Episode

House View Daily | Equities can move higher despite tech sell-off

Podcast: UBS On-Air: House View
Published: Jun 24, 2026
Duration seconds: 658
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Canonical source: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2024%20June%202026.mp3
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Summary

Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities.