UBS
UBS is a multinational investment banking and financial services company established in Switzerland. It has two headquarters in Zurich and Basel. As the world's largest Swiss banking institution, UBS has offices in major financial centres around the globe. It is renowned for its strict policy of client data confidentiality and its culture of bank secrecy.
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More than 12 banks, including Goldman Sachs and JPMorgan, expect the Fed to raise rates by 25 basis points in September
Odaily reports: More than 12 banks, including Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley, expect the Federal Reserve to raise interest rates by 25 basis points on September 16. The CME FedWatch tool shows that market pricing puts the probability of a September rate hike at 87.3%, up from 61.9% at the end of August.The U.S. core consumer price index rose 0.3% month-over-month in August, versus market expectations of 0.2%. The current federal funds rate target range is 3.50% to 3.75%. HSBC expects the Fed to raise rates in both September and December, while UBS expects a cumulative 50 basis points of tightening by year-end.The Federal Open Market Committee will begin a two-day meeting on September 15 and will announce its rate decision on September 16. Bitcoin previously briefly broke above $79,000 before falling back to around $77,000. (Bitcoin.com News)
August
Bitcoin
Bitcoin.com
Market
Open
摩根大通
UBS Teams Up With Nine Institutions to Launch CHF Stablecoin Sandbox Testing, With SIX and TWINT Joining
According to an official UBS announcement, nine Swiss institutions—UBS, PostFinance, Sygnum, Raiffeisen, Zurich Cantonal Bank, BCV, SIX, TWINT, and Swiss Stablecoin AG—officially launched the sandbox testing phase for a CHF stablecoin on September 8, 2026. Conducted in a controlled, real-time sandbox environment, the test utilizes the digital stablecoin CHFD, which is pegged at a 1:1 ratio to the Swiss Franc. Key focus areas include innovative application scenarios such as automated inter-institutional transactions, tokenized settlement of digital assets, and programmable payments. Specific test cases involve mitigating online marketplace fraud risks, ensuring equitable distribution of event tickets, and enhancing the efficiency of public fund disbursements. The testing period is scheduled to run through the end of 2026, with results intended to inform the future development of Switzerland’s digital currency ecosystem.
Key
SIX Network
Sygnum
UBS Recommends Buying on Dips, Fed September Rate Hike Probability Rises to Around 60%
UBS released its latest investment strategy, advising investors to capitalize on market volatility by buying stocks on dips and establishing hedge positions during gold price pullbacks. The probability of a September rate hike by the Federal Reserve has currently risen to approximately 60%.
Hike
UBS Group, Jane Street, and other companies collectively hold $75 million worth of the HYPE spot ETF.
Bloomberg ETF analyst James Seyffart tweeted a list of institutions holding shares in the HYPE spot ETF, including UBS Group, Bank of Montreal, and Jane Street. Wealth High Governance ranks first with 632,614 shares worth $23,948,236, followed by OLP Capital Management with a $10.5 million position in second place. UBS Group takes third with $7.5 million in holdings, while Bank of Montreal ranks fourth with $6.7 million, and Jane Street comes in fifth with $4.4 million.
Hypercent
Hyperliquid
Street
Analyst: UBS Group and Jane Street among firms holding a combined $75 million in HYPE spot ETF
Odaily News – Bloomberg ETF analyst James Seyffart posted on X a list of institutions holding shares of the HYPE spot ETF. Among them, Wealth High Governance holds 632,614 shares, valued at $23,948,236, ranking first, while OLP Capital Management holds $10.5 million in shares, ranking second. UBS Group ranks third with $7.5 million in assets. Bank of Montreal ranks fourth with $6.7 million, and Jane Street ranks fifth with $4.4 million.
Hypercent
Hyperliquid
Street
U.S. SEC Announces Agenda for September 17 "24-Hour Trading" Roundtable Featuring Robinhood, NYSE, BlackRock, and Others
The U.S. Securities and Exchange Commission (SEC) announced that it will hold a "24-Hour Trading Readiness" roundtable at its headquarters in Washington, D.C., on September 17 from 10:00 AM to 4:00 PM ET. The event will be open to the public and live-streamed on the SEC website, with advance registration required for in-person attendance. Participating institutions include Robinhood, the New York Stock Exchange, BlackRock, Virtu Financial, the Chicago Board Options Exchange, BNY Pershing, UBS, FINRA, Jane Street, State Street, Samsung, Charles Schwab, Nasdaq, Interactive Brokers, DTCC, OTC Markets Group, BNP Paribas, 24X, Invesco, Citadel Securities, DriveWealth, Blue Ocean, and Citigroup, among others.
