Questo è un tema che ho trattato nella mia rubrica radiofonica 'Oltre i Confini' su MetropoliRadio.it ad aprile circa, e che ora torna all’attenzione per le critiche mosse dal #CEO di #UBS, #SergioErmotti, alla proposta di introdurre un tetto alla popolazione in #Svizzera, definita “estrema”.
Il punto non è solo politico, ma strutturale: si torna a interrogarsi sul legame tra modello economico svizzero, immigrazione e forza del franco svizzero. 1/n
@attualita
@economia
SEF 2026 - UBS-Chef Ermotti: "Wir wollen unbedingt in der Schweiz bleiben"
UBS-Chef Sergio Ermotti hat einmal mehr ein Bekenntnis zum Sitz in der Schweiz abgegeben. "Wir wollen unbedingt in der Schweiz bleiben, aus der Schweiz erfolgreich sein", sagte er am Donnerstag am Swiss Economic Forum (SEF). #SEF #UBS #news
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US Top News and Analysis | Former CIA chief Petraeus says drone swarms are the next danger — and growth opportunity
AI generated summary, Read the full article for complete information.
Former CIA director and former four‑star general David Petraeus warned that autonomous drone swarms represent the greatest emerging danger—and a massive long‑term investment opportunity—for militaries worldwide. Citing the rapid proliferation of cheap Iranian Shahed drones and the heavy use of unmanned systems in Ukraine and the Middle East, he said current defenses are inadequate and that future conflicts will feature coordinated, self‑navigating swarms that can overwhelm traditional interceptor systems. Petraeus emphasized that defense spending will surge to develop counter‑measures and that the broader “unmanned systems” sector, including autonomous sensors, command‑and‑control networks, and space‑based communications, will see the most structural growth as warfare shifts toward fully autonomous platforms.
Read more: https://www.cnbc.com/2026/05/28/petraeus-unmanned-systems-autonomous-drones-defense-investment.html
UBS APAC Ürün Yöneticisi Niall MacLeod, Hong Kong’daki konferansta makro pazar dinamiklerini ve enflasyonun etkisini inceledi. Para politikası belirsizlikleri ve jeopolitik birikimiyle birlikte yatırımcıların karşılaştığı risk ve fırsatları özetledi. Piyasa oyuncularının önceki belirsizliklerden öğrenmesi için kısa ama güçlü bir analiz sunuldu. Yatırım tavsiyesi değildir! Paylaşın.
🚩 #BüyükEkonomi #PazarGörüşü #YatırımStratejisi #MakroEkonomi #UBS #FinansalKeşif
US Top News and Analysis | Hedge funds loved Micron ahead of its run to $1 trillion. Here are their other favorite stocks
AI generated summary, Read the full article for complete information.
Hedge funds have been piling into Micron Technology, which was featured in Goldman Sachs’s latest “Hedge Fund VIP” basket—a list of the 50 stocks most frequently held among the top ten positions of 1,059 fundamentally‑driven hedge funds. The basket has risen about 10 % year‑to‑date, beating the S&P 500’s 9 % gain, and Micron alone jumped roughly 19 % on a single day as AI‑driven demand for its memory chips pushed its market value past the $1 trillion mark. UBS also tripled its price target on Micron, citing the expectation that the market will eventually apply a more “normal” multiple as AI reshapes the memory‑chip sector. In addition to Micron, Goldman added a dozen other names to the VIP list, including Revolution Medicines, Lam Research, Intel, MasTec, Coherent, UnitedHealth Group, S&P Global, Bloom Energy, Marvell Technology, Vistra, Centuri and Hut 8, while the top spots remained occupied by mega‑tech giants such as Amazon, Nvidia, Alphabet, Microsoft, Meta Platforms, Apple and chipmakers Taiwan Semiconductor and Broadcom.
Times of India | US chipmaker Micron reaches $1 trillion market capitalization for the first time
AI generated summary, Read the full article for complete information.
US chipmaker Micron Technology briefly surged past a $1 trillion market valuation on May 26, driven by soaring investor enthusiasm for artificial‑intelligence‑related memory chips. The stock jumped more than 17 % after UBS lifted its price target, reaching an intra‑day high of 19.3 % as analysts highlighted the rapidly growing demand for advanced high‑bandwidth memory used in AI data centers and cloud infrastructure. Reuters noted that Micron’s shares have climbed eight‑fold over the past year amid tight supply and heightened competition, with the company already selling out its entire 2026 high‑bandwidth‑memory inventory. The milestone underscores the broader shift of capital toward firms supplying key AI hardware, alongside fellow memory makers Samsung and SK Hynix, which are also benefiting from the AI boom.
US chipmaker Micron Technology briefly crossed a market value of $1 trillion on May 26 as investor excitement around AI continued to drive demand for memory chips. According to a report by news agency Reuters, the sharp rally made Micron one of the biggest winners of the AI boom, with its shares rising more than 17% during trading.
Moins de pessimisme sur les perspectives économiques
Bien que l'indice UBS CFA reste en territoire négatif, il s'est amélioré en mai, reflétant le regain d'optimisme des analystes financiers interrogés par la banque aux trois clés sur les perspectives économiques de la Suisse. L'inflation devrait néanmoins continuer d'augmenter. #UBS #news
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US Top News and Analysis | Micron hits $1 trillion market cap for the first time as stock surges 18%
AI generated summary, Read the full article for complete information.
Micron Technology hit a $1 trillion market value on Tuesday, with its shares leaping about 18% after UBS nearly tripled its price target from $535 to $1,625, citing strong demand for the memory chips needed by “agentic” AI workloads and the prospect of long‑term agreements with partially fixed pricing. The surge places Micron among a new wave of chipmakers benefitting from the AI‑driven memory shortage, which has pushed prices higher and helped the stock more than triple year‑to‑date, suggesting it could more than double from Friday’s close.
Read more: https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html
Stellenangebot in Bankenbranche wegen UBS auf Tiefststand
Das Stellenangebot in der Bankenbranche bewegt sich auf tiefem Niveau. Grund dafür ist hauptsächlich die Grossbank UBS, die im Vergleich zu früher nur noch wenige Stellen ausgeschrieben hat. #UBS #JuliusBär #news
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Bundesstrafgericht hebt Busse gegen frühere CS-Managerin Warner auf
Die Strafkammer des Bundesstrafgerichts stellt ein Verfahren gegen die frühere Compliance-Verantwortliche der Credit Suisse, Lara Warner, im Umfeld des Mosambik-Skandals wegen Verjährung ein. Sie muss damit auch eine vor gut einem Jahr vom Eidgenössische Finanzdepartement (EFD) verhängte Busse nicht bezahlen. #UBS #CreditSuisse #EFD #Bundesstrafgericht #news
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Diletta Fileni
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The Bad Place
S.v. N.Sönmez
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