earnings growth through 2026, with growth picking up from Q2 2023. The global economy is expected to speed up in 2026, but the next 4-5 months may be challenging due to tariffs. UBS also anticipates a shift in safe-haven status for U.S. dollar and Treasury bonds, favoring Chinese stocks and the yuan among emerging markets.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.

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