Blue
BNP Paribas
Citadel
Citadel
Citadel
Robinhood
21 international financial institutions plan to establish a stablecoin company in the second half of 2026, launching a US dollar stablecoin in the first half of 2027
Odaily News: 21 international financial institutions have announced plans to establish a new company in the second half of 2026 to facilitate the issuance of stablecoins, with the specific name to be announced separately. The company will initially focus on US dollar-denominated stablecoins, with future plans to expand to additional G7 currencies, prioritizing the euro stablecoin. Participating institutions include Bank of America, Citi, Morgan Stanley, Goldman Sachs, Deutsche Bank, UBS, Wells Fargo, BBVA, Santander, MUFG Bank, and others. The stablecoin initiative targets wholesale, institutional, and retail markets, with applications in cross-border payments, digital asset settlement, and other scenarios. The group stated that the stablecoin solution will combine bank-grade compliance, governance, and institutional risk management capabilities, and plans to comply with relevant regulatory requirements such as the US GENIUS Act and the EU's MiCA, with the goal of launching stablecoin products in the first half of 2027.
UBS: Broadcom tweaks AI guidance, NVIDIA extends to infrastructure, Terafab starts construction
According to Chaoxiang Research, on August 24, UBS released a SemiBytes Industry Flash Review, highlighting three synchronized key tracks: Broadcom, NVIDIA, and Terafab under SpaceX. Broadcom is set to release its Q2 earnings report on September 2. UBS forecasts third-quarter AI revenue of approximately $16 billion, rising to $21–22 billion in the fourth quarter. The firm has lowered its 2027 AI revenue projection from roughly $135 billion to $130 billion, slightly adjusted its target price from $485 to $470, and maintained a Buy rating. Anthropic contributed approximately $2.5 billion in Q3, while Google Cloud AI revenue saw a quarter-over-quarter increase of around $2 billion. NVIDIA CEO Jensen Huang disclosed that the company's business model is expanding into compute infrastructure, with a $1.5 billion investment in SB Energy via the PORTS-Pike project and up to $105 billion in credit support to assist OpenAI in securing 4.25 GW of land and power facilities. UBS believes land, power, and fabs are emerging as strategic inputs for the AI supply chain. On the Terafab front, Tesla's recruiting portal listed 44 relevant positions in July spanning all major semiconductor manufacturing processes. The appearance of memory design and integration engineering roles confirms internal memory fabrication intentions. Satellite imagery of the Grimes County, Texas campus shows the project is still in its early stages, with only site-clearing operations visible.
August
NVIDIA
特斯拉
Six Major Foreign Brokerages Emerge as Biggest Winners in Korean Stock Bull Run: Second-Quarter Net Profit Hits 630.5 Billion Won, Led by JPMorgan
According to a report by Korean media Econovill, data released by the Korea Financial Investment Association shows that six foreign brokerages—JPMorgan, Goldman Sachs, Merrill Lynch, UBS Securities, Morgan Stanley, and Citigroup Global Markets—posted a combined net profit of 630.5 billion won (approximately $450 million) in South Korea's stock market during the second quarter of this year, representing a year-on-year increase of 213.8% and a quarter-on-quarter increase of 133.3%. Their operating profit reached 828.9 billion won, up 220.7% year-on-year.
Major
摩根大通
UBS Raises S&P 500 Target, Bullish on AI and Earnings Growth Extending the Rally
Odaily News UBS has raised its S&P 500 index target, projecting a target of 8,100 points by December 2026 and further increasing to 8,400 points by June 2027, citing strong corporate earnings growth and sustained economic resilience.UBS expects S&P 500 companies' earnings per share (EPS) to reach $350 in 2026 and $400 in 2027, driven primarily by performance in the technology, semiconductor, and energy sectors.The bank continues to hold a positive outlook on U.S. economic resilience, the Federal Reserve's patient policy stance, and the accelerating adoption of artificial intelligence, believing there is still room for the current bull market to extend.However, UBS also flagged potential risks, including rising oil prices, resurgent inflation, and AI investment returns falling short of expectations, which could weigh on market valuations and upward momentum.
