Episode
House View Daily | Big tech earnings to test the AI trade
- Podcast
- UBS On-Air: House View
- Published
- Jul 22, 2026
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__22_July_2026.mp3
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Summary
Earnings from hyperscalers will be a key test for the AI trade as investors look for greater clarity on capex, revenue durability, and margin resilience. While we remain constructive on AI’s longer-term growth story, a balanced approach across and beyond the AI value chain remains important.