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UBS On-Air: House View · July 30

House View Daily | Tech earnings point to a broader AI trade

The latest hyperscaler earnings point to strong capital expenditures in the near term and encouraging monetization trends. But pressure on cash flows could lead to a slowdown in capex beyond next year. We think the AI investment opportunity has become more differentiated, and recommend exposure to select semis and defensive tech.

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The latest hyperscaler earnings point to strong capital expenditures in the near term and encouraging monetization trends. But pressure on cash flows could lead to a slowdown in capex beyond next year. We think the AI investment opportunity has become more differentiated, and recommend exposure to select semis and defensive tech.

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