Bullish
June
Rally
Rally
Rally
UBS: Murata Factory Visit Confirms 20% Production Increase Potential, Profit Margin Expected to Nearly Double
According to TechFlow Research, UBS pointed out in its research report on August 18 that Murata Manufacturing Co., Ltd.'s Fukui Takefu Plant opened to market visits for the first time in about 20 years. This plant is the mother factory for advanced MLCCs (Multilayer Ceramic Capacitors), mainly supplying AI servers and high-end smartphones. Murata's global market share is approximately 35%. UBS confirmed three key pieces of information: technical barriers remain substantial, existing equipment still has about 20% potential for production increase through yield improvement and process optimization, and physical capacity expansion is approaching its limits. UBS maintains a Buy rating on Murata, with a target price of 13,200 yen. UBS believes that against the backdrop of limited new capacity construction and extended lead times for in-house equipment components, tapping into the potential of existing equipment is more certain than adding new production lines. Murata is transferring general-purpose products overseas, while domestic Japan plants focus on advanced products such as high capacitance and small size. The product mix upgrade will drive the operating profit margin to climb from 15.4% in fiscal year 2026 to 37.6% in fiscal year 2029. UBS assesses that the industry structure is expected to improve over the next 6 months, and there is a possibility of an upward revision in earnings guidance around October 31.
August
IBIT call option exposure increased 24-fold, UBS holds 407,890 shares worth $13.6 million
Odaily News: UBS's second-quarter IBIT call option exposure increased 24-fold. As of now, the bank holds 407,890 shares of IBIT, valued at $13.6 million; at the end of the first quarter, it held 364,371 shares. (Bitcoin News)
Bitcoin
IBIT
InfinityBit
UBS Increases BlackRock Bitcoin ETF Holdings by Over Three-Fold to Nearly $90 Million
Odaily News: UBS has increased its holdings in BlackRock's Bitcoin ETF by more than three-fold to nearly $90 million, with its IBIT call option exposure growing 24-fold in the second quarter. (Cointelegraph)
Bitcoin
Cointelegraph
Fold
IBIT
InfinityBit
贝莱德
Serenity: The AI Supply Chain Boom Is Far From Over, With Storage, Packaging, and Power Sectors Poised for Long-Term Demand Surge
Odaily News "White-Haired Stock God" Serenity shared insights on the AI industry chain on the X platform, noting that AI infrastructure demand is driving multiple sectors—including storage, advanced packaging, computing power financing, optical communications, power supply, and electronic components—into a long-term expansion cycle. The AI supply chain remains in a phase of rapid growth.In the storage sector, Serenity cited UBS forecasts indicating that traditional DRAM manufacturers (such as Micron) could see gross margins reach an unprecedented 95% by 2027, potentially even surpassing the gross margin levels of HBM products. Additionally, SanDisk's long-term agreements already cover approximately two-thirds of its 2028 production capacity, with minimum contracted revenue reaching $93 billion. Given its current market cap of around $239 billion, this suggests its future revenue targets could persist for years, making it difficult to simply classify the company as a traditional cyclical stock.On the cloud computing infrastructure front, CoreWeave has signed agreements to use Nvidia A100 GPUs through 2029. This is a positive development for emerging cloud computing companies such as Nebius and Iren, and it also weakens some investors' bearish thesis centered on the rapid depreciation of older GPUs.AI model companies are also continuing to grow at a pace that exceeds expectations. Frontier AI labs are still maintaining extremely rapid growth rates, and a slowdown in growth would actually be a cause for concern. The market projects that Anthropic's 2028 revenue could reach $190 billion to $200 billion.However, advanced packaging and semiconductor infrastructure remain core bottlenecks. The head of advanced packaging at TSMC has stated that in the coming years, the industry may face not only memory shortages but also tight supply of ABF substrates.Serenity concluded that the AI infrastructure supply chain is continuously expanding. From GPUs, storage, and advanced packaging to power, optical communications, and electronic components, every segment is showing a long-term demand growth trend. The AI supply chain is still in a high-speed development stage.
Boom
Chain
CoreWeave
Frontier
GPU.Net
Long
UBS Discloses Increase in BlackRock Bitcoin ETF Holdings to Approximately $90 Million
UBS's 13F filing submitted to the U.S. Securities and Exchange Commission shows that as of June 30, 2026, its disclosed holdings in the BlackRock iShares Bitcoin Trust were approximately 2.5 million shares, valued at nearly $90 million, a significant increase from approximately 549,000 shares at the end of 2025.
Bitcoin
June
贝莱德
UBS holds approximately $90 million in IBIT, up 230% from end of 2025
Odaily News: Swiss banking group UBS Group AG disclosed in its 13F filing with the U.S. Securities and Exchange Commission (SEC) that it held approximately 2.5 million shares of BlackRock's iShares Bitcoin Trust (IBIT) as of June 30, with a position value of approximately $90 million. As of the end of 2025, UBS held approximately 549,000 shares of IBIT, valued at approximately $27 million; during the first half of 2026, the value of this position grew by approximately 230%. UBS reported $7.3 trillion in total managed investment assets, with the IBIT position accounting for less than 0.02% of its 13F assets. The 13F filing discloses a portion of U.S. securities managed under the company's investment decision-making authority. The shares primarily correspond to client assets held in wealth management, investment advisory, or asset management accounts, and do not represent UBS investing $90 million of its own corporate funds in Bitcoin. (Bitcoin.com News)
Bitcoin
Bitcoin.com
IBIT
InfinityBit
June
UBS: Micron HBM Tighter Than Expected, NAND Short-Term Noise Does Not Alter Long-Term Buy Thesis
According to TechFlow Research, UBS noted in its August 10 research report that Micron's Q3 NAND contract price increase fell from an expected 28% to around 20%, but DRAM is tighter than expected. HBM4 and HBM4E pricing continues to exceed expectations; NVIDIA downgraded the HBM specifications for VR300 due to supply constraints, yet total HBM consumption in 2027 instead increased from 58.7 billion Gb to 61.5 billion Gb, and the HBM blended average price year-over-year increase was raised from 67% to 79%. Micron's 2027 HBM revenue is expected to reach $26.35 billion, with ASP rising from $20.03 per Gb to $28.48. UBS maintains a Buy rating with a target price of $1,625; the current stock price of $877 implies approximately 85% upside potential. DRAM supply tightness will last at least until Q2 2028; NAND short-term pricing pace slows but enterprise SSD demand offsets consumer-end weakness. YMTC is shifting some incremental capacity to DRAM rather than NAND, which will extend the NAND pricing cycle. UBS believes Micron's profitability is a structural reset, with cumulative free cash flow by 2028 expected to exceed $450 billion.
Alter
Aspecta
August
Long
Noise
NVIDIA
The on-chain tokenized asset market is expected to reach $4 trillion by the end of 2028, while Standard Chartered projects Chainlink will hit $200 by the end of 2030
Odaily News: Standard Chartered initiated coverage on Monday of blockchain oracle project Chainlink, projecting LINK to reach $200 by the end of 2030 — roughly 25 times its current price of around $8. The bank's phased targets are $13 by the end of this year, followed by $41, $82, and $133. Standard Chartered estimates that the on-chain tokenized asset market will reach $4 trillion by the end of 2028, with DeFi-deployed assets hitting $2.7 trillion by 2030 — a 37-fold increase from current levels. The bank expects Chainlink fees to grow approximately 25-fold over the same period, assuming token prices track fee growth. Chainlink secures over $110 billion in total value, covering approximately 70% of the value that global DeFi relies on from oracles, with a share exceeding 80% on Ethereum; Aave V3 accounts for 44% of that. Swift, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global are all listed as institutions using its services. Chainlink still lags behind LayerZero in cross-chain interoperability. Following the $292 million attack in April, over $7 billion in token value has migrated to Chainlink CCIP, with second-quarter transaction volume reaching $4.9 billion — up 353% year-over-year. Risks include slowing institutional tokenization, pilots not converting to production processes, and technical failures impacting confidence. (Decrypt)
Aave
Chainlink
Decrypt
Ethereum
LayerZero
摩根大通
Robinhood Launches $200 Million RVII Fund, Focusing on Y Combinator Seed-Stage Startups
According to Tech Funding News, Robinhood announced filing an IPO application for its second venture capital fund, Robinhood Ventures Fund II (RVII), planning to raise up to $200 million, issuing 7.6 million shares, priced at $25 per share, expected to list on the New York Stock Exchange under the ticker "RVII" on August 13. RVII will focus on investing in seed-stage startups founded by Y Combinator incubatees or alumni, currently holding equity in 80 private companies. Unlike the first fund (RVI), RVII charges a 2% annual management fee and a 20% performance incentive fee, with a comprehensive annual fee rate of approximately 4.18%; Robinhood itself classifies the fund as a "speculative" product, offering no shareholder redemption rights. Goldman Sachs serves as the lead underwriter, with Citigroup, JPMorgan Chase, UBS, and Wells Fargo as co-underwriters; the subscription window will close on August 12.
August
Robinhood
Stage
摩根大通
UBS: Global Cloud Provider Memory Spending Expected to Grow 127% by 2027
Odaily News, P Equity Research posted on the X platform, stating that UBS expects global cloud service provider spending on DDR memory to reach $190.6 billion in 2026, growing to $448.9 billion in 2027, representing a year-over-year increase of approximately 135%. Additionally, UBS forecasts that overall memory spending will grow by about 127% in 2027.
Memory